ACV Auctions Inc.

NYSE:ACVA 株式レポート

時価総額:US$1.0b

ACV Auctions 将来の成長

Future 基準チェック /36

ACV Auctions利益と収益がそれぞれ年間61.7%と10.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.1% 62%なると予測されています。

主要情報

61.7%

収益成長率

62.02%

EPS成長率

Commercial Services 収益成長13.4%
収益成長率10.6%
将来の株主資本利益率14.12%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 19

ACVA: Digital Wholesale Shift And Share Repurchases Should Support Future Upside

ACV Auctions' updated fair value estimate moves from $10.71 to $9.22 as analysts trim revenue growth and margin assumptions. Recent price target revisions, ranging from $7 to $16, reflect differing views on the timing and visibility of EBITDA recovery and the impact of ongoing investments.
Seeking Alpha May 12

ACV Auctions: Turning Bullish After Q1 Beat And New Repurchase Program

Summary I'm upgrading ACV Auctions from 'Hold' to 'Buy, following my evaluation of its performance, prospects, and shareholder returns. ACVA turned around from losses in 4Q2025 to deliver a positive net profit of $7M for 1Q2026; that represented a 37% outperformance versus consensus. The company is forecasting a high-teens earnings growth in FY2026; management's confidence in this strong guidance is backed up by the significant buyback plans announced recently. Read the full article on Seeking Alpha
ナラティブの更新 May 05

ACVA: Slower Share Gains And Macro Headwinds Will Constrain Future Upside

ACV Auctions' analyst price target has been reset to a range of approximately $7 to $10, as analysts balance recent Q4 results and long term product investments with concerns about a challenging macro backdrop and slower near term share gains. Analyst Commentary Recent research on ACV Auctions reflects a mixed setup, with some analysts highlighting solid Q4 execution and others flagging slower share gains and a tougher macro backdrop.
ナラティブの更新 Apr 20

ACVA: Reset Expectations Balance Digital Auction Execution And Longer Dated Product Adoption

Analysts trimmed ACV Auctions' fair value estimate from $5.00 to $4.75 and slightly lowered their assumed future P/E multiple. This reflects more cautious medium term expectations, even as research highlights solid Q4 execution, a viewed as unwarranted share selloff, and a mix of upgraded and reduced price targets in the $7 to $16 range.
ナラティブの更新 Apr 04

ACVA: Reset Expectations Set Stage For Future Digital Auction Share Gains

Analysts have adjusted the price target range for ACV Auctions to $7 to $9, reflecting updated views on slower near term growth expectations, a slightly higher discount rate, and relatively stable margin and P/E assumptions following recent research highlighting both an "unwarranted" share selloff and more cautious medium term visibility. Analyst Commentary Recent research on ACV Auctions presents a split picture, with some firms pointing to an "unwarranted" share selloff and others stressing slower near term progress and limited visibility.
ナラティブの更新 Mar 21

ACVA: Reset Expectations And Q4 Execution Will Drive Future Repricing

Narrative Update on ACV Auctions The updated analyst price target for ACV Auctions moves modestly lower within a roughly $7 to $16 range, as analysts weigh solid Q4 execution against reduced near term visibility and a slightly higher discount rate, along with only small tweaks to revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research around ACV Auctions highlights a split view, with some firms trimming price targets or ratings while others lean into the story after the latest Q4 report and guidance update.
ナラティブの更新 Mar 07

ACVA: Reset Expectations And Product Execution Will Drive Future Repricing

Narrative Update on ACV Auctions The updated analyst price framework for ACV Auctions reflects a lower fair value estimate of $15.59. Analysts point to tempered revenue growth and profit margin assumptions, along with a higher future P/E multiple and discount rate, informed by mixed but generally constructive Street targets in the $7 to $16 range and differing views on the timing of EBITDA recovery.
ナラティブの更新 Feb 21

ACVA: Reset Expectations And Early Access Rollout Should Support Future Upside

Analysts have lifted their price target on ACV Auctions by $1, citing reset expectations and a view that current forecasts leave room for outperformance. Analyst Commentary Bullish Takeaways Bullish analysts view the recent reset in expectations as a cleaner starting point, giving the company more room to show execution improvement against existing forecasts rather than constantly re-setting guidance.
分析記事 Feb 13

Take Care Before Jumping Onto ACV Auctions Inc. (NYSE:ACVA) Even Though It's 26% Cheaper

