Acrivon Therapeutics, Inc. reported results
SEC 8-KRead source ↗
Acrivon Therapeutics, Inc. is a US-listed company in the biotechnology industry. Its financial year ends in December.
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Insiders3 buying, 7 selling3 purchases and 11 sales by directors and officers, last 12 monthsInsider trades
- Funds26 adding, 13 cuttingOf 10 active managers that changed their stake, 6 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 14% in the quarter to 2026-06-30, the 3rd beat in the last four quarters.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
Nothing in Acrivon Therapeutics, Inc.'s latest figures clears our strength thresholds.
Things to watch
- Share dilution. Diluted shares rose 3.0% in a year.
- Volatile shares. Over the past year the shares showed annualised volatility of 89% and a beta of 2.1 against the S&P 500.
- Short interest rising. Shares sold short rose 44% in a month to 6.1% of tradable shares.
Latest results
- Earnings per share
- -$0.43 against an average estimate of -$0.50: beat by 13.5%
- Share reaction
- +6.9% in the first session after the results on August 12, 2026, against +0.9% for the S&P 500
Price chart
- 1 day-3.0%
- 1 week-6.4%
- 1 month-19.1%
- This year-33.2%
- 1 year-19.1%
- S&P 500 this year+11.2%
Loading chart…
Third-party market data · may be delayed
At a glance
Profitability
- EPS (TTM, diluted)
- $-1.88
Growth
- Share count change
- +3.0%
Earnings
- Last results
- August 12, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
- Results
No model value for Acrivon Therapeutics, Inc. at the moment. Current status: limited reported history: available models are shown without a Buy/Hold/Sell rating. Available reported financials are shown below.
Valuation models
We value Acrivon Therapeutics, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.8%: the 10-year Treasury yield (4.9%) plus a beta of 1.07 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. | — | Does not apply: no positive earnings in the latest twelve months |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | — | Does not apply: the model gives no positive value |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | — | Does not apply: return on equity is not positive |
| Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. | — | Does not apply: revenue and margins don't support a positive value |
| Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. | — | Does not apply: no positive revenue in the latest twelve months |
| Combined value Weighted average of the models that apply: the primary model (price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | — | No model applies: the filings don’t yet support a value. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Acrivon Therapeutics, Inc. with Biotechnology in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.
Forecasts and guidance
Analysts' consensus
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | −$1.82 | +10% | — | 0% |
| Next | −$1.64 | +10% | — | 0% |
How the EPS forecast has moved
The consensus EPS forecast for the current fiscal year is −12.1% on 90 days ago. In the last 30 days, 0 analysts raised Acrivon Therapeutics, Inc.'s forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
View chart data
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | −$2.07 | −$1.95 |
| 60 days ago | −$1.84 | −$1.73 |
| 30 days ago | −$1.89 | −$1.69 |
| 7 days ago | −$1.82 | −$1.64 |
| Now | −$1.82 | −$1.64 |
Earnings against estimates
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | −$0.50 | −$0.43 | +13.5% |
| Mar 2026 | −$0.52 | −$0.49 | +5.8% |
| Dec 2025 | −$0.46 | −$0.49 | −7.4% |
| Sept 2025 | −$0.58 | −$0.47 | +19.0% |
Adjusted EPS as companies report it, against the average analyst estimate.
Positioning
- Short interest
- 6.1% of tradable shares
- Days to cover
- 5.46 at average volume
- Short interest, 1 month
- +44% to October 15, 2026
- Held by institutions
- 50% of shares
- Held by insiders
- 15.4% of shares
- Employees
- 74 full time
Share-price performance
Market data may be delayedReturn and risk by year
| Calendar year | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|
| Return | ||||
| ACRV | −57% | +22% | −60% | −33% |
| Industry peers (median) | −17% | −29% | −5% | −26% |
| S&P 500 | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||
| ACRV | 33% | 50% | 67% | 27% |
| S&P 500 | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||
| ACRV | −84% | −49% | −85% | −57% |
| S&P 500 | −10% | −8% | −19% | −9% |
Worst fall since November 15, 2022: 96% from February 14, 2023 to May 30, 2025. Getting back needed a 2110% gain, and the shares have not yet recovered.
