ACV Auctions, Inc. (ACVA)
NYSEConsumer DiscretionaryAuto - DealershipsSnapshot 2026-11-04
$10.500.00%
Close 2026-10-16 · 1-day change
NYSEConsumer DiscretionaryAuto - DealershipsSnapshot 2026-11-04
QuarterlyIQ Insights · ACVA
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 193.1% |
| Our one-year growth estimate | diamond | 14.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 178.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 10 industry peers
ACVA — M&A activity — As a result of the consummation of the Offer, a change in control of ACV occu…
Dated 2026-10-19
As a result of the consummation of the Offer, a change in control of ACV occurred. At the Effective Time, ACV became a wholly owned subsidiary of Parent. The aggregate consideration paid by Parent and Merger Sub in connection with the acquisition of control of ACV was approximately $1,801,021,081.00, which Parent funded from cash on hand and available cash resources. Neither the Offer nor the Merger was subject to any financing condition.
Why it matters: ACV named VIPER as a new way to grow dealer use and sales. Rising service revenue would show that dealers are using more tools.
Supportive ifA later report shows Marketplace and Service Revenue growth above Q2's 8% rate from a year earlier.
Worry ifA later report shows Marketplace and Service Revenue growth at or below 8% year over year.
Why it matters: Copart's deal closed on October 19, and ACV became its wholly owned unit. A filing can confirm the final cash paid per share.
Watch forA closing or payment filing confirms ACV holders received $10.50 per share in cash.
Also watch forA filing reports a lower per-share payment or an unpaid amount to former ACV holders.
Why it matters: ACV still reported a GAAP net loss in Q2. A move to profit would support its stated goal of profitable growth.
Supportive ifA quarterly report shows positive GAAP net income.
Worry ifA quarterly report shows a GAAP net loss of $8 million or more.
Why it matters: Q2 revenue rose 10%, but marketplace units were flat. More units would show volume growth alongside higher revenue.
Supportive ifA later quarterly report shows marketplace units are above the same quarter a year earlier.
Worry ifA later quarterly report again shows marketplace units flat or lower than a year ago.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$144 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $528 loss on $10,000 · 5.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,699 loss on $10,000 · 57.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.