Handelsavisen
prelaunch
Companies Healthcare ACRS.O
AC
ACRS.O NASDAQ Pharmaceuticals

Acrs.O

$5,53
Open in Charts → Attach watcher ⌖
USD
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
666,4M USD
P/E
EV / Rev
Div yield
Op margin
-975,9 %
ROE
-63,0 %
Net margin
-829,6 %
Debt / equity
Beta
52w range
Volume
Day range
Prev close
$5,32
Open
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

Aclaris Therapeutics Inc operates in the Health Care sector, specifically within Pharmaceuticals, though its specific business activity remains unclassified in the available data.

Business. Aclaris Therapeutics Inc operates in the Health Care sector, specifically within Pharmaceuticals, though its specific business activity remains unclassified in the available data.

Classification85 %
SectorHealth Care
Industry groupPharmaceuticals
Generated · model-assisted
Sell-side consensus
BUY10 analysts
9 buy1 hold0 sell
Avg 12m price target8,61

Analyst recommendations

10 analysts · consensus Buy
Buy9
Hold1
Sell0
12-month price target
8,61
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
10 analysts · indicative
Ownership
Morgan Stanley Smith Barney LLC
largest disclosed fund holder
Profitability
-63,0 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning ACRS.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care · THIS SECTOR+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to ACRS.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Aclaris Therapeutics Inc operates in the Health Care sector, specifically within Pharmaceuticals, though its specific business activity remains unclassified in the available data.

    Classification85 %
    SectorHealth Care
    Industry groupPharmaceuticals
    AI synthesis
    GENERATED

    (a) Capital structure and liquidity: The company maintains a debt-free balance sheet with a debt-to-equity ratio of 0.0, supported by total equity of $103.1 million against total liabilities of $57.4 million. Cash and equivalents stand at $19.96 million, which is modest relative to the burn rate implied by negative operating cash flow of $47.1 million. The current ratio is not explicitly provided, but the absence of debt suggests low immediate solvency risk, although the liquidity risk assessment is flagged as "low" in the risk module, likely referring to the low level of risk rather than low liquidity, or potentially indicating tight liquidity given the cash position versus burn. The market capitalization is $612.1 million, trading at a price-to-book ratio of 5.94, indicating the market values the company significantly above its tangible book value.

    (b) Profitability and returns: The company is not yet profitable, reporting a net loss of $64.9 million on revenue of $7.8 million. This results in a negative return on equity of -62.98% and a negative return on assets of -40.46%. The operating income is -$76.4 million, highlighting significant operational losses relative to the small revenue base. The EV/EBITDA ratio is negative at -7.75, and the EV/Revenue ratio is extremely high at 75.66, reflecting the pre-commercial or early-commercial stage nature of the business where investors are pricing in future potential rather than current earnings.

