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Aclaris Therapeutics, Inc.

ACRS

Healthcare · 5.50 -1.0% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Aclaris Therapeutics, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 29 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-1.0% todayVolume comparison unavailable
Market group0 of 29 activeSemiconductor Equipment · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • ACRS's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ACRS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Biotechnology

No new filing conclusion is available. 0 of 29 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ACRS's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements42
Verified relationships2
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -58.2% year over year.
  • Operating margin changed -217.7 percentage points in the latest annual period.
  • Net margin changed -124.1 percentage points in the latest annual period.
Questions before a position
  • EV/sales is 1555% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

5.50
6m+91.6%12m+202.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$6.8M+4.3%$-1.60+33.4%
2022-12-31$29.8M+340.1%$-1.33+15.0%
2023-12-31$31.2M+5.0%$-1.27+7.0%
2024-12-31$18.7M-40.1%$-1.71+10.7%
2025-12-31$7.8M-58.2%$-0.53

What management says matters

Persistent and emerging business drivers

Capital investment and capacitymixed · 1 filings
These changes included aggregate reductions to Medicare payments to providers of 2% per fiscal year that became effective on April 1, 2013 and, due to subsequent legislative amendments to the statute, including the Bipartisan Budget Act of 2018 and the Infras…
10-K · Feb 26, 2026
Restructuring and cost reductionsnegative · 1 filings
This increase was partially offset by a decrease in cash used for accounts payable and accrued expenses, which was due to the timing of payments to vendors and severance payments in connection with the reduction in our workforce.
10-Q · Nov 6, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 86.1× · EV/sales 83.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

5.50-1.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ACRS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ACRS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ACRS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

LLYEli Lilly and CompanypartnerFeb 26, 2026

Under the royalty purchase agreement, we sold to OMERS a portion of the future royalty payments and the remaining anniversary payments associated with our existing license to Eli Lilly and Company (“Lilly”), relating to OLUMIANT® (baricitinib) for the treatme…

MDPediatrix Medical Group, Inc.partnerFeb 26, 2026

License Agreement with Pediatrix Therapeutics, Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ACRS is currently a Follower in the organic co-movement group Semiconductor Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ACRS; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.