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/ACVA
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ACV Auctions Inc

ACV Auctions Inc

ACVA
$7.16USD↓-0.83%-0.06 today

MARKET CAP

1.2B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$7 – $7

52W RANGE

$4
$12

AI Summary

Stalk
StalkMedium

ACVA remains in a Stage 2 advance with a clear sequence of higher highs and higher lows keeping the long-term uptrend intact. The medium-term structure is bullish, supported by rising EMAs and continuation patterns, but short-term momentum has eased as price pulls back into the 9/20 EMA zone near the 50-day SMA. Given neutral RSI and no exhaustion signals, execution on a shallow pullback into the $7.20–7.35 support area is preferred, with patience required until acceptance above the EMAs confirms further upside.

  • ↑Q4 2025 revenue reached $184M, +15% YoY
  • ↑Adjusted EBITDA more than doubled YoY, margin gains visible
  • ↓Negative profitability score signals weak revenue-to-profit conversion
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

ACV Auctions, Inc. (NASDAQ: ACVA) is a leading technology-driven platform in the automotive marketplace, specializing in wholesale vehicle auctions. The company connects dealers through its digital platform, utilizing advanced tools such as AI and data analytics to enhance vehicle transactions. Positioned at the forefront of the digital transformation within the automotive sector, ACV focuses on improving dealer efficiencies and expanding market share through innovative solutions, particularly in a landscape where traditional auctions dominate.

Bull says

  • ↑Q4 2025 revenue reached $184M, +15% YoY
  • ↑Adjusted EBITDA more than doubled YoY, margin gains visible
  • ↑ClearCar AI tool drove over 30% jump in dealer volumes
  • ↑Q1 2026 revenue guidance of $200–204M implies continued momentum
  • ↑High institutional ownership indicates strong investor confidence
  • ↑Positive earnings revisions and growth metrics support upside

Bear says

  • ↓Negative profitability score signals weak revenue-to-profit conversion
  • ↓Flat dealer wholesale volumes expected in 2025 may stall revenue
  • ↓Negative dividend yield reflects zero cash returns to shareholders
  • ↓High stock volatility exposes investors to sharp price swings
  • ↓Analyst price targets cut from $10.71 to $9.12 signal caution
  • ↓Low quality score highlights potential operational vulnerabilities

Earnings Call · Q4 2024 · Mgmt. Guidance

Updated 08-16-2026neutral

Transcript signals

Bull points

  • we've got an incredible value proposition for dealers, we have marketplace offerings, transportation, capital, pricing tools, and a broader value-added offering than we believe anyone else in the world.
  • Q4 conversion rates were slightly up, which was nice, and this did end up being a nice little tailwind for us.
  • one reason why transport margins are better and faster is what we're starting to do on bundling, which is expected to improve margins and lower costs for our dealers as we grow in transport.

Bear points

  • If the tariffs were passed either in any meaningful way to the consumer, then obviously new retail could be impacted, at least for the brands that are priced higher.
  • February, I think we're going to see retail sales could end up being lower year over year.
  • However, the used vehicle market continues to tread water, according to NADA, sales declined modestly year-over-year in Q4 and for the full year. Consumer affordability has remained the primary headwind to our retail volume recovery.
Read full transcript analysis ›