Brian Nagel, Oppenheimer senior equity research analyst, joins 'The Exchange' to discuss the top tariff defense plays in retail and his expectations for earnings.
The Investment Committee give you their top stocks to watch for the second half.

CarMax Could Be A Used Car Lot Value Buy

10:06am, Sunday, 10'th Aug 2025
Tariffs on new cars are driving up prices, boosting demand and prices for used vehicles, which benefits CarMax's core business. CarMax is attractively valued with solid revenue growth, but faces signi
I am upgrading CarMax from sell to hold after strong 1Q26 results and impressive retail growth, despite a tough macro environment. Management's execution on pricing and inventory, especially the Value

Buy, Sell Or Hold CarMax Stock?

07:05am, Tuesday, 24'th Jun 2025
CarMax (NYSE:KMX) stock surged nearly 6% during trading on Friday. These gains were driven by the company reporting better-than-expected Q1 results, with revenue rising around 6% year-over-year to $7.
RBC Capital analyst Steven Shemesh maintained CarMax KMX with an Outperform and raised the price target from $80 to $81 on Friday.
CarMax, Inc. KMX reported better-than-expected first-quarter financial results on Friday.
Used car retailer CarMax saw greater loan losses and economic uncertainty during the quarter ended May 31. [contact-form-7] In response, the company's CarMax Auto Finance (CAF) business boosted its pr
CarMax, Inc. (NYSE:KMX ) Q1 2026 Earnings Conference Call June 20, 2025 9:00 AM ET Company Participants David L. Lowenstein - Vice President of Investor Relations Enrique N.
Live Updates Live Coverage Updates appear automatically as they are published. Financial Institution Stress Tests Up Ahead 12:43 pm by Gerelyn Terzo The Federal Reserve is gearing up to unveil the res
Live Updates Live Coverage Updates appear automatically as they are published. Bank Stress Tests 12:34 pm by Gerelyn Terzo The Fed is expected to release the results of this year’s financial ins
The Investment Committee debate how to trade some of their stocks on the move.
KMX surpasses Q1 earnings estimates, driven by strong used-vehicle sales and rising unit volumes.
U.S. equities were mixed at midday as uncertainty about the fighting between Israel and Iran led investors to be cautious ahead of the weekend. The Nasdaq fell, the Dow Jones Industrial Average rose,
CarMax delivered a strong Q1 beat, driven by higher volumes and record margins, but some gains may be temporary due to tariff pull-forward. Financing profits remain pressured by rising credit losses,
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