$CPRT (Copart, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 40.1%)

Graded daily on value B, growth D, profitability A-, momentum C+, revisions C. Sector-relative, identical for every user.

Most active credible voices on $CPRT

@drewcohenmoney (Drew Cohen) — 27 mentions · 13.8K followers
@speedwell_llc (Speedwell Research) — 19 mentions · 12.4K followers
@dividendtalks (Dividend Talks on YouTube) — 11 mentions · 79.7K followers

Recent headlines featuring $CPRT

2026-09-11: Copart to buy ACV for $10.50 a share, deal valued at about $1.9 billion

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$CPRT — what investors on X are saying · SpikePanel

$CPRTCopart, Inc. · Specialty Business Services · $29.7B

$32.09

-0.6%

Event thread

Key events, in time order

12 items

2026-10-178-K filing
8-K: Item 5.02, Item 9.01
D1 -1.3% · +5d +6.0%
2026-10-168-K filing
8-K: Item 2.01, Item 7.01, Item 9.01
D1 +0.4% · +5d +4.1%

10 earlier events

2026-09-17Analyst
HSBC downgrades to Hold
D1 -3.8% · +5d -5.5%
2026-09-11 → 09-17Capital
Copart Commences Tender Offer for ACV; Analyst Downgrades
Tender offer launch marks execution phase; multiple analyst downgrades
D1 -2.6% · +5d -2.2%
3 waves of this story
- 2026-09-11 All-cash deal, strengthens digital auto marketplace, confirmed by multiple sources
- 2026-09-12 Multiple sources confirm the ACV deal, and analysts upgrade on digital marketplace expansion.
- 2026-09-17 Tender offer launch marks execution phase; multiple analyst downgrades
2026-09-128-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +5.9% · +5d -8.9%
2026-09-118-K filing
8-K: Item 2.02, Item 9.01
D1 -2.6% · +5d -2.2%
2026-09-05 → 09-11Earnings
Post-Q4 Analyst Upgrade Highlights Acquisition Integration Focus
Following the earnings miss, analysts turn bullish, with focus shifting to ACV integration.
D1 -3.3% · +5d -4.8%
4 waves of this story
- 2026-09-05 Multiple independent sources list CPRT on next week's earnings calendar, drawing market attention to its results
- 2026-09-09 Multiple independent sources confirm earnings date, raising visibility
- 2026-09-11 Mixed results vs estimates, but ACV acquisition announced
- 2026-09-11 Following the earnings miss, analysts turn bullish, with focus shifting to ACV integration.
2026-09-11Analyst
Barrington Research upgrades to Outperform
D1 -2.6% · +5d -2.2%
2026-09-10Earnings
Earnings report
Global unit sales were down 2.9% in Q4, with domestic down 5.7% and international up 10%.
D1 -4.0% · +5d -3.5%
2026-09-03Analyst
JP Morgan upgrades to Overweight
D1 +4.4% · +5d -10.8%
2026-08-208-K filing
8-K: Item 5.02
D1 +1.4% · +5d -4.6%
2026-08-188-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -0.6% · +5d +5.8%

①

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by direction · sourced

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

12 items

2026-10-178-K filing
8-K: Item 5.02, Item 9.01
D1 -1.3% · +5d +6.0%
2026-10-168-K filing
8-K: Item 2.01, Item 7.01, Item 9.01
D1 +0.4% · +5d +4.1%
2026-09-17Analyst
HSBC downgrades to Hold
D1 -3.8% · +5d -5.5%
2026-09-11 → 09-17Capital
Copart Commences Tender Offer for ACV; Analyst Downgrades
Tender offer launch marks execution phase; multiple analyst downgrades
D1 -2.6% · +5d -2.2%
3 waves of this story
- 2026-09-11 All-cash deal, strengthens digital auto marketplace, confirmed by multiple sources
- 2026-09-12 Multiple sources confirm the ACV deal, and analysts upgrade on digital marketplace expansion.
- 2026-09-17 Tender offer launch marks execution phase; multiple analyst downgrades
2026-09-128-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +5.9% · +5d -8.9%

7 earlier events

2026-09-118-K filing
8-K: Item 2.02, Item 9.01
D1 -2.6% · +5d -2.2%
2026-09-05 → 09-11Earnings
Post-Q4 Analyst Upgrade Highlights Acquisition Integration Focus
Following the earnings miss, analysts turn bullish, with focus shifting to ACV integration.
D1 -3.3% · +5d -4.8%
4 waves of this story
- 2026-09-05 Multiple independent sources list CPRT on next week's earnings calendar, drawing market attention to its results
- 2026-09-09 Multiple independent sources confirm earnings date, raising visibility
- 2026-09-11 Mixed results vs estimates, but ACV acquisition announced
- 2026-09-11 Following the earnings miss, analysts turn bullish, with focus shifting to ACV integration.
2026-09-11Analyst
Barrington Research upgrades to Outperform
D1 -2.6% · +5d -2.2%
2026-09-10Earnings
Earnings report
Global unit sales were down 2.9% in Q4, with domestic down 5.7% and international up 10%.
D1 -4.0% · +5d -3.5%
2026-09-03Analyst
JP Morgan upgrades to Overweight
D1 +4.4% · +5d -10.8%
2026-08-208-K filing
8-K: Item 5.02
D1 +1.4% · +5d -4.6%
2026-08-188-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -0.6% · +5d +5.8%

$CPRT (Copart, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 40.1%)

Most active credible voices on $CPRT

Recent headlines featuring $CPRT

$CPRT (Copart, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 40.1%)

Most active credible voices on $CPRT

Recent headlines featuring $CPRT

8-K: Item 5.02, Item 9.01

8-K: Item 2.01, Item 7.01, Item 9.01

HSBC downgrades to Hold

Copart Commences Tender Offer for ACV; Analyst Downgrades

8-K: Item 1.01, Item 7.01, Item 9.01

8-K: Item 2.02, Item 9.01

Post-Q4 Analyst Upgrade Highlights Acquisition Integration Focus

Barrington Research upgrades to Outperform

Earnings report

JP Morgan upgrades to Overweight

8-K: Item 5.02

8-K: Item 5.02, Item 7.01, Item 9.01

Bull vs bear

Discussion

8-K: Item 5.02, Item 9.01

8-K: Item 2.01, Item 7.01, Item 9.01

HSBC downgrades to Hold

Copart Commences Tender Offer for ACV; Analyst Downgrades

8-K: Item 1.01, Item 7.01, Item 9.01

8-K: Item 2.02, Item 9.01

Post-Q4 Analyst Upgrade Highlights Acquisition Integration Focus

Barrington Research upgrades to Outperform

Earnings report

JP Morgan upgrades to Overweight

8-K: Item 5.02

8-K: Item 5.02, Item 7.01, Item 9.01