What Makes Carvana (CVNA) an Investment Bet?

Brown Advisory, an concern absorption company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, successful the 3rd 4th of 2025, which accrued astir 3%.  In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks specified arsenic Carvana Co. (NYSE:CVNA). Headquartered successful Tempe, Arizona, Carvana Co. (NYSE:CVNA) is an e-commerce level for buying and selling utilized cars. The one-month instrumentality for Carvana Co. (NYSE:CVNA) was 46.30%, and its shares gained 105.53% implicit the past 52 weeks. On December 17, 2025, Carvana Co. (NYSE:CVNA) banal closed astatine $446.23 per share, with a marketplace capitalization of $97.07 billion.

Brown Advisory Mid-Cap Growth Strategy stated the pursuing regarding Carvana Co. (NYSE:CVNA) successful its 3rd 4th 2025 capitalist letter:

"We initiated a presumption successful Carvana Co. (NYSE:CVNA), 1 of the fastest-growing online utilized car retailers. The institution continues to outpace peers with gross maturation supra 40% and targets 20–40% yearly maturation implicit the adjacent 5 years. With expanded reconditioning capacity, we expect improving profitability and a widening competitory vantage arsenic the concern scales."

Carvana Co. (NYSE:CVNA) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 109 hedge money portfolios held Carvana Co. (NYSE:CVNA) astatine the extremity of the 3rd quarter, which was 91 successful the erstwhile quarter. While we admit the imaginable of Carvana Co. (NYSE:CVNA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Carvana Co. (NYSE:CVNA) and shared Sands Capital Global Growth Fund's views connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.