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VcircleFuture Avatar V.C.F. @VcircleFuture on x XX followers Created: 2025-07-21 18:16:00 UTC

JPM on $CVNA (PT to $350, Bullish):

• Q2 volume: JPM sees +41% y/y, +7% q/q • 2Q EBITDA est: $530M (vs. Street $546M, buyside ~$560M) • Margins: GPU/GoS normalizing • FY26 EBITDA/unit: Targeting ~$1.4K • Moat: Expanding share, lower leverage, SG&A scaling • Risk: Near-term bar high, possible short-term wobbles

XX engagements

Engagements Line Chart

Related Topics sga $14k $560m $546m $530m vcf $cvna stocks consumer cyclical

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