ACV Auctions Inc. · NYSE (us_market)
Consumer Cyclical · Auto & Truck Dealerships · United States
ACV Auctions Inc. provides a wholesale auction marketplace to facilitate business-to-business used vehicle sales between a selling and buying dealership. The company offers marketplace platform includes digital marketplace that connects buyers and sellers by providing auctions, which facilitates real-time transactions of wholesale vehicles; Run List for pre-filtering and pre-screening of vehicles up to 24 hours prior to an auction taking place; ACV transportation service to enable the buyers to see real-time transportation quotes; ACV capital, a short-term inventory financing services for buyers to purchase vehicles; and Go Green customer assurance services for claims against defects in the vehicle. It also provides remarketing centers, which offers value-added services, such as vehicle reconditioning and storage to facilitate auction business with commercial partners, such as fleet, rental car, and financial sector consignors. In addition, the company offers data services, including True360 report, which provides cosmetic and structural vehicle assessments integrated into vehicle history reports for dealer to make wholesale and retail transaction decisions on and off the marketplace; ACV market report provides transaction data and condition reports for comparable used vehicles, including pricing data from third-party sources and allows dealers to determine pricing and valuation strategies for used vehicles; and ACV MAX inventory management software that enables dealers to manage their inventory and set pricing while turning vehicles. Further, it provides data and technology through inspection, such as condition reports, virtual lift solutions, Apex device, and vehicle intelligence platform; and marketplace enablement, comprising MyACV application, private marketplaces, operations automation, live appraisals, and programmatic buying service. ACV Auctions Inc. was incorporated in 2014 and is headquartered in Buffalo, New York.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-01-15$8.98 RISE2026-03-27$4.15 PEAK2026-05-29$6.57 134d | -53.8% 71d | Missed | Missed | — | — | +58.3% 63d | Missed |
DROP2025-07-02$16.63 RISE2025-11-06$5.09 PEAK2026-01-15$8.98 197d | -69.4% 127d | Missed | Missed | — | — | +76.4% 70d | Missed |
DROP2024-12-02$23.17 RISE2025-04-08$12.82 PEAK2025-05-16$17.04 165d | -44.7% 127d | Missed | Missed | — | — | +32.9% 38d | Missed |
DROP2024-12-02$23.17 RISE2025-03-10$13.10 PEAK2025-05-16$17.04 165d | -43.5% 98d | Missed | Missed | — | — | +30.1% 67d | Missed |
DROP2024-09-24$20.92 RISE2024-11-01$17.04 PEAK2024-12-02$23.17 69d | -18.5% 38d | Missed | Missed | — | — | +36.0% 31d | Missed |
DROP2024-07-16$19.32 RISE2024-08-07$14.83 PEAK2024-09-24$20.92 70d | -23.2% 22d | Missed | Missed | — | — | +41.1% 48d | Missed |
DROP2023-12-01$15.78 RISE2024-01-31$12.97 PEAK2024-03-22$19.15 112d | -17.8% 61d | Missed | Missed | — | — | +47.6% 51d | Missed |
DROP2023-07-18$18.32 RISE2023-10-27$13.08 PEAK2023-12-01$15.78 136d | -28.6% 101d | Missed | Missed | — | — | +20.6% 35d | Missed |
DROP2022-09-12$9.77 RISE2022-12-28$7.38 PEAK2023-03-21$13.10 190d | -24.5% 107d | Missed | Missed | — | — | +77.5% 83d | Missed |
DROP2022-09-12$9.77 RISE2022-11-09$6.66 PEAK2023-02-03$11.16 144d | -31.8% 58d | Missed | Missed | — | — | +67.6% 86d | Missed |
DROP2022-09-12$9.77 RISE2022-09-30$7.19 PEAK2022-10-31$9.12 49d | -26.4% 18d | Missed | Missed | — | — | +26.8% 31d | Missed |
DROP2022-04-04$15.56 RISE2022-07-14$6.35 PEAK2022-09-12$9.77 161d | -59.2% 101d | Missed | Missed | — | — | +53.9% 60d | Missed |
DROP2021-11-17$22.08 RISE2022-02-14$10.42 PEAK2022-04-04$15.56 138d | -52.8% 89d | Missed | Missed | — | — | +49.3% 49d | Missed |
DROP2021-06-04$26.20 RISE2021-10-04$16.63 PEAK2021-11-17$22.08 166d | -36.5% 122d | Missed | Missed | — | — | +32.8% 44d | Missed |
DROP2021-04-16$37.04 RISE2021-07-15$20.09 PEAK2021-08-11$24.60 117d | -45.8% 90d | Missed | Missed | — | — | +22.4% 27d | Missed |
Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the online marketplace industry, including ACV Auctions (NYSE:ACVA) and its peers.
