Market Cap
$4.0B
RLAY
Relay Therapeutics, Inc.
$18.96 ▲ +2.54%
Prev close $18.49Market cap$4.0B
ConsensusStrong Buy
12-mo target$27.58 (+45.5%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (5 insiders)High Impact Filing (8/10)41 New Institutional Positions9 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on RLAY right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (95%)
Inst. Holders
50 funds
Inst. Value
$2.2B
Inst. Activity
41 buys / 9 sells
Insider Activity
$0.00 buy / $127.2M sell
Insider Net $
-$127.2M
Social Sentiment
67° Warm
SEC Reports
9
Press Releases
5
Price chart 30d -0.3%
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.
Oct 1, 2026 short_volume
Sep 10, 2026 SEC Short Volume: RLAY — 80.6% short (0.8M / 1.0M)
Short: 788,575 | Exempt: 0 | TRF Vol: 978,836 | Short Ratio: 80.6% | Off-exchange volume (dark pool
Two top executives at Relay Therapeutics — CEO Sanjiv Patel and President of R&D Donald Bergstrom — sold a combined $1.0
CLUSTER — Impact 4/10
Sep 8, 2026 Insider
Bergstrom Donald A sold 8,530 shares
President, R&D @ $18.97 ($161.8K)
Sep 8, 2026 Insider
Patel Sanjiv sold 48,199 shares
President and CEO @ $18.94 ($912.9K)
Sep 8, 2026 Insider
Aug 29, 2026 SEC Catinazzo Thomas sold 17,717 shares
Chief Financial Officer @ $18.94 ($335.6K)
Two insiders at Relay Therapeutics sold a combined $116.49M in shares over a 7-day window. The overwhelming majority ($1
CLUSTER — Impact 6/10
Relay Therapeutics' CEO and CFO sold a combined $1.33M in open-market sales over a 4-day window, representing ~0.03% of
CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
FMR LLC — DOUBLED
20,110,113 shares ($376.3M)
Analyst ratings buy % +6.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
95% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 20, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Aug 14, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 10, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jul 16, 2026 | Canaccord Genuity | INITIATE | Buy | 47% |
| Jul 8, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| May 26, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| May 26, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| May 20, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 7 | 10 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 8 | 10 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 8 | 9 | 2 | 0 | 0 | 89% | |
| Apr 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% |
Price targets
Where 12 covering analysts think RLAY trades over the next 12 months.
$27.58 +45.5% upside Strong Buy
Current$18.96 Low$20.00 Median$27.50 High$32.00 12 analysts
$20.00$32.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 4 bearish, 0 mixed, 3 neutral · avg impact 5.1/10.Plus 5 press releases.
NEUTRALCLUSTER4/10
Two top executives at Relay Therapeutics — CEO Sanjiv Patel and President of R&D Donald Bergstrom —
Sep 10, 2026
BEARISHCLUSTER6/10
Two insiders at Relay Therapeutics sold a combined $116.49M in shares over a 7-day window. The overw
Aug 29, 2026
BEARISHCLUSTER5/10
Relay Therapeutics' CEO and CFO sold a combined $1.33M in open-market sales over a 4-day window, rep
Aug 19, 2026
NEUTRALCLUSTER2/10
Two insiders at Relay Therapeutics sold a combined $1.12M in stock over a one-week window, including
Jul 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: RLAY — 80.6% short (0.8M / 1.0M)
Short: 788,575 | Exempt: 0 | TRF Vol: 978,836 | Short Ratio: 80.6% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: RLAY — 71.1% short (0.5M / 0.8M)
Short: 538,967 | Exempt: 50 | TRF Vol: 757,584 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: RLAY — 65.1% short (0.7M / 1.1M)
Short: 724,960 | Exempt: 956 | TRF Vol: 1,113,219 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: RLAY — 76.0% short (0.8M / 1.1M)
Short: 816,796 | Exempt: 84 | TRF Vol: 1,074,175 | Short Ratio: 76.0% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: RLAY — 68.0% short (1.0M / 1.5M)
