尽管销售额上升，Carvana股价下跌

欢迎收听Seeking Alpha的华尔街晨间快讯，我们每天早晨为投资者梳理最重要的财经新闻。

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

早上好。

Good morning.

今天是2月19日，星期四。

Today is Thursday, February 19.

我是朱莉·摩根。

I'm Julie Morgan.

Carvana在第四季度售出的汽车数量超过了华尔街的预期，但市场对公司盈利能力的担忧导致其股价今早下跌。

Carvana sold more cars than Wall Street expected in the fourth quarter, but concerns over the company's profitability have pushed the stock into the red this morning.

Carvana在盘前交易中下跌了16%。

Carvana is down 16% in pre market action.

二手车市场收入飙升了58%。

The used car marketplace experienced a 58% surge in revenue.

按每辆车计算，零售车辆销售额增长了43%，而批发销售增长了66%。

On a per unit basis, retail vehicle sales were up 43%, while wholesale increased 66%.

然而，进一步分解数据发现，每辆车的毛利润下降了244美元，批发交易平台的毛利润下降了18.2%。

However, when you break down the numbers further, it shows a $244 decline in gross profit per vehicle and an 18.2% decline in wholesale marketplace gross profit.

公司的盈利能力呈现混合态势：调整后的EBITDA增至5.11亿美元，但低于5.39亿美元的预期；而每股调整后利润从0.56美元飙升至4.22美元，但这一增长归因于一次性费用，因此无法与1.12美元的预期直接比较。

The company's profitability gave a mixed picture, as adjusted EBITDA increased to $511,000,000 but missed the $539,000,000 estimate, while on a per share basis, adjusted profits surged to $4.22 per share from $0.56 per share, although this was attributed to one time charges and so is not comparable to $1.12 estimates.

公司未发布全年销售指引，但表示仍预计在2030年至2035年间售出300万辆汽车。

The company did not issue sales guidance for the full year, but said it continues to expect to sell 3,000,000 cars between 2030 and 2035.

DoorDash在盘前交易中上涨了13%。

DoorDash is up 13% in premarket trading.

由于强劲的订单增长和积极的前景指引，抵消了第四季度营收和利润的不及预期，股价大幅上涨。

Shares surged as strong order growth and upbeat guidance outweighed a Q4 top and bottom line miss.

订单量增长32%至30亿美元，总订单价值飙升39%至2970亿美元，均高于预期。

Orders climbed 32% to $9.00 $3,000,000 and gross order value jumped 39% to $29,700,000,000 both above expectations.

第一季度的总订单价值和EBITDA展望强劲，分别为310亿至318亿美元和6.75亿至7.75亿美元。

The Q1 outlook for GOV and EBITDA came in strong, dollars 31,000,000,000 to $31,800,000,000 and $675,000,000 to $775,000,000 respectively.

投资者忽视了较弱的利润率和高额投资支出，转而关注需求动能和增长前景。

Investors look past softer margins and heavy investment spending, choosing to focus on demand momentum and growth visibility.

现在，我们为您带来上周在《华尔街早餐》节目中报道过的一则新闻的最新进展。

Now we have an update to a story we brought you last week here on Wall Street Breakfast.

Moderna周三收盘上涨6%，此前美国

Moderna closed 6% higher on Wednesday after the U.

食品药品监督管理局

S.

接受了该公司基于信使RNA的疫苗mRNA-1010的上市申请，推翻了早前拒绝审查的立场。

FDA accepted the company's marketing application for its messenger RNA based shot mRNA-ten ten, reversing an earlier stance to refuse its review.

这家生物科技公司在新闻稿中表示，美国食品药品监督管理局已将8月5日定为mRNA-ten ten生物制品许可申请的目标行动日期。

In a press release, the biotech said that the agency has also assigned August 5 as the target action date in connection with its Biologics License Application for mRNA-ten ten.

