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

ACV Auctions (NASDAQ:ACVA) was downgraded by analysts at Citigroup from a “buy” rating to a “neutral” rating in a research report issued on Tuesday, MarketBeat reports. They presently have a $7.00 price target on the stock. Citigroup’s price target points to a potential upside of 24.20% from the company’s previous close.

ACVA has been the topic of a number of other reports. Barclays lifted their price objective on shares of ACV Auctions to $8.00 and gave the company an “equal weight” rating in a report on Wednesday, January 21st. The Goldman Sachs Group cut their price target on ACV Auctions from $21.00 to $13.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Needham & Company LLC reissued a “buy” rating and issued a $9.00 price objective on shares of ACV Auctions in a research note on Tuesday. Jefferies Financial Group lowered ACV Auctions from a “buy” rating to a “hold” rating and set a $9.00 target price on the stock. in a report on Thursday, December 11th. Finally, Barrington Research downgraded ACV Auctions from an “outperform” rating to a “market perform” rating in a report on Thursday, November 6th. Six research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, ACV Auctions has an average rating of “Hold” and a consensus price target of $11.25.

ACV Auctions Stock Performance

NASDAQ:ACVA opened at $5.64 on Tuesday. The company has a fifty day moving average of $7.89 and a 200-day moving average of $8.82. The firm has a market capitalization of $970.36 million, a P/E ratio of -11.50 and a beta of 1.63. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.28. ACV Auctions has a twelve month low of $4.95 and a twelve month high of $17.79.

ACV Auctions (NASDAQ:ACVA) last released its quarterly earnings data on Monday, February 23rd. The company reported ($0.11) earnings per share (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 company had revenue of $183.65 million for the quarter, compared to the consensus estimate of $181.96 million. During the same period last year, the company earned ($0.16) EPS. ACV Auctions’s revenue for the quarter was up 15.2% compared to the same quarter last year. As a group, sell-side analysts anticipate that ACV Auctions will post -0.07 EPS for the current year.

Insider Activity

In other ACV Auctions news, CEO George Chamoun purchased 31,172 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The stock was bought at an average cost of $7.97 per share, with a total value of $248,440.84. Following the completion of the transaction, the chief executive officer owned 2,618,714 shares of the company’s stock, valued at $20,871,150.58. The trade was a 1.20% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. 2.90% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of ACVA. Atreides Management LP raised its stake in shares of ACV Auctions by 125.2% during the 4th quarter. Atreides Management LP now owns 12,411,800 shares of the company’s stock worth $99,543,000 after purchasing an additional 6,901,010 shares during the period. William Blair Investment Management LLC increased its holdings in ACV Auctions by 3.3% during the third quarter. William Blair Investment Management LLC now owns 11,471,709 shares of the company’s stock worth $113,685,000 after buying an additional 362,003 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its stake in ACV Auctions by 0.6% in the second quarter. Massachusetts Financial Services Co. MA now owns 9,143,400 shares of the company’s stock valued at $148,306,000 after acquiring an additional 58,570 shares during the last quarter. Wasatch Advisors LP boosted its stake in ACV Auctions by 301.0% in the second quarter. Wasatch Advisors LP now owns 7,295,400 shares of the company’s stock valued at $118,331,000 after acquiring an additional 5,475,874 shares during the last quarter. Finally, ArrowMark Colorado Holdings LLC grew its position in shares of ACV Auctions by 30.4% during the 3rd quarter. ArrowMark Colorado Holdings LLC now owns 6,337,335 shares of the company’s stock valued at $62,803,000 after acquiring an additional 1,475,932 shares during the period. Institutional investors own 88.55% of the company’s stock.

Trending Headlines about ACV Auctions

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

• Positive Sentiment: Revenue beat and healthy growth: Q4 revenue came in at $183.65M, about 15% year‑over‑year growth and slightly above consensus estimates — a sign demand for ACV’s digital auto marketplace remains intact. ACV Auctions beats Q4 revenue estimates but misses on earnings
• Positive Sentiment: Stronger near‑term guidance and margin roadmap: ACV issued Q1 revenue guidance well above Street expectations ($200–204M vs. ~$182M) and reiterated FY revenue guidance (~$845–855M). Management also expects ~28% adjusted EBITDA growth in 2026 and is accelerating AI‑driven product rollouts — catalysts for margin expansion if execution holds. ACV Auctions expects 28% adjusted EBITDA growth in 2026 while accelerating AI-driven product launches
• Neutral Sentiment: Management framed results as at/above guidance: the company said revenue landed at the high end of guidance and adjusted EBITDA came in above guidance, with a slide deck and transcript available for details — useful for investors wanting to parse unit economics and guidance sensitivity. ACV Announces Fourth Quarter and Full-Year 2025 Results
• Neutral Sentiment: Full earnings call / transcript published: the call provides color on share‑gain dynamics, product cadence and AI investments — worth reviewing for conviction on management’s EBITDA roadmap. ACV Auctions Inc. (ACVA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss and profitability concerns: reported EPS of ($0.11) missed the consensus (about ($0.01)), and the company still shows negative net margins and return on equity — the EPS surprise likely drove the intraday selloff despite the revenue beat. ACV Auctions (NYSE:ACVA) Falls on Earnings NYSE Composite Active Indices

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.