ACV Auctions Inc. ( NYSE:ACVA ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...
ナラティブの更新 Feb 07

ACVA: Digital Auction Share Gains And Reset Expectations Will Support Future Margins

ACV Auctions' updated fair value estimate has edged up from US$10.46 to US$10.71 as analysts factor in a modestly higher long term P/E, a slightly stronger margin outlook, and what they see as room for upside after recent price target increases and reset expectations on the stock. Analyst Commentary Recent Street research around ACV Auctions has focused on how the stock’s reset expectations, sector setup, and role in digital auto auctions feed into its valuation and execution risk.
ナラティブの更新 Jan 23

ACVA: Reset Expectations And Sector Uncertainty Will Constrain Digital Auction Share Gains

Analysts have nudged their ACV Auctions price targets higher by about $1, pointing to reset expectations and growing interest in digital auto auction platforms as key supports for the updated view. Analyst Commentary Recent research has focused on how ACV Auctions fits into the broader auto retail and digital auction space, with several firms adjusting their views and price targets as expectations reset.
ナラティブの更新 Jan 09

ACVA: Digital Auction Share Gains Will Face Growing AI Disintermediation Risk

Analysts have reset their price targets on ACV Auctions into a tighter US$5 to US$20 range, citing mixed but constructive sector views, a neutral stance on auto retail overall, and a focus on digital auction platforms that they see as gaining share while offering what they consider attractive EBITDA growth and potential insulation from AI risk. Analyst Commentary Recent Street research on ACV Auctions reflects a wide range of views, with price targets stretching from the low single digits to the high teens and different opinions on how much risk is already reflected in the stock.
ナラティブの更新 Dec 17

ACVA: Digital Auction Share Gains Will Support Future Margin Expansion

Analysts have nudged their price target on ACV Auctions modestly higher to reflect a slightly lower discount rate, marginally improved profit margin expectations, and a more balanced view of sector fundamentals, with recent Street research showing targets ranging from $6 to $20 per share. Analyst Commentary Street research on ACV Auctions reflects a mix of optimism around the company’s long term growth profile and caution regarding execution risks and sector cyclicality.
ナラティブの更新 Dec 03

ACVA: Digital Auction Share Gains Will Drive Future Shareholder Returns

Analysts have nudged their blended price target for ACV Auctions modestly lower by about $0.30 to reflect slightly softer long term revenue growth and valuation multiples, even as they cite resilient digital auction fundamentals and supportive sector research, including a new $6 Equal Weight initiation, a $20 Buy target, and a trimmed but still bullish $15 outlook. Analyst Commentary Recent research updates underscore a generally constructive stance on ACV Auctions, with upward target revisions and fresh coverage highlighting confidence in the company’s digital auction model despite some recalibration of long term expectations.
分析記事 Nov 20

Positive Sentiment Still Eludes ACV Auctions Inc. (NYSE:ACVA) Following 27% Share Price Slump

To the annoyance of some shareholders, ACV Auctions Inc. ( NYSE:ACVA ) shares are down a considerable 27% in the last...
ナラティブの更新 Nov 19

ACVA: Digital Market Share Gains Will Drive Resilient Shareholder Returns

Analysts have revised ACV Auctions' fair value estimate downward from $18.65 to $10.69. They cite mixed sector fundamentals, a softer revenue growth outlook, and increased concerns about future profitability, despite ongoing interest in digital auction marketplace resilience.
ナラティブの更新 Nov 01

ACVA: Expanding Technology Leadership Will Drive Gains By 2026 Amid Uncertainty

Analysts have reduced their price target for ACV Auctions, with recent research highlighting a shift from $22 to $25 to a range of $11.50 to $18. This adjustment reflects ongoing macroeconomic uncertainty and tempered near-term growth expectations for the company.
ナラティブの更新 Oct 17

Advanced AI And Machine Learning Will Shape Digital Auto Remarketing

The analyst price target for ACV Auctions has been revised downward from $19.73 to $18.65. This reflects cautious sentiment from analysts who cite recent earnings misses, increased uncertainty in near-term growth, and a flattening financial outlook tempered by expectations for improved momentum in 2026.
ナラティブの更新 Aug 15

Advanced AI And Machine Learning Will Shape Digital Auto Remarketing

Analysts have tempered their near-term outlook on ACV Auctions due to softer Q2 results, a slower share gain trajectory, and sector headwinds, but remain confident in longer-term growth potential driven by technology leadership and market share gains; the consensus price target remains unchanged at $19.73. Analyst Commentary Bullish analysts note that ACV Auctions continues to gain industry share and demonstrate technology leadership, underpinning long-term growth potential despite short-term challenges.
分析記事 Aug 14

