ACTG
ACACIA RESEARCH CORP
Next earnings Aug 4, 2026 · consensus $-0.10 EPS, $50.5M rev
Last earnings -7.2% on 2026-05-07
$4.69
▼ -0.21%$4.69▲ +31.01%
over 1Y
L $3.15EODHDH $5.16
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-0.2%
1W-1.1%
1M+0.4%
3M-3.1%
YTD+25.4%
1Y+31.0%
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 7 analysts
Buy
Revenue grew 133.2% YoY.
The read
Middling fundamentals offset by an attractive price (~75% below fair value) — worth a look on the value angle.
ACACIA RESEARCH CORP shows $285M in FY2025 revenue (+133.2% YoY), a 7.6% net margin, and 4.0% ROE.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $88.0M | $59.2M | $125M | $122M | $285M |
| Gross profit | $51.9M | $21.8M | $72.3M | $29.7M | $84.5M |
| Operating income | $14.5M | -$40.1M | $20.9M | -$32.9M | $6.41M |
| Net income | $149M | -$125M | $67.1M | -$36.1M | $21.7M |
| Diluted EPS | $1.91 | -$3.13 | $0.58 | -$0.36 | $0.22 |
| Net margin | 169.5% | -211.2% | 53.6% | -29.5% | 7.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$238M
EV / EBITDA4.8
EV / Sales0.8
EV / FCF—
P / FCF—
PEG (trailing)0.13
Earnings yield4.8%
FCF yield-16.2%
Quality & risk
ROIC (est.)0.8%
Free cash flow-$73.4M
Total debt$91.9M
Net cash$215M
Altman Z-Score2.01 grey
Piotroski F-Score7/8
Capital returns
Buyback yield0.0%
Dividend yield (est.)0.0%
Shareholder yield0.0%
Shares Δ YoY+0.4%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗4Period ending 2026-06-232026-06-25open ↗4Period ending 2026-06-232026-06-25open ↗4Period ending 2026-06-232026-06-25open ↗4Period ending 2026-06-232026-06-25open ↗4Period ending 2026-06-232026-06-25open ↗8-KPeriod ending 2026-06-232026-06-25open ↗4Period ending 2026-06-052026-06-09open ↗4Period ending 2026-06-052026-06-09open ↗4Period ending 2026-06-052026-06-09open ↗10-QPeriod ending 2026-03-312026-05-07open ↗8-KPeriod ending 2026-05-072026-05-07open ↗DEF 14APeriod ending 2026-06-232026-04-30open ↗
Frequently asked
- Is ACACIA RESEARCH CORP (ACTG) a buy?
- ACTG currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. Revenue grew 133.2% YoY.
- What is ACTG's fair value?
- A Modified-Graham model based on ACTG's SEC fundamentals estimates a fair value of about $8.22. It is an estimate from reported earnings, not a price target.
- Is ACTG overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, ACTG currently appears undervalued relative to its SEC-grounded earnings power.
- What is ACACIA RESEARCH CORP's quality score?
- ACTG scores 74.25490196078431/100 (grade B) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0000934549, latest 10-Q filed 2026-05-07) · EODHD · as of 6/26/2026, 7:44:06 PM.
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