Short: 1,027,279 | Exempt: 2,198 | TRF Vol: 1,511,641 | Short Ratio: 68.0% | 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 | $-0.40 | $-0.43–$-0.36 | 6.7% | +0.4% | 3↑ 6↓ | $0.0B | 11 |
| Next Q | $-0.38 | $-0.46–$-0.29 | -22.4% | +0.4% | 2↑ 7↓ | $0.0B | 11 |
| Current FY | $-1.61 | $-1.72–$-1.47 | -0.2% | +0.1% | 1↑ 8↓ | $0.0B | 11 |
| Next FY | $-1.63 | $-1.83–$-1.11 | -1.1% | +0.3% | 1↑ 5↓ | $0.0B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.401 | — |
| 7d ago | $-0.403 | +0.002 |
| 30d ago | $-0.403 | +0.002 |
| 60d ago | $-0.388 | -0.013 |
| 90d ago | $-0.392 | -0.009 |
Institutional ownership
Which big funds own RLAY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.2B total value (119,013,789 shares) as of 2026-Q2. Top holders: NOMURA, FMR, BlackRock,. Net buying activity: 41 institutions added/increased vs 9 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 20,110,113 | $376.3M | 17.2% | DOUBLED +444.2% |
| BlackRock, Inc. | 15,288,202 | $286.0M | 13.0% | — |
| STATE STREET CORP | 10,125,381 | $189.5M | 8.6% | ADD +62.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,964,423 | $167.7M | 7.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,726,576 | $88.4M | 4.0% | ADD +34.6% |
| MORGAN STANLEY | 3,851,071 | $72.1M | 3.3% | DOUBLED +168.9% |
| GOLDMAN SACHS GROUP INC | 3,408,701 | $63.8M | 2.9% | ADD +34.1% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 3,343,496 | $62.6M | 2.9% | NEW |
| DIMENSIONAL FUND ADVISORS LP | 3,127,564 | $58.5M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 3,695,431 | 20,110,113 | +444.2% | $376.3M |
| STATE STREET CORP | ADD | 6,233,545 | 10,125,381 | +62.4% | $189.5M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 3,510,636 | 4,726,576 | +34.6% | $88.4M |
| MORGAN STANLEY | DOUBLED | 1,432,003 | 3,851,071 | +168.9% | $72.1M |
| GOLDMAN SACHS GROUP INC | ADD | 2,541,861 | 3,408,701 | +34.1% | $63.8M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | NEW | — | 3,343,496 | — | $62.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 1,863,565 | 2,892,785 | +55.2% | $54.1M |
| BAKER BROS. ADVISORS LP | DOUBLED | 1,160,117 | 2,826,783 | +143.7% | $52.9M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,937,695 | 2,695,108 | +39.1% | $50.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 668,289 | 2,238,929 | +235.0% | $41.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 40 transactions. Net -$127.2M — $0.00 bought, $127.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Bergstrom Donald A | President, R&D | SELL | 8,530 | $18.97 | $161.8K |
| Sep 8, 2026 | Patel Sanjiv | President and CEO | SELL | 48,199 | $18.94 | $912.9K |
| Sep 8, 2026 | Catinazzo Thomas | Chief Financial Officer | SELL | 17,717 | $18.94 | $335.6K |
| Aug 26, 2026 | Rahmer Peter | See remarks | SELL | 4,508 | $20.03 | $90.3K |
| Aug 25, 2026 | SVF Pauling (Cayman) Ltd | 10%+ Owner | SELL | 6,000,000 | $19.40 | $116.4M |
| Aug 17, 2026 | Patel Sanjiv | President and CEO | SELL | 48,199 | $20.33 | $979.9K |
| Aug 14, 2026 | Catinazzo Thomas | Chief Financial Officer | SELL | 17,717 | $19.74 | $349.7K |
| Jul 28, 2026 | Bergstrom Donald A | President, R&D | SELL | 2,237 | $18.61 | $41.6K |
| Jul 28, 2026 | Catinazzo Thomas | Chief Financial Officer | SELL | 1,459 | $18.61 | $27.2K |
| Jul 28, 2026 | Rahmer Peter | See remarks | SELL | 748 | $18.61 | $13.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RLAY.
Shares short
44,487,428
Settlement Sep 15, 2026
Change vs prior
+2.1%
Semi-monthly cycle
Days to cover
14.2
At avg daily volume
Of shares outstanding
≈20.3%
Estimate — not % of float
All RLAY filing & press-release reports (14)
- CLUSTER reportSep 10, 2026
- CLUSTER reportAug 29, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportJul 9, 2026
- 144 reportJun 23, 2026
- INST-CLUSTER reportJun 12, 2026
- 8-K reportMay 21, 2026
- PRESS-RELEASE reportMay 21, 2026
- 424B5 reportMay 19, 2026
- PRESS-RELEASE reportMay 19, 2026
- PRESS-RELEASE reportMay 19, 2026
- 8-K reportApr 27, 2026
- PRESS-RELEASE reportApr 27, 2026
- PRESS-RELEASE reportMar 16, 2026