New York, January 23, 2026, 21:02 EST — The market has closed.
- Carvana shares slipped roughly 1% to close Friday at $473.31. (Zacks)
- The Federal Reserve will hold its next policy meeting on Jan. 27-28. (Federal Reserve)
Carvana Co shares dipped on Friday, ending the day 1.0% lower at $473.31. The stock fluctuated between $462.45 and $486.50 during the session.
Wall Street is closed for the weekend, but all eyes turn to Monday’s open and whether volatility will persist. For companies linked to consumer finance, interest rates weigh just as heavily as demand.
Friday saw Carvana buck the trend, outperforming several auto retail rivals as the broader market held steady. CarMax slid 3.2%, AutoNation dropped 2.3%, and the S&P 500 ETF showed little movement.
One minor spark for momentum screens popped up a day before, as Investor’s Business Daily reported Carvana’s SmartSelect Composite Rating climbed to 96 from 94. This rating combines earnings and price action into one figure. (Investors)
Investors face a packed week ahead, juggling a Federal Reserve decision alongside a flood of corporate earnings. “At the end of the day, earnings are the driver,” said Chris Galipeau, senior market strategist at Franklin Templeton, in an interview with Reuters. (Reuters)
For Carvana, the key now is whether operational progress translates into the financials, beyond just stock price gains. Investors focus on retail units sold and gross profit per unit, or GPU — the profit earned on each vehicle before accounting for overhead.
Another key focus is funding. Carvana handles and services some customer loans, meaning changes in credit conditions or financing markets can rapidly affect margins and cash flow.
However, the setup works both ways. A stock valued on strong execution can plunge sharply if unit growth stalls, used-car prices drop, or financing costs climb.
U.S. markets will reopen Monday, Jan. 26. Carvana is set to report its Q4 2025 results on Feb. 18 at 5:30 p.m. ET during a conference call. (Carvana)
