10/08/2026 17:01

CAR Group (ASX: CAR) $29.70

CAR +9.92%: delivered a broadly in-line FY26 result, but it was the stronger-than-expected FY27 outlook that caught our attention, sending shares sharply higher. After a difficult year for the classifieds sector amid concerns around slowing growth and potential AI disruption, the guidance went a long way toward addressing both issues. 

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12/03/2026 09:02

CAR Group (CAR) $25.69

CAR managed to bounce ~13% off its late February low but its feeling increasingly like a begrudging move and our preferred scenario is it tests $23 in the coming weeks/months. We ultimately believe CAR and other classified type business are more susceptible to disruption relative to a WiseTech or Technology One, for instance,  with higher risk around competitive pressures.

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26/02/2026 09:56

CAR Group Ltd (CAR) $24.59

CAR group isn’t a complicated business per se, it makes money by operating leading online automotive marketplaces where dealers and private sellers pay to list vehicles and related services. The stock rallied ~10% earlier in the month after delivering a solid result and exciting investors by saying its AI spend is being absorbed within existing development budgets, leveraging CAR’s proprietary data - read Here.

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09/02/2026 16:49

Car Group (CAR) $26.91

CAR +9.93% delivered a clean/inline 1H26 result, reaffirming guidance and easing concerns after the recent tech sell-off. Earnings growth was solid, margins held up, and the dividend stepped higher. A meet was enough given the weakness leading into the result.

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05/02/2026 10:30

Portfolio Amendments – Active Growth Portfolio

We are making 3 changes to the Growth Portfolio

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05/02/2026 09:55

CAR Group Ltd (CAR) $26

AI poses a genuine medium-term challenge to CAR Group by threatening the economics of online marketplaces rather than the existence of the platform itself. As AI reshapes how consumers search, compare and transact, carsales risks losing some control over traffic flows, facing greater price transparency and seeing the value of leads compress. Over time, that could weaken dealer pricing power and increase customer acquisition costs.

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21/01/2026 10:46

Shawn’s Trade Idea: Buy Car Group (CAR) at $28.80 with stops at $27.35

We are looking to buy the current weakness in ASX tech/growth names initially via the conservative CAR Group (CAR)

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20/11/2025 09:59

CAR Group (CAR) $33.05

We have liked the CAR business for a long time but felt compelled to take profit back in March on valuation grounds, unfortunately things don’t always work out this well!

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14/11/2025 16:51

Active Growth Portfolio – Amendments

We are making two changes to the growth portfolio

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13/08/2025 09:21

CAR Group Ltd (CAR) $39.07

A month ago, CAR released a weaker-than-expected report and announced the departure of its long-standing CEO. At the time, we saw better risk/reward elsewhere and took profit from our position.

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