Acorn Energy, Inc. (ACFN) AI Stock Analysis
ACFN AI stock analysis summary
AI ResearchAcorn Energy, Inc. (ACFN) provides wireless remote monitoring and IoT control systems for power generation and cathodic protection equipment. In FY2025, the company delivered $11.5M in revenue, $2.5M in net income, and $2.1M in free cash flow. For the latest quarter ended June 30, 2026, quarterly revenue fell 29.4% year-over-year.
- Market cap
- $46.5M
- Revenue (TTM)
- $9.6M
- P/E
- 30.0x fwd 98.0x
- 1Y return
- -25.1% S&P 500 16.8%
- Avg. target
- $3.00 -83.6% vs last close
Bull case
- Acorn Energy achieved $2.1M in free cash flow on $11.5M in revenue for FY2025.
- Gross margin expanded from 72.3% in FY2021 to 76.8% in FY2025.
- The balance sheet features $3.5M in net cash and a current ratio of 2.12 as of June 30, 2026.
Bear case
- Quarterly revenue fell 29.4% and quarterly earnings fell 58.1% year-over-year in the period ended June 30, 2026.
- The stock trades at an elevated forward P/E of 98.0x compared to the US-listed Technology peer median of 18.8x.
- The mean analyst price target of $3.00 stands 83.6% below the last close of $18.33.
What Acorn Energy does
Acorn Energy, Inc., through its subsidiary, develops and markets wireless remote monitoring and control systems in the United States and internationally. It operates through two segments: Power Generation and Cathodic Protection. The company offers wireless remote monitoring, control systems, and IoT applications for residential and commercial/industrial power generation equipment, along with AIRGuard monitors for industrial air compressors. Its products include the OmniPro commercial and Omni residential monitor platforms, remote monitoring systems for cathodic protection on gas pipelines, and the first RAD remote AC mitigation disconnect. Acorn Energy also maintains a strategic partnership with AIO Systems, Ltd. to expand infrastructure asset management solutions across cell towers, data centers, and utilities.
Growth and profitability
Acorn Energy expanded revenue from $6.8M in FY2021 to $11.5M in FY2025, generating a 5-year revenue CAGR of 14.2%. Annual revenue growth was 36.3% in FY2024 and 4.5% in FY2025. Gross margin improved from 72.3% in FY2021 to 76.8% in FY2025, while operating margin rose from -0.1% to 17.3%. Net income shifted from -$21,000 in FY2021 to $6.3M in FY2024 and $2.5M in FY2025, resulting in FY2025 EPS of $0.99. Over the trailing twelve months, revenue was $9.6M with an operating margin of 15.1% and EPS of $0.61. In the latest quarter ended June 30, 2026, quarterly revenue fell 29.4% and quarterly earnings fell 58.1% year-over-year.
Balance sheet and cash flow
As of June 30, 2026, Acorn Energy held $4.5M in cash and short-term investments against total debt of $959,000, resulting in net cash of $3.5M. Liquidity was supported by a current ratio of 2.12 and a debt-to-equity ratio of 0.11 on shareholders' equity of $8.8M. For FY2025, operating cash flow was $2.1M, yielding free cash flow of $2.1M. Cash deployment during FY2025 included $33,000 in capital expenditures and $16,000 in share buybacks.
Valuation and performance
With a market cap of $46.5M and enterprise value of $49.0M, Acorn Energy trades at a trailing P/E of 30.0x and a forward P/E of 98.0x, above the median of its US-listed Technology peers at 28.1x and 18.8x. Its EV-to-EBITDA of 60.2x and price-to-sales of 4.9x also exceed peer medians of 16.6x and 2.8x. Over the past year, ACFN shares fell 25.1% while the S&P 500 rose 16.8%. Over five years, the stock gained 81.8% compared to 83.0% for the S&P 500.
What analysts expect
Wall Street coverage includes a mean price target of $3.00, representing a -83.6% difference from the last close of $18.33 on October 16, 2026. The company generated trailing twelve-month EPS of $0.61 and closed FY2025 with EPS of $0.99. Acorn Energy's next earnings release date is scheduled for November 5, 2026.
Key risks and what to watch
- A 29.4% year-over-year revenue decline in the quarter ended June 30, 2026 indicates demand volatility.
- An EV-to-EBITDA multiple of 60.2x exposes the stock to valuation contraction if operational momentum slows.
- Operating with 26 employees creates key-person and operational concentration risk for a $49.0M enterprise value business.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this ACFN AI stock analysis
This page is an AI-written research summary of Acorn Energy, Inc. (ACFN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: ACFN income statement, ACFN balance sheet, ACFN key metrics, ACFN chart. See the ACFN stock overview for the latest quote and news.
ACFN AI stock analysis FAQ
What was Acorn Energy's revenue in FY2025?
Acorn Energy generated $11.5M in revenue during FY2025, which was up 4.5% compared to FY2024.
Does Acorn Energy carry net debt?
No, Acorn Energy held $4.5M in cash and short-term investments against $959,000 in total debt as of June 30, 2026, giving it $3.5M in net cash.
How do ACFN's valuation multiples compare to sector peers?
ACFN's forward P/E of 98.0x and EV-to-EBITDA of 60.2x are above the US-listed Technology peer medians of 18.8x and 16.6x.
When does Acorn Energy report its next earnings?
The company is scheduled to report its next earnings on November 5, 2026.