For the second quarter of 2026, analyst consensus points to revenue of approximately $249.85 million and an EPS of $0.61, with the stock currently trading near $36.24 relative to an average price target of $38.55.
Investors are primarily focused on the growth of high-margin Marketplace revenue, which tracks the recurring subscription fees paid by dealerships for platform listings.
Recent performance has been bolstered by double-digit revenue growth and the integration of AI-led product innovations, such as the ChatGPT-powered assistant for car shoppers. Market participants are looking for continued expansion in the premium dealer tier to offset any volatility in the wholesale digital retail segments.