$CPRT

Copart

$CPRT

Copart

Past 12mo:4mentions2voices

All voices2 calls since Jun 2026show all

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About this stock

$CPRT has received 4 mentions from 2 distinct FinTwit voices over the past 12 months, with discussion beginning on 2026-01-07 and continuing through 2026-07-06. @invesquotes and @kaizen_investor each contributed 2 mentions, with activity concentrated in long research category. The most recent engagement came from @invesquotes on 2026-07-06, focusing on returning CEO Jay Adair's inaugural call and strategic priorities including international expansion, M&A potential, and capital expenditure efficiency.

AI-generated from tracked posts · updated Jul 21, 2026

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Recent calls

2 calls

@invesquotesJul 6, 2026 · 4:04 PM

Some highlights from Jay Adair's first call as returning CEO to Copart $CPRT (with some of my comments attached): - He is not a transitional CEO, he expects to be at the company for 10+ years - Believes current industry headwinds are cyclical and that insurance premium increases are already normalizing. My comment: bodes well considering it has created "easy" comps - Copart will focus on international expansion, not only growing the existing base but moving into other countries. They can now be more aggressive after "figuring out" international insurance industries (like in Germany) - There will be a focus on M&A: "We will be doing M&A obviously." Imho this is good from a growth standpoint and the fact that the $4.2B in cash likely gets reinvested. He even said that they could lever up to acquire. I do understand that this might make the market a bit nervous (i.e., is the organic growth story over?) - He believes the narrative re. IAA and how it now competes face 2 face with Copart is flawed: "I think they've espoused some rhetoric that's out there in the marketplace. I haven't seen where their products have dramatically changed." - He did admit that there's been share loss with one customer but that it's not representative of the remaining customer relationships and that they'll likely win share back over time: "There is a unit loss. There was an account that was lost in some ways, and in some ways, Copart chose not to do business. I think Copart has the ability to win that business back. I suspect over time, you'll see us winning business." - Believes that the changes that are going to be made won't take years but will take several quarters - There will be Capex leverage: "The last 10 years was just half a billion a year in buying land and developing those locations. That's definitely going to slow down." This is more important than it looks because if growth accelerates on the face on Capex leverage, FCF will most likely go through the roof (Copart is currently trading at an EV/FCF yield of 6%) - On SG&A leverage: "I think we can leverage it, but I'm not going to make a statement like that on a call which stops me from making a good LT decision to invest in the company."

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@invesquotesJun 29, 2026 · 1:25 PM

WOW. Jay Adair returning as Copart's CEO. Was not on my bingo card. $CPRT https://t.co/zn2k6wr3Al

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Frequently asked

Who mentions $CPRT most on Surfaced?

@invesquotes (Leandro) mentions $CPRT most — 2 mentions in the past 12 months.

When was $CPRT first mentioned on Surfaced?

The earliest tracked mention of $CPRT in the Surfaced archive was on Jan 7, 2026.

How many voices track $CPRT?

2 FinTwit voices have mentioned $CPRT 4 times in the past 12 months.

What kind of voices mention $CPRT most?

$CPRT is mentioned most by Long Research voices on Surfaced.