Relay Therapeutics, Inc.
RLAY
NASDAQ·Healthcare·Biotechnology·Mkt cap $4.2B
$19.04
▲ +0.16%
P/E
-12.13
Mkt Cap
$4.2B
52-Wk Range
$3.86–$21.27
52-Week Range
$3.86 - $21.27
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 369.0% over the trailing year
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
- Proprietary protein dynamics and motion analysis technology platform
- Strategic partnership with D. E. Shaw Research for computational drug discovery
- Collaboration with Genentech providing development expertise and commercialization reach
- Focus on previously undruggable targets through innovative structural biology approach
Bear Case
1 risk
- Above-average volatility (beta 1.7).
Growth
Stable outlook
Clinical trial progression of RLY-4008, RLY-2608, and RLY-1971 through development stages
Value
Deep value opportunity - significant discount to Biotech & Therapeutics peers
Momentum
Hot
+40.8% over 3m
Quality
Loss-making
Mixed fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying RLAY right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of -$0.41 vs -$0.39 consensus (-4.8% surprise). Revenue of $350.0K vs $960.0K expected (-63.5%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-4.8%
Revenue trend · last 8Q
—
—
-23%
—
—
—
-61%
-48%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$0
$0
$7.7M
$677.0K
$0
$7.0M
$3.0M
$350.0K
Margins · last 8Q
Gross
0.0%
Profit
-23916.3%
Wall Street consensus
9 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
$29.00
▲ +52.3% vs $19.04
Latest: HC Wainwright · $29.00 · Aug 20, 2026
1 analyst covering
vs Industry
How RLAY stacks vs Biotechnology
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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