IDYAIDYAHealthcare · Biotechnology

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

Last close, 23 Oct 2026
$35
−3.90% on the day

The 16 Wall Street analysts covering IDEAYA Biosciences, Inc. hold a median 12-month price target of $51 — +46.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 24 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$3.3B
Ticker Nerd rank
85/ 100
Median analyst target
$51
Analysts covering
16
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
+5.7%
1M
−7.3%
YTD
+0.4%
1Y
+22.1%
From 52W high
−18.3%
From 52W low
+25.8%
$28
$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 24 Oct 2026
85/ 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
92
Volatility
87
Momentum
81
Revisions
54
Accruals
44
Issuance
29
Size
29

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 (29): 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
$30$40$50$60$70Jan 26Apr 26Jul 26Oct 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 says16 analysts
15 Buy1 Hold0 Sell
Low $31Median $51High $65

The green dot is the last close — the median target sits +46.9% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
16 Oct 2026William BlairInitiatesOutperform—
14 Oct 2026StifelInitiatesBuy$48
9 Sept 2026GuggenheimMaintainsBuy$54 → $57
9 Sept 2026GuggenheimMaintainsBuy—
1 Sept 2026CitizensReiteratesMarket Outperform$42
1 Sept 2026CitizensReiteratesMarket Outperform—
5 Aug 2026Truist SecuritiesMaintainsBuy$63 → $59
5 Aug 2026Truist SecuritiesMaintainsBuy—
5 Aug 2026WedbushMaintainsOutperform—
5 Aug 2026WedbushMaintainsOutperform$58 → $60
7 July 2026RBC CapitalMaintainsOutperform—
7 July 2026RBC CapitalMaintainsOutperform$53 → $48
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—

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.

IDYA appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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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 23 Oct 2026, IDEAYA Biosciences, Inc. returned +22.1% against +14.3% for the S&P 500, dividends included.

IDYA vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140150Jan 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
−27.1×

Cheaper than 97% of US stocks

Price / sales
14.3×

Cheaper than 10% of US stocks

Price / book
2.8×

Cheaper than 33% of US stocks

EV / EBITDA
−11.9×

Cheaper than 87% 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 $3.3B and an enterprise value of $2.5B.

  • 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: −27.1×; forward P/E: −8.5× — 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 24 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.$3.3B85
CELCCelcuity, Inc.$3.2B28
TARSTarsus Pharmaceuticals, Inc.$3.4B84
XENEXenon Pharmaceuticals, Inc.$3.4B38
ACADACADIA Pharmaceuticals, Inc.$3.4B74
VKTXViking Therapeutics, Inc.$3.1B35
ELVNEnliven Therapeutics, Inc.$3.0B61

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

IDE849 (SHR-4849) DLL3 TOP1 ADC Updated Phase 1 Results at ESMO 2026 Demonstrates Promising Anti-Tumor Activity and Preliminary Overall Survival Results in Relapsed Small Cell Lung Cancer and Neuroendocrine Carcinomas

PRNewsWire · 23 Oct 2026positive

IDEAYA reported updated Phase 1 results for IDE849, including antitumor activity and preliminary overall survival findings in relapsed SCLC and neuroendocrine carcinomas. The company said it is targeting two Phase 3 registrational trials following successful FDA Type C meetings.

Why it matters — The results and planned Phase 3 trials provide IDYA watchers with an update on IDE849’s clinical activity, safety findings, and development plans.

IDEAYA Biosciences and Servier Announce Data From Three Clinical Trials at ESMO 2026 Supporting the Potential of Darovasertib to Become a Foundational New Therapy for Patients Across the Treatment Journey of Uveal Melanoma

PRNewsWire · 19 Oct 2026positive

IDEAYA and Servier announced updated data from three ongoing clinical trials of darovasertib in metastatic and primary uveal melanoma, to be presented at ESMO 2026. The company reported activity for darovasertib plus crizotinib across treatment settings and HLA-A*02:01 status, as well as tumor shrinkage and eye-preservation findings in the neoadjuvant study.

Why it matters — The findings provide an update on darovasertib’s clinical evidence across metastatic and primary uveal melanoma, including outcomes relevant to different patient groups and treatment stages.

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.

FAQ

Frequently asked questions about IDYA stock

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

The 16 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 16 analysts covering IDEAYA Biosciences, Inc., 15 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks IDEAYA Biosciences, Inc. 85 out of 100 across roughly 4,600 US stocks as at 24 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IDYA?

As at 24 Oct 2026, IDEAYA Biosciences, Inc. ranks 85 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 16 analysts implies +46.9% from the last close, and Ticker Nerd's factor model ranks IDEAYA Biosciences, Inc. 85 out of 100 as at 24 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 +22.1% over the 12 months to 23 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, 23 Oct 2026): "IDE849 (SHR-4849) DLL3 TOP1 ADC Updated Phase 1 Results at ESMO 2026 Demonstrates Promising Anti-Tumor Activity and Preliminary Overall Survival Results in Relapsed Small Cell Lung Cancer and Neuroendocrine Carcinomas". IDEAYA reported updated Phase 1 results for IDE849, including antitumor activity and preliminary overall survival findings in relapsed SCLC and neuroendocrine carcinomas. The company said it is targeting two Phase 3 registrational trials following successful FDA Type C meetings.

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