IDEAYA Biosciences

IDYA · NASDAQ

$35.36+$1.55 (+4.58%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $33.81

IDYA analyst rating

BuyConsensus of 14 analysts over the last 12 months. 93% rate it a buy.

Strong buy0
Buy13
Hold1
Underperform0
Sell0

12-month price target · 15 analysts

Average $53.81 (+52.2% upside)

Low: $31.31
Now: $35.36
High: $68.25

Upgrades and downgrades

The latest rating actions, newest first

IDYA analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
William Blair	Oct 16, 2026	Initiates	Outperform	—	52%
Stifel	Oct 14, 2026	Initiates	Buy	$48.00	39%
Guggenheim	Sep 9, 2026	Maintains	Buy	$54.00 → $57.00	33%
Citizens	Sep 1, 2026	Maintains	Market Outperform	$42.00	14%
Truist Securities	Aug 5, 2026	Maintains	Buy	$63.00 → $59.00	47%
Wedbush	Aug 5, 2026	Maintains	Outperform	$58.00 → $60.00	39%
RBC Capital	Jul 7, 2026	Maintains	Outperform	$53.00 → $48.00	49%
Truist Securities	Jul 7, 2026	Maintains	Buy	$65.00 → $63.00	47%
Wedbush	Jun 12, 2026	Maintains	Outperform	$58.00	39%
Wedbush	Jun 2, 2026	Maintains	Outperform	$58.00	39%

The case for and against

Updated Oct 14, 2026

Bull case

IDEAYA Biosciences is attractive because its pipeline is anchored by multiple clinically differentiated, biomarker-driven programs, led by darovasertib, IDE397, and especially IDE849, which targets a validated DLL3 axis with a large addressable market and encouraging early efficacy signals. IDE849’s 73% ORR, 6.7-month median PFS, and activity in brain metastases, together with planned 2H26 data in ~100 SCLC/NEC patients and a Phase 3 start by YE26, support meaningful upside while the company also retains a broader MTAP-del opportunity through IDE892 and IDE397. Financially, the company strengthened its position with $345M in gross proceeds and pro forma cash of about $1.3B, giving it the runway to advance late-stage catalysts without immediate financing pressure.

Bear case

IDEAYA Biosciences is viewed negatively because its pipeline remains exposed to substantial clinical, regulatory, and commercial execution risk, with darovasertib, IDE397, and IDE849 all still needing to prove meaningful efficacy and acceptable safety in trials. The excerpt also highlights a likely need for additional equity financing to fund development, which would dilute existing shareholders, while competitive pressure from better-resourced biotechnology and pharmaceutical peers could further limit commercialization. More broadly, the company’s assets must compete in indications where current standards already deliver ~60%-70% ORR and 12-13 months mOS in ES-SCLC, leaving a high bar for upside if IDEAYA cannot clearly outperform.

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