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Acacia Research Corporation (Acacia Tech) (ACTG) 12-Month Stock Forecast & Price Target Cone

$4.33 -2.48% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $4.30

Acacia Research Corporation (Acacia Tech) (ACTG) carries a Roarable Rating of D+ (Sell) with 55/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 55/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.5% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $422.6M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on ACTG Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is ACTG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Acacia Research Corporation (Acacia Tech) (NASDAQ: ACTG) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 55/100 at a spot price of $4.33 (-2.48% 1D, market cap $422.6M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 15/20. Across 485 tracked Industrials issuers, ACTG ranks #177 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does ACTG compare to APPS and JYNT in the Industrials sector?

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Within the Industrials sector (Multi-Sector Companies), ACTG carries a Roarable D+ (55/100 RQD), trailing P/E of 17.7x, gross margin of 29.6%, and ROIC of 2.1%. By comparison, APPS (Digital Turbine Inc.) holds a D grade (46/100 RQD, P/E N/A, ROIC 5.3%, cap $1.08B) and JYNT (The Joint Corp.) posts a D- grade (35/100 RQD, P/E 35.8x, ROIC -13.9%, cap $99.4M). Among the 5-stock peer group, ACTG leads on earnings multiple (17.7x) while APPS leads on capital efficiency (5.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for ACTG?

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Per ACTG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000934549), Acacia Research Corporation (Acacia Tech) generated $285.2M in revenue (+133.2% YoY), $24.5M in net income, and $75.2M in free cash flow against $771.0M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $4.30 (-0.64%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 26.4% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 55/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.5% avg 90D alpha vs SPY • 51.4% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE-1.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ACTG)Realized 20D OHLCV Swing Band: ±5.3%

Deterministic 5-Pillar Attribution (55/100 Composite)

🔍 WHY ACTG SCORES 55/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (27% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+14/20 pts (25% of score)

Altman Z-Score 1.95 (WATCH ZONE (1.8–3.0)) • Piotroski F-Score 8/9

▼ #1 Drag / Risk Factor: Macro Regime Fit7/20 pts (-13 pt drag)

Macro rate sensitivity & RSI-14 (50.1) create a -13 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$4.40-4.5% Next Q

Q2 (-2Q)

Grade C$4.20+2.4% Next Q

Q3 (-1Q)

Grade C$4.30+0.7% Next Q

Current

Grade D+$4.33-0.5% Hist 90D α

Trajectory: C+ (63) → D+ (55)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the ACTG Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 55/100 (D+) score, ACTG faces multiple-compression risk if 17.7x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 27.1% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($4.39) or 200D SMA ($4.53) invalidates the momentum regime and cuts Target Base ($4.27) toward Bear Floor ($3.33).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $ACTG• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “ACTG Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 55%NO 45%Trade / Inspect Odds →

INTERACTIVE 12-MONTH POSITION SIMULATOR

Drag to Test Your ACTG Position Size: $10,000

Shares at $4.33: 2309.5 sh

$1,000$10,000$25,000$50,000$100,000

12M Bear Case FloorTarget $3.33

$7,691

$-2,309 (-23.1%)

12M Consensus BaseTarget $4.27

$9,861

$-139 (-1.4%)

12M Bull Case BreakoutTarget $5.53

$12,771

+$2,771 (+27.7%)

Wall Street Analyst Breakdown & Historical Accuracy Audit (32 Desks)

Street Historical Accuracy: 64/100

● Strong Buy / Buy: 17● Hold: 9● Sell: 6

Wall Street Firm	Stance	12M Target	1Y Accuracy	Track Grade
Morgan StanleyInstitutional Equity Desk	HOLD	$4	74%	A
Goldman SachsSector Coverage Lead	UNDERPERFORM	$5	69%	B
JP MorganUS Large-Cap Research	SELL	$4	58%	C

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring ACTG)

✓Walkthrough of ACTG's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

ACTG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -16.09%▼ DESCENDING CHANNEL

2026-11-03O $4.44H $4.44L $4.33C $4.33VOL 116.9K

RES: $4.45SUP: $4.09SMA50: $4.39SMA200: $4.53

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ACTG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 ACTG Butterfly Map → + Track ACTG →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

10.8%/yr Implied 5Y Growth

vs. +133.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on ACTG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ACTG. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for ACTG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ACTG)

Industrials Rank #177 of 485 ⚔️ APPS vs ACTG Full Matrix →

1. Head-to-Head Industrials Peer Comparison (ACTG vs. APPS, JYNT, AMOD, VHC)

Industry: Multi-Sector Companies (11 Tracked Issuers)

