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IDYA

IDEAYA Biosciences, Inc.

IDYA

NASDAQ·Healthcare·Biotechnology·Mkt cap $3.4B

$37.23

▲ +2.93%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$20.99 - $39.28

P/E

-23.27

Fwd P/E

-10.42

Beta

-0.05

Div Yield

0.00%

Avg Vol

1.4M

Shares Out

87.8M

Mkt Cap

$3.4B

Price action

Price chart

Up 65.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

4 reasons

  • Synthetic lethality platform targeting genetic vulnerabilities in cancer cells
  • Strategic partnerships with Pfizer, GlaxoSmithKline, and leading research institutions
  • Biomarker-driven patient selection enabling higher clinical trial success rates
  • Differentiated pipeline addressing underserved patient populations with defined mutations
▼

Bear Case

2 risks

  • Low volatility (beta 0.0).
  • Growth premium of 0.0x vs Biotech & Therapeutics peers. Reasonable for this growth rate.

Growth

Revenue decline expected

Clinical advancement of IDE397 and IDE196 through Phase I/II trials

Value

Growth premium of 0.0x vs Biotech & Therapeutics peers. Reasonable for this growth rate.

Momentum

Strong

+10.5% over 3m

Quality

Stable

High-growth business (55% revenue growth, 30% gross margin). Pre-profit but investing in growth.

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 4, 2026

“
Q2 26 RECAP

MAY 5, 2026

Reported EPS of -$1.11 vs -$1.01 consensus (-10.3% surprise). Revenue of $6.6M vs $5.0M expected (+30.2%).

EPS miss
Rev beat +30.2%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-10.3%

Next: May 4, 2026

Revenue trend · last 8Q

—

—

+78%

—

—

—

+55%

—

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$0

$0

$7.0M

$0

$0

$207.8M

$10.9M

$6.6M

Margins · last 8Q

Gross

—

Operating

—

Profit

-1502.1%

View full earnings history →

Wall Street consensus

8 analysts · 88% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

7

88%

Hold

1

13%

Sell

0%

Median Price Target

$58.00

▲ +55.8% vs $37.23

Low $53.00
Median $58.00
High $65.00

Latest: Citi · Jun 2, 2026

3 analysts covering

View full analyst page →

vs Industry

How IDYA stacks vs Biotechnology

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.