Market Cap
$3.7B
IDYA
IDEAYA Biosciences, Inc.
$37.60 ▼ -0.57%
Prev close $37.81Market cap$3.7B
ConsensusStrong Buy
12-mo target$52.75 (+40.3%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (8/10)20 New Institutional Positions19 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on IDYA right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$3.0B
Inst. Activity
20 buys / 19 sells
Insider Activity
$1.6M buy / $382.1K sell
Insider Net $
$1.3M
Social Sentiment
50° Neutral
SEC Reports
10
Price chart 30d -6.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 other
Aug 4, 2026 SEC IDEAYA Biosciences Announces the Promotion of Dr. Michael White to President, Research and Development
SOUTH SAN FRANCISCO, Calif., Sept. 28, 2026 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA),
IDEAYA Biosciences reported Q2 2026 results with a net loss of $112.5M ($-1.22/share), a wider loss than the prior quart
8-K — Impact 4/10
Jul 7, 2026 Insider
Ruiz Briseno Andres acquired via exercise 9,550 shares
Chief Accounting Officer @ $12.86 ($122.8K)
Jul 7, 2026 Insider
Ruiz Briseno Andres sold 9,550 shares
Chief Accounting Officer @ $40.01 ($382.1K)
Jun 30, 2026 Inst.
BAKER BROS. ADVISORS LP — ADD
5,010,030 shares ($186.7M)
Jun 30, 2026 Inst.
Jun 24, 2026 SEC ALLIANCEBERNSTEIN L.P. — DOUBLED
1,627,521 shares ($54.2M)
IDEAYA Biosciences filed an 8-K reporting results from its 2026 Annual Meeting of Stockholders, where all three proposal
8-K — Impact 2/10
Jun 16, 2026 Insider
Hampton Malcolm Garret was granted 20,000 shares
Director
Analyst ratings buy % +3.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
91% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 1, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Aug 5, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Jul 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 7, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 12, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Jun 2, 2026 | Wedbush | REITERATE | Outperform | 57% |
| May 7, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Apr 14, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 13 | 2 | 0 | 0 | 91% | |
| Aug 1, 2026 | 7 | 13 | 2 | 0 | 0 | 91% | |
| Jul 1, 2026 | 7 | 13 | 3 | 0 | 0 | 87% | |
| Jun 1, 2026 | 9 | 13 | 3 | 0 | 0 | 88% | |
| May 1, 2026 | 9 | 13 | 3 | 0 | 0 | 88% | |
| Apr 1, 2026 | 9 | 13 | 3 | 0 | 0 | 88% | |
| Mar 1, 2026 | 9 | 13 | 3 | 0 | 0 | 88% | |
| Feb 1, 2026 | 9 | 13 | 3 | 0 | 0 | 88% |
Price targets
Where 12 covering analysts think IDYA trades over the next 12 months.
$52.75 +40.3% upside Strong Buy
Current$37.60 Low$31.00 Median$54.00 High$65.00 12 analysts
$31.00$65.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 1 bullish, 3 bearish, 1 mixed, 5 neutral · avg impact 4.7/10.
NEUTRAL8-K4/10
IDEAYA Biosciences reported Q2 2026 results with a net loss of $112.5M ($-1.22/share), a wider loss
Aug 4, 2026
NEUTRAL8-K2/10
IDEAYA Biosciences filed an 8-K reporting results from its 2026 Annual Meeting of Stockholders, wher
Jun 24, 2026
BEARISH8-K6/10
IDEAYA Biosciences completed a follow-on public offering on June 10, 2026, selling 7,222,225 shares
Jun 10, 2026
BEARISH424B56/10
IDEAYA Biosciences is raising approximately $281.3 million in net proceeds through a public offering
Jun 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
other
IDEAYA Biosciences Announces the Promotion of Dr. Michael White to President, Research and Development
SOUTH SAN FRANCISCO, Calif., Sept. 28, 2026 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed t
Sep 25, 2026
other
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
SOUTH SAN FRANCISCO, Calif., Sept. 25, 2026 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed t
Sep 1, 2026
other
IDEAYA Biosciences Announces London Investor R&D Day and Participation in Upcoming September 2026 Investor Conferences
