Aclaris Therapeutics, Inc. (ACRS) AI Stock Analysis

Aclaris Therapeutics, Inc., headquartered in Wayne, Pennsylvania, is a clinical-stage biopharmaceutical company focused on developing drug candidates for immune-inflammatory diseases. The company operates through two segments: Therapeutics and Contract Research. Its Therapeutics pipeline includes Zunsemetinib, an MK2 inhibitor targeting rheumatoid arthritis, psoriatic arthritis, and hidradenitis suppurativa. It is also developing ATI-1777, a selective JAK 1/3 inhibitor for atopic dermatitis, and ATI-2138, an ITK/TXK/JAK3 inhibitor for T cell-mediated autoimmune diseases. Additionally, the company is advancing a Gut-Biased Program for inflammatory bowel disease and ATI-2231, an oral MK2 inhibitor for pancreatic and metastatic breast cancer.

Between FY2021 and FY2025, Aclaris Therapeutics saw revenue move from $6.8M to a high of $31.2M in FY2023, before declining 40.1% to $18.7M in FY2024 and falling 58.2% to $7.8M in FY2025. Gross margin was 73.3% in FY2025, while operating margin stood at -975.9%. Net income was -$90.9M in FY2021, -$132.1M in FY2024, and -$64.9M in FY2025, with EPS at -$0.53. In the trailing twelve months ended June 30, 2026, revenue totaled $8.2M, with quarterly revenue falling 8.3% year-over-year and EPS at -$0.58.

As of June 30, 2026, Aclaris Therapeutics held $91.6M in cash and short-term investments, with total assets of $179.7M and shareholders' equity of $124.6M. The company reported a current ratio of 3.46. In FY2025, operating cash flow was -$47.1M and free cash flow was -$47.1M. Capital allocation in FY2025 included $111,000 in capital expenditures and $446,000 for share buybacks, while the share count increased 133.1% over five years.

At a last close of $3.28, Aclaris Therapeutics has a market cap of $482.8M and an enterprise value of $682.0M. Its price-to-sales multiple of 58.7x is above the median of its US-listed Healthcare peers of 4.1x. The company trades at an EV-to-EBITDA multiple of 0.3x compared to the peer median of 12.0x, and has a price-to-book ratio of 6.2x. Over the past year, the stock returned 60.0%, outperforming the S&P 500 return of 16.8%, but its 5-year return of -80.5% trails the index return of 83.0%.

Analyst coverage consists of 10 Strong Buy ratings, 1 Buy, and 1 Hold, with no Sell or Strong Sell ratings. The mean price target is $10.18, which is 210.4% above the last close of $3.28. For the fiscal year ending December 31, 2026, consensus estimates project an EPS of -$0.64 and revenue of $6.3M. The company beat EPS estimates in 3 of the last 4 quarters. The next earnings date is November 5, 2026.

This page is an AI-written research summary of Aclaris Therapeutics, Inc. (ACRS). 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.

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