Do You Believe in the Upward Potential of Carvana (CVNA)?

In its third-quarter 2025 capitalist letter, Sands Capital Global Growth Fund highlighted stocks specified arsenic Carvana Co. (NYSE:CVNA). Headquartered successful Tempe, Arizona, Carvana Co. (NYSE:CVNA) is an e-commerce level for buying and selling utilized cars. The one-month instrumentality for Carvana Co. (NYSE:CVNA) was 38.04%, and its shares gained 95.34% implicit the past 52 weeks. On December 16, 2025, Carvana Co. (NYSE:CVNA) banal closed astatine $455.18 per share, with a marketplace capitalization of $98.685 billion.

Sands Capital Global Growth Fund stated the pursuing regarding Carvana Co. (NYSE:CVNA) successful its 3rd 4th 2025 capitalist letter:

"Carvana Co. (NYSE:CVNA) is the world’s largest ecommerce utilized car retailer by revenue. The concern seeks to alteration the utilized car industry, which is massive, fragmented, and characterized by a analyzable lawsuit experience. Used cars are 1 of the largest user verticals—with implicit $1 trillion successful yearly sales—but lone a debased single-digit percent of vehicles is purchased online today. It’s besides a highly fragmented industry, with the existent marketplace person accounting for a astir 2 percent share. The buying process is often emotional, cumbersome, and anxiousness inducing, which is worsened by debased spot successful accepted salespeople. Carvana seeks to amended this process done its vertically integrated platform, which provides a radically antithetic acquisition done convenience, transparency, and competitory prices. Nationwide standard and verticalization besides effect successful charismatic portion economics, which we judge volition thrust beardown borderline enlargement implicit our concern clip horizon. Ultimately, we expect Carvana—by providing a work that is faster, better, and cheaper than brick-and-mortar car dealerships—to consolidate a important information of utilized car income moving guardant arsenic much transactions displacement online."

Carvana Co. (NYSE:CVNA) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 109 hedge money portfolios held Carvana Co. (NYSE:CVNA) astatine the extremity of the 3rd quarter, which was 91 successful the erstwhile quarter. While we admit the imaginable of Carvana Co. (NYSE:CVNA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.