ACV Auctions (NASDAQ:ACVA) Sets New 1-Year Low Following Weak Earnings

ACV Auctions Inc. (NASDAQ:ACVA)’s share price hit a new 52-week low during mid-day trading on Tuesday following a dissappointing earnings announcement. The company traded as low as $4.89 and last traded at $4.8090, with a volume of 1752009 shares. The stock had previously closed at $5.68.

The company reported ($0.11) EPS for the quarter, missing analysts’ consensus estimates of ($0.01) by ($0.10). ACV Auctions had a negative return on equity of 12.94% and a negative net margin of 12.51%.The firm had revenue of $183.65 million for the quarter, compared to analyst estimates of $181.96 million. During the same period last year, the firm earned ($0.16) EPS. The company’s revenue for the quarter was up 15.2% compared to the same quarter last year.

ACV Auctions News Summary

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

Analyst Upgrades and Downgrades

ACVA has been the subject of a number of research reports. Jefferies Financial Group downgraded shares of ACV Auctions from a “buy” rating to a “hold” rating and set a $9.00 target price for the company. in a research report on Thursday, December 11th. Royal Bank Of Canada raised ACV Auctions to an “outperform” rating in a report on Tuesday. Bank of America restated an “underperform” rating and issued a $6.00 target price (down from $16.50) on shares of ACV Auctions in a research note on Thursday, November 6th. JPMorgan Chase & Co. reduced their price target on ACV Auctions from $18.00 to $11.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $9.00 price target on shares of ACV Auctions in a report on Tuesday. Eight analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, ACV Auctions presently has a consensus rating of “Moderate Buy” and a consensus target price of $11.41.

Insider Activity

In related news, CEO George Chamoun purchased 31,172 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The stock was bought at an average price of $7.97 per share, with a total value of $248,440.84. Following the acquisition, the chief executive officer owned 2,618,714 shares in the company, valued at $20,871,150.58. The trade was a 1.20% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 2.90% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of ACVA. Fifth Third Bancorp increased its stake in ACV Auctions by 72.4% during the 4th quarter. Fifth Third Bancorp now owns 3,383 shares of the company’s stock worth $27,000 after buying an additional 1,421 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its stake in shares of 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 worth $30,000 after acquiring an additional 3,629 shares during the last quarter. Aster Capital Management DIFC Ltd increased its position in shares of ACV Auctions by 298.4% during the third quarter. Aster Capital Management DIFC Ltd now owns 3,323 shares of the company’s stock worth $33,000 after purchasing an additional 2,489 shares in the last quarter. Larson Financial Group LLC raised its stake in ACV Auctions by 38,076.9% in 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 last quarter. Finally, Farther Finance Advisors LLC lifted its holdings in ACV Auctions by 12,979.5% in the 4th quarter. Farther Finance Advisors LLC now owns 5,755 shares of the company’s stock valued at $46,000 after purchasing an additional 5,711 shares in the last quarter. 88.55% of the stock is owned by hedge funds and other institutional investors.

ACV Auctions Stock Performance

The company has a market cap of $812.13 million, a price-to-earnings ratio of -9.63 and a beta of 1.63. The firm’s 50 day simple moving average is $7.83 and its 200-day simple moving average is $8.75. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.56 and a current ratio of 1.56.

About ACV Auctions

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.