your badges 52W Range $26–$43 68% of range Analyst Rating BUY 22 analysts Price Target $53 +41% upside P/E -19.6 ROE -16.2% Net Profit Margin -74.8%

IDYA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $37.36
Market Cap (MRQ) $3.60B
P/E (TTM) -19.6
EPS (TTM) $-1.91
Revenue (TTM) $234M
ROE (TTM) -16.2%
52W Range $26–$43

IDYA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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About IDEAYA Biosciences, Inc. - Common Stock Company overview from Wikipedia

05 · wikidata
sectorHealthcare industryBiotechnology employees145 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$219M
2019-12-31 → 2025-12-31
EPS$-1.28
2020-12-31 → 2025-12-31
Free Cash Flow$-73M
2019-12-31 → 2025-12-31
Net margin-74.8%
2020-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend IDYA 5Y avg Peer Median Verdict
P/E (TTM) -19.65Y avg ≈-16.5 ≈-16.5 · ·
P/S (TTM) 15.45Y avg ≈96.0 ≈96.0 15.3 Fair value
P/B (MRQ) 3.05Y avg ≈2.9 ≈2.9 4.0 Undervalued
Price / FCF (TTM) -31.65Y avg ≈-19.0 ≈-19.0 · ·
Price / Cash Flow (TTM) -32.25Y avg ≈-19.6 ≈-19.6 · ·
Price / Tangible Book 3.25Y avg ≈2.9 ≈2.9 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 49.0%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 3, 2026 $-1.22 $-1.11 -9.5%
March 31, 2026 $-1.11 $-1.01 -10.0%
Dec. 31, 2025 $-0.94 $-0.99 4.8%
Sept. 30, 2025 $1.33 $-0.56 339.3%
June 30, 2025 $-0.88 $-0.81 -9.3%
March 31, 2025 $-0.82 $-0.67 -21.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 14
Metric Trend 2025202420232022202120202019
Revenue $219M$7M$23M$51M$28M$20M$0
R&D Expense $315M$295M$130M$90M$58M$40M$34M
SG&A Expense $63M$39M$28M$24M$20M$15M$10M
Operating Expenses $378M$334M$158M$113M$78M$55M$44M
Operating Income $-159M$-327M$-134M$-63M$-50M$-35M$-44M
Interest Income ······$2M
Other Non-op $46M$52M$21M$4M$506.0K$849.0K$2M
Income Tax $0$0$0$0$0$0$0
Net Income $-114M$-274M$-113M$-59M$-50M$-34M$-42M
EPS (Basic) $-1.28$-3.36$-1.96$-1.42$-1.41$-1.40·
EPS (Diluted) $-1.28$-3.36$-1.96$-1.42$-1.41$-1.40·
Shares (Basic) 88,485,23881,678,06957,519,92941,444,69635,252,44324,721,775·
Shares (Diluted) 88,485,23881,678,06957,519,92941,444,69635,252,44324,721,775·
EBITDA $-157M$-325M$-132M$-60M$-49M$-34M$-43M
Balance Sheet 22
Metric Trend 2025202420232022202120202019
Cash & Equivalents $113M$84M$157M$69M$92M$72M$34M
Short-term Investments $527M$592M$368M$296M$155M$212M$65M
Receivables ·$3.0K$18.0K$211.0K$1M$2M·
Prepaid Expense $21M$13M$8M$5M$3M$3M$3M
Current Assets $667M$690M$533M$370M$251M$289M$102M
PP&E (Net) $8M$9M$6M$7M$5M$4M$5M
PP&E (Gross) $22M$21M$16M$14M$10M$8M$7M
Accum. Depreciation $14M$12M$10M$8M$6M$4M$3M
Other Non-current Assets ··$25.0K$99.0K$291.0K$82.0K$16.0K
Total Assets $1.11B$1.12B$649M$388M$381M$298M$113M
Accounts Payable $18M$15M$7M$4M$2M$953.0K$709.0K
Accrued Liabilities $41M$30M$19M$17M$12M$9M$5M
Current Liabilities $59M$46M$27M$32M$45M$39M$7M
