IDEAYA Biosciences, Inc. (IDYA) Stock Price & Analysis

IDEAYA Biosciences, Inc. (IDYA) is trading at USD 33.82, down 0.41% today, as of October 29, 2026 at 14:36 UTC (US market open; quotes may be delayed), according to Nexqual market data.

IDYA last closed at USD 33.82; today's session has ranged USD 33.67–34.51 on volume of 100,413 shares. Market capitalization is —, with a 52-week range of USD 26.81–42.68 (NMS). Source: Nexqual, retrieved October 29, 2026 at 14:37 UTC.

Also available as compact Markdown for AI agents: nexqual.com/IDYA.md

Key facts (IDYA)

• Last four reported quarters (through Jun 30, 2026): revenue $234M, net income -$175M (-74.8% margin), free cash flow -$114M (SEC filings).
• Insider open-market sales, last ~7 months: 2 Form 4 filings, $1.4M; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Total return with dividends: 1Y +5.1% vs S&P 500 +13.2%; 5Y +57.7% vs S&P 500 +79.1%.
• Next earnings: 2026-11-09, EPS estimate USD -1.16, revenue estimate $7.6M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (IDYA)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (IDYA)

Insider sales (SEC Form 4, open-market, last ~7 months) (IDYA)

2 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (IDYA)

Rating changes, last 120 days:

Total return (dividends reinvested) (IDYA)

IDYA earnings history and stock reaction

EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

IDYA recent SEC filings (last 120 days)

Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.

IDYA suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 17, 2026.

IDYA company outlook (results filed Aug 4, 2026)

• “The expansion has been initiated at projected efficacious target human exposures where 24-hour target EC90 coverage has been achieved.”
• “IDEAYA's cash runway guidance into 2030 is unchanged based on the current operating plan.”
• “As of June 30, 2026, the remaining balance for the research and development services performance obligations is $147.0 million related to the clinical development cost reimbursements anticipated under the license agreement that will be recognized as IDEAYA collaboration revenue over time as the research and development services are completed.”

Quoted word-for-word from the SEC 8-K results press release.

IDYA analyst estimates and revisions

IDYA options: expected move

Options price a move of about ±14.6% (±$4.95) by Nov 20, 2026, which includes earnings on Nov 9, 2026. Over the last 8 reports the stock moved ±4.5% on average.

30-day implied volatility 56.5% vs 41.7% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 29, 2026 at 14:37 UTC)

Technical Analysis (IDYA)

Nexqual's technical model rates IDYA "STRONG SELL" based on 0 bullish and 5 bearish signals across 128 daily candles, as of October 29, 2026 at 14:37 UTC.

Earnings (IDYA)

Recent Earnings History

Source: Nexqual, October 29, 2026 at 14:37 UTC.

Financials & Fundamentals (IDYA)

Source: Nexqual, October 29, 2026 at 14:37 UTC.

Ownership (IDYA)

Source: Nexqual, October 29, 2026 at 14:37 UTC.

Leadership (IDYA)

IDEAYA Biosciences, Inc. is led by Yujiro S. Hata, Founder, President, CEO & Chairman, per Nexqual as of October 29, 2026 at 14:37 UTC.

Major Backers & Investors (IDYA)

Notable institutional backers of IDEAYA Biosciences, Inc. include FMR, LLC, Jupiter Topco LLC, Fidelity, according to Nexqual as of October 29, 2026 at 14:37 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 29, 2026 at 14:37 UTC.

From IDEAYA Biosciences, Inc.'s Latest SEC 10-K Filing (filed 2026-02-17)

Key Strengths & Strategy (as disclosed to the SEC)

• We have built a fully integrated platform to deliver a renewable pipeline of potential first-in-class programs.
• We are also targeting to initiate a Phase 1 clinical combination trial with IDE849 and IDE161, our proprietary PARG inhibitor, in the second quarter of 2026.
• Our discovery platform includes our proprietary chemical library, INQUIRE™, structure-based drug design enabled by extensive structural biology and crystallography capabilities with over 200,000 chemical compounds, and our proprietary content-based machine-learning engine, HARMONY™, providing effective and efficient molecular design and structure-activity-relationship cycles.
• We have established collaborative relationships with other companies for access to their proprietary database of patient samples, and/or for their genetic screening services on their proprietary platform.

Partnerships

• For darovasertib, we have an exclusive license agreement with Novartis and separately, we have established clinical trial collaboration and supply agreements with Pfizer in support of our clinical evaluation of darovasertib in combination with crizotinib in mUM.
• In August 2025, we entered into an exclusive license agreement with Servier, pursuant to which we granted to Servier an exclusive license under certain intellectual property rights controlled by us relating to darovasertib to develop and commercialize products in all countries worldwide except for the United States for all diagnostic, prophylactic and therapeutic uses in humans.

Legal & Regulatory Risks (Item 1A, quoted)

• The One Big Beautiful Bill Act, which was enacted in July 2025, imposes significant reductions in the funding of the Medicaid program. Such reductions are expected to decrease the number of persons enrolled in Medicaid and reduce the services covered by Medicaid, which could adversely affect our sales of any product candidate that we commercialize.
• We cannot predict the likelihood, nature or extent of government regulation that may arise from future legislation or administrative action in the United States, the EU or any other jurisdiction.
• Our business operations and current and future relationships with investigators, healthcare professionals, consultants, third-party payors, patient organizations and customers will be subject to applicable healthcare regulatory laws, which could expose us to penalties.
• Our business operations and current and future arrangements with investigators, healthcare professionals, consultants, third-party payors, patient organizations and customers, may expose us to broadly applicable fraud and abuse and other healthcare laws and regulations.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 14:37 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt