ACTG official logo ACTG
ACTG 1-star rating from Upturn Advisory
Acacia Research Corporation (ACTG) company logo

Acacia Research Corporation (ACTG)

Acacia Research Corporation (ACTG) 1-star rating from Upturn Advisory
$3.63
Last Close (24-hour delay)
Profit since last BUY0.28%
upturn advisory logo
Consider higher Upturn Star rating
BUY since 55 days
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

01/05/2026: ACTG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

1 star rating from financial analysts

1 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $5

1 Year Target Price $5

Analysts Price Target For last 52 week
$5 Target price
52w Low $2.7
Current$3.63
52w High $4.53

Analysis of Past Performance

Type Stock
Historic Profit -26.12%
Avg. Invested days 38
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 01/05/2026

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 360.76M USD
Price to earnings Ratio 62.33
1Y Target Price 5
Price to earnings Ratio 62.33
1Y Target Price 5
Volume (30-day avg) 1
Beta 0.49
52 Weeks Range 2.70 - 4.53
Updated Date 01/5/2026
52 Weeks Range 2.70 - 4.53
Updated Date 01/5/2026
Dividends yield (FY) -
Basic EPS (TTM) 0.06

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 1.7%
Operating Margin (TTM) -10.81%

Management Effectiveness

Return on Assets (TTM) 0.62%
Return on Equity (TTM) 0.98%

Valuation

Trailing PE 62.33
Forward PE -
Enterprise Value 101737813
Price to Sales(TTM) 1.27
Enterprise Value 101737813
Price to Sales(TTM) 1.27
Enterprise Value to Revenue 0.36
Enterprise Value to EBITDA 1.57
Shares Outstanding 96460378
Shares Floating 34079452
Shares Outstanding 96460378
Shares Floating 34079452
Percent Insiders 1.43
Percent Institutions 88.78

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Acacia Research Corporation

Acacia Research Corporation(ACTG) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Acacia Research Corporation (ACTG) was founded in 1993. It has evolved significantly over the years, transitioning from a traditional patent licensing firm to a more diversified technology investment company. Key milestones include its focus on acquiring and managing intellectual property portfolios, and more recently, investing in and operating technology businesses through its subsidiaries. The company aims to create value by identifying undervalued IP assets and technology companies, and then enhancing their market position and profitability.

Company business area logo Core Business Areas

  • Technology Innovation and Investment: Acacia invests in and operates technology businesses across various sectors, leveraging its capital and expertise to drive growth and innovation. This includes acquiring stakes in promising companies and supporting their development.
  • Intellectual Property Management: Historically, Acacia's core business involved acquiring and licensing patents. While this remains a part of its strategy, it's now integrated within a broader investment approach.

leadership logo Leadership and Structure

Acacia Research Corporation is led by a management team responsible for strategic direction and operational oversight. The company operates through various subsidiaries, each focused on specific technology investments or IP management activities. Specific leadership details are available on the company's investor relations website.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Acacia's Investment Portfolio: Acacia's primary 'offering' is its portfolio of investments in technology companies and its intellectual property assets. There is no direct product market share for the company itself in the traditional sense, but its success is measured by the performance and growth of its acquired businesses and licensed IP. Competitors in the IP licensing space include entities like RPX Corporation and various patent assertion entities. In its investment areas, competitors are broad and depend on the specific technology sectors targeted.

Market Dynamics

industry overview logo Industry Overview

Acacia operates in the dynamic technology investment and intellectual property sectors. The technology sector is characterized by rapid innovation, intense competition, and evolving market demands. The IP sector is influenced by patent law, regulatory changes, and the increasing value placed on intangible assets.

Positioning

Acacia positions itself as a strategic investor and operator that can unlock value in technology assets and intellectual property. Its competitive advantage lies in its ability to identify undervalued opportunities, provide capital and operational expertise, and navigate the complexities of intellectual property law.

Total Addressable Market (TAM)

The Total Addressable Market for technology investments and intellectual property is vast and continuously expanding, encompassing global markets for software, hardware, semiconductors, and associated intellectual property rights. Acacia's TAM is effectively the global market for technology innovation and the valuation of associated IP. It is positioned to target specific niches within this broad market through its investment strategy.

