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Acacia Research (ACTG) Returns to Profitability With $0.03 EPS in Q4 2025 on Flat $50.1M Revenue

Earnings Per Share (adj.)
$0.03
estimate N/A
Revenue
$50.1M
estimate N/A
Stock Price
$4.11
change N/A

Swings to profit. Acacia Research Corp (NASDAQ: ACTG) reported Q4 2025 adjusted EPS of $0.03, matching the prior quarter’s $0.03 and marking a sharp reversal from the year-ago loss of $0.18 per share. Revenue came in at $50.1 million, flat sequentially at $50.1 million and up 2.6% from $48.8 million a year earlier. GAAP EPS reached $0.04, while the company posted net income of $3.4 million despite an operating loss of $13.1 million. Adjusted EBITDA totaled $17.4 million, underscoring the gap between operating performance and reported profitability. The stock traded at $4.11 with volume of 156,300 shares.

Volatile trajectory stabilizes. The quarter caps a turbulent fiscal 2025 marked by wild swings in both earnings and revenue. Q1 2025 delivered a standout $0.34 EPS on $124.4 million in revenue, followed by a $0.06 loss in Q2 on $51.2 million, a $0.01 loss in Q3 on $59.4 million, and now a return to profitability in Q4. The year-over-year EPS improvement of 122.5% reflects the company’s shift from consistent losses in 2024 to intermittent profitability in 2025. Revenue has stabilized in the $50-60 million range over the past three quarters after the Q1 spike, suggesting the business has settled into a more predictable run rate. The 2.6% year-over-year revenue gain is modest but marks a departure from the prior year’s volatility.

What to Watch: The earnings call at 8:00 AM ET will be critical for understanding whether the Q4 return to profitability signals sustainable momentum or another swing in the company’s erratic pattern. Investors should focus on management’s explanation for the $13.1 million operating loss alongside positive net income, the drivers behind adjusted EBITDA generation, and whether the $50 million quarterly revenue baseline can support consistent profitability. Any commentary on the business model shift that drove Q1’s outsized performance will clarify whether Acacia can escape the boom-bust cycle that defined fiscal 2025.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

The post Acacia Research (ACTG) Returns to Profitability With $0.03 EPS in Q4 2025 on Flat $50.1M Revenue first appeared on Alphastreet.

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