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Acacia Research Corporation (ACTG)

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Upturn Advisory Summary
01/05/2026: ACTG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $5
1 Year Target Price $5
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
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 Advisory Performance | Stock Returns Performance |
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 |
Upturn AI SWOT
Acacia Research Corporation

Company Overview
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.
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 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
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
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 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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.acaciaresearch.com |
Full time employees 1036 | Website https://www.acaciaresearch.com | ||
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.

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