Aclaris Therapeutics (NASDAQ:ACRS) Issues Earnings Results, Misses Estimates By $0.01 EPS

Aclaris Therapeutics (NASDAQ:ACRS) issued its quarterly earnings results on Thursday. The biotechnology company reported ($0.16) earnings per share for the quarter, missing the consensus estimate of ($0.15) by ($0.01), reports. Aclaris Therapeutics had a negative return on equity of 39.73% and a negative net margin of 900.01%.The business had revenue of $1.30 million during the quarter, compared to analyst estimates of $2.07 million.

Here are the key takeaways from Aclaris Therapeutics’ conference call:

• 2026 is a major catalyst year for Aclaris with multiple near‑term readouts and filings, including the bosakitug Phase II completion, ATI‑052 Phase I/1b readouts, further development of ATI‑2138, and an expected IND for ATI‑9494 by year‑end.
• bosakitug is positioned as a potential best‑in‑class anti‑TSLP (reported ~400‑hour retention and ~23‑day half‑life) after strong Phase 2a EASI‑75 signals, with a larger Phase II AD readout expected in H2 2026.
• ATI‑052 (TSLP/IL‑4R bispecific) showed a ~26‑day half‑life in healthy volunteers, up to six weeks of 100% PD inhibition at 360 mg, and ~4x greater potency than tezepelumab+dupilumab in PBMC assays; AD and asthma 1b studies read out in H2.
• ATI‑2138 (ITK/JAK3 dual inhibitor) has promising efficacy signals (including preclinical alopecia data) but retains JAK‑class safety and labeling risk the company acknowledges as a potential liability.
• Aclaris is advancing an ITK‑selective program (lead ATI‑9494, ITK/TXK) to reduce JAK cross‑reactivity, with IND‑enabling studies ongoing and an IND targeted by the end of the year.

Aclaris Therapeutics Stock Performance

ACRS stock traded down $0.18 on Thursday, reaching $3.13. The company had a trading volume of 1,576,073 shares, compared to its average volume of 2,218,559. The company has a market cap of $339.14 million, a P/E ratio of -2.27 and a beta of 0.86. Aclaris Therapeutics has a 1 year low of $1.05 and a 1 year high of $4.89. The company’s fifty day moving average is $3.25 and its 200 day moving average is $2.58.

Hedge Funds Weigh In On Aclaris Therapeutics

Several institutional investors and hedge funds have recently bought and sold shares of ACRS. Raymond James Financial Inc. increased its holdings in Aclaris Therapeutics by 2.2% during the 3rd quarter. Raymond James Financial Inc. now owns 283,476 shares of the biotechnology company’s stock worth $539,000 after purchasing an additional 6,217 shares during the last quarter. Rhumbline Advisers increased its stake in shares of Aclaris Therapeutics by 7.4% in the third quarter. Rhumbline Advisers now owns 91,236 shares of the biotechnology company’s stock worth $173,000 after buying an additional 6,271 shares during the last quarter. Intech Investment Management LLC raised its holdings in Aclaris Therapeutics by 19.8% in the fourth quarter. Intech Investment Management LLC now owns 46,646 shares of the biotechnology company’s stock valued at $140,000 after acquiring an additional 7,702 shares in the last quarter. BNP Paribas Financial Markets increased its position in shares of Aclaris Therapeutics by 59.0% in the 3rd quarter. BNP Paribas Financial Markets now owns 26,667 shares of the biotechnology company’s stock worth $51,000 after purchasing an additional 9,894 shares during the last quarter. Finally, CIBC Asset Management Inc acquired a new stake in shares of Aclaris Therapeutics in the 4th quarter valued at about $52,000. Institutional investors and hedge funds own 98.34% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on ACRS. HC Wainwright reiterated a “buy” rating and set a $16.00 price objective on shares of Aclaris Therapeutics in a research report on Wednesday, January 28th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Aclaris Therapeutics in a research note on Monday, December 29th. Finally, Craig Hallum began coverage on Aclaris Therapeutics in a report on Friday, January 30th. They set a “buy” rating and a $10.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $9.80.

About Aclaris Therapeutics

Aclaris Therapeutics, Inc (NASDAQ:ACRS) is a clinical‐stage biopharmaceutical company focused on discovering, developing and commercializing novel small‐molecule therapies for dermatologic diseases and related rare disorders. The company’s pipeline includes several product candidates designed to address chronic inflammatory skin conditions and non‐melanoma skin lesions. Lead programs include ATI‐50002, a topical agent in late‐stage development for molluscum contagiosum removal; ATI‐50003 for common wart resolution; ATI‐1501, an oral JAK1/2 inhibitor targeting pruritic disorders; and ATI‐450, an oral MK2 inhibitor for inflammatory indications.

Founded in 2016 and headquartered in Malvern, Pennsylvania, Aclaris leverages proprietary chemistry platforms and translational research capabilities to advance multiple clinical and preclinical candidates.