Aclaris Therapeutics (NASDAQ:ACRS) Announces Earnings Results

Aclaris Therapeutics (NASDAQ:ACRS) released its quarterly earnings data 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 net margin of 900.01% and a negative return on equity of 39.73%. The firm had revenue of $1.30 million during the quarter, compared to the consensus estimate 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 Price Performance

Aclaris Therapeutics stock traded down $0.13 during midday trading on Friday, reaching $3.01. The company’s stock had a trading volume of 210,566 shares, compared to its average volume of 2,164,997. The stock has a market capitalization of $325.58 million, a P/E ratio of -2.17 and a beta of 0.86. The stock’s 50-day simple moving average is $3.25 and its 200-day simple moving average is $2.59. Aclaris Therapeutics has a 52-week low of $1.05 and a 52-week high of $4.89.

Hedge Funds Weigh In On Aclaris Therapeutics

Hedge funds and other institutional investors have recently modified their holdings of the stock. Invesco Ltd. grew its position in Aclaris Therapeutics by 29.2% during the 4th quarter. Invesco Ltd. now owns 209,903 shares of the biotechnology company’s stock worth $632,000 after purchasing an additional 47,440 shares during the last quarter. XTX Topco Ltd lifted its stake in shares of Aclaris Therapeutics by 76.6% during the fourth quarter. XTX Topco Ltd now owns 112,912 shares of the biotechnology company’s stock worth $340,000 after buying an additional 48,987 shares during the period. Wellington Management Group LLP purchased a new stake in shares of Aclaris Therapeutics during the fourth quarter valued at $796,000. Susquehanna Portfolio Strategies LLC acquired a new position in shares of Aclaris Therapeutics in the 4th quarter valued at $120,000. Finally, Quadrature Capital Ltd increased its position in shares of Aclaris Therapeutics by 82.8% in the 4th quarter. Quadrature Capital Ltd now owns 57,670 shares of the biotechnology company’s stock valued at $174,000 after acquiring an additional 26,117 shares during the period. 98.34% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. HC Wainwright reissued a “buy” rating and set a $16.00 price objective on shares of Aclaris Therapeutics in a report on Wednesday, January 28th. Weiss Ratings reissued a “sell (d-)” rating on shares of Aclaris Therapeutics in a research report on Monday, December 29th. Finally, Craig Hallum began coverage on Aclaris Therapeutics in a research report on Friday, January 30th. They set a “buy” rating and a $10.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target 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.