Carvana Tshuag Soars

Cov Tshuag ntawm beleaugured tsheb muag Carvana (CVNA) - - Tau txais Daim Ntawv Qhia Dawb nce hnub Monday los ntawm ntau npaum li 33%.

Qee cov tub lag luam xav tias qhov nce yog los ntawm kev nyem luv luv.

"Carvana yog nyob rau hauv ib qho epic luv nyem hnub no," Genevieve Roch-Decter, CFA, yav tas los lub kaus mom nyiaj me me, tweeted. "Cov paj laum luv yog 65%."

Cov neeg lag luam uas yog cov muag luv luv tau txais txiaj ntsig thaum cov khoom lag luam poob rau hauv tus nqi vim tias lawv qiv cov khoom ntawm cov tuam txhab uas lawv xav tias yog overvalued. Cov neeg muag khoom luv luv muag cov khoom lag luam no thiab yuav lawv dua ntawm tus nqi qis.

Cov muag luv luv tau txais txiaj ntsig los ntawm kev twv tawm tsam cov khoom lag luam hauv 2022, tsuas yog xyoo thib ob hauv tsib xyoos dhau los.

Xaiv thawj koom ruam tawm tsam cov khoom lag luam xws li lub tuam txhab hluav taws xob tsheb tuam txhab Tesla TSLA - Tau txais Daim Ntawv Qhia Dawb, internet giant Amazon AMZN - Tau txais Daim Ntawv Qhia Dawb thiab tech behemoth Meta Platforms META - Tau txais Daim Ntawv Qhia Dawb muab los ua tus sab saum toj peb cov nyiaj txiag rau luv luv muag uas nws rov qab yeej tus S&P 500.

US Equity thiab ADR Cov neeg muag khoom luv tau tsim cov txiaj ntsig xyoo tas los vim cov luv luv tau nce $ 300 nphom hauv xyoo-rau-hnub cov txiaj ntsig ntawm kev lag luam ntawm qhov nruab nrab luv luv ntawm $ 973 billion, nce 30.83% rau 2022, raws li Ihor Dusaniwsky, tus thawj coj ntawm Kev kwv yees kwv yees ntawm S3 Partners, ib lub tuam txhab nyiaj txiag hauv New York hauv daim ntawv tshaj tawm Lub Ib Hlis.

Carvana's Ailing Finances

Nyob rau hauv 2022, Carvana cov shares poob feem ntau ntawm lawv cov nqi raws li cov tub ua lag luam khiav tawm ntawm cov khoom muaj mob.

Lub "Amazon ntawm cov tsheb siv" yuav xav tau kev tso nyiaj ntawm cov neeg ua lag luam vim tias nws cov khoom lag luam raug tsoo ntawm cov khw muag khoom, poob los ntawm qhov loj heev 96.84% ntawm ib qho.

Carvana tau ntsib ntau lub taub hau nws zoo li lub tuam txhab tsis tau xav txog, suav nrog kev poob qis hauv kev lag luam siv tsheb, muaj peev xwm. lub caij txom nyem thiab kev nce ntxiv ntawm cov paj laum, uas ua rau cov nqi tsheb them txhua hli kim.

Cov kws tshuaj ntsuam txiav lawv cov hom phiaj tus nqi ntawm Carvana. Bank of America tus kws tshuaj ntsuam Nat Schindler txiav nws lub hom phiaj tus nqi mus rau $ 10 los ntawm $ 43 thiab txo nws qhov kev ntaus nqi mus rau nruab nrab ntawm kev yuav khoom thaum Lub Kaum Ib Hlis 30.

Schindler tsis ntseeg tias lub tuam txhab muaj nyiaj txaus kom kav ntev tshaj li ib xyoos, hais tias Carvana "zoo li yuav tag nrho cov nyiaj ntsuab los ntawm qhov kawg ntawm 2023. Tsis muaj qhov qhia tau tias muaj peev xwm ntxiv nyiaj ntsuab."

Nws zoo nkaus li tias tsis muaj tub ua lag luam tau nce mus rau lub phaj los pab tawm tsam Carvana, suav nrog CEO Ernie Garcia, Schindler tau sau.

"Tsis muaj qhov qhia tau tias muaj peev xwm ntxiv nyiaj ntsuab, piv txwv li los ntawm Garcia tsev neeg (tus CEO [Ernie Garcia] thiab nws txiv tus thawj tswj hwm), thiab nws tsis tuaj yeem kwv yees tias yog thiab thaum twg yuav tshwm sim."

If Carvana tau txais cov peev uas xav tau ntau, nws cov khoom lag luam tuaj yeem thim rov qab. Qhov tsis muaj liquidity ua rau "ib qho xwm txheej uas cov khoom lag luam no zoo li binary: nws mus rau xoom lossis nws tsim nyog ntau zaus nws tus nqi tam sim no."

Moody's, lub koom haum ntsuam xyuas, kuj txiav Carvana qhov kev cia siab thiab txo cov nuj nqis rau qhov tsis zoo.

Lwm cov kws tshuaj ntsuam xyuas kuj tau txheeb xyuas lub neej yav tom ntej ntawm Carvana thiab Baird thiab Cowen, uas yog ob qho tib si qub ntawm cov khoom lag luam, tau txo qis lub tuam txhab cov khoom lag luam kom tuav lub lim tiam dhau los.

Oppenheimer tau txo qis cov khoom lag luam thaum Lub Kaum Ib Hlis 15. Tus kws tshuaj ntsuam Brian Nagel txo qis cov shares kom tuav los ntawm kev yuav, hais tias "qhov tseem ceeb ntawm kev ua haujlwm ze dua thiab pheej hmoo nyiaj txiag" yog vim li cas. Nws tsis tau muab lub hom phiaj tus nqi.

Kev muag khoom thaum lub quarter thib peb poob rau $ 3.4 nphom los ntawm $ 3.5 nphom los ntawm lub quarter thib peb ntawm 2021, uas yog qis dua li $ 3.7 nphom uas Wall Street tau nrhiav.

Thaum muaj kev sib kis thoob ntiaj teb, Carvana tau nrhiav tom qab cov khoom lag luam raws li cov neeg siv khoom txaus siab rau kev yuav tsev thiab tsim qhov xav tau yuav tsheb.

Tau qhov twg los: https://www.thestreet.com/automotive/carvana-stock-ramps-up?puc=yahoo&cm_ven=YAHOO&yptr=yahoo