IDEAYA Biosciences, Inc. logo

IDEAYA Biosciences, Inc.

IDYA

NASDAQHealthcareBiotechnology

Previous close

$39.67

+$0.56 · +1.43%

Aug 21, 4:00 PM ET

IDYA company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

62

Undervalued

Momentum

54

Neutral

Sentiment

64

Bullish

Risk resilience

63

Moderate Risk

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Company profile

Company website

IDEAYA Biosciences, Inc. is a precision oncology company primarily dedicated to identifying and advancing targeted therapies, particularly leveraging the concept of synthetic lethality. The firm aims to develop specific treatments for patient groups selected through molecular diagnostic methods. At the forefront of its clinical efforts are two investigational drugs. IDE397, a methionine adenosyltransferase 2a (MAT2A) blocking agent, is currently in early-stage (Phase I) trials for solid tumors exhibiting methylthioadenosine phosphorylase (MTAP) deletions. Its second primary candidate, IDE196, a protein kinase C (PKC) inhibitor, is progressing through Phase I/II studies, targeting genetically defined cancers characterized by GNAQ or GNA11 gene mutations. Beyond its clinical pipeline, IDEAYA's earlier-stage portfolio includes several synthetic lethality programs. These encompass a PARG inhibitor designed to address tumors with specific genetic or molecular biomarkers, Pol Theta inhibitors aimed at cancers presenting with BRCA or other homologous recombination deficiency (HRD) mutations, and WRN inhibitors for tumors demonstrating high microsatellite instability (MSI-H). The company also engages in significant collaborations. It has a joint research effort with Cancer Research UK and the University of Manchester, focusing on small molecule inhibitors of Poly (ADP-ribose) glycohydrolase. Furthermore, IDEAYA maintains a partnership with Pfizer Inc. for the clinical development and supply in Phase I/II trials across metastatic uveal melanoma, skin melanoma, and other solid tumors, alongside a strategic alliance with GlaxoSmithKline plc. IDEAYA Biosciences, Inc. was established in 2015 and operates from its headquarters in South San Francisco, California.

Industry
Biotechnology
Sector
Healthcare
Headquarters
US
CEO
Yujiro S. Hata
Listed since
May 23, 2019
Employees
145

Market position

Day range

Current $39.67

52-week range

Current $39.67

Open
$39.73
Previous close
$39.11
Volume
860.57K
0.82× average
Average volume
1.05M
Average daily volume
Market cap
3.77B USD
Beta
-0.09
Market reference 1
50-day average
$35.9146
+10.46% above average
200-day average
$33.265
+19.25% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
-20.66×
P/B (TTM)
3.05×
P/S (TTM)
16.11×
Dividend yield
0.00%

Profitability & efficiency

Gross margin
-13.32%
Operating margin
-92.66%
Net margin
-74.75%

Financial health

Debt / equity
0.02×
Altman Z-score
19.76
Piotroski F-score
2 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends573%-1334%-3241%-5148%Gross margin, FY2021: 93.83%Gross margin, FY2022: 95.87%Gross margin, FY2023: 82.86%Gross margin, FY2024: 45.23%Gross margin, FY2025: -43.89%Operating margin, FY2021: -179.91%Operating margin, FY2022: -122.72%Operating margin, FY2023: -574.85%Operating margin, FY2024: -4671.07%Operating margin, FY2025: -72.84%Net margin, FY2021: -178.10%Net margin, FY2022: -115.17%Net margin, FY2023: -483.05%Net margin, FY2024: -3921.10%Net margin, FY2025: -51.99%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 93.83%. Gross margin FY2022 95.87%. Gross margin FY2023 82.86%. Gross margin FY2024 45.23%. Gross margin FY2025 -43.89%. Operating margin FY2021 -179.91%. Operating margin FY2022 -122.72%. Operating margin FY2023 -574.85%. Operating margin FY2024 -4671.07%. Operating margin FY2025 -72.84%. Net margin FY2021 -178.10%. Net margin FY2022 -115.17%. Net margin FY2023 -483.05%. Net margin FY2024 -3921.10%. Net margin FY2025 -51.99%.

