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
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(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.)
Comments