Moderna的股价上周承压，此前美国食品药品监督管理局发布了一份拒绝受理函，表明其负责疫苗监管的生物制品部门将不会审查该生物制品许可申请。

Shares of Moderna came under pressure last week after the FDA issued a refusal to file letter indicating that its biologics unit, which regulates vaccines, would not review the BLA.

在与美国食品药品监督管理局举行A类会议期间，该公司提出了修订后的监管路径后，已提交了修正后的生物制品许可申请。

The company has submitted an amended BLA after proposing a revised regulatory path for the shot during a Type A meeting with the FDA.

变更内容包括计划寻求年龄依赖性监管途径，以及一项上市后要求，即在老年人群中开展额外试验。

Changes include plans to seek an age dependent regulatory pathway and a post marketing requirement to conduct an additional trial in older adults.

Moderna预计将在美国为50岁及以上成年人推出mRNA-1010，用于2026-2027年流感季节。

Moderna expects to launch mRNA-ten ten in The U.

美国

S.

用于2026-2027年流感季节的50岁及以上成年人。

For adults age 50 and older for the twenty twenty six-twenty twenty seven flu season.

现在来看几篇热门文章。

Now for a look at a few other articles that are trending.

GameStop的瑞安·科恩挑战企业董事会中的空心人物。

GameStop's Ryan Cohen takes on the hollow men of corporate boardrooms.

对电动汽车的远离持续影响着Avis Budget的业绩。

A shift away from EVs continues to cost Avis budget.

随着人工智能的加速采用，Figma瞄准2026年30%的收入增长。

And Figma targets 30% revenue growth for 2026 as AI adoption accelerates.

我有一条今天催化剂观察清单上的消息要告诉你们。

I have one item to tell you about on our catalyst watch for the day.

A10 Networks 将在旧金山举办投资者日活动。

A10 Networks will host its Investor Day event in San Francisco.

公司领导团队将阐述 A10 在传统网络、下一代网络和安全领域的长期增长框架。

The leadership team will outline A10's long term growth framework across legacy networking, next generation networking and security.

在华尔街这个早间时段，道指、标普和纳斯达克期货均下跌。

On Wall Street at this early hour, Dow S and P and NASDAQ futures are in the red.

原油价格上涨 1%，至每桶 65 美元。

Crude oil is up 1% at $65 a barrel.

比特币上涨 0.6% 至 66,000 美元，黄金上涨 0.2% 至 4,985 美元，富时 100 指数下跌 0.8%，德国 DAX 指数也是如此。

Bitcoin is up 0.6% at $66,000 Gold is up 0.2% at $4,985 The FTSE one hundred is down 0.8% and the same is true for the DAX.

中国和香港市场因农历新年假期今日休市。

Chinese and Hong Kong markets were closed today for the Lunar New Year holiday.

我们之前在一篇热门文章中提到了 Figma。

We mentioned Figma earlier in an article that is trending.

Figma 也在我们的最大涨幅股名单上。

Figma is also on our biggest movers list.

FIG在公布强劲的第四季度业绩和乐观指引后上涨了15%。

FIG is up 15% after reporting strong Q4 results and upbeat guidance.

今天经济日程上的几项内容：上午8:30公布失业救济申领人数，上午10点公布领先指标。

And a couple of items on today's economic calendar: At 08:30AM, Jobless claims and at 10AM, Leading indicators.

以上就是今天华尔街早餐的全部内容。

That's it for today's Wall Street Breakfast.

感谢收听。

Thanks for listening.

要充分利用Seeking Alpha对重要股票和ETF的覆盖，请成为高级订阅用户。

To take full advantage of Seeking Alpha with coverage on significant stocks and ETFs, become a premium subscriber.

访问seekingalpha.com/subscriptions了解更多。

Check out seekingalpha.com/subscriptions.

我是您的主持人朱莉·摩根。

I'm your host, Julie Morgan.

出去好好过一天吧。

Go out and make it a great day.