New York, Feb 9, 2026, 15:23 EST — Regular session
- Carvana shares moved higher by around 1.8% in afternoon trading, bouncing between $393.52 and $412.91.
- Carvana’s earnings are on deck next week, and investors are also bracing for a batch of U.S. inflation and jobs numbers.
- Since a short-seller report landed in late January, the stock’s been swinging wildly.
Carvana Co stock climbed Monday, gaining roughly 1.8% to hit $410.83 late in the session—beating the wider U.S. market. Shares swung between $393.52 and $412.91 earlier in the day.
Investors are gearing up for a packed slate of data that could shake up rate bets and rattle consumer-lending stocks. Carvana releases its latest quarterly numbers on Feb. 18. Up ahead: the U.S. jobs report drops Feb. 11, and inflation watchers have the consumer price index on the docket for Feb. 13, per the Labor Department schedule. One-year inflation expectations ticked lower in January, Monday’s New York Fed survey showed.
Interest rates make all the difference for Carvana—car shoppers rely on manageable monthly payments. When borrowing gets cheaper, more buyers can actually land a loan. Raise those rates, though, and demand takes a hit, putting extra pressure on the credit side.
That shadow from late January lingers over the stock, after Gotham City Research dropped a report aimed at the Garcia family’s web of related-party dealings. Carvana shot back, labeling the claims “inaccurate and intentionally misleading,” according to the Financial Times. Financial Times
Gotham claimed Carvana had inflated its earnings and was actually leaning more on related parties than it had let on. The allegations set off volatile swings in the stock after the report dropped.
CarMax slipped roughly 1.3% Monday. ACV Auctions, on the other hand, barely budged. Other peers posted mixed moves.
Investors now turn to Carvana’s results and outlook, gauging if they’ll ease worries about profitability and funding—or just reignite the debate. Traders will be listening closely to management for new details on financing, unit volumes, and how loans are holding up.
But the setup isn’t one-sided. If inflation comes in above forecasts or there’s an unexpected move in jobs data, bond yields could spike—and fresh affordability jitters would follow. A renewed look at related-party dealings? That could easily bring back headline risk.
Coming soon: U.S. jobs data arrives Feb. 11, then CPI hits Feb. 13. Carvana reports and hosts its call Feb. 18.
Related articles: NASDAQ:CVNA
