IDYAIDYAHealthcare · Biotechnology

IDYA Stock Forecast: IDEAYA Biosciences, Inc. Price Predictions for 2026-2027

Last close, 11 Sept 2026
$38
+0.37% on the day

The 15 Wall Street analysts covering IDEAYA Biosciences, Inc. hold a median 12-month price target of $51 — +35.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 10 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$3.6B
Ticker Nerd rank
81 / 100
Median analyst target
$51
Analysts covering
15
Revenue$8.9M
Operating income−$122.3M
Net income−$112.5M
Free cash flow−$89.1M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−6.0%
1M
+2.0%
YTD
+8.7%
1Y
+50.8%
From 52W high
−11.5%
From 52W low
+53.8%
$24
$42
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

IDYA stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores IDEAYA Biosciences, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 10 Sept 2026
81 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
98
Volatility
95
Quality
93
Value
91
Momentum
86
Accruals
43
Revisions
37
Issuance
29
Size
28

Growth (98): Sales and profits are climbing, and climbing faster than before.

Issuance (29): The company has been issuing shares or taking on financing, diluting existing holders.

Size (28): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

IDYA stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on IDYA, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$30$40$50$60$70Oct 25Jan 26Apr 26Jul 26IDYAHigh $65Median $51Low $31

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says15 analysts
14 Buy1 Hold0 Sell
Low $31Median $51High $65

The green dot is the last close — the median target sits +35.7% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
9 Sept 2026GuggenheimMaintainsBuy$54$57
1 Sept 2026CitizensReiteratesMarket Outperform$42
5 Aug 2026Truist SecuritiesMaintainsBuy
5 Aug 2026Truist SecuritiesMaintainsBuy$63$59
5 Aug 2026WedbushMaintainsOutperform
5 Aug 2026WedbushMaintainsOutperform$58$60
7 July 2026RBC CapitalMaintainsOutperform$53$48
7 July 2026RBC CapitalMaintainsOutperform
7 July 2026Truist SecuritiesMaintainsBuy$65$63
7 July 2026Truist SecuritiesMaintainsBuy
12 June 2026WedbushReiteratesOutperform
2 June 2026WedbushReiteratesOutperform
7 May 2026MizuhoMaintainsOutperform
14 Apr 2026Goldman SachsMaintainsNeutral
14 Apr 2026GuggenheimMaintainsBuy
14 Apr 2026RBC CapitalMaintainsOutperform
14 Apr 2026WedbushMaintainsOutperform
14 Apr 2026Wells FargoMaintainsOverweight
31 Mar 2026WedbushReiteratesOutperform
19 Feb 2026CitigroupMaintainsBuy

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. IDYA appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

IDYA vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 11 Sept 2026, IDEAYA Biosciences, Inc. returned +50.8% against +17.5% for the S&P 500, dividends included.

IDYA vs S&P 500, last 12 monthsTotal return, rebased to 100
100120140160180Oct 25Jan 26Apr 26Jul 26IDYAS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

IDYA analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
1
Analysts cutting
7
Fundamentals

IDEAYA Biosciences, Inc. (IDYA) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−29.2×

Cheaper than 97% of US stocks

Price / sales
15.4×

Cheaper than 11% of US stocks

Price / book
3.0×

Cheaper than 33% of US stocks

EV / EBITDA
−13.1×

Cheaper than 86% of US stocks

Growth & margins
Revenue growth (YoY)
35.0%

Higher than 81% of US stocks

Earnings growth (YoY)
Gross margin
Operating margin
−1380.7%

Higher than 5% of US stocks

Net margin
−74.8%

Higher than 8% of US stocks

Returns & dividend
Return on equity
−16.2%

Higher than 32% of US stocks

Return on assets
−11.5%

Higher than 25% of US stocks

Dividend yield

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

IDEAYA Biosciences, Inc. (IDYA) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • IDEAYA Biosciences, Inc. has a market value of $3.6B and an enterprise value of $2.8B.

  • Revenue in the twelve months to 30 June 2026: $234.1M. The latest quarter grew 35.0% year on year.

  • Net income over the same four quarters: −$175.0M, a −74.8% net margin.

  • Diluted earnings per share, trailing twelve months: $−1.94.

  • Free cash flow in the twelve months to 30 June 2026: −$113.9M.

  • Shares outstanding: 96.4M.

  • Trailing P/E: −29.2×; forward P/E: −9.1× — the forward figure prices analyst consensus estimates, not reported earnings.

  • IDEAYA Biosciences, Inc. employs 145 people $1.6M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 11 Sept 2026

Data provided by Twelve Data

Peers

IDYA vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelBiotechnology
CompanyMarket capTKN rank
IDYAIDEAYA Biosciences, Inc.$3.6B
81
TARSTarsus Pharmaceuticals, Inc.$3.5B
83
ABCLAbCellera Biologics, Inc.$3.4B
71
DYNDyne Therapeutics, Inc.$3.4B
24
IOVAIovance Biotherapeutics, Inc.$3.6B
90
DNLIDenali Therapeutics, Inc.$3.3B
59
VKTXViking Therapeutics, Inc.$3.7B
29

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own IDEAYA Biosciences, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest IDYA news & analysis

IDEAYA Biosciences, Inc. (IDYA) Presents at Citigroup's Biopharma Back to School Summit 2026 Transcript

Seeking Alpha · 10 Sept 2026neutral

IDEAYA Biosciences presented at Citigroup's Biopharma Back to School Summit 2026, with a transcript of the presentation published by Seeking Alpha. The item reports on the company's participation in the conference.

