Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Sales comps and Analyst consensus.
ACCE opinionLiveWire Group Inc. Common Stock (LVWR)
Fair value
Not available
ACCE price target
$1.40
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $1.65 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
32
out of 100
Analysts
0% buy
1 covering
P/E
0.0x
forward 0.0x
1-year return
-72.5%
Dividend yield
0.00%
LiveWire Group Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
LiveWire Group makes electric motorcycles under the LiveWire name, including the S2 Del Mar and Super Soco-derived models, selling through a dealer network that is still small beside Harley-Davidson's. The case for a closer look rests on revenue growth of 55.2%, which signals real demand for a product line that barely existed as a standalone business a few years ago. The problem is that the company is not yet close to covering its costs: gross margin is -10.9% and operating margin is -194.4%, so every incremental sale currently loses money before overhead, and ROE of -160.2% reflects a balance sheet being consumed rather than compounding. The fund's composite score of 31/100 and absence from any index reflect that profile, so the thesis depends on whether gross margin can turn positive as volumes scale, which the current numbers do not yet show.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
severe
Deeply negative cash flow
Free cash flow of $-57.4M against a $337M market cap, with operating margin at -194.4% and net margin at -234.5%. The business is burning cash faster than it earns anything.
high
Leverage with no earnings
Debt/Equity of 1.65 while gross margin is -10.9%, so there is no operating profit to service the debt. Earnings growth is 0.0% with no positive base to build from.
high
Heavy short interest
Short interest is 10.6% of float, and insiders hold 94.1% of shares with recorded sales of $0.03M and no buys in the last ten disclosures. Float is thin and the trading pattern is fragile.
moderate
Price above ACCE target
At $1.55 the stock trades 17.9% above the ACCE price target of $1.40. The score is 31/100 and has only moved +4 over 90 days.
AI research notes
AI-assisted·How I use AIWritten Oct 18, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue grew 55.2% year over year in the latest 10-Q, a sharp reversal from the company's weak multi-year trend.
The latest quarter beat expectations, with earnings per share of -0.11 against -0.14 expected.
Analysts' mean price target of $7.25 sits far above the current share price, though it reflects one analyst's view.
Why it could disappoint
The company still loses money heavily, with a net margin of -234.5% and free cash flow of -$57M over the last twelve months.
Free cash flow yield of -17.0% means the business is consuming cash relative to its share price.
Debt to equity of 1.65 leaves the balance sheet stretched while the company burns cash and returns are negative.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 3, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
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Where LVWR's valuation models land
Price
$1.65
Model fair valueConfidence: low
about $4.19
Model
Fair value
Upside
Analyst consensus
Sales comps
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Quality
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