Acorn Energy, Inc. (ACFN)

In July 2025, Acorn Energy received approval for listing on the Nasdaq Capital Market. In Q2 2025, the company reported EPS of $0.28, a 155% increase on 55% revenue growth. In Q3 2025, total revenue declined to $2.48 million year-over-year, but high-margin recurring monitoring revenue reached a record high, and the gross margin expanded to 78.5%. In January 2026, Acorn Energy announced a substantial expansion of its infrastructure asset management technology offerings for cell towers, data centers, and utilities. Over the past six months, ACFN's stock has experienced a return of -44.6%.

Demand for Acorn Energy's products and services is influenced by growing energy demand from AI and data centers, more frequent and severe weather and other natural disasters, and electrification demands across the economy. These factors indicate a consistent and potentially increasing need for reliable backup power and remote monitoring solutions, which could lead to higher demand during periods of grid instability, extreme weather, or rapid expansion of energy-intensive infrastructure like data centers.

Acorn Energy, Inc. is a holding company specializing in technology-driven solutions for energy infrastructure asset management, operating primarily through its subsidiary, OmniMetrix. The company's business is divided into Power Generation (PG) Monitoring, which provides wireless remote monitoring and control systems, and Cathodic Protection (CP) Monitoring, which focuses on remote monitoring of cathodic protection systems on gas pipelines. Acorn Energy has a strategic partnership with AIO Systems, Ltd. to market, distribute, integrate, and sell solutions for cell tower, data center, and utility infrastructure asset management in North America.

Acorn Energy, Inc. develops and markets its wireless remote monitoring and control systems in the United States and internationally. Its geographic footprint is heavily concentrated in North America, which limits diversification compared to competitors with broader international presences.

Acorn Energy has demonstrated strong financial performance indicators, with earnings growing by 482.4% over the past year and revenues growing at an average rate of 16.1% per year. The company's return on equity is 92.7%, and it has net margins of 52.8%. The uplisting to the Nasdaq Capital Market in July 2025 was a significant event intended to increase the company's visibility. However, the company's MarketRank™ score is in the 41st percentile, suggesting a moderate overall standing compared to its peers, and the stock has experienced volatility.

Acorn Energy, Inc. has 14 institutional owners and shareholders holding a total of 83,771 shares, including Vanguard Group Inc., Geode Capital Management, Llc, and Citadel Advisors Llc. Individual insiders hold a significant portion of the company's shares, with insider ownership at 99.41% according to one source, and individual insiders holding 30.9% of shares outstanding according to another. Notable individual insider owners include Jan H. Loeb, Peter Rabover, and Michael Osterer. Leap Tide Capital Acorn LLC is also listed as a major insider owner.