Acacia Research Corporation

NasdaqGS:ACTG 株式レポート

時価総額：US$442.4m

Acacia Research 将来の成長

Future 基準チェック /06

現在、 Acacia Researchの成長と収益を予測するのに十分なアナリストの調査がありません。

主要情報

n/a

収益成長率

n/a

EPS成長率

Diversified Financial 収益成長8.1%
収益成長率n/a
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Aug 05

Acacia Research: Too Cheap To Ignore, But Tread Carefully Ahead Of Earnings

Summary Acacia Research surged after Q1 2025 earnings but could make a big move in either direction after this week's Q2 2025 earnings release. Irrespective of near-term price direction after earnings, it remains best to stick with a long-term view on ACTG stock. The company's underlying value is around 82% above the stock's current trading price, and the list of possible catalysts to unlock this value keeps growing. Besides continuing to be very undervalued, ACTG stock may also benefit from policy changes implemented by the U.S. Patent and Trademark Office. Read the full article on Seeking Alpha
分析記事 • May 10

Investors Still Aren't Entirely Convinced By Acacia Research Corporation's (NASDAQ:ACTG) Revenues Despite 26% Price Jump

Those holding Acacia Research Corporation ( NASDAQ:ACTG ) shares would be relieved that the share price has rebounded...
分析記事 • Mar 14

Investors Aren't Entirely Convinced By Acacia Research Corporation's (NASDAQ:ACTG) Revenues

With a median price-to-sales (or "P/S") ratio of close to 2.6x in the Diversified Financial industry in the United...
Seeking Alpha • Jan 23

Acacia Research: Big Upside Remains, But Patience Is Key

Summary It makes sense why investors continue to sleep on Acacia Research, but ACTG's short-term performance belies its long-term potential. A valuation analysis indicates ACTG is worth nearly 40% more than its current trading price. It may take time, but in the quarters ahead, improved earnings and/or positive developments could close the gap between fair value and trading price. Over a longer time frame, especially if Acacia puts its acquisition war chest to good use, ACTG stock could ultimately reach prices above its current book value. Read the full article on Seeking Alpha
Seeking Alpha • Oct 31

Acacia Research: What To Make Of The Latest Acquisition Announcement

Summary Acacia Research, a holding company controlled by investment firm Starboard Value, continues to trade at a discount to its underlying value. However, a recent acquisition announcement could mark the start of a change in approach that helps to bridge this valuation gap, and perhaps drive the next big run-up for shares. Even if Starboard Value's game plan for ACTG stock doesn't entail turning this holding company into a growth-focused industrial conglomerate, from a risk/return standpoint, shares remain worthy of a buy. Read the full article on Seeking Alpha
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新しいナラティブ • Sep 24

Acquisitions Drive Growth Amidst Falling Revenue Forecasts And Margin Pressures

Acacia's strategy of acquiring and enhancing underperforming businesses in key sectors aims for revenue growth and higher net margins.
Seeking Alpha • Aug 13

Acacia Research: Recent Oil And Gas Assets Acquisition Bearing Fruit, Discount To Book Value Still High

Summary Book value per share is growing, but the discount to book value remains high. The cash position as of June 30, 2024, is still very strong and constitutes ~85% of the company’s market cap. Recent acquisition of oil & gas assets started bearing fruit. Given notes made in the last quarterly call, it seems the likelihood the company would start utilizing its stock repurchase plan increased. So long as the market cap keeps reflecting a hefty discount to book value, stock repurchases could meaningfully contribute to book value per share. Read the full article on Seeking Alpha
分析記事 • Aug 04

Revenues Not Telling The Story For Acacia Research Corporation (NASDAQ:ACTG)

When you see that almost half of the companies in the Diversified Financial industry in the United States have...
Seeking Alpha • May 27

Adding Acacia Research To My Value Portfolio

Summary Acacia Research is a BDC that acquires, operates, and sells small- to mid-sized companies in various industries. The company's revenue sources include patent licensing, industrial sector ownership, and energy operations. The company's valuation is appealing due to its high cash on hand and strong enterprise value metrics. Read the full article on Seeking Alpha
Seeking Alpha • Mar 18

Acacia Research: Positive Developments, Discount To Book Value High Despite Recent Price Spike

Summary Acacia Research released its 2023 full year results and made three important announcements in the last two months. The company completed the sale of Arix Bioscience shares and entered into substantial licensing and settlement agreements related to its WiFi-6 patent portfolio. ACTG shifted gears in implementing its new strategy. The company still trades, even after Friday's spike in its stock price, at a considerable discount to book value. Read the full article on Seeking Alpha
分析記事 • Feb 12

Unpleasant Surprises Could Be In Store For Acacia Research Corporation's (NASDAQ:ACTG) Shares

When you see that almost half of the companies in the Diversified Financial industry in the United States have...
分析記事 • May 24

Some Shareholders Feeling Restless Over Acacia Research Corporation's (NASDAQ:ACTG) P/S Ratio

When you see that almost half of the companies in the Diversified Financial industry in the United States have...
Seeking Alpha • Aug 11

Acacia Research GAAP EPS of -$1.44, revenue of $16.7M

Acacia Research press release (NASDAQ:ACTG): Q2 GAAP EPS of -$1.44. Revenue of $16.7M (-4.0% Y/Y). The company’s current book value totaled $268.2M, or $6.60 per share, as of June 30, 2022, compared to $345.5M, or $7.42 per share, as of March 31, 2022, and $430.5M, or $8.80 per share, as of December 31, 2021.
Seeking Alpha • Jul 20

