New York, Feb 5, 2026, 19:40 EST — After-hours
- Carvana shares slipped 2.4% to $383.69 in after-hours trading, following a volatile session earlier in the day
- This week, the company rolled out same-day delivery in Eugene, Oregon.
- A filing revealed the CFO offloaded 12,750 shares as part of a pre-arranged plan; results are expected Feb. 18
Shares of Carvana Co (CVNA) slipped 2.4% to $383.69 in after-hours trading Thursday, following an intraday range from $360.57 up to $391.65.
Wall Street closed sharply down, shaken by fresh concerns about the expenses and returns of big AI investments. The S&P 500 fell 1.23%, while the Nasdaq lost 1.59%, per LSEG data. (Reuters)
Timing is critical for Carvana holders. The stock has been among the market’s most volatile consumer plays, with traders pulling back risk ahead of a packed schedule of earnings reports and economic data.
Carvana wasn’t alone in its slump. CarMax slid 3.8%, while ACV Auctions took a steeper hit, down 6.4% during the session.
Logistics and speed dominated company news this week, as online auto sellers race to meet demand for fast delivery. Carvana announced it has rolled out same-day vehicle delivery and pick-up in the Eugene, Oregon area. Senior director Jacqueline Hearns highlighted that customers can move “from online checkout to driveway delivery” within hours. (Business Wire)
In a separate filing, CFO Mark Jenkins exercised options for 12,750 shares and sold an equal amount on Feb. 2 under a Rule 10b5-1 trading plan. The filing also revealed 1,219 shares withheld to cover taxes on vested stock units, with sale prices ranging from about $393 to $419 per share. (SEC)
Last month, Gotham City Research released a short-seller report accusing the stock of profit inflation and highlighting concerns over related-party transactions. Carvana declined to comment when approached by the outlet, according to Investopedia. (Investopedia)
The next key event is just around the corner. Carvana plans to release its fourth-quarter and full-year 2025 results after markets close on Feb. 18, with a conference call scheduled for 5:30 p.m. ET. (Carvana Investors)
Traders aren’t just focused on headline revenue. They’ll be watching closely for clues on unit growth, per-vehicle profit, and whether financing remains viable amid shifting rates and credit spreads. For Carvana, financing and how quickly inventory moves still carry significant weight.
Expectations are razor-thin, and the stock can swing sharply either way. A slip in demand, pricing pressure, rising costs, or fresh turmoil over short-seller allegations could quickly sour sentiment.
Macro signals remain unsettled. The Bureau of Labor Statistics announced the January jobs report will be pushed back to Feb. 11, forcing markets to navigate choppier labor data for now. (Reuters)
Investors are zeroing in on Carvana’s Feb. 18 update, hoping for solid execution: clear results, cash-flow insight, and any firm news on delivery growth that proves the model can scale without margin erosion.
