ACV Auctions Inc. (ACVA) Stock Price & Analysis
ACV Auctions Inc. (ACVA) closed at USD 10.5 on Thursday, October 15, 2026, up 0.00% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 10.5; the Oct 15, 2026 session ranged USD 10.49–10.51 on volume of 5,338,094 shares. Market capitalization is —, with a 52-week range of USD 4.07–10.51 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 11:03 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ACVA.md
Key facts (ACVA)
- Last four reported quarters (through Jun 30, 2026): revenue $801M, net income -$63.1M (-7.9% margin), free cash flow $29.1M (SEC filings).
- Total return with dividends: 1Y +12.2% vs S&P 500 +14.9%; 5Y -47.2% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.07, revenue estimate $223M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ACVA)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $358M | $422M | $481M | $637M | $760M | $801M |
| Operating income | -$76.8M | -$106M | -$89.7M | -$84.1M | -$63.2M | -$56.8M |
| Net income | -$78.2M | -$102M | -$75.3M | -$79.7M | -$66.1M | -$63.1M |
| EPS (diluted) | -$0.62 | -$0.65 | -$0.47 | -$0.48 | -$0.39 | — |
| Free cash flow | $82.7M | -$78.4M | -$20.2M | $60.9M | $69.1M | $29.1M |
| Operating margin | -21.4% | -25.2% | -18.6% | -13.2% | -8.3% | -7.1% |
| Net margin | -21.8% | -24.2% | -15.6% | -12.5% | -8.7% | -7.9% |
| Revenue growth | +72.0% | +17.6% | +14.2% | +32.4% | +19.2% | — |
| Cash + short-term investments | $566M | $281M | $411M | $270M | $271M | — |
| Total debt | $500K | $75.5M | — | — | — | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ACVA)
Analysts (ACVA)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-15 | CJS Securities | Downgrade | Market Outperform → Market Perform | |
| 2026-09-14 | Citigroup | Target raised | Neutral | $8.5 → $10.5 |
| 2026-09-11 | Barrington Research | Downgrade | Outperform → Underperform | |
| 2026-09-11 | Needham | Downgrade | Buy → Hold | |
| 2026-08-17 | Citigroup | Target raised | Neutral | $7 → $8.5 |
| 2026-08-11 | Barclays | Downgrade | Equal-Weight → Underweight | $8 → $6 |
| 2026-07-22 | Barclays | Target raised | Equal-Weight | $7 → $8 |
Total return (dividends reinvested) (ACVA)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +12.2% | -47.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +12.4% | -12.0% |
| Volatility (annualized) | 85.7% | 62.9% |
| Max drawdown | -56.4% (Oct 2025→Mar 2026) | -81.7% (Nov 2024→Mar 2026) |
ACVA revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Marketplace and service | $189.2M | 88.5% | +7.5% |
| — Auction marketplace revenue (part of Marketplace and service) | $92.4M | 43.2% | +0.1% |
| — Other marketplace revenue (part of Marketplace and service) | $88.3M | 41.3% | +17.1% |
| — Data services revenue (part of Marketplace and service) | $8.5M | 4.0% | +2.5% |
| Customer assurance | $24.7M | 11.5% | +39.5% |
| Total revenue | $213.9M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ACVA suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | FedEx (FDX) | “For example, we rely on FedEx to ship and deliver titles in connection with vehicle sales through our marketplace, and the disruption to FedEx's service as a result of a natural disaster could have an adverse effect on our business, results of operations and financial conditions.” |
| Customer | ACV Transportation | “Our comprehensive suite of services includes ACV Transportation, ACV Capital, and our Customer Assurance offerings, which help create a seamless and frictionless buying and selling experience for our customers to further enhance our marketplace platform.” |
| Customer | ACV Capital | “Our comprehensive suite of services includes ACV Transportation, ACV Capital, and our Customer Assurance offerings, which help create a seamless and frictionless buying and selling experience for our customers to further enhance our marketplace platform.” |
Quoted from the company's 10-K filed Feb 23, 2026.
ACVA company outlook (results filed Aug 10, 2026)
- “Reaffirms 2026 Guidance • Second quarter revenue of $214 million • Second quarter GAAP net income (loss) of ($8) million • Second quarter non-GAAP net income of $10 million • Second quarter Adjusted EBITDA of $21 million • Reaffirms 2026 revenue guidance of $845 million to $855 million and Adjusted EBITDA of $73 million to $77 million;”
- “And, despite the uncertain macroeconomic backdrop we are reaffirming our 2026 revenue and Adjusted EBITDA guidance," concluded Zerella.”
Analysts expect $222.7M for the current quarter, 73.8% below the midpoint of the company's guidance ($850.0M).
Quoted word-for-word from the SEC 8-K results press release.