Upturn SWOT Analysis

Strengths

  • Proven track record in acquiring and managing intellectual property.
  • Access to capital for strategic investments.
  • Expertise in identifying undervalued technology assets.
  • Agile and adaptable business model.

Weaknesses

  • Past reliance on patent litigation could be perceived negatively by some investors.
  • Dependence on the success of a concentrated portfolio of investments.
  • Relatively smaller market capitalization compared to larger tech conglomerates.

Opportunities

  • Growing demand for specialized technology solutions.
  • Increased recognition of the value of intellectual property.
  • Potential for strategic acquisitions of distressed technology assets.
  • Expansion into emerging technology sectors.

Threats

  • Intense competition in technology investment and IP licensing.
  • Changes in patent law and regulatory environments.
  • Economic downturns impacting investment and technology markets.
  • Rapid technological obsolescence.

Competitors and Market Share

Key competitor logo Key Competitors

  • Xerox Holdings Corporation (XRX)
  • InterDigital, Inc. (IDCC)
  • Moneysupermarket.com Group PLC (MONY.L)
  • BlackBerry Limited (BB)

Competitive Landscape

Acacia faces competition from a wide array of companies, including other patent assertion entities, diversified technology firms with significant IP portfolios, and private equity firms focused on technology investments. Its advantages lie in its focused strategy of acquiring and operating technology businesses, its ability to leverage IP, and its adaptability.

Major Acquisitions

Clickstream Technology

  • Year: 2022
  • Acquisition Price (USD millions): 500
  • Strategic Rationale: To expand its presence in the digital advertising and data analytics space, leveraging the acquired company's technology and market position.

Multiple Semiconductor IP Licenses

  • Year: 2023
  • Acquisition Price (USD millions):
  • Strategic Rationale: To strengthen its intellectual property portfolio in key semiconductor technologies, potentially for future licensing or integration into its operating businesses.

Growth Trajectory and Initiatives

Historical Growth: Acacia's historical growth has been marked by strategic shifts, including its evolution from a patent licensing focus to a diversified technology investment company. Growth has been characterized by a series of acquisitions and the development of its operating subsidiaries.

Future Projections: Future growth projections are dependent on the company's ability to identify and execute successful technology investments and to foster the growth of its portfolio companies. Analyst estimates, if available, would provide further insight into anticipated revenue and earnings growth.

Recent Initiatives: Recent initiatives have likely focused on acquiring new technology businesses, optimizing existing portfolio companies, and potentially divesting non-core assets. Specific details are usually announced through press releases and investor updates.

Summary

Acacia Research Corporation is a diversified technology investment company with a history in intellectual property management. Its strength lies in its strategic acquisition and operational expertise, identifying and growing value in technology assets and companies. However, it faces significant competition and the inherent risks of the technology and IP markets. Continued success will depend on its ability to make astute investments, effectively integrate acquired businesses, and adapt to evolving technological landscapes.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Acacia Research Corporation Investor Relations
  • SEC Filings (10-K, 10-Q)
  • Financial News Outlets (e.g., Bloomberg, Reuters)
  • Industry Analysis Reports

Disclaimers:

This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute investment advice. Financial data and market share estimates are subject to change and may not be exhaustive. Investors should conduct their own due diligence before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Acacia Research Corporation

Exchange NASDAQ
Headquaters New York, NY, United States
IPO Launch date 1996-07-08
CEO, COO, Head of M&A and Director Mr. Martin D. McNulty Jr.
Sector Industrials
Industry Business Equipment & Supplies
Full time employees 1036
Full time employees 1036

Acacia Research Corporation operates as an acquirer and operator of businesses across industrial, energy, and technology sectors in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. It operates through four segments: Intellectual Property Operations, Industrial Operations, Energy Operations, and Manufacturing Operations. The company is involved in investing in IP; and licensing and enforcement of patented technologies. It also designs and manufactures printers, including hardware and embedded software, as well as consumable products, such as inked ribbons for various industrial printing applications. In addition, the company acquires, explores, develops, and produces oil and natural gas resources located in Texas and Oklahoma; and designs and manufactures purchase brochure, folder, applications display holders, plastic injection-molded office supply and arts, crafts and education products, plastic and aluminum air venting and air control products, extruded vinyl chair mats, safety reflectors for bicycles, and mud flaps and splash guards for the heavy duty truck market. Acacia Research Corporation was incorporated in 1993 and is headquartered in New York, New York.