undamentalytics Newsletter
Sign in

Ideaya Biosciences, Inc. (IDYA) stock

Add to watchlist

Add holding +

NASDAQ: IDYA Nasdaq Biotechnology Next results ~November 9, 2026

B Fundamentals grade

Ideaya Biosciences, Inc. is a US-listed company in the biotechnology industry. Its financial year ends in December.

Stock price today

Loading chart…

Third-party market data · may be delayed

Model estimate per share

~$15

Growth cash-flow model

Base case. Range ~$11–$19. Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability.

Price vs value

No Buy/Hold/Sell rating is issued: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Ideaya Biosciences, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 2 selling1 purchase and 3 sales by directors and officers, last 12 monthsInsider trades
  • Funds152 adding, 121 cuttingOf 53 active managers that changed their stake, 29 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Ideaya Biosciences files

Where Ideaya Biosciences stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $234m, down 70.1% on a year earlier, a smaller fall than the 83.3% decline a quarter earlier. Free-cash-flow margin rose to -48.6% from -869.7% a year earlier. Operating margin widened to -92.7% from -1026.6%. The diluted share count is up 2.1% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 2 of our 2 financial-health checks.

Source: 10-Q filed August 4, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 9, 2026 (estimated)

Current signal Net margin compressing: TTM net margin fell to -74.8%, down 3438.0pp year over year.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Net cash. Cash exceeds long-term debt by $0.3bn.

Things to watch

  • Revenue shrinking. Revenue fell 70.1% over the last 12 months.
  • Loss-making. Operating margin is -92.7%: costs exceed revenue.
  • Margins narrowing. Operating margin is down 4096.2 points on a year ago.
  • Burning cash. Free cash flow was -48.6% of revenue over the last 12 months.
  • Heavy stock-based pay. Stock pay equals 23.6% of revenue, against a median of 19.2% for biotechnology companies we cover: a real cost that cash-flow figures leave out.
  • Share dilution. Diluted shares rose 2.1% in a year.

Latest results: FY2026 Q2

Filed August 4, 2026
Earnings per share
-$1.22 against an average estimate of -$1.05: missed by 16.2%
Revenue
$9m
Share reaction
+1.8% in the first session after the results on August 4, 2026, against +1.6% for the S&P 500
Guidance given
cash runway guidance 2030 (into 2030)
Next report
November 9, 2026; average EPS estimate -$1.16

Ideaya Biosciences' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-1.0%
  • 1 week-3.8%
  • 1 month-15.3%
  • This year-8.5%
  • 1 year-0.7%
  • 5 years+29.6%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$234M
Operating margin
-92.7%
Net margin
-74.8%
EPS (TTM, diluted)
$-1.96

Growth

Share count change
+2.1%

Cash

Free cash flow (TTM)
-$114M
FCF margin
-48.6%
Stock pay % of revenue
23.6%

Earnings

Last results
November 3, 2026
Next results (est.)
February 16, 2027

News & updates

Updated November 3, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Announcement
  3. Results
  4. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Ideaya Biosciences, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Valuation models

We value Ideaya Biosciences, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.8%: the 10-year Treasury yield (4.9%) plus a beta of 1.08 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$15 ~$11–$19 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$3.8 ~$3.9–$15 Left out: out of range vs price (0.12x)
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$15 ~$11–$19 1 model

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Ideaya Biosciences, Inc. with Biotechnology in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 2019202020212022202320242025Now
Share price$7.50$14.00$23.64$18.17$35.58$25.70$34.57$31.64
Market value$187m$346m$833m$753m$2.0bn$2.1bn$3.1bn$2.8bn
+ Net debt (− = net cash)−$34m−$72m−$92m−$69m−$157m−$84m−$113m−$273m
Enterprise value$153m$274m$741m$684m$1.9bn$2.0bn$2.9bn$2.6bn
Multiples
Price / sales —17.7x29.8x14.8x87.5xn/m14.0x12.1x
Price / earnings ————————
Price / free cash flow —6.3x——————
EV / EBITDA ————————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 9, 2026, before the open. Analysts expect revenue of $8m and EPS of −$1.16 (range −$1.42 to −$0.84) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$4.57 −257% $41m −81%
Next −$4.11 +10% $118m +189%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +6.7% on 90 days ago. In the last 30 days, 1 analyst raised Ideaya Biosciences, Inc.'s forecast and 12 cut it.

