Relay Therapeutics, Inc. (RLAY) Stock Price & Analysis

Relay Therapeutics, Inc. (RLAY) closed at USD 19.69 on Wednesday, October 28, 2026, up 4.51% on the day. The US market is currently closed; this is not a live price.

The prior close was USD 18.84; the Oct 28, 2026 session ranged USD 18.6–19.71 on volume of 2,807,593 shares. Market capitalization is $4.31B, with a 52-week range of USD 5.95–21.27 (NGM). Source: Nexqual, retrieved October 29, 2026 at 07:08 UTC.

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

Key facts (RLAY)

• Last four reported quarters (through Jun 30, 2026): revenue $10.3M, net income -$286M (-2763.6% margin) (SEC filings).
• Insider open-market sales, last ~7 months: 22 Form 4 filings, $128M; 7 not under a Rule 10b5-1 plan ($117M); 4 by opportunistic insiders (0 outside 10b5-1 plans), 17 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 1.77 on a 1–5 scale) (13 analysts), mean target USD 27.58 (range 20–32).
• Total return with dividends: 1Y +169.4% vs S&P 500 +13.6%; 5Y -40.8% vs S&P 500 +79.8%.
• Next earnings: 2026-11-04, EPS estimate USD -0.4, revenue estimate $1.6M.

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

Fiscal years end Dec. EPS is split-adjusted.

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

P/S 416.9x · P/B 4.8x · Earnings yield -6.63%

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

15 of 22 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 (RLAY)

Consensus Buy (mean 1.77 on a 1–5 scale), 13 analysts; mean target USD 27.58 (low 20, high 32).

Rating changes, last 120 days:

Total return (dividends reinvested) (RLAY)

RLAY 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).

RLAY 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.

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

Quoted from the company's 10-K filed Feb 26, 2026.

RLAY analyst estimates and revisions

Key Statistics (as of October 29, 2026 at 07:08 UTC)

Technical Analysis (RLAY)

Nexqual's technical model rates RLAY "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 29, 2026 at 07:08 UTC.

Analyst Ratings (RLAY)

Wall Street analysts rate RLAY "Buy" based on 13 analysts, with a mean price target of USD 27.58 (range USD 20–32), per Nexqual as of October 29, 2026 at 07:08 UTC.

Earnings (RLAY)

Recent Earnings History

Source: Nexqual, October 29, 2026 at 07:08 UTC.

Financials & Fundamentals (RLAY)

Source: Nexqual, October 29, 2026 at 07:08 UTC.

Financial Health Score (RLAY)

Nexqual rates Relay Therapeutics, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 07:08 UTC.

Ownership (RLAY)

Source: Nexqual, October 29, 2026 at 07:08 UTC.

Leadership (RLAY)

Relay Therapeutics, Inc. is led by Sanjiv K. Patel M.A., M.B.A., M.D., MBBS, CEO, President & Director, per Nexqual as of October 29, 2026 at 07:08 UTC.

Major Backers & Investors (RLAY)

Notable institutional backers of Relay Therapeutics, Inc. include SB Investment Advisers (UK) LTD, FMR, LLC, Casdin Capital, LLC, according to Nexqual as of October 29, 2026 at 07:08 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 29, 2026 at 07:08 UTC.

From Relay Therapeutics, Inc.'s Latest SEC 10-K Filing (filed 2026-02-26)

Key Strengths & Strategy (as disclosed to the SEC)

• We seek to protect the intellectual property and proprietary technology that we consider important to our business, including by pursuing patent applications that cover our product candidates and methods of using the same, as well as any other relevant inventions and improvements that we believe to be commercially important to the development of our business.
• We also rely on trade secrets, know-how and continuing technological innovation to develop and maintain our proprietary and intellectual property position.
• As with other biotechnology and pharmaceutical companies, our ability to maintain and solidify our proprietary and intellectual property position for our product candidates and technologies will depend on our success in obtaining effective patent claims and enforcing those claims if granted.
• Our approach pivots the understanding of protein targets from the industry-standard, static view, to a novel paradigm based on fundamental insights into protein motion.

Partnerships

• In December 2024, we entered into the Elevar Agreement with Elevar, pursuant to which Elevar was granted global development and commercialization rights for lirafugratinib, a potent, selective and oral small molecule inhibitor of FGFR2, a receptor tyrosine kinase that is frequently altered in certain cancers.
• On August 17, 2016, we entered into a Collaboration and License Agreement with D.

Legal & Regulatory Risks (Item 1A, quoted)

• Risks Related to Commercialization
• We face substantial competition, which may result in others discovering, developing or commercializing products before or more successfully than we do.
• Any product candidates that we successfully develop and commercialize will compete with currently approved therapies and new therapies that may become available in the future from segments of the pharmaceutical, biotechnology and other related markets that pursue precision medicines.
• Our commercial opportunity could be reduced or eliminated if our competitors develop and commercialize products that are safer, more effective, have fewer or less severe side effects, are more convenient or are less expensive than any products that we or our collaborators may develop.

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 07:08 UTC. This page is informational and not investment advice.

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