ACV Auctions (NASDAQ:ACVA) Upgraded to Outperform at Barrington Research

ACV Auctions (NASDAQ:ACVA) was upgraded by investment analysts at Barrington Research from a “market perform” rating to an “outperform” rating in a report released on Tuesday.

ACVA has been the subject of several other research reports. Barclays lifted their price target on ACV Auctions to $8.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 21st. JPMorgan Chase & Co. cut their target price on ACV Auctions from $18.00 to $11.00 and set an “overweight” rating on the stock in a research report on Thursday, November 6th. B. Riley Financial lowered their price target on ACV Auctions from $17.00 to $16.00 and set a “buy” rating for the company in a research report on Tuesday. Needham & Company LLC reiterated a “buy” rating and set a $9.00 price objective on shares of ACV Auctions in a research report on Tuesday. Finally, The Goldman Sachs Group set a $10.00 price target on shares of ACV Auctions in a research note on Tuesday. Eight research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $11.41.

ACV Auctions Price Performance

Shares of NASDAQ ACVA traded down $0.73 during midday trading on Tuesday, reaching $4.95. The stock had a trading volume of 7,893,898 shares, compared to its average volume of 2,970,269. The company has a market capitalization of $852.25 million, a price-to-earnings ratio of -10.04 and a beta of 1.63. ACV Auctions has a 12-month low of $4.61 and a 12-month high of $17.54. The stock has a 50-day moving average of $7.89 and a 200-day moving average of $8.82. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.56 and a current ratio of 1.56.

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

Insider Transactions at ACV Auctions

In other news, CEO George Chamoun acquired 31,172 shares of ACV Auctions stock in a transaction on Monday, December 15th. The shares were bought at an average cost of $7.97 per share, for a total transaction of $248,440.84. Following the acquisition, the chief executive officer directly owned 2,618,714 shares of the company’s stock, valued at $20,871,150.58. This trade represents a 1.20% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. 2.90% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On ACV Auctions

Several institutional investors and hedge funds have recently added to or reduced their stakes in ACVA. Fifth Third Bancorp boosted its stake in ACV Auctions by 72.4% in the fourth quarter. Fifth Third Bancorp now owns 3,383 shares of the company’s stock valued at $27,000 after acquiring an additional 1,421 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its stake in ACV Auctions by 2,573.8% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 3,770 shares of the company’s stock valued at $30,000 after purchasing an additional 3,629 shares in the last quarter. Aster Capital Management DIFC Ltd raised its holdings in shares of ACV Auctions by 298.4% in the third quarter. Aster Capital Management DIFC Ltd now owns 3,323 shares of the company’s stock worth $33,000 after buying an additional 2,489 shares during the last quarter. Larson Financial Group LLC lifted its stake in shares of ACV Auctions by 38,076.9% during the fourth quarter. Larson Financial Group LLC now owns 4,963 shares of the company’s stock worth $40,000 after buying an additional 4,950 shares during the period. Finally, Farther Finance Advisors LLC lifted its stake in shares of ACV Auctions by 12,979.5% during the fourth quarter. Farther Finance Advisors LLC now owns 5,755 shares of the company’s stock worth $46,000 after buying an additional 5,711 shares during the period. Hedge funds and other 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 guidance uplift — ACV reported Q4 revenue of $183.7M (above estimates) and gave FY-2026 revenue guidance roughly in line with or slightly above consensus, plus stronger Q1 revenue guidance that exceeded Street expectations, supporting a growth story. Press Release
• Positive Sentiment: Profitability targets and AI roadmap — Management expects ~28% adjusted EBITDA growth for 2026 and emphasized accelerating AI-driven product launches, which could improve margins and monetization over time. Article
• Positive Sentiment: Sell-side support remains from some firms — Needham reaffirmed a Buy rating with a $9 price target, signaling continued analyst conviction from parts of the sell-side. Benzinga
• Neutral Sentiment: Investor materials and call details available — The full Q4 earnings slide deck and conference call transcript were published (useful for modeling reception of guidance and margin commentary). Slide Deck Call Transcript
• Neutral Sentiment: Mixed EPS signals across sources — Some outlets (e.g., Zacks) noted break-even/near-break-even EPS versus prior expectations of a small loss; that nuance tempers the headline EPS miss. Zacks
• Negative Sentiment: EPS miss and margin concerns — ACV reported ($0.11) EPS, missing consensus by about $0.10, which raises near-term profitability concerns despite revenue growth. MarketBeat
• Negative Sentiment: Citi downgrade — Citigroup trimmed ACV from Buy to Neutral (with a $7 PT), a move that can pressure the stock short term even though the price target still implies upside versus current levels. The Fly

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.