ACFN

ACORN ENERGY, INC.

7 filings tracked

technologycloud computingMICRO (<$300M)

Signal Magnitude Chart

bullish

bearish

neutral

Signal Timeline

bullishMay 7

Gross profit margin increased from 75% to 80% due to lower COGS and higher service mix.

margin expansion

70%

bearishMay 7

Company reported a net loss of $77k compared to a net income of $464k in the prior year period.

earnings miss

60%

bullishMay 7

Secured exclusive North American distribution rights for AIO Systems' IoT monitoring platform.

acquisition

50%

bullishMay 7

Gross profit margin increased from 75% to 80% due to lower COGS and higher service mix.

margin expansion

70%

bearishMay 7

Company reported a net loss of $77k compared to a net income of $464k in the prior year period.

earnings miss

60%

bullishMay 7

Secured exclusive North American distribution rights for AIO Systems' IoT monitoring platform.

acquisition

50%

bullishMay 7

Gross profit margin increased from 75% to 80% due to lower COGS and higher service mix.

margin expansion

70%

bearishMay 7

Company reported a net loss of $77k compared to a net income of $464k in the prior year period.

earnings miss

60%

bullishMay 7

Secured exclusive North American distribution rights for AIO Systems' IoT monitoring platform.

acquisition

50%

bullishMay 7

Gross profit margin increased from 75% to 80% due to lower COGS and higher service mix.

margin expansion

70%

bearishMay 7

Company reported a net loss of $77k compared to a net income of $464k in the prior year period.

earnings miss

60%

bullishMay 7

Secured exclusive North American distribution rights for AIO Systems' IoT monitoring platform.

acquisition

50%

bullishMay 7

Gross profit margin increased from 75% to 80% due to lower COGS and higher service mix.

margin expansion

70%

bearishMay 7

Company reported a net loss of $77k compared to a net income of $464k in the prior year period.

earnings miss

60%

bullishMay 7

Secured exclusive North American distribution rights for AIO Systems' IoT monitoring platform.

acquisition

50%

bullishMay 7

Gross profit margin increased from 75% to 80% due to lower COGS and higher service mix.

margin expansion

70%

bearishMay 7

Company reported a net loss of $77k compared to a net income of $464k in the prior year period.

earnings miss

60%

bullishMay 7

Secured exclusive North American distribution rights for AIO Systems' IoT monitoring platform.

acquisition

50%

bullishMay 7

Gross profit margin increased from 75% to 80% due to lower COGS and higher service mix.

margin expansion

70%

bearishMay 7

Company reported a net loss of $77k compared to a net income of $464k in the prior year period.

earnings miss

60%

bullishMay 7

Secured exclusive North American distribution rights for AIO Systems' IoT monitoring platform.

acquisition

50%

Filing History

10-QMay 7, 2026

The Q1 2026 filing presents a company at a crossroads, balancing a deteriorating legacy hardware business against an ambitious bet on IoT infrastructure monitoring. The financial data shows a clear divergence: while the top line is shrinking and net losses have returned, the quality of the remaining revenue is improving through a higher mix of recurring monitoring fees. This suggests a transition period where the company is shedding low-value business to make room for higher-margin services. Ultimately, the investment thesis hinges on the execution of the AIO Systems partnership. Acorn has the liquidity to fund this transition in the short term, but the window for success is narrow given the shrinking backlog. Investors must weigh the ability of management to monetize the new AIO product suite against the trend of declining overall revenues.