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ACTG

Acacia Research Corporation

ACTG

NASDAQ·Industrials·Specialty Business Services·Mkt cap $438.5M

$4.54

+0.67%

P/E

-29.62

Mkt Cap

$438.5M

52-Wk Range

$3.13–$5.27

52-Week Range

$3.13 - $5.27

P/E

-29.62

Fwd P/E

-13.35

Beta

0.44

Div Yield

0.00%

Avg Vol

246.8K

Shares Out

96.5M

Mkt Cap

$438.5M

Price action

Price chart

Up 34.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive patent portfolio
  • Sophisticated IP monetization strategy
  • Diverse technology investment approach
  • Proven licensing and enforcement expertise

Bear Case

1 risk

  • Low volatility (beta 0.4).

Growth

Mild headwinds expected

Expanding technology patent markets

Value

Deep value opportunity - significant discount to Business Process Outsourcing peers

Momentum

Stable

-2.2% over 3m

Quality

Excellent

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $0.13 vs -$0.09 consensus (+244.4% surprise). Revenue of $114.6M vs $49.5M expected (+131.4%). Beat on both top and bottom lines.

EPS beat +244.4%
Rev beat +131.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+244.4%

Revenue trend · last 8Q

-47%

+412%

+98%

+155%

+3%

-56%

+124%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$23.3M

$48.8M

$124.4M

$51.2M

$59.4M

$50.1M

$54.2M

$114.6M

Margins · last 8Q

Gross

37.0%

Operating

7.4%

Profit

0.0%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How ACTG stacks vs Specialty Business Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.