Acacia Research: Multiple Acquisitions On The Way

The stock´s valuation is the strong calling card here. The willingness to close on complex transactions definitely increases Acacia´s reach. Over the long term, more volatility in equity markets would benefit Acacia. Technical Analysis If we look at a long-term chart of Acacia Research Corporation (ACTG), we can see that the 50-month moving average has now turned up meaningfully and the MACD indicator is fighting to drive on into positive territory. Furthermore, the bullish divergence in the RSI momentum indicator is a bullish indicator that indeed trend followers may start to get long this stock once a change in trend has been confirmed here in earnest. For this to happen, we need to see price break out above the multi-year downcycle trendline on strong volume. That resistance point at present comes in just above the $7 level. We believe shares will at least test this level over the near term in Acacia Research due to what we are seeing on the near-term chart. Technical Chart Of Acacia Research (StockCharts) As we can see from the near-term chart below, shares now have significant downside support, having bottomed at the $4.24 mark in late June which then led to the taking out of the stock´s 200-day moving average of $4.76 (At Present). Suffice it to say, the longer shares can remain above their 200-day moving average, the higher the probability that at least a new short-term bullish trend has begun. Furthermore, as we can see from the chart below, there was a significant increase in buying volume in late June which corresponded with a significant drop in short-interest (Current short-interest now comes in under 3%). Suffice it to say, all of these trends are bullish from a timing standpoint, which leads us to believe that shares should continue to rally from their present level ($4.82 approx.). The stock´s fundamentals and very keen valuation explain why Acacia may avail of renewed investor interest here. Acacia In Bullish Mode (StockCharts) Proven Track Record In fact, with the VIX trading up around the 25 level, management remains poised to deploy elevated amounts of capital in order to take advantage of present lower stock prices in general. Therefore, when we combine the fact that stocks are currently on sale with Acacia´s $1 billion war chest, it becomes clearly evident that Acacia is in a good place given the firm´s ever-growing number of participating investors and executives that have the ability to close complex deals. The track record is there also as we see with the ongoing capital gains continuing to come off the life sciences portfolio. We also saw recently how Mycovia´s recent drug approval will lead to strong cash flow for Acacia over time. Investors will be hoping similar type gains can come off the capital which is coming off these deals. Growth In Sales, Capex, & Working Capital Acacia Research is expected to report -$1.76 in earnings per share this fiscal year on sales of $54 million. The following year, analysts who follow this stock expect Acacia to do -$0.08 in earnings per share which would be practically a return to positive profitability if indeed the projection was met for fiscal 2023. Since revenues can jump around significantly in Acacia, investors will be clued into how profitability including cash-flow generation can be enhanced from the opportunities it takes on. Despite the fact that Printronix drove sales forward in the company´s first-quarter results this year, other less followed metrics such as working capital and Capex spend also reported strong 12-month growth rates. Capex spend was up by 33% and Capex spend grew by almost 17% over the same period of 12 months prior. Bullish Balance Sheet Trends These trends are being facilitated by what is happening on the balance sheet. Cash & Short-term investments of $572 million at the end of March 2022 were up close to $100 million over the same period of 12 months prior. Short-term borrowings in senior secured notes issued to Starboard Value at the end of Q1 came in at $168.7 million, which was down over $12 million sequentially. Management also repaid an additional $50 million in the beginning stages of the second quarter, so we should see a meaningful drop in debt in the upcoming second-quarter numbers. Shares Trading Under Book Value
分析記事 • Sep 14

Does Acacia Research (NASDAQ:ACTG) Have A Healthy Balance Sheet?

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

このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Acacia Research は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。

シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。

業績と収益の成長予測

NasdaqGS:ACTG - 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
12/31/2026194-46N/AN/A1
3/31/2026215-185176N/A
12/31/2025285225975N/A
9/30/202528452842N/A
6/30/2025248-61732N/A
3/31/2025222-12-167-2N/A
12/31/2024122-36-11350N/A
9/30/202416648-10066N/A
6/30/202415360-9168N/A
3/31/2024135483037N/A
12/31/202312555-29-23N/A
9/30/202346-36-42-42N/A
6/30/202352-14-39-39N/A
3/31/202361-51-44-39N/A
12/31/202259-133-43-37N/A
9/30/202210965-59N/A
6/30/202295117-124N/A
3/31/202296206616N/A
12/31/202188119-813N/A
9/30/2021293-48-34N/A
6/30/202147-39-32-21N/A
3/31/202132-63-43-24N/A
12/31/20203087-34-20N/A
9/30/20202625-104N/A
6/30/20208-13-21-7N/A
3/31/202012-25-13-3N/A
12/31/201911-17N/A-2N/A
9/30/201960-29N/A13N/A
6/30/201972-55N/A9N/A
3/31/201973-77N/A-31N/A
12/31/2018132-105N/A21N/A
9/30/201886-204N/A-14N/A
6/30/2018109-12N/A28N/A
3/31/20181192N/A64N/A
12/31/20176522N/A13N/A
9/30/201784122N/A46N/A
6/30/2017112-30N/A-9N/A
3/31/2017137-56N/A22N/A
12/31/2016153-54N/A34N/A
9/30/2016168-159N/A11N/A
6/30/2016117-193N/A34N/A
3/31/2016116-157N/A17N/A
12/31/2015125-160N/A-10N/A
9/30/2015119-60N/A-8N/A
6/30/2015143-45N/A-2N/A

アナリストによる今後の成長予測

収入対貯蓄率: ACTGの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。

収益対市場: ACTGの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です

高成長収益: ACTGの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。

収益対市場: ACTGの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。

高い収益成長: ACTGの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。

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: ACTGの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 20:36
終値2026/05/22 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や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

Acacia Research Corporation 1 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。7

アナリスト機関
Darrin PellerBarclays
Daniel GelbtuchCantor Fitzgerald & Co.
Anthony StossCraig-Hallum Capital Group LLC