SOUTH SAN FRANCISCO, Calif., Sept. 1, 2026 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to
Aug 28, 2026
other
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
SOUTH SAN FRANCISCO, Calif., Aug. 28, 2026 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to
Aug 20, 2026
short_volume
Short Volume: IDYA — 84.6% short (0.5M / 0.6M)
Short: 485,318 | Exempt: 400 | TRF Vol: 573,354 | Short Ratio: 84.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.16 | $-1.42–$-0.84 | -187.5% | +0.8% | 1↑ 11↓ | $0.0B | 12 |
| Next Q | $-1.12 | $-1.44–$-0.82 | -19.0% | +1.3% | 2↑ 10↓ | $0.0B | 12 |
| Current FY | $-4.58 | $-5.20–$-4.02 | -258.2% | +0.6% | 1↑ 12↓ | $0.0B | 12 |
| Next FY | $-4.01 | $-5.05–$-1.78 | 12.6% | +2.5% | 1↑ 12↓ | $0.1B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.164 | — |
| 7d ago | $-1.174 | +0.010 |
| 30d ago | $-1.174 | +0.010 |
| 60d ago | $-1.040 | -0.124 |
| 90d ago | $-1.061 | -0.104 |
Institutional ownership
Which big funds own IDYA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.0B total value (81,823,027 shares) as of 2026-Q2. Top holders: NOMURA, FMR, BlackRock,. Net buying activity: 20 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 14,109,431 | $525.9M | 17.3% | — |
| BlackRock, Inc. | 8,893,260 | $331.5M | 10.9% | — |
| Jupiter Topco LLC | 8,579,881 | $319.7M | 10.5% | — |
| Capital Research Global Investors | 5,344,701 | $199.2M | 6.5% | — |
| BAKER BROS. ADVISORS LP | 5,010,030 | $186.7M | 6.1% | ADD +26.9% |
| STATE STREET CORP | 4,548,911 | $169.5M | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,132,646 | $154.0M | 5.1% | — |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2,715,391 | $101.2M | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,425,602 | $90.4M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | ADD | 3,946,515 | 5,010,030 | +26.9% | $186.7M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 100,786 | 1,627,521 | +1514.8% | $54.2M |
| Fiera Capital Corp | TRIM | 2,527,076 | 1,445,885 | -42.8% | $53.9M |
| FEDERATED HERMES, INC. | TRIM | 2,987,107 | 1,431,630 | -52.1% | $53.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,655,617 | 1,231,614 | -25.6% | $45.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 891,608 | — | $33.2M |
| Nuveen, LLC | ADD | 448,273 | 640,257 | +42.8% | $23.9M |
| Walleye Capital LLC | NEW | — | 386,183 | — | $14.4M |
| RTW INVESTMENTS, LP | NEW | — | 370,370 | — | $13.8M |
| FIRST TRUST ADVISORS LP | DOUBLED | 46,687 | 306,729 | +557.0% | $11.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 20 transactions. Net $1.3M — $1.6M bought, $382.1K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ruiz Briseno Andres | Chief Accounting Officer | EXERCISE | 9,550 | $12.86 | $122.8K |
| Jul 7, 2026 | Ruiz Briseno Andres | Chief Accounting Officer | SELL | 9,550 | $40.01 | $382.1K |
| Jun 16, 2026 | Hampton Malcolm Garret | Director | AWARD | 20,000 | — | — |
| Jun 16, 2026 | Stein Jeffrey | Director | AWARD | 20,000 | — | — |
| Jun 16, 2026 | ROSEN TERRY J | Director | AWARD | 20,000 | — | — |
| Jun 16, 2026 | Morrison Scott W | Director | AWARD | 20,000 | — | — |
| Jun 16, 2026 | MACKEY CATHERINE J | Director | AWARD | 20,000 | — | — |
| Jun 16, 2026 | YARNO WENDY L | Director | AWARD | 20,000 | — | — |
| Mar 2, 2026 | Stein Jeffrey | Director | BUY | 50,000 | $32.96 | $1.6M |
| Jan 30, 2026 | Beaupre Darrin | Chief Medical Officer | AWARD | 175,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IDYA.
Shares short
9,931,622
Settlement Sep 15, 2026
Change vs prior
-1.7%
Semi-monthly cycle
Days to cover
17.3
At avg daily volume
Of shares outstanding
≈10.3%
Estimate — not % of float
All IDYA filing & press-release reports (10)
- 8-K reportAug 4, 2026
- 8-K reportJun 24, 2026
- 8-K reportJun 10, 2026
- 424B5 reportJun 9, 2026
- 424B5 reportJun 8, 2026
- 8-K reportJun 3, 2026
- 8-K reportMay 5, 2026
- 424B5 reportMay 5, 2026
- 8-K reportApr 13, 2026
- 8-K reportApr 9, 2026