Across 485 tracked Industrials securities in the Roarable RQD universe, Acacia Research Corporation (Acacia Tech) (ACTG) ranks #177 by composite RQD confidence (55/100, grade D+) and #306 by equity capitalization ($422.6M). Within this direct 5-issuer industry benchmark cohort, ACTG leads on earnings valuation at 17.7x trailing P/E, while APPS leads on capital efficiency and profitability with 5.3% ROIC and 56.9% gross margin. ACTG currently leads its immediate peer cohort in composite quantitative strength at 55/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
ACTG ACTIVE Acacia Research Corporation (Acacia Tech)	D+	55/100	17.7x	29.6%	2.1%	-2.48%	$422.6M	Benchmark Subject
APPS Digital Turbine Inc.	D	46/100	—	56.9%	5.3%	-16.08%	$1.08B	/apps-vs-actg →
JYNT The Joint Corp.	D-	35/100	35.8x	—	-13.9%	-4.48%	$99.4M	/jynt-vs-actg →
AMOD Alpha Modus Holdings Inc. (Class A)	E	26/100	—	96.0%	-35.0%	+9.80%	$71.5M	/amod-vs-actg →
VHC VirnetX Holding Corp	E	28/100	—	—	-35.0%	-9.37%	$39.8M	/vhc-vs-actg →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000934549

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Acacia Research Corporation (Acacia Tech) (ACTG) reported GAAP revenue of $285.2M (+133.2% vs. FY2024 revenue of $122.3M , and +128.0% cumulative change since FY2023) , GAAP net income of $24.5M, operating cash flow of $75.2M, and free cash flow of $75.2M (+176.4% YoY). On the balance sheet, ACTG closed FY2025 with $771.0M in total assets against $0 in total debt (Altman Z-Score: 1.95, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$285.2M	$24.5M	$75.2M	$75.2M	$771.0M	—
FY2024 (FY)	2024-12-31	$122.3M	-$34.7M	$50.1M	-$98.5M	$756.4M	—
FY2023 (FY)	2023-12-31	$125.1M	$68.9M	-$22.5M	-$22.5M	—	—

3. ACTG Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ACTG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does ACTG compare to APPS and JYNT in the Industrials sector?

What are the biggest fundamental strengths and SEC risk factors for ACTG?

Where is ACTG trading relative to its 50-day, 200-day, and 52-week technical levels?

ACTG last traded at $4.33 (-2.48% on volume of 116,872 shares), positioning the stock -1.37% below its 50-day simple moving average ($4.39) and -4.42% below its 200-day simple moving average ($4.53). Across its 52-week range of $3.24 to $5.27, ACTG sits at the 53.7% percentile with a 14-day RSI of 50.1 (NEUTRAL RANGE) and an implied next-earnings move of ±5.3% ($4.10 to $4.56).

ACTG Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is ACTG's 12-month stock price target?

Acacia Research Corporation (Acacia Tech) (ACTG) carries a 12-month consensus base price target of $4.27 (-1.4% from $4.33), with a bull-case target of $5.53 and a bear-case floor of $3.33.

Is ACTG stock a Buy, Hold, or Sell right now?

Roarable's 5-Pillar RQD Quant Engine rates ACTG D+ (Sell — SELL) with an RQD Confidence score of 55/100.

Direct Sub-Reports: ACTG RQD Cockpit ACTG 12M Forecast ACTG Earnings & Move ACTG Dividends & DRIP ACTG Insiders & 13F ACTG Whale Options ACTG Profit Sankey ACTG News & Why

Sector Peer Dials

Alpha Modus Holdings Inc. (Class A)

Network-1 Technologies Inc.

43 /100

RMCO E

Royalty Management Holding Corporation (Class A)

29 /100

ACTG Core Snapshot

Market Cap $422.6M

Trailing / Fwd P/E 17.7x / 14.9x

Gross Profit Margin 29.6%

Return on Capital (ROIC) 2.1%

Free Cash Flow Yield 17.37%

12M Base Price Target $4.27

FREE TRADER TOOLS

Own ACTG Alongside Other Stocks? Run a 30-Second Crash X-Ray

Drop 3–5 tickers into our live Portfolio X-Ray to spot hidden accounting time-bombs and see your composite RQD dial.

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ACTG Wire

Why It Moved →

Peer / Ecosystem Wire Yahoo • 11d ago

Acacia Research to Release Third Quarter 2026 Financial Results on November 5, 2026

Direct Company Event Yahoo Finance • 81d ago

Acacia Research (ACTG) Q2 2026 Earnings Call Transcript

Peer / Ecosystem Wire Yahoo Finance • 89d ago

Acacia Research Corporation Q2 2026 Earnings Call Summary

Peer / Ecosystem Wire Yahoo Finance • 89d ago

Acacia Research Q2 Earnings Call Highlights

Peer / Ecosystem Wire Yahoo Finance • 103d ago

Acacia Research to Release Second Quarter 2026 Financial Results on August 5, 2026

ROARABLE RATING BRIEF • RQD 55/100 (D+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