    Key takeaways
    • The company is debt-free with a strong equity base, but burns cash significantly, with operating cash flow of -$47.1 million.
    • Valuation multiples are extremely high (EV/Revenue 75.66), reflecting pre-profitability status and market expectations for future growth.
    • Analyst sentiment is strongly positive, with a mean recommendation of 1.60 and a mean price target of $8.61, implying ~70% upside.
    • Profitability is negative with a net loss of $64.9 million, resulting in negative ROE and ROA.
    • No specific segment or geographic data is available, limiting detailed concentration risk analysis.
    • Risk assessment flags low liquidity and dilution risk, but the high cash burn rate poses a fundamental operational risk.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $5,53
    Market cap
    $612.1M
    Enterprise value
    $592.1M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    5.9x
    P / Tangible book
    5.9x
    Tangible book
    $103.1M
    Net cash
    $20.0M
    Current ratio
    Debt / equity
    ROA
    -40.5%
    ROE
    -63.0%
    Cash conversion
    73.0%
    CapEx / revenue
    1.4%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    -0,64
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    10
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-08-02 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate-0,65
    Revenueno estimateno estimate6,3M USD
    Operating incomeno estimateno estimate-91,3M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution12 analysts
    Strong buy6
    Buy5
    Hold1
    Sell0
    Strong sell0
    12-month price target$9,77 · Median $10,00
    Low $4,00High $16,00
    Operating income · consensus-91,3M USD
    EPS surprise
    +18,3 %
    reported vs consensus · beat
    Revenue surprise
    +24,1 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$3,00
    Mean$8,61
    Median$7,50
    High$16,00
    Spot$5,53
    +55.7 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-975,9 %Bottom quartile
    Net Margin-829,6 %Bottom quartile
    ROE-63,0 %Bottom quartile
    Capex / Rev1,4 %Above P75
    D/E0,00Above P75
    Cash Conv0,73Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net acquired 3 256 142 sh20 exercises · 24 grants12 insiders
    • SCHIFF ANDREW NDirector · Restricted Stock Units → Common StockDisposed 11 580exercise · 2026-06-05
    • Molineaux Christopher P.Director · Restricted Stock Units → Common StockDisposed 11 580exercise · 2026-06-05
    • GOWEN MAXINEDirector · Restricted Stock Units → Common StockDisposed 11 580exercise · 2026-06-05
    • Humphries William D.Director · Restricted Stock Units → Common StockDisposed 11 580exercise · 2026-06-05
    • MILANO VINCENTDirector · Restricted Stock Units → Common StockDisposed 11 580exercise · 2026-06-05
    • Mehra AnandDirector · Restricted Stock Units → Common StockDisposed 11 580exercise · 2026-06-05
    • Molineaux Christopher P.Director · Stock Option (Right to Buy) → Common StockAcquired 42 350 @ $4,71grant · 2026-06-04
    • Molineaux Christopher P.Director · Restricted Stock Units → Common StockAcquired 10 987grant · 2026-06-04
    • MILANO VINCENTDirector · Stock Option (Right to Buy) → Common StockAcquired 42 350 @ $4,71grant · 2026-06-04
    • MILANO VINCENTDirector · Restricted Stock Units → Common StockAcquired 10 987grant · 2026-06-04
    • GOWEN MAXINEDirector · Stock Option (Right to Buy) → Common StockAcquired 42 350 @ $4,71grant · 2026-06-04
    • GOWEN MAXINEDirector · Restricted Stock Units → Common StockAcquired 10 987grant · 2026-06-04
    • Mehra AnandDirector · Restricted Stock Units → Common StockAcquired 10 987grant · 2026-06-04
    • SCHIFF ANDREW NDirector · Stock Option (Right to Buy) → Common StockAcquired 42 350 @ $4,71grant · 2026-06-04
    • SCHIFF ANDREW NDirector · Restricted Stock Units → Common StockAcquired 10 987grant · 2026-06-04
    • Humphries William D.Director · Stock Option (Right to Buy) → Common StockAcquired 42 350 @ $4,71grant · 2026-06-04
    • Mehra AnandDirector · Stock Option (Right to Buy) → Common StockAcquired 42 350 @ $4,71grant · 2026-06-04
    • Humphries William D.Director · Restricted Stock Units → Common StockAcquired 10 987grant · 2026-06-04
    • Hall Jesse WayneChief Medical Officer · Restricted Stock Units → Common StockDisposed 36 375exercise · 2026-05-01
    • Balthaser KevinChief Financial Officer · Restricted Stock Units → Common StockDisposed 2 375exercise · 2026-03-01
    • Davis Hugh M.Director, President and COO · Restricted Stock Units → Common StockDisposed 18 675exercise · 2026-02-03
    • Balthaser KevinChief Financial Officer · Restricted Stock Units → Common StockDisposed 22 025exercise · 2026-02-03
    • Walker NealDirector, CEO · Restricted Stock Units → Common StockDisposed 63 475exercise · 2026-02-03
    • Loerop JamesChief Business Officer · Restricted Stock Units → Common StockDisposed 20 875exercise · 2026-02-03
    • Loerop JamesChief Business Officer · Employee Stock Option (Right to Buy) → Common StockAcquired 341 900 @ $3,61grant · 2026-02-02

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Reference data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Ev To Revenue
      enterprise_value / revenue
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Return On Equity
      net_income / total_equity
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • Aclaris Therapeutics, Inc. Market data — financials · 2026-08-02
    • reconciler_enqueue (reconciler) on ACRS.O · 2026-08-02
    • Aclaris Therapeutics Inc Market data — analyst estimates · 2026-08-02

    Ownership & reference

    Top holders

    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$10M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$9M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,00 %$2M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$1M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$2M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$20M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$8M
    • American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,00 %$1M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$1M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$1M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$2M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$1M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    Net selling0 buys · 1 sellsnet -$1,4M12 insiders · last 365d
    • Humphries William D.Director · Common StockOther 11 580 · 2026-06-05
    • GOWEN MAXINEDirector · Common StockOther 11 580 · 2026-06-05
    • MILANO VINCENTDirector · Common StockOther 11 580 · 2026-06-05
    • Molineaux Christopher P.Director · Common StockOther 11 580 · 2026-06-05
    • SCHIFF ANDREW NDirector · Common StockOther 11 580 · 2026-06-05
    • Mehra AnandDirector · Common StockOther 11 580 · 2026-06-05
    • Hall Jesse WayneChief Medical Officer · Common StockOther 9 330 @ $4,41$41K · 2026-05-01
    • Hall Jesse WayneChief Medical Officer · Common StockOther 36 375 · 2026-05-01
    • Leonard Braden Michael10% owner · Common StockSold 300 000 @ $4,53$1,4M · 2026-04-23
    • Balthaser KevinChief Financial Officer · Common StockOther 677 @ $2,87$2K · 2026-03-01
    • Balthaser KevinChief Financial Officer · Common StockOther 2 375 · 2026-03-01
    • Loerop JamesChief Business Officer · Common StockOther 20 875 · 2026-02-03
    • Loerop JamesChief Business Officer · Common StockOther 5 937 @ $3,47$21K · 2026-02-03
    • Walker NealDirector, CEO · Common StockOther 63 475 · 2026-02-03
    • Walker NealDirector, CEO · Common StockOther 18 611 @ $3,47$65K · 2026-02-03
    • Davis Hugh M.Director, President and COO · Common StockOther 18 675 · 2026-02-03
    • Balthaser KevinChief Financial Officer · Common StockOther 22 025 · 2026-02-03
    • Balthaser KevinChief Financial Officer · Common StockOther 6 449 @ $3,47$22K · 2026-02-03
    • Balthaser KevinChief Financial Officer · Common StockOther 4 984 @ $3,51$17K · 2026-02-01
    • Balthaser KevinChief Financial Officer · Common StockOther 14 750 · 2026-02-01
    • Balthaser KevinChief Financial Officer · Common StockOther 4 461 @ $2,88$13K · 2026-01-02
    • Walker NealDirector, CEO · Common StockOther 29 150 · 2026-01-02
    • Walker NealDirector, CEO · Common StockOther 9 952 @ $2,88$29K · 2026-01-02
    • Loerop JamesChief Business Officer · Common StockOther 6 171 @ $2,88$18K · 2026-01-02
    • Loerop JamesChief Business Officer · Common StockOther 18 150 · 2026-01-02