Capital Leases $28M$19M$1M$2M$3M$5M$6M
Other Non-current Liabilities ·····$12.0K$34.0K
Total Liabilities $86M$65M$28M$39M$80M$100M$13M
Common Stock $9.0K$9.0K$7.0K$5.0K$4.0K$3.0K$2.0K
Retained Earnings $-737M$-623M$-348M$-235M$-177M$-127M$-92M
AOCI $2M$812.0K$562.0K$-3M$-712.0K$7.0K$65.0K
Stockholders' Equity $1.02B$1.06B$621M$349M$302M$198M$100M
Liabilities + Equity $1.11B$1.12B$649M$388M$381M$298M$113M
Shares Outstanding 87,796,56186,503,50965,039,36948,193,17938,533,04529,537,21620,339,461
Cash Flow 12
Metric Trend 2025202420232022202120202019
D&A $3M$2M$2M$2M$2M$1M$1M
Stock-based Comp $46M$35M$18M$12M$8M$4M$2M
Other Non-cash $-6M$-10M$-23M$-42M$-16M$85M$-751.0K
Operating Cash Flow $-71M$-248M$-115M$-87M$-56M$55M$-39M
CapEx $2M$4M$2M$3M$3M$493.0K$1M
Investing Cash Flow $70M$-503M$-158M$-33M$-70M$-146M$2M
Stock Issued $0$274M$281M$86M$86M$101M$50M
Net Stock Activity $0$274M$281M$86M$86M$101M·
Financing Cash Flow $30M$678M$363M$97M$145M$129M$51M
Net Change in Cash $29M$-73M$89M$-23M$20M$38M$14M
Taxes Paid ··$0$0$4.0K$1.0K$1.0K
Free Cash Flow $-73M$-251M$-118M$-91M$-58M$55M$-41M
Profitability 5
Metric Trend 2025202420232022202120202019
Operating Margin -72.8%-4671.1%-574.9%-122.7%-179.9%-180.9%·
Net Margin -52.0%-3921.1%-483.0%-115.2%-178.1%-176.6%·
EBITDA Margin -71.6%-4637.0%-564.3%-118.6%-173.7%-173.8%·
ROA -10.2%-30.9%-21.8%-15.2%-14.6%-16.8%-40.1%
ROE -11.5%-24.5%-20.0%-16.3%-16.1%-17.5%-39.8%
Liquidity & Solvency 2
Metric Trend 2025202420232022202120202019
Current Ratio 11.315.019.711.75.67.514.6
Quick Ratio 10.914.719.411.55.57.414.3
Efficiency 2
Metric Trend 2025202420232022202120202019
Asset Turnover 0.20.00.00.10.10.1·
Receivables Turnover ·666.7204.277.518.820.8·
Per Share 5
Metric Trend 2025202420232022202120202019
Book Value / Share $11.65$12.24$9.55$7.25$7.82$6.71$4.94
Revenue / Share $2.47$0.09$0.41$1.23···
Cash Flow / Share $-0.80$-3.03$-2.00$-2.10···
Cash / Share $1.29$0.98$2.41$1.42$2.39$2.44$1.67
EPS (TTM) $-1.28$-3.36$-1.96$-1.42$-1.41$-1.40·
Growth Rates 3
Metric Trend 2025202420232022202120202019
Revenue YoY 3024.4%-70.1%-54.1%82.3%43.0%··
Revenue CAGR 3Y 62.5%-37.0%6.2%····
Revenue CAGR 5Y 62.1%······
Valuation (TTM) 10
Metric Trend 2025202420232022202120202019
Revenue TTM $219M$7M$23M$51M$28M$20M$0
Net Income TTM $-114M$-274M$-113M$-59M$-50M$-34M$-42M
Market Cap $3.04B$2.22B$2.31B$876M$911M$414M$153M
P/E -27.0-7.6-18.2-12.8-16.8-10.0·
P/S 13.9317.699.017.232.621.2·
P/B 3.02.13.72.53.02.11.5
P / Tangible Book 3.02.13.72.53.02.1·
P / Cash Flow -42.7-9.0-20.1-10.0-16.37.5-3.9
P / FCF -41.3-8.8-19.7-9.7-15.67.5-3.8
Earnings Yield -3.7%-13.1%-5.5%-7.8%-6.0%-10.0%·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $219M $7M $23M $51M $28M
Operating Margin % -72.8% -4671.1% -574.9% -122.7% -179.9%
Net Income $-114M $-274M $-113M $-59M $-50M
Diluted EPS $-1.28 $-3.36 $-1.96 $-1.42 $-1.41

