IDEAYA Biosciences, Inc. (IDYA) AI Stock Analysis

IDEAYA Biosciences, Inc. is a precision medicine oncology company focused on synthetic lethality to discover and develop targeted therapeutics for patient populations identified through molecular diagnostics. Its clinical pipeline features IDE397, a methionine adenosyltransferase 2a inhibitor in Phase I trials for solid tumors with methylthioadenosine phosphorylase deletions, and IDE196, a protein kinase C inhibitor in Phase I/II trials for cancers with GNAQ or GNA11 gene mutations. IDEAYA also maintains preclinical programs targeting PARG, Pol Theta, and WRN inhibitors. It has research collaborations with Cancer Research UK and the University of Manchester, alongside a clinical collaboration and supply agreement with Pfizer Inc.

IDEAYA experienced volatile top-line results over recent years. Annual revenue grew from $27.9M in FY2021 to $50.9M in FY2022 before dropping 54.1% to $23.4M in FY2023 and falling 70.1% to $7.0M in FY2024. In FY2025, revenue jumped 3024.4% to $218.7M, supported by a 5-year revenue CAGR of 62.1% from FY2020. However, high research and development expenses, reaching $314.7M in FY2025, kept net income negative at -$113.7M and operating margin at -72.8%. For the trailing twelve months ended June 30, 2026, revenue stood at $234.1M with an EPS of -$1.94, while latest quarterly revenue rose 55.4% year-over-year.

As of June 30, 2026, IDEAYA held $829.0M in cash and short-term investments against total debt of $29.3M, yielding net cash of $799.6M. Liquidity is robust, with a current ratio of 10.45 and a debt-to-equity ratio of 0.02 against shareholders' equity of $1.20B. Cash flow from operations was -$71.1M in FY2025, with free cash flow of -$73.5M and capital expenditures of $2.4M. To support operations, the share count increased 139.1% over five years.

At a share price of $32.85, IDEAYA carries a market capitalization of $3.17B and an enterprise value of $2.81B. Its price-to-sales ratio of 13.5x trades at a premium to the median of 4.1x for its US-listed Healthcare peers. Its forward price-to-earnings ratio is 4.6x, compared to the peer median of 17.3x. Over the past year, IDYA stock rose 18.6%, outperforming the S&P 500 (SPY) return of 16.8%. Over five years, the stock gained 42.0%, trailing the S&P 500 return of 83.0%.

Wall Street sentiment is positive, with 11 Strong Buy, 3 Buy, and 1 Hold ratings. The mean price target of $52.29 implies an upside of 59.2% over the last close of $32.85. For FY2026, consensus estimates project revenue of $40.2M and EPS of -$4.58. For FY2027, 14 analysts expect revenue to rise 189.9% to $116.4M with EPS of -$4.16. IDEAYA beat earnings expectations in 2 of the last 4 quarters, with next earnings scheduled for November 3, 2026.

This page is an AI-written research summary of IDEAYA Biosciences, Inc. (IDYA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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