IDYA - NASDAQ
IDEAYA Biosciences, Inc.
$28.40
-1.9%IDEAYA Biosciences, Inc., a synthetic lethality-focused precision medicine oncology company, focuses on the discovery and development of targeted therapeutics for patient populations selected using molecular diagnostics. The company's lead product candidates include IDE397, a methionine adenosyltransferase 2a inhibitor that is in Phase I clinical trial for patients with solid tumors having methylthioadenosine phosphorylase deletions; and IDE196, a protein kinase C inhibitor that is in Phase I/II clinical trial for genetically defined cancers having GNAQ or GNA11 gene mutations. Its preclinical pipeline includes various synthetic lethality programs targeting PARG inhibitor in tumors for patients having tumors with a defined biomarker based on genetic mutations and/or molecular signatures; Pol Theta inhibitors in tumors with BRCA or other homologous recombination deficiency mutations; and WRN inhibitors in tumors with high microsatellite instability. The company has a research collaboration agreement with Cancer Research UK and the University of Manchester to develop small molecule inhibitors of Poly (ADP-ribose) glycohydrolase; and a clinical trial collaboration and supply agreement with Pfizer Inc. for Phase I/II study in metastatic uveal melanoma, skin melanoma, and other solid tumors, as well as a strategic partnership with GlaxoSmithKline plc. IDEAYA Biosciences, Inc. was incorporated in 2015 and is headquartered in South San Francisco, California.
At a Glance
Live SnapshotIDEAYA Biosciences, Inc. Street Expectations Map
Wall Street analysts project that IDYA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 58.67, with estimates ranging from a low of 53.00 to a high of 65.00.
The consensus 1-year price target stands at 58.67, with estimates ranging from a low of 53.00 to a high of 65.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.
IDEAYA Biosciences, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Analyst skepticism evident—carefully evaluate risks before investment decisions.
Key Insight
Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.
IDEAYA Biosciences, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
IDEAYA Biosciences, Inc. Forward Estimates of EPS
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
IDEAYA Biosciences, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.
IDEAYA Biosciences, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.
IDEAYA Biosciences, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Analyst skepticism evident—carefully evaluate risks before investment decisions.
Key Insight
Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.
IDEAYA Biosciences, Inc. Insider Positioning
During the last 12 months, insiders have purchased $1.65M worth of IDYA shares, with no selling activity reported.
3 Months
0
0.00
0
0.00
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3-6 Months
50.0K
1.65M
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0.00
+1.6M
+$1.65M
6-9 Months
0
0.00
0
0.00
+0
+$0
9-12 Months
0
0.00
0
0.00
+0
+$0
Top Buyers
Stein Jeffrey
Director
$1.65M
Top Sellers
No selling activity
Insider Activity Analysis
Net Insider Sentiment
Strong bullish signal with $1.65M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.
Buy/Sell Ratio
Perfect buy/sell ratio. Only buying activity with zero selling—the most bullish possible insider signal.
Insider Participation
1 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.
Insider Activity Insight
Unanimous insider buying: Zero selling combined with active buying is rare and typically very bullish. Insiders appear to see significant upside with limited downside risk.
Related Guides
Continue your IDYA research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.