ACV Auctions Q4 revenue up 15%

ACV Auctions

23/02/2026 21:17

Overview

Digital automotive marketplace's Q4 revenue grew 15% yr/yr, reaching high-end of guidance

Adjusted EBITDA for Q4 exceeded high-end of Co's guidance

Company projects 2026 revenue growth of 11% to 13% yr/yr

Outlook

ACV expects 2026 revenue of $845 mln to $855 mln, growth of 11% to 13% YoY

Company projects 2026 adjusted EBITDA of $73 mln to $77 mln, up 28% YoY at midpoint

ACV forecasts Q1 2026 revenue of $200 mln to $204 mln, up 9% to 12% YoY

Result Drivers

DEALER SOLUTIONS - Accelerated adoption of dealer solutions supported revenue growth

MARKETPLACE GROWTH - Marketplace GMV and units increased, reflecting healthy engagement and market share expansion

Company press release: ID:nBw4MBH7Ja

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
-$0.11
Q4 Net Income
-$19.56 mln
Q4 Adjusted EBITDA
Beat
$8 mln
$5.86 mln (12 Analysts)
Q4 Basic EPS
-$0.11
Q4 Operating Expenses
$201.49 mln
Q4 Operating Income
-$17.85 mln
Q4 Pretax Profit
-$19.04 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for ACV Auctions Inc is $10.00, about 50.2% above its February 20 closing price of $6.66

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)