AU · rank #19 · 2026-07-23
ACVA
NYSE · $1.30B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.077 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.197 |
| Analyst upside Consensus target $9.34 | +21.6% |
| Momentum acceleration 3-month minus 12-month momentum. | +62.11% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.21 |
| Gross margin TTM | +27.1% |
| 52w high | $15.48 |
| Market cap (USD) | $1.30B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
ACV Auctions Inc. operates a digital wholesale auction marketplace and provides data-enabled inspections, transportation, and financing services for vehicle dealers in the U.S [BUSINESS_STATUS].
Rationale
The signal's 21.6% analyst upside and 32.4% historical earnings surprise are validated by ACVA's solid Q1 2026 results, reaffirmed full-year guidance, and a new $100 million share repurchase program [RECENT_DEVELOPMENTS, FINANCIAL_NOTES].
Material risks
- 1Dealer partners could bypass the marketplace by adopting in-house or alternative digital remarketing platforms, which would commoditize ACVA's software and erode its network effects [TOP_RISKS].
- 2High vulnerability to a projected mid-single-digit decline in the cyclical wholesale vehicle market due to a purely transactional revenue model lacking long-term contracted backlog [COMPETITIVE_POSITION, TOP_RISKS].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.