Why it matters — A presentation at a major biopharma investor conference gives IDYA watchers insight into the company's current positioning and updates as shared with the investment community.

IDEAYA Biosciences and Servier Announce First Patient Dosed in OptimUM-11 Global Phase 3 Registrational Trial of Darovasertib and Crizotinib as Adjuvant Therapy for Subjects with Uveal Melanoma

PRNewsWire · 9 Sept 2026positive

IDEAYA Biosciences and Servier announced that the first patient has been dosed in OptimUM-11, a global Phase 3 registrational trial evaluating darovasertib in combination with crizotinib as adjuvant therapy for primary uveal melanoma patients at increased risk of metastasis after completing local therapy.

Why it matters — This trial extends darovasertib's development into the adjuvant uveal melanoma setting, an area of significant unmet need for systemic options aimed at reducing metastatic recurrence risk.

IDEAYA Biosciences Announces London Investor R&D Day and Participation in Upcoming September 2026 Investor Conferences

PRNewsWire · 1 Sept 2026neutral

IDEAYA Biosciences announced it will host an Investor R&D Day in London and participate in investor conferences during September 2026. The events are intended to present the company's research and development activities to investors.

Why it matters — IDYA watchers would gain opportunities to hear directly from the company about its oncology pipeline and R&D progress, though the announcement itself contains no new business results.

IDEAYA Biosciences Announces Successful FDA Type C Meeting for IDE849, DLL3 TOP1 ADC, on Phase 3 Registrational Trial Design for Potential Accelerated and Full Approval in Extensive Stage Small Cell Lung Cancer

PRNewsWire · 31 Aug 2026positive

IDEAYA Biosciences announced a successful FDA Type C meeting for its DLL3-targeting ADC, IDE849, regarding a Phase 3 registrational trial design in extensive-stage small cell lung cancer (ES-SCLC). The company targets initiating a randomized Phase 3 monotherapy trial by year-end 2026 with ~400 patients, using ORR by BICR as the primary endpoint for potential accelerated approval and median OS for potential full approval, with dose evaluation ongoing and additional clinical data updates planned for 2026.

Why it matters — This milestone advances IDEAYA's lead ADC program toward a registrational path with potential accelerated and full approval in ES-SCLC, a key value driver for IDYA watchers.

IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)

PRNewsWire · 28 Aug 2026neutral

On August 27, 2026, IDEAYA Biosciences' Compensation Committee granted non-qualified stock options to purchase an aggregate of 62,800 shares of common stock to two newly hired employees. The inducement grants were made under Nasdaq Listing Rule 5635(c)(4).

Why it matters — The grants indicate IDEAYA is bringing on new personnel with equity incentives, a routine corporate action that IDYA watchers may track as part of company operations.

FAQ

Frequently asked questions about IDYA stock

What is the IDYA stock price forecast for 2026-2027?

The 15 Wall Street analysts covering IDEAYA Biosciences, Inc. have a median 12-month price target of $51, with estimates ranging from $31 to $65. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is IDYA stock a buy right now?

Of the 15 analysts covering IDEAYA Biosciences, Inc., 14 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks IDEAYA Biosciences, Inc. 81 out of 100 across roughly 4,600 US stocks as at 10 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IDYA?

As at 10 Sept 2026, IDEAYA Biosciences, Inc. ranks 81 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (98 of 100).

Will IDYA stock go up?

No one can know that. What the data says: the median 12-month target from 15 analysts implies +35.7% from the last close, and Ticker Nerd's factor model ranks IDEAYA Biosciences, Inc. 81 out of 100 as at 10 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the IDYA stock forecast for 2030?

No analyst covering IDEAYA Biosciences, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for IDYA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $31 to $65 over the next 12 months.

How has IDYA stock performed over the past year?

IDEAYA Biosciences, Inc. returned +50.8% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does IDEAYA Biosciences, Inc. do?

IDEAYA Biosciences Inc. is a precision medicine oncology company focused on discovering and developing targeted therapies for cancers defined by specific genetic alterations and biomarker profiles.

What is the latest news on IDYA?

The most recent item we track (Seeking Alpha, 10 Sept 2026): "IDEAYA Biosciences, Inc. (IDYA) Presents at Citigroup's Biopharma Back to School Summit 2026 Transcript". IDEAYA Biosciences presented at Citigroup's Biopharma Back to School Summit 2026, with a transcript of the presentation published by Seeking Alpha. The item reports on the company's participation in the conference.

Company

About IDEAYA Biosciences, Inc.

IDEAYA Biosciences Inc. is a precision medicine oncology company focused on discovering and developing targeted therapies for cancers defined by specific genetic alterations and biomarker profiles. The company combines small-molecule drug discovery, structural biology, bioinformatics, and translational biomarker expertise to advance investigational medicines designed for molecularly selected patient populations. Its current portfolio spans synthetic lethality, targeted pathway inhibition, and antibody-drug conjugate research across solid tumors, including programs directed at uveal melanoma and other genetically defined cancers. IDEAYA Biosciences Inc. works with a research-driven model that integrates internal discovery capabilities with clinical development and collaboration-based programs, making it a notable participant in the broader oncology innovation landscape. Headquartered in South San Francisco, California, the company is positioned around precision oncology approaches intended to match treatments to the biological drivers of disease.

CEO Mr. Yujiro S. Hata · 145 employees · United States · https://www.ideayabio.com