Institutional owners (13F) 307 filers · $3.9B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 307
Value held $3.9B
New positions 66
Exited positions 33
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
66 (+10 vs prior Q) 33 (+4 vs prior Q) 90 (+3 vs prior Q) 91 (+15 vs prior Q) -2.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
FMR LLC $525,858,476 14,109,431 13.64% Shares
BlackRock, Inc. $331,451,800 8,893,260 8.60% Shares
JANUS HENDERSON GROUP PLC $242,023,014 7,265,253 6.28% Shares
Capital Research Global Investors $199,197,006 5,344,701 5.17% Shares
BAKER BROS. ADVISORS LP $186,723,818 5,010,030 4.84% Shares
VANGUARD GROUP INC $173,518,031 5,019,324 4.50% Shares
STATE STREET CORP $169,537,913 4,548,911 4.40% Shares
VANGUARD CAPITAL MANAGEMENT LLC $154,023,716 4,132,646 4.00% Shares
Logos Global Management LP $111,810,000 3,000,000 2.90% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $101,202,623 2,715,391 2.63% Shares
DEERFIELD MANAGEMENT COMPANY, L.P. $101,169,527 2,714,503 2.62% Shares
GEODE CAPITAL MANAGEMENT, LLC $90,418,771 2,425,602 2.35% Shares
MORGAN STANLEY $71,986,727 1,931,491 1.87% Shares
DIMENSIONAL FUND ADVISORS LP $61,910,774 1,661,281 1.61% Shares
ALLIANCEBERNSTEIN L.P. $54,229,000 1,627,521 1.41% Shares
Fiera Capital Corp $53,888,134 1,445,885 1.40% Shares
FEDERATED HERMES, INC. $53,356,850 1,431,630 1.38% Shares
GSK plc $49,693,321 1,333,333 1.29% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $47,328,764 1,269,889 1.23% Shares
GOLDMAN SACHS GROUP INC $45,902,254 1,231,614 1.19% Shares
Candriam S.C.A. $40,670,890 1,092,301 1.06% Shares
BANK OF AMERICA CORP /DE/ $38,244,349 1,026,143 0.99% Shares
Sofinnova Investments, Inc. $34,479,185 925,119 0.89% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $33,230,230 891,608 0.86% Shares
Fisher Asset Management, LLC $31,728,173 851,306 0.82% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $30,621,479 821,612 0.79% Shares
NORTHERN TRUST CORP $29,969,477 804,118 0.78% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $28,134,676 754,888 0.73% Shares
Pictet Asset Management Holding SA $26,561,360 712,674 0.69% Shares
UBS Group AG $24,475,991 656,721 0.63% Shares
Nuveen, LLC $23,862,378 640,257 0.62% Shares
Redmile Group, LLC $23,860,329 640,202 0.62% Shares
VANGUARD FIDUCIARY TRUST CO $23,145,602 621,025 0.60% Shares
Qube Research & Technologies Ltd $22,081,469 592,473 0.57% Shares
Aberdeen Group plc $20,906,010 560,934 0.54% Shares
NEW YORK STATE COMMON RETIREMENT FUND $18,709,167 501,990 0.49% Shares
DAFNA Capital Management LLC $18,532,135 497,240 0.48% Shares
Sio Capital Management, LLC $17,903,874 480,383 0.46% Shares
TANG CAPITAL MANAGEMENT LLC $16,771,500 450,000 0.44% Shares
Iron Triangle Partners LP $16,160,922 467,484 0.42% Shares
Affinity Asset Advisors, LLC $14,908,000 400,000 0.39% Shares
Walleye Capital LLC $14,393,040 386,183 0.37% Shares
RTW INVESTMENTS, LP $13,803,690 370,370 0.36% Shares
Rhenman & Partners Asset Management AB $12,813,426 343,800 0.33% Shares
BIT Capital GmbH $11,603,381 311,333 0.30% Shares
GENERAL AMERICAN INVESTORS CO INC $11,488,105 308,240 0.30% Shares
FIRST TRUST ADVISORS LP $11,431,789 306,729 0.30% Shares
CITADEL ADVISORS LLC $11,197,324 300,438 0.29% Shares
WELLS FARGO & COMPANY/MN $11,100,795 297,848 0.29% Shares
Balyasny Asset Management L.P. $11,090,248 297,565 0.29% Shares

