IDYAIDYAHealthcare · Biotechnology

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

Last close, 2 Oct 2026
$37
−1.19% on the day

The 14 Wall Street analysts covering IDEAYA Biosciences, Inc. hold a median 12-month price target of $54 — +44.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 3 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$3.6B
Ticker Nerd rank
78 / 100
Median analyst target
$54
Analysts covering
14
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
+1.8%
1M
−7.0%
YTD
+8.1%
1Y
+37.4%
From 52W high
−12.1%
From 52W low
+42.4%
$26
$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 3 Oct 2026
78 / 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
Quality
93
Value
91
Volatility
86
Momentum
81
Accruals
44
Revisions
38
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$70Jan 26Apr 26Jul 26Oct 26IDYAHigh $65Median $54Low $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 says14 analysts
13 Buy1 Hold0 Sell
Low $31Median $54High $65

The green dot is the last close — the median target sits +44.5% 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—
1 Sept 2026CitizensReiteratesMarket Outperform$42
5 Aug 2026Truist SecuritiesMaintainsBuy—
5 Aug 2026Truist SecuritiesMaintainsBuy$63 → $59
5 Aug 2026WedbushMaintainsOutperform$58 → $60
5 Aug 2026WedbushMaintainsOutperform—
7 July 2026RBC CapitalMaintainsOutperform$53 → $48
7 July 2026RBC CapitalMaintainsOutperform—
7 July 2026Truist SecuritiesMaintainsBuy—
7 July 2026Truist SecuritiesMaintainsBuy$65 → $63
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—

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 2 Oct 2026, IDEAYA Biosciences, Inc. returned +37.4% against +16.2% for the S&P 500, dividends included.

IDYA vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140150160Jan 26Apr 26Jul 26Oct 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
12
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 32% 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 33% of US stocks

Return on assets
−11.5%

Higher than 25% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

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: −9.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of 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 5 Oct 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
78
CELCCelcuity, Inc.$3.5B
28
ACADACADIA Pharmaceuticals, Inc.$3.4B
77
TARSTarsus Pharmaceuticals, Inc.$3.4B
82
PBLSParabilis Medicines, Inc.$3.6B
0
XENEXenon Pharmaceuticals, Inc.$3.6B
41
ELVNEnliven Therapeutics, Inc.$3.4B
65

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 Announces the Promotion of Dr. Michael White to President, Research and Development

PRNewsWire · 28 Sept 2026positive

IDEAYA Biosciences announced the promotion of Dr. Michael White from Chief Scientific Officer to President, Research and Development, effective September 28, 2026. The precision medicine oncology company made the announcement on that date.

Why it matters — This promotion signals internal recognition of Dr. White's leadership in the company's research and development strategy, which is central to IDEAYA's pipeline of targeted oncology therapeutics.

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

PRNewsWire · 25 Sept 2026neutral

IDEAYA Biosciences announced that on September 24, 2026, its Compensation Committee granted non-qualified stock options to purchase an aggregate of 94,000 shares of common stock to three newly hired employees. The inducement grants were made under Nasdaq Listing Rule 5635(c)(4).

Why it matters — IDEAYA watchers would note this since the grants reflect the hiring of new employees and are a standard inducement arrangement typically disclosed to maintain Nasdaq compliance.

IDEAYA Biosciences, Inc. (IDYA) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

Seeking Alpha · 14 Sept 2026neutral

IDEAYA Biosciences presented at the Morgan Stanley 24th Annual Global Healthcare Conference, with a transcript of the presentation made available. The event featured the company's leadership in discussion, per Seeking Alpha.

Why it matters — IDYA watchers may want to follow the conference presentation transcript for insight into the company's strategic positioning and updates shared with investors at the healthcare conference.

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.

FAQ

Frequently asked questions about IDYA stock

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

The 14 Wall Street analysts covering IDEAYA Biosciences, Inc. have a median 12-month price target of $54, 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 14 analysts covering IDEAYA Biosciences, Inc., 13 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks IDEAYA Biosciences, Inc. 78 out of 100 across roughly 4,600 US stocks as at 3 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IDYA?

As at 3 Oct 2026, IDEAYA Biosciences, Inc. ranks 78 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 14 analysts implies +44.5% from the last close, and Ticker Nerd's factor model ranks IDEAYA Biosciences, Inc. 78 out of 100 as at 3 Oct 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 +37.4% over the 12 months to 2 Oct 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 (PRNewsWire, 28 Sept 2026): "IDEAYA Biosciences Announces the Promotion of Dr. Michael White to President, Research and Development". IDEAYA Biosciences announced the promotion of Dr. Michael White from Chief Scientific Officer to President, Research and Development, effective September 28, 2026. The precision medicine oncology company made the announcement on that date.

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