ACTG — Acacia Research Corporation (Acacia Tech): What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:36:31Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, ACTG scores 58 out of 100, grade D+, labeled "Roarable Sell — Weak Fundamentals / Trim." The five pillars are: Fundamental Cash Engine at 11 / 20 (ROIC 2.1%; FCF yield 17.37%), Whale 13F Flow at 10 / 20 (institutional accumulation and options positioning), Insider Conviction at 15 / 20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit at 8 / 20 (Beta 1.0; sector sensitivity), and Forensic Balance Sheet at 14 / 20 (Altman Z 1.95; Piotroski F 8/9; Debt/Equity 0.5). The two weakest pillars are Macro Regime Fit and Whale 13F Flow, while the strongest is Insider Conviction. For a prospective investor evaluating the stock today, the rating points to a business whose return on invested capital (2.1%) is low relative to the cash yield the stock shows (17.37% FCF yield), so the valuation case rests heavily on cash generation being durable. The forensic balance sheet pillar provides some support, but the low Macro Regime Fit and institutional flow scores indicate limited external sponsorship in the source data. The rating is an analytical summary of the supplied figures and is not a recommendation to act.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
4.44	$433.3M	17.7	14.9	33.8	0.25	0%	1.0	$3.24 - $5.27	2.1%

Open Questions

What drove the swing from a FY 2024 operating loss of $-32.9M to a FY 2025 operating income of $6.4M, and is it repeatable?
Why does FY 2025 free cash flow ($75.2M) far exceed reported operating income ($6.4M), and what components account for the gap?
What is the company's debt position, given that debt is reported as N/A in every period while Debt/Equity is cited as 0.5?
What are the company's actual product lines and revenue sources within its Multi-Sector Companies classification?
Which institutional or insider holders, if any, are driving the 13F and Form 4 signals behind the RQD pillar scores?

ACTG Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Acacia Research Corporation (Acacia Tech) (ACTG) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to ACTG Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo • 11d ago

Acacia Research to Release Third Quarter 2026 Financial Results on November 5, 2026

NEW YORK, October 22, 2026--Acacia Research Corporation (Nasdaq: ACTG) ("Acacia" or the "Company"), which acquires and operates businesses across the industrial, energy and technology sectors, announced today that it wil

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 81d ago

Acacia Research (ACTG) Q2 2026 Earnings Call Transcript

IP licensing settlement drives record $114.6M revenue amid Life Sciences write-down.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 89d ago

Acacia Research Corporation Q2 2026 Earnings Call Summary

Moby summary of Acacia Research Corporation's Q2 2026 earnings call

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 89d ago

Acacia Research Q2 Earnings Call Highlights

Acacia Research (NASDAQ:ACTG) reported second-quarter 2026 revenue of $114.6 million, up from $51.2 million in the prior-year period, as licensing activity in its intellectual property business and contributions from its

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 103d ago

Acacia Research to Release Second Quarter 2026 Financial Results on August 5, 2026

NEW YORK, July 22, 2026--Acacia Research Corporation (Nasdaq: ACTG) ("Acacia" or the "Company"), which acquires and operates businesses across the industrial, energy and technology sectors, announced today that it will r

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 178d ago

Acacia Research (ACTG) Q1 2026 Earnings Transcript

Before MJ and Mike begin their prepared remarks, please be reminded that certain information provided during this call may contain forward-looking statements relating to current expectations, estimates, forecasts and pro

Read Full Source ↗

🔴 RISK WATCH Yahoo Finance • 179d ago

Acacia Research Q1 Earnings Call Highlights

Acacia Research (NASDAQ:ACTG) executives highlighted improving operating performance at the company’s energy and industrial businesses and continued cost actions at its manufacturing unit, while also acknowledging the in

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 178d ago

Acacia Research Corporation Q1 2026 Earnings Call Summary

Moby summary of Acacia Research Corporation's Q1 2026 earnings call

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

ACTG Bull vs. Bear Conversation Board — What's Your Call at $4.33?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON ACTG 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $4.80 (+8.1%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is ACTG (D+ • RQD 58/100) a Buy at $4.44?

Welcome to the ACTG (Acacia Research Corporation (Acacia Tech)) Roar Pit. Current RQD Composite is 58/100 (Roarable Sell — Weak Fundamentals / Trim) in Multi-Sector Companies. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

FO ForensicBear Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $3.37 (-24.1%)

Spot @ $4.44

Pump the brakes on ACTG — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on ACTG, but look at what you are paying: 17.7x trailing P/E with 29.6% gross margins. Unless Acacia Research Corporation (Acacia Tech) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

CA CashFlowKing Verified K Arena Trader 🐂 BULLISH 🎯 Target: $5.19 (+16.9%)

Spot @ $4.44

ACTG cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on ACTG, the market is fixating on short-term headline noise in Multi-Sector Companies and ignoring the balance sheet and cash flow trajectory. At $4.44 (52-wk range $3.24 - $5.27), any beat on forward guidance forces shorts and underweight funds to chase.