ACV Auctions Inc.

The stock is still in a recovery phase after a deep multi-month drawdown, but it remains below its 200-day average of 7.03. The 50-day average at 5.84 has turned up through the longer trend, and the shares sit far above the 52-week low of 4.07, though still well under the 52-week high of 16.83.

Street sentiment stays constructive but cautious: consensus is Buy, with a target cluster centered near 8.33 and a wider consensus target of 9.34. Recent actions skew mixed, with multiple target cuts and a Barrington downgrade to Market Perform, signaling enthusiasm has cooled even as upside remains from current levels.

The company has a strong beat pattern, going 6 for 7 in recent quarters, including a 33.3% EPS beat last quarter and a 275.0% beat before that. Next-quarter estimates point to EPS of -0.05, so shareholders should watch whether revenue growth and margin discipline keep the loss smaller than expected.

No notable discretionary buying or selling. Recent activity is dominated by award grants and in-kind tax-related transactions for the CEO, CFO, legal chief, and directors, which reads as routine compensation flow rather than a directional insider signal.

Profitability is still negative, but the operating profile is improving. Gross margin is 27.1%, revenue grew 11.8% year over year, and free cash flow reached $87.3 million in fiscal 2025, giving the company $81.5 million of net cash after $190.0 million of debt.

ACVA’s edge is its digital wholesale marketplace and data/inspection stack, which supports a differentiated transaction model versus traditional auto retail peers. Valuation still screens rich for a company with negative net margin and operating margin, even after the pullback.