    Short positioning

    13.4Mshares short+17.1% vs prior
    6.92days to cover
    62.2%short of daily vol
    45fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    ACRS.OCanonical
    NASDAQ · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-06-05 00:00 UTCINSIDER24 insider transactions — 2026-06 18 derivative
    2026-06-05INSIDERSCHIFF ANDREW N transacted 11.6k sh — Director
    2026-06-05INSIDERMILANO VINCENT transacted 11.6k sh — Director
    2026-06-05INSIDERMehra Anand transacted 11.6k sh — Director
    2026-06-05INSIDERGOWEN MAXINE transacted 11.6k sh — Director
    2026-06-05INSIDERHumphries William D. transacted 11.6k sh — Director
    2026-06-05INSIDERMolineaux Christopher P. transacted 11.6k sh — Director
    2026-06-05INSIDERMehra Anand disposed of 11.6k sh Restricted Stock Units — Director
    2026-06-05INSIDERSCHIFF ANDREW N disposed of 11.6k sh Restricted Stock Units — Director
    2026-06-05INSIDERGOWEN MAXINE disposed of 11.6k sh Restricted Stock Units — Director
    2026-06-05INSIDERHumphries William D. disposed of 11.6k sh Restricted Stock Units — Director
    2026-06-05INSIDERMolineaux Christopher P. disposed of 11.6k sh Restricted Stock Units — Director
    2026-06-05INSIDERMILANO VINCENT disposed of 11.6k sh Restricted Stock Units — Director
    2026-06-04FILING8-K filing →
    2026-06-04INSIDERGOWEN MAXINE acquired 42.4k sh Stock Option (Right to Buy) — Director
    2026-06-04INSIDERMILANO VINCENT acquired 42.4k sh Stock Option (Right to Buy) — Director
    2026-06-04INSIDERMILANO VINCENT acquired 11.0k sh Restricted Stock Units — Director
    2026-06-04INSIDERGOWEN MAXINE acquired 11.0k sh Restricted Stock Units — Director
    2026-06-04INSIDERMolineaux Christopher P. acquired 42.4k sh Stock Option (Right to Buy) — Director
    2026-06-04INSIDERMolineaux Christopher P. acquired 11.0k sh Restricted Stock Units — Director
    2026-06-04INSIDERSCHIFF ANDREW N acquired 11.0k sh Restricted Stock Units — Director
    2026-06-04INSIDERMehra Anand acquired 42.4k sh Stock Option (Right to Buy) — Director
    2026-06-04INSIDERMehra Anand acquired 11.0k sh Restricted Stock Units — Director
    2026-06-04INSIDERSCHIFF ANDREW N acquired 42.4k sh Stock Option (Right to Buy) — Director
    2026-06-04INSIDERHumphries William D. acquired 42.4k sh Stock Option (Right to Buy) — Director
    2026-06-04INSIDERHumphries William D. acquired 11.0k sh Restricted Stock Units — Director
    2026-05-07FILING10-Q filing →
    2026-05-07FILING8-K filing →
    2026-05-01 00:00 UTCINSIDER3 insider transactions — 2026-05 1 derivative
    2026-05-01INSIDERHall Jesse Wayne transacted 9.3k sh — Chief Medical Officer ~$41k
    2026-05-01INSIDERHall Jesse Wayne transacted 36.4k sh — Chief Medical Officer
    2026-05-01INSIDERHall Jesse Wayne disposed of 36.4k sh Restricted Stock Units — Chief Medical Officer
    2026-04-28FILING8-K filing →
    2026-04-23 00:00 UTCINSIDER1 insider transaction — 2026-04 · net sell $1.4M
    2026-04-23FILINGDEF 14A filing →
    2026-04-23INSIDERLeonard Braden Michael sold 300.0k sh — 10% owner ~$1.36M
    2026-03-11FILING8-K filing →
    2026-03-10FILING8-K filing →
    2026-03-01 00:00 UTCINSIDER3 insider transactions — 2026-03 1 derivative
    Showing the 40 most recent of 61 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Reference data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage