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Carvana shares fall 15% after 2026 earnings guidance misses Wall Street consensus

7/30/2026

The 2026 earnings outlook is in focus for Carvana (CVNA) after the online auto retailer paired record second-quarter results with a full-year guidance range of $2.7 billion to $3 billion that came in below Wall Street consensus Wednesday.

Shares fell 15% in the session. The guidance print, not the operational record, set the tape's direction for the day.

Record quarter, guidance gap Carvana's second-quarter results came in at a company record, giving the tape a concrete operational win. That was the positive side of Wednesday's release.

The forward picture is where the session's damage originated.

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