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CPCPRT

Copart, Inc.

$CPRT·$27B·Specialty Business Services·Industrials
$33.80-1.5%YTD-24.5%1Y-29.1%
Mentions · last 7 days
2026-08-17: 23 posts2026-08-18: 41 posts2026-08-19: 49 posts2026-08-20: 18 posts2026-08-21: 14 posts2026-08-22: 12 posts2026-08-23: 6 posts163+7%
Price updated 2d ago·X counts updated 2h ago
CPCPRT
$CPRTCopart, Inc.
$33.80-1.54%163 posts+7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CPRT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-08-23

The move has stalled — likely just drifts unless something new shows up.

Salvage-auction leader down 24% YTD despite BlackRock's $1.9B new position — the CCC acquisition rumor is the pivot.

Copart is the dominant global salvage-vehicle auction platform — the specialized digital marketplace where insurance companies and tow yards liquidate totaled vehicles. It's a genuine wide-moat compounder that the market has treated poorly YTD, and the reported CCC Intelligent Solutions acquisition talks are the specific pivot the tape is now evaluating.

  • The CCC acquisition rumor is the strategic setup: integration with CCC would move Copart upstream into the claims workflow, strengthen the salvage flywheel by capturing more upstream signal, and drive insurers to send more volume via workflow integration — that's the specific accretive-synergy math bulls are anchoring to.
  • The financial-cushion is enormous: $4B in net cash provides operational firepower for the CCC acquisition without threatening the balance sheet — even at a premium-multiple CCC deal, Copart retains meaningful capacity for continued organic growth and buybacks.
  • BlackRock's $1.91B new position is the elite-money bull signal: a position this size going in during a 24% YTD drawdown reflects passive-index-plus-active-manager conviction that the current dip is a specific value entry, not a fundamental thesis break.
  • The valuation reset is genuine: at ~18x TTM earnings with analyst FY26 EPS at $1.58 growing to $1.68 FY27 and $1.85 FY28 (~10% CAGR), CPRT is priced closer to a value multiple than the wide-moat compounder multiple the peer group typically commands.

The September 3 Q4 fiscal 2026 earnings print is where the operational story either validates or resets the current tape: sustained international operating-income growth above 25% with continued US market share gains extends the case. The autonomous-driving structural risk (fewer accidents, fewer salvage volumes) is real but a decade-out concern, not a near-term thesis break.

Agrees with X sentimentYes. Both sides of the X debate have merit — the CCC-integration synergy bull case and the 'CEO giving up on core business' bear framing are legitimate strategic reads. The compounder defense on $4B net cash and cost-advantage moat is factually right.

What to watch: September 3 Q4 fiscal 2026 earnings — international operating-income growth, US market-share dynamics, any CCC-acquisition specifics, and management commentary on the autonomous-driving structural risk timeline.

On the calendar: 2026-09-03 — Q4 fiscal 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment23 posts analyzed · as of 2026-08-22

Copart sentiment is split around the reported CCC Intelligent Solutions acquisition talks. Bulls argue integration with CCC would move Copart upstream into the claims workflow, strengthen the salvage flywheel and drive insurers to send more volume, with international operating income already up 25% YoY. Skeptics push back that this is Copart's CEO 'giving up on core business' rather than doing buybacks, and question whether autonomous driving eventually shrinks the salvage flow. Long-term compounders defend CPRT's $4B net cash and cost-advantage moat.

Read the AI verdict + X sentiment for $CPRT

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
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What it does

Plain-English summary of the business — what they sell and how they make money.

Runs online total-loss and used-vehicle auctions connecting insurance companies, dealers, and auto recyclers across 11 countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Business Services sits in its cycle right now — and what that implies for $CPRT.

Specialty Business Services · Industrials

No material change from last week — new Diehl Defence agreement for space-based early warning adds government defense to its maritime, weather, and aviation data streams.

What this means for $CPRT

Neutral — Runs online total-loss and used-vehicle auctions connecting insurance companies, dealers, and auto recyclers across 11 countries; limited read-through from specialty business services macro dynamics to this specific revenue mix.

