Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Acrivon Therapeutics Inc (ACRV)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$1.57-9.77%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for ACRV yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash reserves to fund operations into Q2 2027 | The company has about $119 million cash to fund operations into Q2 2027. | Intact | cash reserves fall below $118.6 million before Q2 2027 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 12, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a speculative clinical-development story, not an established earnings compounder, because the company is loss-making and its value depends on progress in its drug programs. The thesis is in a watch state: management priorities are consistent, but execution evidence is mixed and confidence is low.
The evidence does not include a valuation measure or a clear account of market expectations, so whether ACRV looks cheap, fair, or expensive versus peers is unclear. The recent earnings beats are positive, but they do not remove the market's exposure to clinical, cash-runway, and guidance risks.
Near term, operating losses may remain, though they improved modestly as research and administrative spending fell; cash from operations is still negative. Management continues to prioritize ACR-368 and ACR-2316, with a planned interim analysis for ACR-368 in the second half of 2026, while cash declined to $90 million by 2026-Q2 and is projected to fund operations into late 2027. The next results carry elevated risk, and a guidance cut would be a meaningful setback.
The multi-year view hinges on clinical progress in ACR-368 and ACR-2316 and whether the company can maintain its stated cash runway while managing losses. Near-term guidance and the broader jobs and healthcare-sector backdrop are additional swing factors; weakening employment could weigh on cyclical healthcare names, while strong results from sector peers could support sentiment.
Over the next 1 to 3 years, ACRV's thesis remains dependent on clinical milestones and disciplined cash use, with limited evidence so far that reduces its elevated risks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Acrivon is making progress in cancer drug trials with 44% response rate. |
| Intact |
| ORR falls below 39% overall or below 44% in ≤2 prior therapy patients |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating losses and cash burn control | Operating losses are improving from -$25.1 million to -$19.9 million. | Intact | operating loss worsens beyond -$19.9 million or cash burn beyond -$12.3 million | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Research and development expenses were $13.8 million for the quarter ended June 30, 2026 compared to $16.2 million for the same period in 2025.” “Research and development expenses were $15.2 million for the quarter ended March 31, 2026 compared to $15.4 million for the same period in 2025, which is materially consistent.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-1.95 → $-1.66 · observed estimates
$0.00B → $0.00B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-1.95 | $166,286 | 6 / 5 |
| 2026-07-25 | $-1.95 | $166,286 | 6 / 5 |
| 2026-07-26 | $-1.95 | $166,286 | 6 / 5 |
| 2026-07-27 | $-1.95 | $166,286 | 6 / 5 |
| 2026-07-28 | $-1.95 | $166,286 | 6 / 5 |
| 2026-07-29 | $-1.95 | $145,500 | 7 / 8 |
| 2026-07-30 | $-1.95 | $145,500 | 7 / 8 |
| 2026-07-31 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-01 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-02 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-03 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-04 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-05 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-06 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-07 | $-1.95 | $166,286 | 6 / 5 |
| 2026-08-08 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-09 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-10 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-11 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-12 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-13 | $-1.95 | $145,500 | 7 / 8 |
| 2026-08-14 | $-1.95 | $166,286 | 6 / 5 |
| 2026-08-15 | $-1.95 | $166,286 | 6 / 5 |
| 2026-08-16 | $-1.95 | $166,286 | 6 / 5 |
| 2026-08-17 | $-1.95 | $166,286 | 6 / 5 |
| 2026-08-18 | $-1.95 | $166,286 | 6 / 5 |
| 2026-08-19 | $-1.95 | $166,286 | 6 / 5 |
| 2026-08-20 | $-1.73 | $166,286 | 6 / 5 |
| 2026-08-21 | $-1.73 | $166,286 | 6 / 5 |
| 2026-08-22 | $-1.73 | $166,286 | 6 / 5 |
| 2026-08-23 | $-1.79 | $166,286 | 5 / 5 |
| 2026-08-24 | $-1.79 | $166,286 | 5 / 5 |
| 2026-08-25 | $-1.79 | $166,286 | 5 / 5 |
| 2026-08-26 | $-1.79 | $166,286 | 5 / 5 |
| 2026-08-27 | $-1.79 | $166,286 | 5 / 5 |
| 2026-08-28 | $-1.79 | $166,286 | 5 / 5 |
| 2026-08-29 | $-1.79 | $166,286 | 5 / 5 |
| 2026-08-30 | $-1.79 | $166,286 | 5 / 5 |
| 2026-08-31 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-01 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-02 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-03 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-04 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-05 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-06 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-07 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-08 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-09 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-10 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-11 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-12 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-13 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-14 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-15 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-16 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-17 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-18 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-19 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-20 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-21 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-22 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-23 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-24 | $-1.79 | $166,286 | 5 / 5 |
| 2026-09-25 | $-1.66 | $166,286 | 5 / 5 |
| 2026-09-26 | $-1.66 | $166,286 | 5 / 5 |
| 2026-09-27 | $-1.66 | $166,286 | 5 / 5 |
| 2026-09-28 | $-1.66 | $166,286 | 5 / 5 |
| 2026-09-29 | $-1.66 | $166,286 | 5 / 5 |
| 2026-09-30 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-01 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-02 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-03 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-04 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-05 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-06 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-07 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-08 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-09 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-10 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-11 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-12 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-13 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-14 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-15 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-16 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-17 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-18 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-19 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-20 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-21 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-22 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-23 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-24 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-25 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-26 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-27 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-28 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-29 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-30 | $-1.66 | $166,286 | 5 / 5 |
| 2026-10-31 | $-1.66 | $166,286 | 5 / 5 |
| 2026-11-01 | $-1.66 | $166,286 | 5 / 5 |
| 2026-11-02 | $-1.66 | $166,286 | 5 / 5 |
| 2026-11-03 | $-1.66 | $166,286 | 5 / 5 |
| 2026-11-04 | $-1.66 | $166,286 | 5 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.