Acacia Research (ACTG) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.04
- Estimate
- -$0.10
- Surprise
- +140.0%
- Revenue (period 2026-09-30)
- $54.4M
- Score today
- 5.7/10
Revenue source: xbrl.
How the report landed
Acacia Research (ACTG) beat the -$0.10 estimate with adjusted EPS of $0.04 — a large 140.0% upside surprise.
Coverage in the report window
- Acacia Research Corporation Reports Third Quarter 2026 Financial Results — fiscal.ai, 2026-11-05
- Acacia Research Q3 2026 Earnings Call Transcript — benzinga, 2026-11-05
- Acacia Research Q3 Adj. EPS $0.04 Beats $(0.10) Estimate, Sales $54.445M Beat $45.500M Estimate — benzinga, 2026-11-05
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 +140.0% surprise compares with a +132.0% four-quarter average.
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.
The levels TrendMatrix's engine tracks
- Current price
- $4.22
- Price target
- $5.10
- Stop
- $3.92
- Upside to target
- +20.9%
- Reward-to-risk
- 2.7:1
Model outputs from TrendMatrix’s engine as of 2026-11-06 — shown for context, not personalized investment advice.
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
- $413.8M
- P/E (fwd)
- -12.1
- 52-week range
- $3.43–$5.27
- Off 52-week high
- 19.9%
- RSI (14)
- 53
- Volume vs avg
- 0.56×
- Score today
- 5.7/10