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ACTGAcacia Research CorporationSell5.7·$4.63+2.66%

Acacia Research (ACTG) Q2 2026 earnings — TrendMatrix coverage

BEAT+244.4% vs estimateEPS $0.13 vs -$0.09 estCurrent verdict Sell 5.7/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.13
Estimate
-$0.09
Surprise
+244.4%
Score today
5.7/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

Acacia Research (ACTG) beat the -$0.09 estimate with diluted EPS of $0.13 — a large 244.4% upside surprise.

Current read · as of 2026-08-23

Where TrendMatrix's rating stands now

TrendMatrix currently rates ACTG Sell at 5.7/10; no pre/post engine snapshot brackets this report.

4 of the last 4 quarters beat the estimate; this quarter's +244.4% surprise compares with a +120.2% four-quarter average. Next scheduled report: 2026-11-04.

What argues against it

  • Concentration risk — Geographic: Anadarko Basin
  • Concentration risk — Counterparty: Starboard Value LP
  • Quality below floor (2.7 < 4.0)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$4.63
Price target
$5.10
Stop
$4.24
Upside to target
+10.2%
Reward-to-risk
1.6:1

Model outputs from TrendMatrix’s engine as of 2026-08-23 — shown for context, not personalized investment advice.

Industrials context

ACTG at TrendMatrix's latest read

Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.

Industry
Business Equipment & Supplies
Market cap
$440.1M
P/E (fwd)
-12.9
52-week range
$3.13$5.27
Off 52-week high
12.1%
RSI (14)
44
Volume vs avg
0.78×
Score today
5.7/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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