ACVA ACV Auctions Inc.

Loomis Sayles & Co. L P reduced its stake in ACV Auctions Inc. by 2.4% during the second quarter, selling 61,330 shares, but still holds over 2.5 million shares valued at $41.2 million. Despite recent price target cuts from analysts, ACV Auctions maintains a "Moderate Buy" consensus rating with a target price of $12.25. Insider buying activity, including significant purchases by directors Robert P. Goodman and Brian Hirsch, indicates confidence in the company, with insiders now owning approximately 2.9% of the stock.

Brian Hirsch, a Director at ACV Auctions Inc. (NASDAQ:ACVA), recently purchased 80,571 shares of Class A Common Stock for over $500,000. This insider transaction comes amidst a challenging period for ACV Auctions, as reflected in a notable Q3 2025 earnings miss and subsequent downgrades by several financial firms, including BofA Securities and Needham. Analysts have lowered price targets for the company due to concerns over growth, margins, and market volatility.

A recent financial analysis highlighted ACV Auctions as a risky investment due to high servicing costs, expensive marketing, and weak free cash flow margins, along with an inferior gross margin. While ACV has a US$250,000,000 revolving credit facility to fund operations, concerns remain about its ability to translate these resources into profitability and achieve its projected revenue and earnings targets by 2028. Investors are encouraged to consider these risks and diverse outlooks when evaluating ACV Auctions' long-term earnings potential.

Teladoc, Angi, Upwork, and ACV Auctions saw their shares jump significantly, propelled by renewed enthusiasm for AI following Alphabet's Gemini 3 announcement and speculation about a December interest rate cut. ACV Auctions also benefited from a recent substantial insider stock purchase by director Brian Hirsch, signaling strong confidence in the company's prospects despite its year-to-date decline.

ACV Auctions Inc. shares have fallen 27% in the last month, contributing to a 69% loss over the past twelve months for shareholders. Despite this slump, ACV Auctions' Price/Sales (P/S) ratio of 1.6x is similar to the Commercial Services industry's median of 1.1x, which may indicate investor indifference rather than a clear opportunity or setback. The company has shown strong revenue growth of 23% last year and 74% over three years, with analysts forecasting 14% annual growth for the next three years, outpacing the industry's projected 6.7% growth.

This article summarizes analysts' opinions on three technology stocks: Uber Technologies (UBER), Teradata (TDC), and Adtran (ADTN). Uber received a Strong Buy consensus, with Jefferies reiterating a Buy rating and a $120.00 price target. Teradata has a Hold consensus, with Northland Securities reiterating a Hold rating and a $24.00 price target. Adtran garnered a Strong Buy consensus, with Northland Securities reiterating a Buy rating and a $13.00 price target.