Price behaviour
- 52-week range
- $1.29 – $3.01
- From 52-week high
- −46.5%
- vs 50-day average
- −16.4%
- vs 200-day average
- −8.9%
- Volatility (1 year)
- 89%
- Beta vs S&P 500
- 2.12
Share price after results
- Next day
- 5 up, 7 down typical move ±12.4%
- After a week
- 4 up, 8 down typical move ±19.4%
- After a month
- 6 up, 6 down typical move ±22.1%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 12, 2026 | +6.9% | +0.9% | +38.2% | +15.6% |
| May 13, 2026 | +1.6% | +1.4% | −6.9% | −21.7% |
| March 19, 2026 | +1.2% | −1.7% | −13.4% | +13.4% |
| January 8, 2026 | −40.7% | +0.7% | −36.6% | −45.1% |
| November 13, 2025 | −1.8% | −1.7% | −0.9% | +12.7% |
| August 13, 2025 | +11.2% | +0.4% | +4.0% | +21.6% |
| May 14, 2025 | −2.7% | +0.6% | +1.8% | +6.2% |
| March 25, 2025 | −53.5% | −1.0% | −70.1% | −64.5% |
| November 13, 2024 | −5.6% | −0.6% | −22.5% | −15.9% |
| August 13, 2024 | −7.5% | +2.0% | +19.0% | +21.7% |
| May 14, 2024 | +2.0% | +1.7% | −3.2% | −9.0% |
| April 24, 2024 | −13.7% | −0.4% | −16.2% | −17.4% |
Fundamentals
Dividends, buybacks and capital spending
- Diluted share count
- +3.0%
- year over year
Who owns it
Funds buying and selling- Reported value
- $38.1M
- Institutions reporting
- 45
- Shares held vs prior quarter
- ▲ 31.8%
- Positions opened / closed
- 6 / 4
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| RA Capital Management, L.P. | $21.8M | 12.2M | 57.1% | ▲ 46.6% |
| Sands Capital Alternatives, LLC | $4.1M | 2.3M | 10.7% | ▲ 7.9% |
| Acadian Asset Management LLC | $2.1M | 1.2M | 5.4% | ▲ 37.7% |
| Vanguard Capital Management LLC | $1.7M | 952K | 4.4% | ▲ 31.9% |
| Wellington Management Group LLP | $1.6M | 888K | 4.1% | 0.0% |
| Renaissance Technologies LLC | $1.4M | 759K | 3.5% | ▲ 0.1% |
| Two Sigma Investments, LP | $1.1M | 641K | 3.0% | ▲ 64.7% |
| Marshall Wace, LLP | $946,704 | 532K | 2.5% | ▼ 5.1% |
| Bridgeway Capital Management, LLC | $674,442 | 379K | 1.8% | ▲ 138.5% |
| Geode Capital Management, LLC | $472,273 | 265K | 1.2% | ▲ 12.2% |
| Blackrock, Inc. | $425,620 | 239K | 1.1% | ▲ 14.4% |
| Gsa Capital Partners LLP | $357,000 | 200K | 0.9% | ▲ 7.3% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Acrivon Therapeutics, Inc.'s complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $114,534 3 trades by 3 insiders, last 12 months Insider sales History → $41,386 11 trades by 7 insiders · 0% under pre-set plans
Net ▲ $73,148 net buying
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Miller Mary Chief Legal Officer | October 22, 2026 | Sell | 513 | $1.84 | $944 |
| Miller Mary Chief Legal Officer | October 5, 2026 | Sell | 294 | $1.99 | $585 |
| Blume-Jensen Peter President and CEO | August 25, 2026 | Sell | 14,036 | $2.21 | $31,020 |
| Masson Kristina EVP - Business Operations | August 18, 2026 | Sell | 484 | $2.01 | $973 |
| Masson Kristina EVP - Business Operations | August 18, 2026 | Sell | 1,229 | $2.01 | $2,470 |
| Devroe Eric Chief Operating Officer | August 18, 2026 | Sell | 604 | $2.01 | $1,214 |
| Gamelin Erick Chief Development Officer | August 18, 2026 | Sell | 400 | $2.01 | $804 |
| Miller Mary Chief Legal Officer | August 18, 2026 | Sell | 185 | $2.01 | $372 |
| Peterson Katharine Chief Accounting Officer | August 18, 2026 | Sell | 101 | $2.01 | $203 |
| Levy Adam D. Chief Financial Officer | August 4, 2026 | Sell | 1,142 | $1.57 | $1,793 |
| Miller Mary Chief Legal Officer | July 21, 2026 | Sell | 573 | $1.76 | $1,008 |
| Levy Adam D. Chief Financial Officer | January 14, 2026 | Buy | 8,832 | $1.70 | $15,014 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
Next expected around November 2, 2026 estimated from the company's past filing pattern, not announced
- August 12, 2026
- May 13, 2026
- March 19, 2026
- January 8, 2026
- November 13, 2025
- August 13, 2025
Recent SEC filings
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- DEF 14A Proxy statement
- 8-K Current report
- 10-K Annual report
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Acrivon Therapeutics, Inc. in brief
- What does Acrivon Therapeutics, Inc. do?
- Acrivon Therapeutics, Inc. is a US-listed company in the biotechnology industry. Its financial year ends in December.
- What is Acrivon Therapeutics, Inc.'s stock ticker?
- Acrivon Therapeutics, Inc. trades under the ticker ACRV on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Acrivon Therapeutics, Inc.'s largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are RA Capital Management, L.P., Sands Capital Alternatives, LLC and Acadian Asset Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- Are insiders buying or selling Acrivon Therapeutics, Inc. stock?
- Over the last 12 months, Acrivon Therapeutics, Inc.'s directors and officers reported 3 open-market purchases and 11 sales on Form 4. The insider trading page charts every trade.
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