Industry benchmark

5-name peer basket
-9.8%YTD
+20.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
36.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
45.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 21, 2026$0.43$0.41+5.8%
Q4 2025Feb 19, 2026$0.36$0.39-8.3%
Q3 2025Nov 20, 2025$0.41$0.39+5.2%
Q2 2025Sep 4, 2025$0.41$0.36+13.5%
Next earningsThu, Sep 3·consensus EPS $0.38

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$1.2B+2.1%46.3%37.5%$0.43$503.3M
Q2 FY26$1.1B-3.6%43.9%34.7%$0.36$57.9M
Q1 FY26$1.2B+0.7%46.5%37.3%$0.42$427.2M
Q4 FY25$1.1B+5.2%45.3%36.7%$0.41$350.8M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.7B$4.6B – $4.7B$1.58$1.57 – $1.608
FY27$4.8B$4.6B – $5.1B$1.68$1.57 – $1.729
FY28$5.1B$5.0B – $5.4B$1.85$1.79 – $1.914
FY29$5.3B$5.0B – $5.6B$2.02$1.96 – $2.082
FY30$5.5B$5.3B – $5.7B$2.19$2.08 – $2.301

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.30%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+14.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 845.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.015-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 28Jeffrey LiawCEO27.7K sh$846KSellJul 13Daniel J EnglanderDirector80.0K sh$2.2MSellApr 15Jeffrey LiawCEO26.2K sh$870K
+ 8 other (4 exempts · 3 awards · 1 other) in window

See when $CPRT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-K/AOfficer or director change (amended)Aug 198-K/A — Item 5.02: Officer or director change
AI summary

Copart (CPRT) filed an 8-K/A amendment to a July 2, 2026 original 8-K under Item 5.02 (Director/Officer Change). The amendment likely clarifies, corrects, or supplements an earlier executive or director change disclosure — for example, providing additional compensation details, correcting an effective date, or amending a description of the outgoing or incoming executive's terms. Copart is a global vehicle auction and remarketing platform; leadership stability is important given its technology-intensive yard operations and international expansion. Investors should compare this amendment against the original July 2 filing to identify what specifically changed.

8-KOfficer or director changeAug 188-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Copart (CPRT) filed an 8-K under Items 5.02, 7.01, and 9.01, disclosing an executive officer or director change, a Regulation FD disclosure, and related exhibits, with the event occurring August 13, 2026. No specific names or details were available in the excerpt. Copart operates a leading online vehicle auction and remarketing platform.

3New insider — initial holdingsAug 173
AI summary

David Joel Berger filed Form 3 as a newly appointed director of Copart, Inc., with an event date of August 13, 2026. No securities are beneficially owned at the time of the initial filing. Routine initial director ownership disclosure with no financial significance.

3New insider — initial holdingsAug 173
AI summary

Jane Pocock, President of Copart, Inc., filed Form 3 disclosing initial beneficial ownership as of August 1, 2026. She holds 330 shares of common stock directly and 89,767 unvested restricted stock units (RSUs) vesting on a schedule tied to her service. The RSU grant size is meaningful relative to the company's share price and represents alignment of the new president with long-term shareholder interests. Routine officer ownership disclosure.

8-KOfficer or director changeJul 88-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Copart, Inc. announced the appointment of Jane Pocock as President, effective August 1, 2026. Pocock currently serves as CEO of Copart's UK operations and brings deep operational knowledge of the company's international salvage vehicle auction business. The appointment of an internal candidate with international experience as President reflects Copart's succession planning and its emphasis on global expansion. The full scope of Pocock's responsibilities as President was described in exhibits to the filing.

8-KOfficer or director changeJun 298-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Copart, Inc. announced that A. Jayson Adair, the company's Executive Chairman and son-in-law of founder Willis J. Johnson, will succeed Jeffrey Liaw as CEO effective July 31, 2026. Liaw will simultaneously resign from both the CEO role and the Board of Directors. The company disclosed the terms of Liaw's Transition and Separation Agreement and General Release. Adair's return to the CEO seat (he previously served as CEO from 1996 to 2021) reunites day-to-day management with founding family leadership and signals continuity in Copart's disciplined international expansion and insurance salvage auction strategy.

+ 5 other (2 10-Qs · 2 13Gs · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bank of New York Mellon Corp Takes Position in Copart, Inc. $CPRTdefenseworld.net·2d agoWhy the Market Dipped But Copart, Inc. (CPRT) Gained Todayzacks.com·3d agoBlackRock Inc. Makes New $1.91 Billion Investment in Copart, Inc. $CPRTdefenseworld.net·4d agoCopart Announces the Addition of David J. Berger to Its Board of Directorsbusinesswire.com·6d agoCopart, Inc. (CPRT) Stock Slides as Market Rises: Facts to Know Before You Tradezacks.com·11d ago

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