Acorn Energy Inc (ACFN)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$19.03+1.44%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · ACFN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 12.4% |
| Our one-year growth estimate | diamond | -30.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 42.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 41 industry peers · Company calendar date is not available
ACFN — officer change
Dated 2026-01-21
The filing details new consulting agreements and compensation arrangements for Mr. Loeb and Ms. Clifford, without indicating a departure or significant change in roles.
Why it matters: A drop in hardware revenue shows ongoing problems with the cellphone provider contract.
Worry ifQ2 hardware revenue falls below the prior year’s $1,019,000 from the cellphone provider contract.
Less concerning ifQ2 hardware revenue meets or exceeds $1,019,000 from the prior year.
Why it matters: Updates on OMNI360 sales would indicate the success of Acorn's new Infrastructure Solutions segment. This could drive future revenue growth.
Supportive ifManagement says there are strong initial sales or contracts for OMNI360 in Q3.
Worry ifNo news or low sales numbers for OMNI360 in Q3.
Why it matters: New M&A deals could boost revenue and earnings, matching management's growth plan.
Supportive ifAnnouncement of a finished M&A deal that adds to revenue.
Worry ifNo announcements or updates on M&A activity in the next quarter.
Why it matters: Stable hardware revenue would show a recovery from big drops in past quarters. This could help the overall revenue outlook.
Supportive ifQ3 hardware revenue either increased from last quarter or stayed stable.
Worry ifQ3 hardware revenue keeps dropping compared to last year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$183 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $551 loss on $10,000 · 5.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,811 loss on $10,000 · 58.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: This growth shows that Acorn can make more money from high-margin, recurring revenue. It proves Acorn can grow its monitoring business even with lower hardware sales.
Supportive ifQ3 monitoring revenue grew over 8% compared to last year.
Worry ifQ3 monitoring revenue grew less than 8% compared to last year.
Why it matters: The earnings report will show how revenue is changing. It will also show management's plans for growth.
Watch forThe earnings report shows revenue is growing. It also has positive comments about the future.
Also watch forThe earnings report shows revenue is going down. It also has negative comments about the future.
Why it matters: Stable revenue is important to reach the management goal of 20% growth.
Watch forQ2 total revenue is better or steady compared to Q1's $2,227,000.
Also watch forQ2 total revenue declines further from Q1's $2,227,000.
Why it matters: If Acorn's revenue growth falls, it may show a weaker position in a slowing sector.
Worry ifAcorn's revenue growth falls below the sector median growth rate.
Less concerning ifAcorn's revenue growth remains above the sector median growth rate.
Why it matters: New M&A activity could help Acorn grow and make more money. It shows management wants to expand the business.
Supportive ifThere is news of a completed acquisition that fits Acorn's business model.
Worry ifNo M&A news or failed talks were reported.
Why it matters: The tech sector is in a growth phase, but slowing trends could affect Acorn Energy. If sector growth drops, it may indicate broader challenges.
Worry ifSector revenue growth drops below its median for two consecutive months.
Less concerning ifSector revenue growth remains above its median for two consecutive months.
Why it matters: The Information Technology sector is growing up. Faster growth could help Acorn's future.
Supportive ifSector revenue growth is over 5% year over year. This shows a positive change.
Worry ifSector revenue growth is below 2% year over year. This shows growth is slowing down.
Why it matters: Going above this revenue mark shows recovery from the recent drop and progress towards goals.
Supportive ifQ2 total revenue exceeds $2.5 million.
Worry ifQ2 total revenue remains below $2.5 million.