ACV Auctions

ACVA

Market cap $837M

I am lowering ACV Auctions' rating from 'Buy' to 'Hold' after considering both the positive and negative read-throughs from its recent disclosures. In 4Q 2025, an EBITDA beat was overshadowed by top-line deceleration. ACVA is making reinvestments to realize a higher market share for 2026.

ACV Auctions beat on sales but missed on earnings last night. The online car dealer marketplace reported smaller, but still large, losses for both the quarter and the year.

ACV Auctions Inc. (ACVA) Q4 2025 Earnings Call Transcript

ACV Auctions Inc. (ACVA) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.01 per share a year ago.

BUFFALO, N.Y.--(BUSINESS WIRE)--ACV (NYSE: ACVA), a leading digital automotive marketplace and data services partner for dealers and commercial clients, today reported results for its fourth quarter and full-year ended December 31, 2025. “We are very pleased with our fourth quarter results, with revenue at the high-end of guidance and Adjusted EBITDA above the high-end of guidance, along with continued margin expansion. ACV's leading market position resulted in additional share gains and strong.

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BUFFALO, N.Y.--(BUSINESS WIRE)--ACV (NYSE: ACVA), the leading digital automotive marketplace and data services partner for dealers and commercial partners, today announced the next wave of availability for the VIPER Early Access Program, extending its industry-leading inspection technology, vehicle data and pricing capabilities to more dealers ready to unlock consumer vehicle acquisition at scale in the service lane. VIPER, which stands for Vehicle Inspection Platform for Enhanced Reporting, is.

BUFFALO, N.Y.--(BUSINESS WIRE)--ACV (NYSE: ACVA), the leading digital automotive marketplace and data services partner for dealers and commercial partners, announced today that the Company will report fourth quarter 2025 financial results after market close and host a conference call at 5:00 p.m. ET on Monday, February 23, 2026. Investors and analysts interested in participating in the call are invited to dial 877-704-4453 (international callers please dial 1-201-389-0920) approximately 10 minu.

Iridian Asset Management added 1,108,301 shares of ACV Auctions; the estimated trade size was $8.97 million (based on quarterly average pricing). Meanwhile, the quarter-end position value increased by $5.33 million, reflecting both new purchases and share price movement.

Inflection Point Investments sold 403,796 shares of ACV Auctions, equating to a net position change of approximately $6.55 million Transaction represented 13.95% of Inflection Point Investments LLP's 13F reportable assets under management Post-trade stake is zero shares, with a reported value of $0 The position was previously 12.40% of the fund's assets as of the prior quarter