Income trends

Revenue

218.71M USD+3024.43%

Operating income

−159.31M USD+51.28%

Net income

−113.7M USD+58.58%
Income trends across reported periods273.28M USD55M USD−163.27M USD−381.54M USDRevenue, FY2021: 27.94M USDRevenue, FY2022: 50.93M USDRevenue, FY2023: 23.39M USDRevenue, FY2024: 7M USDRevenue, FY2025: 218.71M USDOperating income, FY2021: −50.27M USDOperating income, FY2022: −62.5M USDOperating income, FY2023: −134.43M USDOperating income, FY2024: −326.98M USDOperating income, FY2025: −159.31M USDNet income, FY2021: −49.76M USDNet income, FY2022: −58.66M USDNet income, FY2023: −112.96M USDNet income, FY2024: −274.48M USDNet income, FY2025: −113.7M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 27.94M USD. Revenue FY2022 50.93M USD. Revenue FY2023 23.39M USD. Revenue FY2024 7M USD. Revenue FY2025 218.71M USD. Operating income FY2021 −50.27M USD. Operating income FY2022 −62.5M USD. Operating income FY2023 −134.43M USD. Operating income FY2024 −326.98M USD. Operating income FY2025 −159.31M USD. Net income FY2021 −49.76M USD. Net income FY2022 −58.66M USD. Net income FY2023 −112.96M USD. Net income FY2024 −274.48M USD. Net income FY2025 −113.7M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue218.71M USD7M USD23.39M USD50.93M USD27.94M USD
Cost of goods sold314.7M USD3.83M USD4.01M USD2.1M USD1.73M USD
Gross profit−95.99M USD3.17M USD19.38M USD48.83M USD26.22M USD
Research and development314.7M USD294.67M USD129.51M USD89.54M USD58.16M USD
Selling, general, and administrative63.32M USD35.47M USD24.3M USD21.8M USD18.33M USD
Operating expenses63.32M USD330.14M USD153.81M USD111.33M USD76.48M USD
Interest income45.62M USD52.5M USD21.47M USD3.85M USD506K USD
Depreciation and amortization4.59M USD3.83M USD4.01M USD2.1M USD1.73M USD
Operating income−159.31M USD−326.98M USD−134.43M USD−62.5M USD−50.27M USD
Net income−113.7M USD−274.48M USD−112.96M USD−58.66M USD−49.76M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
27%
3 beats, 7 misses, 1 met estimate
Average EPS surprise
+6.22%
11 comparable reports
Latest EPS result
-1.22
Estimate -1.06 · Miss by 15.09%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.560.47-0.63-1.72Q1 '25MissQ2 '25MissQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 13, 2025: actual -1.49, estimate -0.67, surprise -122.39%, Miss. Q2 2025, reported May 6, 2025: actual -0.82, estimate -0.75, surprise -9.33%, Miss. Q3 2025, reported Aug 5, 2025: actual -0.88, estimate -0.85, surprise -3.53%, Miss. Q4 2025, reported Nov 4, 2025: actual 1.33, estimate -0.946, surprise +240.60%, Beat. Q1 2026, reported Feb 17, 2026: actual -0.94, estimate -0.952, surprise +1.23%, Beat. Q2 2026, reported May 5, 2026: actual -1.11, estimate -1.07, surprise -3.74%, Miss. Q3 2026, reported Aug 4, 2026: actual -1.22, estimate -1.06, surprise -15.09%, Miss. Q4 2026, reported Nov 3, 2026: actual —, estimate -1.18, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates224.3M150.1M75.9M1.7MQ1 '25BeatQ2 '25EstimateQ3 '25EstimateQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 13, 2025: actual 7M USD, estimate 2.5M USD, surprise +180.56%, Beat. Q2 2025, reported May 6, 2025: actual —, estimate 2.4M USD, surprise —, Comparison unavailable. Q3 2025, reported Aug 5, 2025: actual —, estimate 2M USD, surprise —, Comparison unavailable. Q4 2025, reported Nov 4, 2025: actual 207.83M USD, estimate 5.95M USD, surprise +3395.08%, Beat. Q1 2026, reported Feb 17, 2026: actual 10.88M USD, estimate 6.31M USD, surprise +72.47%, Beat. Q2 2026, reported May 5, 2026: actual 6.56M USD, estimate 5.04M USD, surprise +30.20%, Beat. Q3 2026, reported Aug 4, 2026: actual 8.86M USD, estimate 8.02M USD, surprise +10.44%, Beat. Q4 2026, reported Nov 3, 2026: actual —, estimate 9.92M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$57.00

43.69% upside
Past 12 months12-month forecastHigh $63.00Average $57.00Low $48.00

Rating distribution

25 ratings
Strong buy00%
Buy2392%
Hold28%
Sell00%
Strong sell00%

Recent analyst actions

12 institutions
Wells FargomaintainOverweight

IDYA news

IDYA peers

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