ACV Auctions Inc. (ACVA) J.P.
ACV Auctions delivered a positive first quarter, with management attributing the momentum to market share gains and strong adoption of its value-added services, despite a challenging used car wholesale environment. CEO George Chamoun highlighted that expanded field capacity and wider penetration of no reserve auction offerings were key factors behind the company’s growth. Additionally, the company’s transport and financing arms saw robust performance, while early results from new AI-driven produ
ACV , a leading digital automotive marketplace and data services partner for dealers and commercial clients, announced today that members of its management team will present at the 2026 J.P. Morgan...
ACV Auctions Inc: ACV Auctions Inc - enters $50 million accelerated share repurchase agreement with Citibank - SEC filing...
ACV Auctions turned around from losses in 4Q2025 to deliver a positive net profit of $7M for 1Q2026, a 37% outperformance versus consensus. Read the latest analysis on the stock here.
ACV Auctions (ACVA) has drawn fresh attention after its stock moved sharply over the past month, with a gain of about 40% and a 25% rise over the past week. See our latest analysis for ACV Auctions. While the recent 30 day share price return of about 40% hints at building momentum, the 1 year total shareholder return of around a 60% decline shows that longer term holders have still experienced significant losses. Recent gains may reflect changing expectations around growth prospects or risk,...
BUFFALO, N.Y.-ACV , the leading digital automotive marketplace and data services partner for dealers and commercial partners, today announced enhancements to ACV MAX as a fully integrated inventory...
Moby summary of ACV Auctions Inc.'s Q1 2026 earnings call
ACV Auctions (NYSE:ACVA) reported first-quarter 2026 results that management said reflected strong execution amid a challenging dealer wholesale market, which was impacted by severe weather during the period. The company posted record revenue and exceeded the high end of its adjusted EBITDA guidance
ACV MAX now unifies inspection-backed data, guarantees, and real-time market insights to power automation and drive profitability across the inventory lifecycle...
ACV Auctions Inc. (ACVA) Q1 2026 Earnings Call May 6, 2026 5:00 PM EDTCompany ParticipantsTimothy Fox - VP of Investor RelationsGeorge Chamoun - CEO &...
Presentation Operator MessageOperator Greetings, and welcome to the ACV Q1 2026 Earnings Conference Call Webcast. [Operator Instructions]. As a reminder, this conference is being recorded. It's now
ACV Auctions beat Q1 profit estimates with Non-GAAP EPS of $0.05, sending shares up 5.5% after hours. Revenue hit $204.2M, up 11.8% YoY, driven by AI tools and market share gains.
Second, we had another strong quarter of performance in ACV Auctions Inc. Transport and ACV Auctions Inc. Capital, along with growing adoption of our value-added dealer solutions. While there are cross currents in the broader macro environment, ACV Auctions Inc. remains focused on delivering double-digit revenue growth and increased adjusted EBITDA, while continuing to invest in our exciting growth objectives. The dealer wholesale market was impacted by severe weather during the quarter, resulting in a mid-single-digit decline in dealer wholesale volumes.
ACV Auctions (ACVA) delivered earnings and revenue surprises of +92.31% and +1.37%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Online used car auction platform ACV Auctions (NASDAQ:ACVA) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 11.8% year on year to $204.2 million. The company expects next quarter’s revenue to be around $215 million, close to analysts’ estimates. Its GAAP loss of $0.06 per share was $0.02 above analysts’ consensus estimates.
