Cvna yahoo finance analyst commentary notes liquidity

CVNA Yahoo Finance analyst commentary notes liquidity improvements via recent debt restructuring, potentially unlocking capital for tech and logistics investments in the car delivery pipeline. Carvana CEO Ernie Garcia acknowledged tariffs are bad because, obviously, the levies boost prices and create uncertainty. But, he added, a company like Carvana could benefit. "Carvana Co. (NYSE:CVNA) was our largest contributor and Cogent was our largest detractor year-to-date. Followers of Recurve know that we have had a position in Carvana for many years. It has become our largest position by far and every decision not to sell despite its elevated concentration has been highly accretive to our performance. It’s also the position that has caused me to lose more sleep and learn more about myself as an investor than any other company in my 20+ year career. CVNA Yahoo Finance latest data reveals Q1 revenue growth of 18% YoY, signaling operational recovery after previous debt concerns. Investors track EBITDA improvement and gross margin expansion as indicators of sustained market confidence.