The revenue decline and net loss are negative, but monitoring revenue growth and margin expansion show the core business is healthy. The stock's micro-cap status magnifies volatility — listen to the investor call for Q2 hardware revenue expectations and any AIO partnership milestones, as hardware lumpiness will persist.
Price Chart
Executive Summary
Acorn Energy reported Q1 2026 revenue of $2.23M, down 28.1% YoY, and a net loss of $(0.03)/share vs. $0.19 profit a year ago, driven by a 55.7% drop in hardware revenue as the large cellphone provider contract wound down. Monitoring revenue grew 11.7% and gross margin improved to 80.2%, but higher SG&A and stock-based comp turned operating income negative.
Key Financial Metrics
Key Facts
- Total revenue $2.227M, down 28.1% YoY from $3.098M
- Net loss attributable to stockholders $(77K) vs net income $464K in Q1 2025
- EPS $(0.03) vs $0.19 in prior year
- Monitoring revenue grew 11.7% to $1.417M
- Hardware revenue fell 55.7% to $810K due to completion of large contract
- Gross margin expanded 510 bps to 80.2%
- Operating loss of $(129K) vs operating income of $604K a year ago
- Cash from operations $53K vs $271K in Q1 2025
- Invested $250K in exclusive distribution rights for AIO Systems technology
Financial Impact
Revenue decline of $871K (28.1%) and swing from $464K profit to $77K loss
Risk Factors
- Hardware revenue lumpiness from large contracts may continue depressing total revenue comparisons in Q2 2026
- AIO Systems partnership investment ($250K) may not generate meaningful revenue until H2 2026 at earliest
- Operating expenses rising faster than monitoring revenue growth could delay return to profitability
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001493152-26-021628 |
| Document: form8-k.htm | 0001493152-26-021628 |
| Document: 0001493152-26-021628-index-headers.html | 0001493152-26-021628 |
| Document: 0001493152-26-021628-index.html | 0001493152-26-021628 |
| Document: 0001493152-26-021628.txt | 0001493152-26-021628 |
| 8-K Data (Synthetic) | 0001493152-26-021628 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 18, 2026 5w ago | 8-K | $22.21 | awaiting T+60 | — | $17.12 (−22.92%) |
Sep 10, 2026 6w ago | 8-K | $20.97 | awaiting T+60 | — | $17.12 (−18.36%) |
Aug 18, 2026 10w ago | 8-K | $19.43 | awaiting T+60 | — | $17.12 (−11.89%) |
Aug 18, 2026 10w ago | Press Release | $19.43 | awaiting T+60 | — | $17.12 (−11.89%) |
May 7, 2026 24w ago | 8-K | $16.76 $18.66 | ▼ −11.35% | ▼ −7.52% | $17.12 (−2.15%) |
May 7, 2026 24w ago | Press Release | $16.76 $18.66 | ▼ −11.35% | ▼ −7.52% | $17.12 (−2.15%) |
Mar 5, 2026 33w ago | 8-K | $18.32 $17.34 | ▼ −5.35% | ▼ −16.65% | $17.12 (−6.55%) |
US Market Status
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