Show all 307 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
5AM Ventures IV, L.P., 5AM Co-Investors IV, L.P., 5AM Partners IV, LLC, 5AM Opportunities I, L.P., 5AM Opportunities I (GP), LLC, Dr. John D. Diekman, Andrew J. Schwab, Dr. Scott M. Rocklage ×4 filings Aug. 11, 2021 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 23 insiders · 13 officers · 10 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Yujiro S Hata President and CEO Jan. 30, 2026 A 690,695 0 0 $0
Joshua Bleharski Chief Financial Officer Jan. 30, 2026 A · 0 0 $0
Paul A. Stone Chief Financial Officer Aug. 29, 2023 S 9,303 0 0 $0
Briseno Andres Ruiz Chief Accounting Officer July 7, 2026 M 26,466 0 1 $-382,096
Stuart Dorman Chief Commercial Officer Jan. 30, 2026 A · 0 0 $0
Michael Anthony White Chief Scientific Officer Jan. 30, 2026 A 0 0 0 $0
Douglas B. Snyder SVP, General Counsel Jan. 30, 2026 A 2,080 0 0 $0
Darrin Beaupre Chief Medical Officer Jan. 30, 2026 A · 0 0 $0
Jason Throne Chief Legal Officer June 27, 2024 M 63,484 0 0 $0
Dillon Michael P. SVP, Chief Scientific Officer Oct. 4, 2021 M 78,789 0 0 $0
Mark Lackner SVP, Head of Biology Feb. 24, 2021 A 0 0 0 $0
Julie Hambleton SVP, Chief Medical Officer Feb. 21, 2020 A · 0 0 $0
Jeffrey Hager SVP, Chief Technology Officer July 26, 2019 M 127,853 0 0 $0
Malcolm Garret Hampton Director June 16, 2026 A · 0 0 $0
Scott W Morrison Director June 16, 2026 A · 0 0 $0
Catherine J Mackey Director June 16, 2026 A · 0 0 $0
Jeffrey Stein Director June 16, 2026 A 54,281 1 0 $1,648,000
Terry J Rosen Director June 16, 2026 A · 0 0 $0
Wendy L Yarno Director June 16, 2026 A · 0 0 $0
Susan L. Kelley Director May 31, 2024 A · 0 0 $0
Timothy M Shannon Director June 7, 2023 A 2,660,713 0 0 $0
John D. Diekman Director Sept. 24, 2019 A 118,521 0 0 $0
Alexandria Venture Investments, LLC 10% owner May 28, 2019 C 432,384 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 45 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
IDNA · iShares Trust 3.03% 206,476 SH Sept. 11, 2026 Daily
BBC · ETFis Series Trust I 0.82% 10,725 NS July 31, 2026 N-PORT
LABU · Direxion Shares ETF Trust 0.56% 78,418 NS July 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.52% 36,625 SH Oct. 2, 2026 Daily
DWAS · Invesco Exchange-Traded Fund Trust … 0.39% 41,908 SH Oct. 2, 2026 Daily
FYC · First Trust Exchange-Traded AlphaDE… 0.38% 138,610 NS July 31, 2026 N-PORT
IBBQ · Invesco Exchange-Traded Fund Trust … 0.24% 6,817 SH Oct. 2, 2026 Daily
IBB · iShares Trust 0.23% 634,181 SH Sept. 11, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.18% 66,106 SH Aug. 19, 2026 Daily
PWS · Pacer Funds Trust 0.16% 1,071 NS July 31, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.13% 24,851 NS July 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.12% 3,052 NS July 31, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.12% 46,812 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.12% 84,714 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.10% 2,133,932 SH Sept. 11, 2026 Daily
