Overview

* Aclaris Q3 revenue beats analyst expectations despite a year-over-year decline

* Net loss for Q3 smaller than expected, reflecting better financial performance

* Company reports positive Phase 2a trial results for ATI-2138 in atopic dermatitis

Outlook

* Aclaris plans Phase 2 trial of ATI-2138 in H1 2026 for new indications

* Company expects Phase 1b trials of ATI-052 in asthma and AD in H1 2026

* Aclaris expects cash runway to fund operations into H2 2028

Result Drivers

* NET LOSS - Net loss was $14.6 million for the third quarter of 2025 compared to $7.6 million for the third quarter of 2024.

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $3.30 $1.59

Revenue mln mln (6

Analysts

)

Q3 Net Beat -$14.61 -$15.80

Income mln mln (6

Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the biotechnology & medical research peer group is "buy"

* Wall Street's median 12-month price target for Aclaris Therapeutics Inc ( ACRS ) is $7.00, about 67.7% above its November 5 closing price of $2.26

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)