Consensus EPS forecast Ideaya Biosciences, Inc., last 90 days
−$6.00 −$4.00 −$2.00 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$4.29 Current fiscal year, 60 days ago: −$4.61 Current fiscal year, 30 days ago: −$4.61 Current fiscal year, 7 days ago: −$4.58 Current fiscal year, Now: −$4.57 −$4.57 Next fiscal year, 90 days ago: −$3.64 Next fiscal year, 60 days ago: −$4.11 Next fiscal year, 30 days ago: −$4.10 Next fiscal year, 7 days ago: −$4.16 Next fiscal year, Now: −$4.11 −$4.11

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$4.29−$3.64
60 days ago −$4.61−$4.11
30 days ago −$4.61−$4.10
7 days ago −$4.58−$4.16
Now −$4.57−$4.11

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$1.05 −$1.22 −16.2%
Mar 2026 −$0.98 −$1.11 −13.5%
Dec 2025 −$0.95 −$0.94 +0.6%
Sept 2025 −$0.55 $1.33 +341.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 4, 2026
  • cash runway guidance into 2030 about 2,030 Maintained
    “~$1.24 billion of cash, cash equivalents, and marketable securities as of June 30, 2026; cash runway guidance into 2030 is unchanged based on current operating plan” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

16 analysts, Oct 2026
Buy1594%
Hold16%
Sell00%

Monthly trend

  1. Oct 202631216
  2. Sep 2026310114
  3. Aug 202631115
  4. Jul 202631115

Counts of recommendations published by analysts covering Ideaya Biosciences, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
10.9%
of tradable shares
Days to cover
9.87
at average volume
Short interest, 1 month
−9%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
2.2%
of shares
Employees
145
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −0.7%

$31.86 on October 31, 2025 to $31.64

ThenNowEffect
Revenue (last 12 months) $7m $234m +3244.7%
P/S multiple n/m 12.1x −97.0%
Share count 88m 89m −2.1%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
IDYA+69%−23%+96%−28%+35%−9%
Industry peers (median)−36%−57%−18%−29%−5%−27%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
IDYA67%58%67%25%58%46%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
IDYA−31%−66%−29%−47%−44%−27%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since May 23, 2019: 75% from May 29, 2019 to March 17, 2020. Getting back needed a 294% gain, reached on June 16, 2020, 91 days after the low.

Price behaviour

52-week range
$27.60 – $42.48
From 52-week high
−25.5%
vs 50-day average
−14.7%
vs 200-day average
−6.9%
Volatility (1 year)
44%
Beta vs S&P 500
0.86