RSSL · Global X Funds 0.10% 40,157 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.09% 482,551 SH Aug. 19, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.09% 61,463 SH Oct. 2, 2026 Daily
FAD · First Trust Exchange-Traded AlphaDE… 0.08% 12,555 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.07% 17,720 SH Sept. 11, 2026 Daily
DFAS · Dimensional ETF Trust 0.07% 284,304 NS July 31, 2026 N-PORT
ESML · iShares Trust 0.07% 49,180 SH Sept. 11, 2026 Daily
TECB · iShares Trust 0.06% 8,173 SH Sept. 11, 2026 Daily
FHLC · FIDELITY COVINGTON TRUST 0.04% 37,935 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.04% 1,071,101 SH Aug. 19, 2026 Daily
VFMO · VANGUARD WELLINGTON FUND 0.04% 19,707 SH Aug. 19, 2026 Daily
VHT · VANGUARD WORLD FUND 0.04% 237,675 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.03% 4,919 SH Sept. 11, 2026 Daily
IWO · iShares Trust 0.02% 77,245 SH Sept. 11, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.02% 8,869 SH Aug. 19, 2026 Daily
DXUV · Dimensional ETF Trust 0.02% 2,603 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.02% 14,739 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.01% 195,984 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.01% 6,004 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.01% 4,381 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.01% 21,144 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 118,619 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.00% 25,449 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.00% 22,336 SH Sept. 10, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 2,965,870 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 6,704 SH Aug. 19, 2026 Daily
IWN · iShares Trust · 709,208 SH Sept. 11, 2026 Daily
ISCB · iShares Trust · 4,115 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 7,713 SH Sept. 11, 2026 Daily
SMMV · iShares Trust · 9,505 SH Sept. 1, 2026 Daily

IDYA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 22 analysts BUY
Median target $54.00 +44.5%
7 31.8% Strong Buy
13 59.1% Buy
2 9.1% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

12 analysts · 2026-10-01

Mean target $52.75 +41.2%

Now Current price $37.36
Low$31.00 Mean$52.75 High$65.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
IDYA $3.04B -27.0 3024.4% -52.0% -11.5% ·
TNGX $1.20B -10.2 48.3% -162.8% -42.2% ·
VKTX $4.04B -11.0 · · -47.3% ·
LEGN · -26.8 · · -29.1% ·
VCYT $3.34B 51.3 16.0% 12.8% 5.2% 70.1%
PBLS · · · · · ·
CELC $4.81B -26.3 · · -244.3% ·
CDNA $959M -47.1 13.8% -5.6% -6.8% ·
ACAD $4.55B 11.6 11.9% 36.5% 38.1% ·
DNLI $2.58B -5.6 204.7% · -50.2% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 4, 2026