2026-05-06. The following slide deck was published by ACV Auctions Inc.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| ACVA | +24.43% | +34.36% | -18.08% | -59.89% |
| XLY | +1.89% | +4.72% | +1.22% | +13.07% |
| Alpha (stock − sector) | +22.54% | +29.63% | -19.30% | -72.96% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| DEShaw | quant | 5.66M | $23.99M | 0.01% | Added+67.8% | 2026-03-31 |
| Citadel | multi-strat | 4.18M | $17.71M | 0.02% | Added+117.8% | 2026-03-31 |
| StateStreet | passive | 3.86M | $16.38M | 0.00% | Unchanged | 2026-03-31 |
| TwoSigma | quant | 1.08M | $4.58M | 0.00% | Added+45.8% | 2026-03-31 |
| FidelityFMR | fundamental | 611.4K | $2.59M | 0.00% | Added+77.8% | 2026-03-31 |
| RenTech | quant | 192.2K | $814.93K | 0.00% | New | 2026-03-31 |
| TRowePrice | fundamental | 225.2K | $955 | 0.00% | Added+28.1% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-29 | Radecki Brian J | Director | A Grant / award | 27,500 | — | +$0 |
| 2026-05-29 | Hirsch Brian | Director | A Grant / award | 27,500 | — | +$0 |
| 2026-05-29 | Castillo Kirsten | Director | A Grant / award | 27,500 | — | +$0 |
| 2026-05-29 | KAMERICK EILEEN A | Director | A Grant / award | 27,500 | — | +$0 |
| 2026-05-29 | JONES RENE F | Director | A Grant / award | 27,500 | — | +$0 |
| 2026-05-29 | GOODMAN ROBERT P | Director | A Grant / award | 27,500 | — | +$0 |
| 2026-04-03 | Peer Andrew | VP, Corporate Controller & CAO | F Tax withholding | 913 | $4.27 | −$3.9K |
| 2026-04-03 | Peer Andrew | VP, Corporate Controller & CAO | F Tax withholding | 1,057 | $4.27 | −$4.5K |
| 2026-04-03 | Peer Andrew | VP, Corporate Controller & CAO | F Tax withholding | 743 | $4.27 | −$3.2K |
| 2026-04-03 | Peer Andrew | VP, Corporate Controller & CAO | F Tax withholding | 696 | $4.27 | −$3.0K |
| 2026-04-03 | Peer Andrew | VP, Corporate Controller & CAO | A Grant / award | 28,736 | — | +$0 |
| 2026-04-03 | ZERELLA WILLIAM | Chief Financial Officer | F Tax withholding | 3,459 | $4.27 | −$14.8K |
| 2026-04-03 | ZERELLA WILLIAM | Chief Financial Officer | F Tax withholding | 4,482 | $4.27 | −$19.1K |
| 2026-04-03 | ZERELLA WILLIAM | Chief Financial Officer | F Tax withholding | 4,919 | $4.27 | −$21.0K |
| 2026-04-03 | ZERELLA WILLIAM | Chief Financial Officer | A Grant / award | 276,276 | — | +$0 |
| 2026-04-03 | Waterman Michael | Chief Sales Officer | F Tax withholding | 4,365 | $4.27 | −$18.6K |
| 2026-04-03 | Waterman Michael | Chief Sales Officer | F Tax withholding | 3,459 | $4.27 | −$14.8K |
| 2026-04-03 | Waterman Michael | Chief Sales Officer | F Tax withholding | 4,919 | $4.27 | −$21.0K |
| 2026-04-03 | Waterman Michael | Chief Sales Officer | A Grant / award | 269,069 | — | +$0 |
| 2026-04-03 | Mehta Vikas | Chief Operating Officer | F Tax withholding | 6,382 | $4.27 | −$27.3K |
| 2026-04-03 | Mehta Vikas | Chief Operating Officer | F Tax withholding | 4,487 | $4.27 | −$19.2K |
| 2026-04-03 | Mehta Vikas | Chief Operating Officer | F Tax withholding | 6,320 | $4.27 | −$27.0K |
| 2026-04-03 | Mehta Vikas | Chief Operating Officer | A Grant / award | 300,300 | — | +$0 |
| 2026-04-03 | Fitzgerald Leanne | Chief Legal Officer | F Tax withholding | 2,924 | $4.27 | −$12.5K |
| 2026-04-03 | Fitzgerald Leanne | Chief Legal Officer | F Tax withholding | 3,553 | $4.27 | −$15.2K |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-10upcoming | 0.05 | — | — |
| 2026-05-06 | 0.03 | 0.04 | +32.44% |
| 2026-02-23 | -0.01 | -0.01 | +49.11% |
| 2025-11-05 | 0.06 | 0.07 | +8.58% |
| 2025-08-11 | -0.06 | -0.04 | +34.33% |
| 2025-05-07 | 0.02 | 0.04 | +109.21% |
| 2025-02-19 | -0.01 | -0.01 | +9.35% |
| 2024-11-07 | 0.02 | 0.05 | +177.12% |
| 2024-08-07 | 0.02 | 0.02 | +8.95% |
| 2024-05-08 | 0.01 | 0.01 | -30.90% |
| 2024-02-21 | -0.05 | -0.04 | +20.70% |
| 2023-11-06 | -0.05 | -0.02 | +61.97% |
| 2023-08-07 | -0.06 | -0.01 | +80.85% |
| 2023-05-10 | -0.09 | -0.03 | +64.76% |
| 2023-02-22 | -0.11 | -0.07 | +38.50% |
| 2022-11-09 | -0.11 | -0.15 | -34.99% |