ACV Auctions Inc. (NYSE:ACVA) Just Reported, And Analysts Assigned A US$19.73 Price Target

NYSE:ACVA 1 Year Share Price vs Fair Value Explore ACV Auctions's Fair Values from the Community and select yours It's...
分析記事 Jul 01

ACV Auctions Inc.'s (NYSE:ACVA) Share Price Matching Investor Opinion

ACV Auctions Inc.'s ( NYSE:ACVA ) price-to-sales (or "P/S") ratio of 4.1x may look like a poor investment opportunity...
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新しいナラティブ May 26

Digital And AI Tools Will Transform Auction Markets

AI-powered tools and bundled SaaS services are driving dealer engagement, market share gains, and higher-margin revenue streams across ACV's digital marketplace.
分析記事 Mar 04

ACV Auctions Inc. (NASDAQ:ACVA) Shares Slammed 28% But Getting In Cheap Might Be Difficult Regardless

ACV Auctions Inc. ( NASDAQ:ACVA ) shareholders that were waiting for something to happen have been dealt a blow with a...
分析記事 Feb 16

Is ACV Auctions (NASDAQ:ACVA) Using Debt In A Risky Way?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 Nov 24

Revenues Tell The Story For ACV Auctions Inc. (NASDAQ:ACVA) As Its Stock Soars 25%

ACV Auctions Inc. ( NASDAQ:ACVA ) shares have had a really impressive month, gaining 25% after a shaky period...
分析記事 Nov 17

Is ACV Auctions (NASDAQ:ACVA) Using Debt Sensibly?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Sep 22

ACV Auctions Inc.'s (NASDAQ:ACVA) Price In Tune With Revenues

When you see that almost half of the companies in the Commercial Services industry in the United States have...
分析記事 Jul 31

Does ACV Auctions (NASDAQ:ACVA) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jun 07

ACV Auctions Inc.'s (NASDAQ:ACVA) Share Price Matching Investor Opinion

When close to half the companies in the Commercial Services industry in the United States have price-to-sales ratios...
Seeking Alpha May 10

ACV Auctions: Eyes On Maiden Quarter Of EBITDA Profitability

Summary ACV Auctions Inc. registered a substantial +23% EBITDA beat for Q1 2024, which also marked its maiden quarter of positive EBITDA. The company expects to generate positive EBITDA in Q2 and the full year, as per its guidance, which is based on realistic assumptions in my view. My opinion is that there is likely to be a positive re-rating of ACV Auctions' share price and valuations going forward, as the company improves its operating profitability. Read the full article on Seeking Alpha
分析記事 Apr 14

Is ACV Auctions (NASDAQ:ACVA) Using Debt Sensibly?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

業績と収益の成長予測

NYSE:ACVA - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,086-1961596
12/31/2027955-296810512
12/31/2026851-45928212
3/31/2026781-624288N/A
12/31/2025760-663478N/A
9/30/2025735-734687N/A
6/30/2025707-646098N/A
3/31/2025674-745389N/A
12/31/2024637-803165N/A
9/30/2024596-77942N/A
6/30/2024544-79-266N/A
3/31/2024507-78-49-18N/A
12/31/2023481-75-46-18N/A
9/30/2023461-77-199N/A
6/30/2023447-82-621N/A
3/31/2023438-91-25-1N/A
12/31/2022422-102-99-75N/A
9/30/2022424-104-99-78N/A
6/30/2022410-105-78-60N/A
3/31/2022392-90-88N/A
12/31/2021358-787185N/A
9/30/2021312-646678N/A
6/30/2021288-367989N/A
3/31/2021235-317988N/A
12/31/2020208-41110N/A
12/31/2019107-77N/A-72N/A

アナリストによる今後の成長予測

収入対貯蓄率: ACVAは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: ACVA今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: ACVA今後 3 年以内に収益を上げることが予想されます。

収益対市場: ACVAの収益 ( 10.6% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: ACVAの収益 ( 10.6% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: ACVAの 自己資本利益率 は、3年後には低くなると予測されています ( 14.1 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 05:48
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ACV Auctions Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
John BabcockBarclays
Gary PrestopinoBarrington Research Associates, Inc.
Michael McGovernBofA Global Research