B+
Bull case
25%
Probability
Target price
$7.50
Analysis reference price unavailable
Analysis 2026-06-11 · RankAlpha Sentiment Codex
ACRS
Aclaris TherapeuticsDNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
Quote time unavailable
Current thesis
The best support in the packet is still company-sourced: ATI-052 Phase 1a data were described as exceeding target profile with potential dosing up to every three months, and management kept multiple 2026 readouts on track while pointing to runway through 2028 [#SEC-8K-2026-05-07].
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +3.5.
What can break
Bosakitug Phase 2 atopic dermatitis results are another high-impact binary event, and a miss would weaken the broader anti-TSLP thesis.
Momentum
76
Value
41
Sentiment
40
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $4.20 · Bull $7.50 · Bear $2.50Analysis 2026-06-11; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-11 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-09
Investment thesis
As of 2026-09-09
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $10.58
Why
Momentum76 · Δ7d -2.7
Value41 · Δ7d 0.0
Sentiment40 · Δ7d +3.5
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta +3.5.
Contradictions & invalidation
- • Bosakitug Phase 2 atopic dermatitis results are another high-impact binary event, and a miss would weaken the broader anti-TSLP thesis.
- • Failure or ambiguity in ATI-052 Phase 1b asthma or atopic dermatitis data could unwind much of the current pipeline premium.
- • This remains a low-coverage, clinical-stage story with sparse post-print follow-through; the June 4, 2026 8-K was only an annual-meeting vote report, so there is no new operating update after the May earnings release, and the deterministic prior remains negative.
Catalyst clock
2026-05-07
Q1 update reinforced runway and ATI-052 early profile
Lead driver: Sentiment · See AI snapshot
Momentum
76
9% active weight
Current posture
7d trendFlat
Δ7d
-2.7
Δ21d
-13.2
Value
41
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
+0.1
Sentiment
40
62% active weight
Current posture
7d trendImproving
Δ7d
+3.5
Δ21d
+5.9
Why this grade
Composite grade D. Momentum 76.4 / Value 41.2 / Sentiment 40.4
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-06-11. Scenario method
Most likely
B
Base case
45%
Probability
Target price
$4.20
Analysis reference price unavailable
Analysis 2026-06-11 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$2.50
Analysis reference price unavailable
Analysis 2026-06-11 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$871.42M
Beta
0.87
Shares Out
147.2M
P/E (TTM) · Derived
-11.2
P/S (TTM)
18.24
P/FCF (TTM) · Derived
-12.41
Rev YoY
-8.3%
EPS YoY
+19.7%
Gross Margin
+12.9%
Op Margin
-1040.4%
Net Debt
-$88.64M
Current Ratio
3.46
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data