NASDAQ
CPRT
16 stories
$26B Market cap · 2026-10-21
To the surprise of absolutely no one, the Copart-ACV deal is closed. $CPRT $ACVA Get ready to hear the word “synergies” everywhere. Now it’s up to Copart to show they’ll be good ones. https://t.co/sGgwasBBT1 https://t.co/DYsYj79dcA
Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
Robert J. Lake 3 clicksCopart’s $1.9B Bet on ACV Auctions: a Deep Dive $CPRT $ACVA https://t.co/Z3ICni26v1
Copart $CPRT just acquired $ACVA for $1.9B. The filings came out on the 17th, and I've spent 12 hours a day analyzing everything since. I read so much my eye drops stopped cutting it, had to switch back to vitamin A for the dry eyes. As usual, the reality is way more complicated than anything I've seen on social media so far. I break it all down, and what it means for my Copart thesis. Have fun. (Link in bio/below.)
@mirror_mystery $FICO $PDD $UBER $KNSL $BN $KSPI $CPRT $CSU.TO at low $2,000s because of anchoring bias. $FISV. I do not own many of these, just where I think there’s value based on research I have done.
Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…
Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…
Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…
My comment was tongue in cheek. I and my firm own $CPRT, but I also regularly use self-driving. I agree that more AVs are good for society overall. That said, salvage businesses will never be a zero because there will always be damaged cars that need to be repurposed. I’m optimistic on AVs but the massive impacts are still well out in the future.
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…
If it gets to mid to low 20s copart $Cprt seems like a good bet. Insurance mkt will harden and yes they have competition but duopolistic markets are still attractive and at 3-3.5x sales I think you’re good
Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…
Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…
Portfolio gained 0.6% in November and 22.9% in 2025, adding Floor & Decor and Copart while exiting West Pharmaceutical, Kraft Heinz, Novo…
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