Aclaris Therapeutics, Inc.(ACRS)Stock Analysis
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Rank #2,818 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ACRS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Aclaris Therapeutics, Inc. (ACRS), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores ACRS at 9.2/100 on a 32-signal composite quality model, placing it at rank #2,818 of 2,879 stocks — the bottom half of the AI-ranked universe. ACRS scores in the top quartile across institutional flow (90.2). Areas of concern include free cash flow (2.8) and profitability (2.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 2.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Aclaris Therapeutics, Inc. reports quarterly revenue of $2.0M, net income of $-19.8M, free cash flow of $-18.2M. Top institutional holders of ACRS by reported 13-F value include BML Capital Management,, Deep Track Capital,, BlackRock,, based on the most recent SEC filings. ACRS trades on the Nasdaq exchange and files with the SEC under CIK 1557746. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ACRS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Aclaris Therapeutics, Inc. directly from SEC EDGAR. Aclaris Therapeutics, Inc.'s 13F Pro composite quality score has ranged between 6 and 32 since 2022, currently 9.2 — a stable long-term trajectory across 24 quarterly and live scoring snapshots.
Revenue
Q1 2026
$2.0M
Net Income
Q1 2026
$-19.8M
Free Cash Flow
Q1 2026
$-18.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-75.0% YoYNet Income
+26.6% YoYOperating Income
+21.6% YoYEPS (Diluted)
+58.3% YoYTotal Assets
-18.7% YoYTotal Debt
Op. Cash Flow
+39.8% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $7.8M -75.0% | $31.2M +5.0% | $29.8M +340.1% | $6.8M +4.3% | $6.5M +53.3% | $4.2M |
| Net Income | $-64.9M +26.6% | $-88.5M -1.8% | $-86.9M +4.4% | $-90.9M -78.1% | $-51.0M +68.4% | $-161.4M |
| Operating Income | $-76.4M +21.6% | $-97.4M -8.4% | $-89.9M -0.1% | $-89.7M -76.2% | $-50.9M +54.2% | $-111.1M |
| EPS (Diluted) | $-0.53 +58.3% | $-1.27 +4.5% | $-1.33 +16.9% | $-1.60 -33.3% | $-1.20 +69.2% | $-3.90 |
| Total Assets | $160.5M -18.7% | $197.4M -22.5% | $254.6M +1.3% | $251.2M +254.9% | $70.8M -28.0% | $98.3M |
| Total Debt | — | — | — | — | $10.7M | — |
| Operating Cash Flow | $-47.1M +39.8% | $-78.3M -15.9% | $-67.6M -29.6% | $-52.1M -34.9% | $-38.6M +59.9% | $-96.4M |
AI Insight: ACRS Financial Trends
Equity base is eroding steadily as ACRS burns cash every quarter with no clear path to operating profitability.
• Equity declined from $156M in Q4 2024 to $103M in Q4 2025, a $53M erosion in four quarters.
• Operating losses have ranged from -$10M to -$23M per quarter; Q4 2025 operating loss of -$23M is the worst ex the Q4 2024 anomaly.
• Revenue remains extremely low, swinging between $1M and $9M per quarter with no consistent upward trajectory.
• Operating cash outflow deepened to -$18M in Q1 2026, the largest cash burn since Q4 2024's -$9M outflow.
⚠ Equity jumped from $103M in Q4 2025 to $144M in Q1 2026 — likely a capital raise; sustainability of runway depends on frequency of dilution.
⚠ Q4 2024 net loss of -$97M signals a large one-time charge; any recurrence could accelerate equity depletion rapidly.
⚠ No debt reported across all periods, but zero-revenue growth combined with persistent -$10M to -$18M quarterly cash burn is unsustainable.
AI Insight: ACRS Ratio Trends
Aclaris return metrics are deteriorating sharply, with ROIC worsening from -32.2% in Q3 2024 to -88.2% in Q4 2025 before a partial recovery in Q1 2026.
• ROIC deteriorated from -32.2% in Q3 2024 to -88.2% in Q4 2025, the worst reading in the dataset.
• ROA worsened steadily from -16.6% in Q3 2024 to -49.4% in Q4 2025, signaling mounting asset-level losses.
• Q1 2026 shows partial improvement: ROIC rebounded to -61.8% and ROA to -39.9% from Q4 2025 troughs.
⚠ Q4 2025 spike in ROE to -76.8% and ROIC to -88.2% warrants scrutiny for one-off charges or accelerating cash burn.
⚠ OpMargin and NPM are absent across nearly all periods, limiting visibility into operational efficiency trends.
⚠ TTM ROIC of -56.0% and ROA of -35.1% suggest no structural improvement despite the Q1 2026 quarterly bounce.
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Top Institutional Holders of ACRS
BML Capital Management, LLC
$53.4M14,250,000 shDeep Track Capital, LP
$35.0M9,345,000 shBlackRock, Inc.
$27.8M7,407,065 shRA CAPITAL MANAGEMENT, L.P.
$25.5M6,804,072 shVivo Capital, LLC
$25.0M6,666,666 shVANGUARD CAPITAL MANAGEMENT LLC
$19.4M5,167,469 shFrazier Life Sciences Management, L.P.
$18.5M4,925,374 shRock Springs Capital Management LP
$16.8M4,472,650 shDecheng Capital LLC
$15.2M4,041,736 shADAGE CAPITAL PARTNERS GP, L.L.C.
$14.5M3,871,000 sh
| Fund | Value | Shares |
|---|---|---|
| BML Capital Management, LLC | $53.4M | 14,250,000 |
| Deep Track Capital, LP | $35.0M | 9,345,000 |
| BlackRock, Inc. | $27.8M | 7,407,065 |
| RA CAPITAL MANAGEMENT, L.P. | $25.5M | 6,804,072 |
| Vivo Capital, LLC | $25.0M | 6,666,666 |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.4M | 5,167,469 |
| Frazier Life Sciences Management, L.P. | $18.5M | 4,925,374 |
| Rock Springs Capital Management LP | $16.8M | 4,472,650 |
| Decheng Capital LLC | $15.2M | 4,041,736 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $14.5M | 3,871,000 |
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Popular Research
Is ACRS a good stock to buy?
13F Pro's AI-powered analysis of Aclaris Therapeutics, Inc. (ACRS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ACRS are available on the ACRS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ACRS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ACRS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Aclaris Therapeutics, Inc.'s investment landscape.