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
3 up, 8 down
typical move ±4.4%
After a week
6 up, 5 down
typical move ±5.6%
After a month
7 up, 4 down
typical move ±7.1%
Results releasedNext dayS&P 500 next day5 days21 days
August 4, 2026 +1.8% +1.6% +4.1% +13.5%
May 5, 2026 −0.6% +2.2% −2.7% +1.1%
February 17, 2026 +2.1% +0.7% +5.9% +10.0%
November 4, 2025 −5.4% −0.8% +2.1% +14.8%
August 5, 2025 −5.5% +0.3% −5.6% +3.3%
May 6, 2025 −12.9% −0.4% −14.8% +3.1%
February 13, 2025 −4.3% +1.1% −0.5% −12.8%
November 4, 2024 +3.4% +1.0% +11.8% −0.9%
August 6, 2024 −3.1% +0.2% +3.2% +1.0%
July 9, 2024 −5.5% +1.1% +7.9% −9.2%
May 7, 2024 −3.9% +0.1% −3.0% −8.0%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Ideaya Biosciences, Inc.
$0 $100M $200M $300M FY22 Q2 FY23 Q1 FY23 Q4 FY26 Q2 Revenue (TTM), FY22 Q2: $29.1M Revenue (TTM), FY22 Q3: $49.9M Revenue (TTM), FY22 Q4: $50.9M Revenue (TTM), FY23 Q1: $47.5M Revenue (TTM), FY23 Q2: $45.1M Revenue (TTM), FY23 Q3: $23.5M Revenue (TTM), FY23 Q4: $23.4M Revenue (TTM), FY24 Q1: $15.5M Revenue (TTM), FY24 Q2: $12M Revenue (TTM), FY24 Q3: $3.9M Revenue (TTM), FY24 Q4: $7M Revenue (TTM), FY26 Q2: $234.1M $234.1M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY22 Q2 $29.1M
FY22 Q3 $49.9M
FY22 Q4 $50.9M
FY23 Q1 $47.5M
FY23 Q2 $45.1M
FY23 Q3 $23.5M
FY23 Q4 $23.4M
FY24 Q1 $15.5M
FY24 Q2 $12M
FY24 Q3 $3.9M
FY24 Q4 $7M
FY26 Q2 $234.1M
Revenue growth, TTM YoY Ideaya Biosciences, Inc.
-100% -50% 0% 50% 100% FY22 Q2 FY22 Q4 FY23 Q2 FY23 Q4 FY24 Q2 FY24 Q4 Revenue growth, TTM YoY, FY22 Q2: -18.0% Revenue growth, TTM YoY, FY22 Q3: 40.3% Revenue growth, TTM YoY, FY22 Q4: 82.3% Revenue growth, TTM YoY, FY23 Q1: 48.0% Revenue growth, TTM YoY, FY23 Q2: 54.9% Revenue growth, TTM YoY, FY23 Q3: -52.9% Revenue growth, TTM YoY, FY23 Q4: -54.1% Revenue growth, TTM YoY, FY24 Q1: -67.3% Revenue growth, TTM YoY, FY24 Q2: -73.5% Revenue growth, TTM YoY, FY24 Q3: -83.3% Revenue growth, TTM YoY, FY24 Q4: -70.1% -70.1%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY22 Q2 -18.0%
FY22 Q3 40.3%
FY22 Q4 82.3%
FY23 Q1 48.0%
FY23 Q2 54.9%
FY23 Q3 -52.9%
FY23 Q4 -54.1%
FY24 Q1 -67.3%
FY24 Q2 -73.5%
FY24 Q3 -83.3%
FY24 Q4 -70.1%
Operating margin (TTM) Ideaya Biosciences, Inc.
-6000% -4000% -2000% 0% FY22 Q2 FY23 Q1 FY23 Q4 FY26 Q2 Operating margin (TTM), FY22 Q2: -229.2% Operating margin (TTM), FY22 Q3: -109.1% Operating margin (TTM), FY22 Q4: -122.7% Operating margin (TTM), FY23 Q1: -157.1% Operating margin (TTM), FY23 Q2: -187.8% Operating margin (TTM), FY23 Q3: -506.5% Operating margin (TTM), FY23 Q4: -574.9% Operating margin (TTM), FY24 Q1: -1026.6% Operating margin (TTM), FY24 Q2: -1600.2% Operating margin (TTM), FY24 Q3: -5730.6% Operating margin (TTM), FY24 Q4: -4671.1% Operating margin (TTM), FY26 Q2: -92.7% -92.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY22 Q2 -229.2%
FY22 Q3 -109.1%
FY22 Q4 -122.7%
FY23 Q1 -157.1%
FY23 Q2 -187.8%
FY23 Q3 -506.5%
FY23 Q4 -574.9%
FY24 Q1 -1026.6%
FY24 Q2 -1600.2%
FY24 Q3 -5730.6%
FY24 Q4 -4671.1%
FY26 Q2 -92.7%
FCF margin (TTM) Ideaya Biosciences, Inc.
-4000% -3000% -2000% -1000% 0% FY22 Q2 FY23 Q1 FY23 Q4 FY26 Q2 FCF margin (TTM), FY22 Q2: -247.6% FCF margin (TTM), FY22 Q3: -169.5% FCF margin (TTM), FY22 Q4: -177.9% FCF margin (TTM), FY23 Q1: -207.5% FCF margin (TTM), FY23 Q2: -245.6% FCF margin (TTM), FY23 Q3: -495.6% FCF margin (TTM), FY23 Q4: -502.9% FCF margin (TTM), FY24 Q1: -869.7% FCF margin (TTM), FY24 Q2: -1123.4% FCF margin (TTM), FY24 Q3: -3908.0% FCF margin (TTM), FY24 Q4: -3592.0% FCF margin (TTM), FY26 Q2: -48.6% -48.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY22 Q2 -247.6%
FY22 Q3 -169.5%
FY22 Q4 -177.9%
FY23 Q1 -207.5%
FY23 Q2 -245.6%
FY23 Q3 -495.6%
FY23 Q4 -502.9%
FY24 Q1 -869.7%
FY24 Q2 -1123.4%
FY24 Q3 -3908.0%
FY24 Q4 -3592.0%
FY26 Q2 -48.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 0 20 28 51 23 7 219 234
EBITDA −43 −34 −49 −60 −132 −325 −157 −214
Operating income −44 −35 −50 −63 −134 −327 −159 −217
Net income −42 −34 −50 −59 −113 −274 −114 −175
Diluted EPS −$1.68 −$1.40 −$1.41 −$1.42 −$1.96 −$3.36 −$1.28 −$1.96
Growth (year on year)
Revenue — — +43.0% +82.3% −54.1% −70.1% +>999% —
Margins
EBITDA margin — −173.8% −173.7% −118.6% −564.3% <−999% −71.6% −91.5%
Operating margin — −180.9% −179.9% −122.7% −574.9% <−999% −72.8% −92.7%
Net margin — −176.6% −178.1% −115.2% −483.0% <−999% −52.0% −74.8%
Free-cash-flow margin — 281.3% −209.1% −177.9% −502.9% <−999% −33.6% −48.6%
Cash flow
Cash from operations −39 55 −56 −87 −115 −248 −71 −112
Capital spending 1 0 3 3 2 4 2 2
Free cash flow −41 55 −58 −91 −118 −251 −73 −114
Stock-based pay 2 4 8 12 18 35 46 55
Free cash flow after stock pay −43 51 −67 −102 −136 −286 −120 −169
Balance sheet
Cash 34 72 92 69 157 84 113 273
Total debt 0 0 0 0 0 0 0 0
Net debt (negative = net cash) −34 −72 −92 −69 −157 −84 −113 −273
Diluted shares 25m 25m 35m 41m 58m 82m 88m 89m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · June 30, 2026
What it owns · $1.3bn
Short-term assets $864mLonger-term assets $446m
What it owes, and who funded it · $1.3bn
Short-term liabilities $83mLonger-term liabilities $28mShareholders' equity $1.2bn
  • Short-term assets cover short-term liabilities $864m of assets due within a year against $83m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $864m short-term assets against $28m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Ideaya Biosciences, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+2.1%
year over year
R&D spending
159.7%
of revenue

