Financing Unit Credit LossesA nearly $19 million loss tied to ACV Capital's funding of Tricolor has prompted a reduced revenue outlook for the financing unit, increasing concerns about credit exposure and cash-flow volatility.
Guidance And Margin OutlookManagement's lowered expectations for quarterly growth and margins point to a slower path to EBITDA improvement and may constrain short-term share gains.
Valuation And Analyst ConfidenceA substantial analyst price-target reduction to $6 reflects heightened uncertainty about achieving long-term margin targets and could weigh on investor confidence.