ACV Auctions (NASDAQ:ACVA) Lowered to Neutral Rating by Citigroup

Citigroup cut shares of ACV Auctions (NASDAQ:ACVA) from a buy rating to a neutral rating in a research note issued to investors on Tuesday morning, Marketbeat.com reports. Citigroup currently has $7.00 target price on the stock, down from their prior target price of $13.00.

Several other analysts have also weighed in on the company. Bank of America reaffirmed an “underperform” rating and issued a $6.00 price objective (down from $16.50) on shares of ACV Auctions in a research note on Thursday, November 6th. Needham & Company LLC restated a “buy” rating and issued a $9.00 price target on shares of ACV Auctions in a research note on Tuesday. The Goldman Sachs Group lowered their price objective on shares of ACV Auctions from $21.00 to $13.00 and set a “buy” rating for the company in a research report on Friday, November 7th. Royal Bank Of Canada raised shares of ACV Auctions to an “outperform” rating in a research note on Tuesday. Finally, Barclays boosted their target price on shares of ACV Auctions to $8.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 21st. Eight equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, ACV Auctions has an average rating of “Moderate Buy” and an average target price of $11.41.

ACV Auctions Stock Performance

Shares of ACV Auctions stock opened at $4.72 on Tuesday. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.28. The company has a market cap of $812.13 million, a PE ratio of -9.63 and a beta of 1.63. The company has a 50 day moving average of $7.83 and a 200-day moving average of $8.75. ACV Auctions has a 1-year low of $4.61 and a 1-year high of $17.54.

ACV Auctions (NASDAQ:ACVA) last announced its quarterly earnings data on Monday, February 23rd. The company reported ($0.11) EPS for the quarter, missing the consensus estimate of ($0.01) by ($0.10). ACV Auctions had a negative net margin of 12.51% and a negative return on equity of 12.94%. The firm had revenue of $183.65 million for the quarter, compared to analyst estimates of $181.96 million. During the same quarter in the prior year, the firm earned ($0.16) earnings per share. The firm’s revenue for the quarter was up 15.2% on a year-over-year basis. As a group, equities research analysts forecast that ACV Auctions will post -0.07 earnings per share for the current fiscal year.

Insider Activity at ACV Auctions

In other ACV Auctions news, CEO George Chamoun purchased 31,172 shares of the business’s stock in a transaction dated Monday, December 15th. The shares were bought at an average price of $7.97 per share, for a total transaction of $248,440.84. Following the completion of the acquisition, the chief executive officer owned 2,618,714 shares in the company, valued at approximately $20,871,150.58. This trade represents a 1.20% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Company insiders own 2.90% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Aster Capital Management DIFC Ltd grew its position in shares of ACV Auctions by 298.4% in the 3rd quarter. Aster Capital Management DIFC Ltd now owns 3,323 shares of the company’s stock valued at $33,000 after buying an additional 2,489 shares during the last quarter. Fifth Third Bancorp lifted its stake in shares of ACV Auctions by 72.4% in the fourth quarter. Fifth Third Bancorp now owns 3,383 shares of the company’s stock worth $27,000 after acquiring an additional 1,421 shares during the period. Caitong International Asset Management Co. Ltd boosted its holdings in ACV Auctions by 2,573.8% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,770 shares of the company’s stock valued at $30,000 after acquiring an additional 3,629 shares during the last quarter. CWM LLC boosted its holdings in ACV Auctions by 77.4% in the second quarter. CWM LLC now owns 4,642 shares of the company’s stock valued at $75,000 after acquiring an additional 2,026 shares during the last quarter. Finally, Larson Financial Group LLC increased its position in ACV Auctions by 38,076.9% during the 4th quarter. Larson Financial Group LLC now owns 4,963 shares of the company’s stock valued at $40,000 after purchasing an additional 4,950 shares during the period. 88.55% of the stock is owned by institutional investors and hedge funds.

ACV Auctions News Roundup

Here are the key news stories impacting ACV Auctions this week:

• Positive Sentiment: Q4 revenue beat and strong forward commentary: ACV reported revenue of $183.7M (above estimates) and said FY-2026 revenue and Q1-2026 revenue guidance topped consensus; management also guides ~28% adjusted EBITDA growth and plans to accelerate AI-driven product launches. Seeking Alpha: ACV adjusted EBITDA guidance
• Positive Sentiment: Broker support: Barrington upgraded ACVA to “outperform,” and Needham reaffirmed its “buy” rating with a $9 target — both signal some analysts see upside from current levels. Benzinga coverage
• Neutral Sentiment: B. Riley trimmed its price target from $17 to $16 but kept a “buy” rating (still implies large upside vs. current price), so the move is a modest reset rather than a change in conviction. Benzinga: B. Riley PT change
• Neutral Sentiment: Company materials and transcripts are available (earnings press release, slide deck, and call transcript) for investors wanting detail on margins, unit economics and product roadmap. Business Wire: Q4 results Seeking Alpha: Call transcript
• Negative Sentiment: EPS miss and profitability concerns: ACV reported GAAP EPS of ($0.11), missing the consensus (~$0.01) by ~$0.10 — the core earnings miss is the primary proximate driver of the mid‑day selloff. Fool: Why ACV stock dropped
• Negative Sentiment: Analyst downgrade and price-target cuts: Citi downgraded ACVA from “buy” to “neutral” and cut its target from $13 to $7 — a meaningful re-rating that likely amplified selling pressure. Benzinga: Citi downgrade
• Negative Sentiment: High intraday volume/volatility: Trading volume spiked well above average, consistent with strong investor repositioning after the earnings print and mixed analyst notes (increases downside sensitivity near current low price levels). MarketBeat: intraday data

ACV Auctions Company Profile

ACV Auctions operates a digital marketplace that connects automotive dealers through a mobile-first platform for wholesale vehicle auctions. The company’s software enables dealers to list, inspect and bid on used vehicles in real time, leveraging smartphone-based condition reporting, high-resolution imagery and data analytics to streamline the buying and selling process. ACV Auctions also offers subscription-based access to its auction platform, supplemental reconditioning services and financing tools designed to help dealers optimize inventory turn and reduce risk.

Since its founding in 2014, ACV Auctions has expanded its technology offerings beyond core auction services to include dealer management integrations, transportation logistics coordination and title management solutions.