ACVA analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.07 | $0.08 | -3.9% | $222.7M | 6 |
| Next quarter (ends Dec 2026) | $0.02 | $0.03 | -41.0% | $206.9M | 6 |
| Current fiscal year (ends Dec 2026) | $0.19 | $0.20 | -2.0% | $847.6M | 6 |
| Next fiscal year (ends Dec 2027) | $0.31 | $0.33 | -7.0% | $937.5M | 6 |
ACVA options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 0.0% | ±5.0% |
| Feb 19, 2027 | 119 | 0.0% | ±5.2% |
30-day implied volatility 0% vs 107% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 11:03 UTC)
| Price | USD 10.5 |
|---|---|
| Change | ▲ 0.00% (up) |
| Previous Close | USD 10.5 |
| Open | USD 10.5 |
| Day Range | USD 10.49 – 10.51 |
| 52-Week Range | USD 4.07 – 10.51 |
| Volume | 5,338,094 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (ACVA)
Nexqual's technical model rates ACVA "BUY" based on 5 bullish and 2 bearish signals across 123 daily candles, as of October 23, 2026 at 11:03 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 85.42 (overbought) |
| vs SMA50 | Above (USD 8.96) |
| MACD | 0.4 (positive) |
Earnings (ACVA)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.07 |
| Revenue Estimate | $222.69M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.06 vs est 0.05 ▲ beat |
| 2026-03-31 | USD 0.04 vs est 0.03 ▲ beat |
| 2025-12-31 | USD -0.01 vs est -0.01 ▲ beat |
| 2025-09-30 | USD 0.07 vs est 0.06 ▲ beat |
Source: Nexqual, October 23, 2026 at 11:03 UTC.
Financials & Fundamentals (ACVA)
| Total Revenue | $801.34M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +10.40% |
| Gross Margin | +26.81% |
| Operating Margin | -2.83% |
| Profit Margin | -7.88% |
| ROE | -15.06% |
| Debt / Equity | 0.64 |
| Current Ratio | 1.52 |
| Total Cash | $242.26M |
| Total Debt | $249.70M |
Source: Nexqual, October 23, 2026 at 11:03 UTC.
Ownership (ACVA)
| Insider Ownership | +4.55% |
|---|---|
| Institutional Ownership | +98.39% |
| Shares Outstanding | 169.82M |
| Float | 153.97M |
| Short % of Float | +8.43% |
Source: Nexqual, October 23, 2026 at 11:03 UTC.
Leadership (ACVA)
ACV Auctions Inc. is led by George G. Chamoun, CEO & Director, per Nexqual as of October 23, 2026 at 11:03 UTC.
| CEO & Director | George G. Chamoun |
|---|---|
| Chief Operating Officer | Vikas Mehta |
| Chief Financial Officer | Timothy M. Fox |
| Chief Technology Officer | Ross Winston |
| Associate Director of Communications | Maura Duggan |
Major Backers & Investors (ACVA)
Notable institutional backers of ACV Auctions Inc. include Atreides Management, LP, Brown Advisory Inc., Cramer Rosenthal Mcglynn LLC/Adv, according to Nexqual as of October 23, 2026 at 11:03 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Atreides Management, LP | 5.83% |
| Brown Advisory Inc. | 4.08% |
| Cramer Rosenthal Mcglynn LLC/Adv | 3.54% |
| Frontier Capital Management Company LLC | 3.42% |
| Iridian Asset Management LLC | 2.7% |
| Senvest Management LLC | 2.52% |
| Fidelity | 1.1% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 8.74% |
| BlackRock | 8.29% |
| Geode Capital | 2.56% |
Source: Nexqual, October 23, 2026 at 11:03 UTC.
From ACV Auctions Inc.'s Latest SEC 10-K Filing (filed 2026-02-23)
Key Strengths & Strategy (as disclosed to the SEC)
- Industry Leading Marketplace Platform with Significant Scale.
- Despite our efforts to protect our proprietary technology and our intellectual property rights, unauthorized parties may attempt to access, copy, obtain, use, reverse engineer, misappropriate, infringe, and otherwise violate our technology and intellectual property, including to develop platforms with the same functionality as our marketplace platform.
- We provide proprietary, vehicle-specific intelligence, including cosmetic and structural vehicle assessments that can be integrated into leading vehicle history report providers.
- Our marketplace platform is fueled by the data we collect through our proprietary technology, inspections, and activity on our marketplace, as well as third-party market data.
Partnerships
- We are focused on building a world-class acquisition engine led by our marketing team and in partnership with our VCIs, business development representatives and account managers.
Legal & Regulatory Risks (Item 1A, quoted)
- We operate in highly regulated industries and either are or may be subject to a wide range of federal, state, local, and international laws and regulations and our failure to comply with these laws and regulations may force us to change our operations or harm our business.
- The wholesale sale of used vehicles through our marketplace platform, financing, and our service offerings may be subject to state and local licensing requirements.
- The foregoing description of laws and regulations to which we are or may be subject is not exhaustive, and the regulatory framework governing our operations is subject to evolving interpretations and continuous change.
- Government regulation of the internet and ecommerce is evolving, and unfavorable changes or failure by us to comply with these regulations could harm our business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 11:03 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt