Acacia Research Corporation

NasdaqGS:ACTG Stock Report

Market Cap: US$454.0m

Acacia Research Future Growth

Future criteria checks 0/6

We currently don't have sufficient analyst coverage to forecast growth and revenue for Acacia Research.

Key information

n/a

Earnings growth rate

n/a

EPS growth rate

Diversified Financial earnings growth8.0%
Revenue growth raten/a
Future return on equityn/a
Analyst coverage

Low

Last updated07 May 2026

Recent future growth updates

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
Analysis Article • 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...
Analysis Article • 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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New Narrative • 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
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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...

In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Acacia Research has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.

Earnings and Revenue Growth Forecasts

NasdaqGS:ACTG - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
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

Analyst Future Growth Forecasts

Earnings vs Savings Rate: Insufficient data to determine if ACTG's forecast earnings growth is above the savings rate (3.5%).

Earnings vs Market: Insufficient data to determine if ACTG's earnings are forecast to grow faster than the US market

High Growth Earnings: Insufficient data to determine if ACTG's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: Insufficient data to determine if ACTG's revenue is forecast to grow faster than the US market.

High Growth Revenue: Insufficient data to determine if ACTG's revenue is forecast to grow faster than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if ACTG's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/05 01:50
End of Day Share Price 2026/06/05 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Acacia Research Corporation is covered by 7 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Darrin PellerBarclays
Daniel GelbtuchCantor Fitzgerald & Co.
Anthony StossCraig-Hallum Capital Group LLC