RLAY - NASDAQ
Relay Therapeutics, Inc.
$15.30
+7.3%Relay Therapeutics, Inc. operates as a clinical-stage precision medicines company. It engages in transforming the drug discovery process with an initial focus on enhancing small molecule therapeutic discovery in targeted oncology and genetic disease indications. The company's lead product candidates include RLY-4008, an oral small molecule inhibitor of fibroblast growth factor receptor 2 (FGFR2), which is in a first-in-human clinical trial for patients with advanced or metastatic FGFR2-altered solid tumors; RLY-2608, a lead mutant-PI3Ka inhibitor program that targets phosphoinostide 3 kinase alpha; and RLY-1971, an oral small molecule inhibitor of protein tyrosine phosphatase Src homology region 2 domain-containing phosphatase-2 that is in Phase 1 trial in patients with advanced solid tumors. It has collaboration and license agreements with D. E. Shaw Research, LLC to research certain biological targets through the use of D. E. Shaw Research computational modeling capabilities focused on analysis of protein motion to develop and commercialize compounds and products directed to such targets; and Genentech, Inc. for the development and commercialization of RLY-1971. The company was formerly known as Allostery, Inc. and changed its name to Relay Therapeutics, Inc. in December 2015. Relay Therapeutics, Inc. was incorporated in 2015 and is headquartered in Cambridge, Massachusetts.
At a Glance
Live SnapshotRelay Therapeutics, Inc. Street Expectations Map
Wall Street analysts project that RLAY stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 24.00, with estimates ranging from a low of 18.00 to a high of 28.00.
The consensus 1-year price target stands at 24.00, with estimates ranging from a low of 18.00 to a high of 28.00.
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
Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.
Analyst Conviction
Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
Relay Therapeutics, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
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.
Relay Therapeutics, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Declining expectations indicate headwinds—investigate whether temporary or structural issues.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Relay Therapeutics, Inc. Forward Estimates of EPS
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Relay Therapeutics, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
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.
Relay Therapeutics, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
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.
Relay Therapeutics, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
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.
Relay Therapeutics, Inc. Insider Positioning
During the last 12 months, insiders have purchased $2.85M and sold $3.03M worth of RLAY shares, resulting in $177K of net selling activity.
3 Months
0
0.00
58.2K
711.12K
-711K
-$711K
3-6 Months
0
0.00
93.3K
724.35K
-724K
-$724K
6-9 Months
415.9K
2.85M
155.2K
1.12M
+1.7M
+$1.74M
9-12 Months
0
0.00
130.6K
476.38K
-476K
-$476K
Top Buyers
Coats Lonnel
Director
$1.43M
Dable Habib J
Director
$1.43M
Top Sellers
Catinazzo Thomas
Officer: Chief Financial Officer
$1.03M
Patel Sanjiv
Director, Officer: President And Ceo
$925K
Bergstrom Donald A
Officer: President, R&D
$527K
Rahmer Peter
Officer: See Remarks
$475K
Adams Brian
Officer: Chief Legal Officer
$73K
Insider Activity Analysis
Net Insider Sentiment
Slightly bearish with $177K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.
Buy/Sell Ratio
Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Balanced insider activity: Roughly equal buying and selling suggests normal portfolio management rather than strong directional signals. Look to other metrics for clearer investment insights.
Related Guides
Continue your RLAY 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.