Acacia Research Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY EPS (est.)
-$0.34next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 9 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Book Value Per Share (BVPS) Quarterly5.9
Total Cash, Equity Securities & Loans Receivable Quarterly329.9MTarget: Maintain robust liquidity for opportunistic acquisitions
Operated Segment Adjusted EBITDA (Excluding IP) Quarterly6.8MTarget: Consistent growth to drive sustainable operating cash flows
Watch Items
- Intellectual Property Operations Revenue VolatilityTrigger: IP revenue dropping below $1.0 million per quarterAction: Accelerate deployment of core IP assets (e.g., Wi-Fi 6/Wi-Fi 7) and optimize litigation timing.
- Energy Operations Hedging LossesTrigger: Mark-to-market hedge losses exceeding $10.0 million in a single quarterAction: Review and adjust the multi-year commodity hedging strategy at Benchmark Energy to mitigate earnings drag.
- Deflecto Facility Consolidation SynergiesTrigger: Delay in realizing annualized cost savings in the second half of 2026Action: Conduct operational audit of the consolidated manufacturing facilities to eliminate bottlenecks.
Research as of 19 Jun 2026