B+
Bull case
20%
Probability
Target price
$8.30
+79.3% vs current
ACRS
Aclaris TherapeuticsANasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
55%
Probability
Target price
$4.80
+3.7% vs current
B-
Bear case
25%
Probability
Target price
$2.70
-41.7% vs current
AI sentiment snapshot
Latest data as of 2026-05-27
Recent news sentiment (30D)
+73.0
Positive
Company
+73.0
Positive
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+56.4
Score
AI commentary
Primary-source tone is constructive but still monitoring-oriented: the May 7 release highlighted a long cash runway and upcoming readouts, yet the packet contains no fresh analyst revisions and no verified post-print price-reaction data, so conviction should stay modest rather than aggressive.
RankAlpha Sentiment Codex - 2026-05-27
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-07eventQ1 2026 results and cash-runway updateMedium impact
The May 7 8-K/press release reported Q1 2026 revenue of $2.0M, net loss of $19.8M, R&D expense of $15.7M, and cash, cash equivalents and marketable securities of $190.8M, with management saying runway extends through the end of 2028; that keeps near-term dilution pressure contained but leaves valuation dependent on pipeline execution [#8-K-2026-05-07].
2026-09-30catalystATI-052 Phase 1b asthma and atopic dermatitis readoutsHigh impact
Management said both placebo-controlled Phase 1b trials remain ongoing and topline results are expected in the second half of 2026, making this the clearest near-term program-specific catalyst for whether the asset can support a rerating [#8-K-2026-05-07].
2026-12-15catalystBosakitug Phase 2 atopic dermatitis toplineHigh impact
Enrollment is complete in the randomized Phase 2 atopic dermatitis study, and topline results are expected in the fourth quarter of 2026; this is the other major binary read on whether Aclaris can sustain development value alongside ATI-052 [#8-K-2026-05-07].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-27 • Updated nightlySource: Internal modelMethodology