ACV Auctions (NASDAQ:ACVA) Sets New 52-Week Low After Earnings Miss

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

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

Key Stories Impacting ACV Auctions

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

• Positive Sentiment: Q4 revenue beat and high‑end results: ACV reported Q4 revenue of $183.65M, +15.2% year-over-year and slightly above consensus, and management said results came at the high end of guidance. View MarketBeat earnings
• Positive Sentiment: Aggressive near-term revenue guidance: FY2026 revenue was guided to $845–$855M (vs. consensus ~ $849.1M) and Q1 revenue guidance of $200–$204M well above the quarter consensus (~$182.2M), giving investors clearer top‑line visibility. View guidance slide deck
• Positive Sentiment: Stronger profitability outlook and product roadmap: ACV expects ~28% adjusted‑EBITDA growth in 2026 and plans to accelerate AI-driven product launches, which supports margin expansion and longer‑term monetization. Read Seeking Alpha summary
• Positive Sentiment: Analyst support: Needham reaffirmed a Buy rating with a $9 price target, signaling confidence in the company’s growth trajectory and leaving upside for investors who focus on the guidance and product roadmap. Benzinga coverage TickerReport
• Neutral Sentiment: Primary source materials available: full earnings call transcript and presentation were published for investors to dig into operational details and management commentary. Earnings transcript Conference call slides
• Neutral Sentiment: Mixed earnings-model reads: some outlets characterize Q4 as break-even on adjusted EPS versus expectations, creating interpretation differences across models. Zacks note
• Negative Sentiment: EPS miss: ACV reported ($0.11) EPS versus a consensus near ($0.01), missing by ~$0.10 — a clear short‑term negative that pressures valuation metrics and investor sentiment. Investing.com coverage
• Negative Sentiment: Analyst downgrade: Citigroup cut ACV from Buy to Neutral and set a $7 price target, which reduces conviction among institutional holders and can amplify selling pressure. Finviz note

Analyst Ratings Changes

Several equities analysts have issued reports on the company. Royal Bank Of Canada upgraded ACV Auctions to an “outperform” rating in a research report on Tuesday. Barrington Research cut ACV Auctions from an “outperform” rating to a “market perform” rating in a report on Thursday, November 6th. Jefferies Financial Group lowered shares of ACV Auctions from a “buy” rating to a “hold” rating and set a $9.00 price objective on the stock. in a report on Thursday, December 11th. Needham & Company LLC restated a “buy” rating and set a $9.00 target price on shares of ACV Auctions in a research report on Tuesday. Finally, JPMorgan Chase & Co. cut their price target on ACV Auctions from $18.00 to $11.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. Six research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $10.95.

Insider Activity

In other news, CEO George Chamoun purchased 14,286 shares of the business’s stock in a transaction dated Monday, January 12th. The shares were bought at an average cost of $8.81 per share, for a total transaction of $125,859.66. Following the completion of the acquisition, the chief executive officer directly owned 2,598,383 shares in the company, valued at approximately $22,891,754.23. This trade represents a 0.55% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 2.90% of the stock is owned by corporate insiders.

Institutional Trading of ACV Auctions

Hedge funds and other institutional investors have recently made changes to their positions in the business. Atreides Management LP lifted its position in 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 buying an additional 6,901,010 shares in the last quarter. William Blair Investment Management LLC increased its holdings in shares of ACV Auctions by 3.3% during the 3rd quarter. William Blair Investment Management LLC now owns 11,471,709 shares of the company’s stock worth $113,685,000 after acquiring an additional 362,003 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its position in ACV Auctions by 0.6% during the second quarter. Massachusetts Financial Services Co. MA now owns 9,143,400 shares of the company’s stock worth $148,306,000 after purchasing an additional 58,570 shares during the period. Wasatch Advisors LP lifted its position in ACV Auctions by 301.0% during the second quarter. Wasatch Advisors LP now owns 7,295,400 shares of the company’s stock worth $118,331,000 after acquiring an additional 5,475,874 shares during the last quarter. Finally, ArrowMark Colorado Holdings LLC increased its stake in shares of ACV Auctions by 30.4% during the third quarter. ArrowMark Colorado Holdings LLC now owns 6,337,335 shares of the company’s stock worth $62,803,000 after purchasing an additional 1,475,932 shares during the period. 88.55% of the stock is currently owned by institutional investors and hedge funds.

ACV Auctions Stock Down 14.1%

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 firm has a 50-day simple moving average of $7.89 and a two-hundred day simple moving average of $8.82. The stock has a market cap of $839.68 million, a P/E ratio of -9.81 and a beta of 1.63.

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.