Competitors: side by side with peers

Closest by revenue in biotechnology
Last 12 months unless stated IDYA PBYI ANAB RYTM AKBA LGND Median
Revenue, last 12 months $234m $231m $238m $240m $219m $254m $56m
Revenue growth, last 12 months −70.1% −2.9% 92.9% 53.5% 7.5% 1.0% 12.6%
Revenue growth, 3-year average 94.0% 0.2% 163.9% 76.3% 2.9% 18.2% 13.7%
Revenue growth, latest quarter 55.4% 7.8% 23.5% 46.9% −21.4% −31.8% 10.2%
Gross margin — 74.8% — 89.0% 79.6% 91.9% 82.9%
Operating margin −92.7% 13.2% 131.7% −83.6% −6.9% 10.1% −189.4%
Operating margin, 3-year average −425.5% 13.7% −108.0% −152.7% −8.9% 2.2% −363.5%
Net margin −74.8% 11.6% 82.4% −85.6% −13.5% 20.3% −169.8%
Cash from operations / revenue −47.7% 17.8% 7.6% −43.9% 19.0% 35.9% −168.0%
Free-cash-flow margin −48.6% 17.8% 1.9% −43.9% 18.4% 35.7% −162.4%
Free-cash-flow margin, 3-year average −375.3% 17.2% −226.6% −79.7% −1.7% 32.4% −310.0%
Stock pay / revenue 23.6% 3.1% −2.7% 36.4% 6.1% 22.3% 20.0%
Change in share count 2.1% 3.0% −2.5% 8.1% 11.8% 6.1% 8.2%

Median of all 184 companies we cover in biotechnology. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

184 biotechnology companies
Measure Company Peer median Rank
Operating margin Profitability -92.7% -189.4% 74 of 175
Net margin Profitability -74.8% -157.3% 73 of 180
Free-cash-flow margin Cash generation -48.6% -145.4% 66 of 176
Stock pay as % of revenue Cash generation 23.6% 19.2% 97 of 179
Change in share count Balance sheet 2.1% 7.9% 47 of 156

