Earnings Setups of Note for the Week Ahead: Carvana, Walmart, DoorDash, Figma, Wayfair, Lemonade, Opendoor, Klarna, Palo Alto Networks, Cadence Design, eBay, Analog Devices, and Fiverr

We’ll have our regular daily posts with Setups for ALL reporters next week, but I wanted to highlight some of the larger / more interesting names as we head into the weekend.

Please use these Setups to identify places to add or lighten up if your fundamental conviction aligns.

First, summary relative performance:

Now the individual names:

Carvana (CVNA) - You’ll probably get killed shorting into this; plenty of downside after the event if DriveTime financials force wholesale change in disclosures