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Acacia Research Corp. (CH:AZG2)
:AZG2

Acacia Research (AZG2) Price & Analysis

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AZG2 Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthExtremely low leverage and a sizable equity base provide durable financial flexibility. This limits refinancing risk, supports investment or M&A optionality, and cushions the company through episodic IP cycles, sustaining operations and strategy over the next several months.
Improving Cash GenerationRecent positive operating cash flow and meaningful free cash flow versus prior years support internal funding for growth and capex. Improved cash conversion reduces reliance on external financing and underpins durable investment in operated businesses and returns to shareholders.
Operated-segment MomentumMaterial operational progress in subsidiaries—record Benchmark quarter and high-return Cherokee well—signals scalable, repeatable cash generation from operating businesses. Strength in manufacturing and Printronix cash flow diversifies revenue versus episodic IP receipts.
Bears Say
Episodic IP RevenueIP monetization remains highly lumpy and unpredictable; the collapse from a prior large settlement shows revenues can vanish year-over-year. This structural variability undermines forecasting, makes sustained profitability harder, and elevates cash flow volatility over coming quarters.
Top-line Decline And Net LossesA sharp multi-period revenue contraction and return to net losses indicate underlying demand or realization issues. Even with solid gross and EBITDA margins, persistent revenue weakness and negative net income risk eroding operating leverage and delay durable margin recovery.
GAAP Volatility From HedgesLarge mark-to-market swings from hedges create material noncash volatility in GAAP results and book value. Such recurring accounting-driven noise can complicate performance assessment, affect investor confidence, and influence reported capital metrics across reporting periods.

Acacia Research News

AZG2 FAQ

What was Acacia Research Corp.’s price range in the past 12 months?
Currently, no data Available
What is Acacia Research Corp.’s market cap?
Acacia Research Corp.’s market cap is CHF359.17M.
    When is Acacia Research Corp.’s upcoming earnings report date?
    Acacia Research Corp.’s upcoming earnings report date is Aug 06, 2026 which is in 52 days.
      How were Acacia Research Corp.’s earnings last quarter?
      Acacia Research Corp. released its earnings results on May 07, 2026. The company reported -CHF0.055 earnings per share for the quarter, beating the consensus estimate of -CHF0.07 by CHF0.016.
        Is Acacia Research Corp. overvalued?
        According to Wall Street analysts Acacia Research Corp.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Acacia Research Corp. pay dividends?
          Acacia Research Corp. does not currently pay dividends.
          What is Acacia Research Corp.’s EPS estimate?
          Acacia Research Corp.’s EPS estimate is -0.07.
            How many shares outstanding does Acacia Research Corp. have?
            Currently, no data Available
            What happened to Acacia Research Corp.’s price movement after its last earnings report?
            Acacia Research Corp. reported an EPS of -CHF0.055 in its last earnings report, beating expectations of -CHF0.07. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Acacia Research Corp.?
              Currently, no hedge funds are holding shares in CH:AZG2
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Acacia Research Corp.

                Acacia Research Corporation, together with its associated entities, primarily concentrates on acquiring intellectual property and related high-yield assets. A core aspect of its business strategy involves the commercialization and defense of patented technologies through licensing. The enterprise operates through a dual-segment structure: Intellectual Property Operations and Industrial Operations. Through its Intellectual Property arm, Acacia manages extensive patent portfolios. These encompass both U.S. and international patents, protecting innovations applied across a broad spectrum of industries. Demonstrating substantial experience, it has successfully executed approximately 1,600 licensing agreements and overseen around 200 patent portfolio licensing and enforcement programs. The Industrial Operations segment is dedicated to the design, manufacture, and distribution of printers, parts, and consumable products. These offerings reach various industrial printing markets through a network of dealers and distributors. Additionally, it delivers specialized supply-chain printing solutions catering to sectors such as manufacturing, transportation and logistics, retail, food and beverage, and pharmaceuticals. The company also provides robust line matrix printers, vital for mission-critical applications including labeling, inventory management, build sheets, invoicing, and bills of lading. Founded in 1993, Acacia Research Corporation maintains its corporate headquarters in New York, New York.

                Acacia Research (AZG2) Earnings & Revenues

                AZG2 Company Deck

                AZG2 Earnings Call

                Q1 2026
                0:00 / 0:00
                Earnings Call Sentiment|Neutral
                The call presented a mixed picture: operational execution and strategic investments showed tangible progress (Benchmark well success with strong returns, record production, Deflecto consolidation and expected cost savings, Printronix cash generation, and a solid liquidity position). However, material near-term negatives—chiefly an episodic collapse in IP revenue compared with the prior year and a large noncash unrealized hedge loss—drove a GAAP loss, lowered book value, and produced an adjusted net loss for the quarter. Management emphasized that many negatives are noncash or episodic (hedge mark-to-market and timing of IP settlements) and highlighted expected contributions from recently completed investments beginning in Q2 and H2 2026.View all CH:AZG2 earnings summaries

                AZG2 Stock 12 Month Forecast

                Average Price Target

                CHF4.80
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