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$3.8B
Institutions reporting
282
Shares held vs prior quarter
▲ 8.0%
Positions opened / closed
61 / 32

Top buyers and sellers, Q2 2026: 152 institutions bought and 121 sold ; the biggest buyer was Alliancebernstein L.P (+1.5M shares) and the biggest seller Federated Hermes, Inc (−1.6M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
FMR LLC $526M 14.1M 13.8% ▲ 7.1%
Blackrock, Inc. $331M 8.9M 8.7% ▲ 5.3%
Jupiter Topco LLC $320M 8.6M 8.4% —
Capital Research Global Investors $199M 5.3M 5.2% ▲ 3.5%
Baker Bros. Advisors LP $187M 5.0M 4.9% ▲ 26.9%
State Street Corp $170M 4.5M 4.5% ▲ 20.3%
Vanguard Capital Management LLC $154M 4.1M 4.0% ▲ 10.7%
Logos Global Management LP $112M 3.0M 2.9% ▼ 13.0%
Adage Capital Partners Gp, L.L.C. $101M 2.7M 2.7% ▼ 3.8%
Deerfield Management Company, L.P. $101M 2.7M 2.7% ▲ 77.4%
Geode Capital Management, LLC $90.4M 2.4M 2.4% ▼ 3.0%
Price T Rowe Associates Inc $82.3M 2.2M 2.2% ▲ 67.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Ideaya Biosciences, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $1.6M 1 trade by 1 insider, last 12 months Insider sales History → $1.4M 3 trades by 2 insiders · 100% under pre-set plans
Net ▲ $280,508 net buying
Insider Date Trade Shares Price Value
Hata Yujiro S President and CEO October 6, 2026 Sell pre-set plan 800 $38.26 $30,610
Hata Yujiro S President and CEO October 6, 2026 Sell pre-set plan 25,538 $37.39 $954,787
Ruiz Briseno Andres Chief Accounting Officer July 7, 2026 Sell pre-set plan 9,550 $40.01 $382,096
Stein Jeffrey Director March 2, 2026 Buy 50,000 $32.96 $1.6M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around February 16, 2027 estimated from the company's past filing pattern, not announced

  • November 3, 2026
  • August 4, 2026
  • May 5, 2026
  • February 17, 2026
  • November 4, 2025
  • August 5, 2025

Recent SEC filings

Data status

When each part of this page on Ideaya Biosciences, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Ideaya Biosciences, Inc. in brief

What does Ideaya Biosciences, Inc. do?
Ideaya Biosciences, Inc. is a US-listed company in the biotechnology industry. Its financial year ends in December.
What is Ideaya Biosciences, Inc.'s stock ticker?
Ideaya Biosciences, Inc. trades under the ticker IDYA on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Ideaya Biosciences, Inc.'s free cash flow?
Ideaya Biosciences, Inc.'s free-cash-flow margin is -48.6% of revenue over the trailing twelve months, ranking 66 of the 176 biotechnology companies we cover.
Who are Ideaya Biosciences, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are FMR LLC, Blackrock, Inc. and Jupiter Topco LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Ideaya Biosciences, Inc.'s market cap?
On November 2, 2026, Ideaya Biosciences, Inc.'s market capitalisation was about $2.8B and net debt of -$273M. Market figures come from third-party market data and may be delayed.
Who are Ideaya Biosciences, Inc.'s competitors?
In our Biotechnology peer group, the companies closest to Ideaya Biosciences, Inc. are Puma Biotechnology, Inc., Anaptysbio, Inc, Rhythm Pharmaceuticals, Inc., Akebia Therapeutics, Inc. and Ligand Pharmaceuticals Inc. The side-by-side comparison below sets their revenue, margins and growth against Ideaya Biosciences, Inc.'s.
Are insiders buying or selling Ideaya Biosciences, Inc. stock?
Over the last 12 months, Ideaya Biosciences, Inc.'s directors and officers reported 1 open-market purchases and 3 sales on Form 4. The insider trading page charts every trade.
When is Ideaya Biosciences, Inc.'s next earnings date?
Around November 9, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Ideaya Biosciences, Inc. announces its own schedule.