IDEAYA Biosciences, Inc.(IDYA)Earnings, Financials & Key Ratios

IDYA•NASDAQ

$40.51

Price updated Jul 7, 2026

SectorHealthcare IndustryBiotechnology Sub-IndustryOncology Therapeutics Developers

AboutIDEAYA 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.Show more

Revenue$219M+3024.4%
EBITDA-$155M+52.1%
Net Income-$114M+58.6%
EPS (Diluted)-1.28+61.9%
Gross Margin97.9%+116.5%
EBITDA Margin-70.74%+98.5%
Operating Margin-72.84%+98.4%
Net Margin-51.99%+98.7%
ROE-10.92%+66.6%

IDYA Price & Volume

IDEAYA Biosciences, Inc. (IDYA) stock price & volume — 10-year historical chart

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Episodic Milestone Revenue Masks Persistent Operational Burn

Investment Thesis • Updated 2026Q1

VerdictNegative

Growth:Mixed

Profitability:Negative

Financial:Vulnerable

Cash Flow:Burning

Primary Risk:Clinical Milestone Liquidity Dependency

Key Thesis Takeaways

IDEAYA Biosciences operates a high-risk, asset-light oncology research model that remains entirely dependent on episodic collaboration milestones to offset aggressive clinical development spending.
While the company maintains a conservative capital structure with a debt-to-equity ratio of 0.03, the consistent escalation of R&D expenses to $95.7 million in 2026Q1 necessitates frequent external capital injections.
Investors should monitor the company's ability to secure recurring revenue, as the current reliance on non-linear milestone payments creates significant volatility in both profitability and long-term liquidity.

Verdict Logic

the company's reliance on episodic milestone revenue to cover an escalating $95.7 million quarterly R&D spend creates an unsustainable cash burn trajectory that threatens long-term shareholder value.

IDYA Growth Metrics

IDEAYA Biosciences, Inc. (IDYA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-

5 Years62.11%

3 Years62.54%

TTM3118.14%

Profit CAGR

10 Years-

5 Years-

3 Years-

TTM54.28%

EPS CAGR

10 Years-

5 Years-

3 Years-

TTM55.43%

Return on Capital

10 Years-38.29%

5 Years-23.17%

3 Years-26.97%

Last Year-14.97%

IDYA Recent Earnings

IDEAYA Biosciences, Inc. (IDYA) EPS & revenue vs analyst estimates — last 4 quarters

Full history →

●Beat EPS 5/12 qtrs (42%)●Beat Revenue 5/12 qtrs (71%)

Q2 2026Latest

May 5, 2026

Metric

Actual

Est

EPS

$1.11-3.7%

$1.07

Rev

$7M+30.2%

$5M

Q1 2026

Feb 17, 2026

Metric

Actual

Est

EPS

$0.94+1.2%

$0.95

Rev

$11M+72.5%

$6M

Q4 2025

Nov 4, 2025

Metric

Actual

Est

EPS

$1.33+240.6%

$0.95

Rev

$208M+3395.1%

$6M

Q3 2025

Aug 5, 2025

Metric

Actual

Est

EPS

$0.88-3.5%

$0.85

Rev

—

$2M

Quarter	Date	EPS (Act vs Est)	Revenue (Act vs Est)
Q2 2026Latest	May 5, 2026	$1.11vs $1.07-3.7%	$7Mvs $5M+30.2%
Q1 2026	Feb 17, 2026	$0.94vs $0.95+1.2%	$11Mvs $6M+72.5%
Q4 2025	Nov 4, 2025	$1.33vs $0.95+240.6%	$208Mvs $6M+3395.1%
Q3 2025	Aug 5, 2025	$0.88vs $0.85-3.5%	—vs $2M

Based on last 12 quarters of dataView full earnings history →

Latest IDYA News

Recent stock market news and headlines for IDEAYA Biosciences, Inc. (IDYA)

PRNewsWire·Jun 26, 2026

IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)

SOUTH SAN FRANCISCO, Calif., June 26, 2026 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced that, on June 25, 2026, the Compensation Committee of IDEAYA's Board of Directors granted non-qualified stock options to purchase an aggregate of 98,000 shares of the Company's common stock to four newly hired employees.

PRNewsWire·Jun 17, 2026

IDEAYA Biosciences Announces Yujiro S. Hata Elected Chairman of its Board of Directors

SOUTH SAN FRANCISCO, Calif., June 17, 2026 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a leading precision medicine oncology company, today announced that its Board of Directors has elected Yujiro S.

Peers Comparison

Key metrics vs top competitors for IDEAYA Biosciences, Inc. (IDYA)

Full Screener →

Company	Price	Market Cap	P/E Ratio	Rev Growth (1Y)	Net Margin	ROE	Div Yield
IDYAIDEAYA Biosciences, Inc.Current	$40.51	$3.56B	-31.65	3024.43%	-51.99%	-10.92%	—
TPVGTriplePoint Venture Growth BDC Corp.	$4.75	$192.85M	3.89	36.55%	-19.55%	-3.39%	—
AGENAgenus Inc.	$3.50	$145.75M	-1029.41	10.37%	52.16%	—	—
IMVTImmunovant, Inc.	$40.09	$8.23B	-14.47	—	—	-68.16%	—
KYMRKymera Therapeutics, Inc.	$119.24	$9.74B	-32.31	-16.72%	-612.17%	-25.02%	—
PRAXPraxis Precision Medicines, Inc.	$323.95	$9.36B	-24.03	-100%	—	-43.02%	—

Compare IDYA vs Peers

IDEAYA Biosciences, Inc. (IDYA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs TPVG

Most directly comparable listed peer for IDYA.

Scale Benchmark

vs MRK

Larger-name benchmark to compare IDYA against a more recognizable public peer.

Peer Set

Compare Top 5

vs TPVG, AGEN, IMVT, KYMR

IDYA SEC Filings & Documents

IDEAYA Biosciences, Inc. (IDYA) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

Material company update

May 5, 2026·SEC

Material company update

May 5, 2026·SEC

Material company update

Apr 13, 2026·SEC

10-K Annual Reports

FY 2026

Feb 17, 2026·SEC

FY 2025

Feb 18, 2025·SEC

FY 2024

Feb 20, 2024·SEC

10-Q Quarterly Reports

FY 2026

May 5, 2026·SEC

FY 2025

Nov 4, 2025·SEC

FY 2025

Aug 5, 2025·SEC

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IDYA Frequently Asked Questions

IDEAYA Biosciences, Inc. (IDYA) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

What is IDEAYA Biosciences, Inc.'s revenue?

IDEAYA Biosciences, Inc. (IDYA) reported $225.3M in revenue for fiscal year 2025.

How fast is IDEAYA Biosciences, Inc. growing?

IDEAYA Biosciences, Inc. (IDYA) grew revenue by 3024.4% over the past year. This is strong growth.

Is IDYA profitable?

IDEAYA Biosciences, Inc. (IDYA) reported a net loss of $140.1M for fiscal year 2025.

Dividend & Returns

What is IDYA's return on equity?

IDEAYA Biosciences, Inc. (IDYA) has a return on equity (ROE) of -10.9%. Negative ROE indicates the company is unprofitable.

What is IDEAYA Biosciences, Inc.'s free cash flow?

IDEAYA Biosciences, Inc. (IDYA) had negative free cash flow of $87.9M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in IDYA back in 2017?

Total return calculator · dividends reinvested · 9+ years of data

See returns →

Quarter

Date

EPS (Act vs Est)

Revenue (Act vs Est)

Q2 2026Latest

May 5, 2026

$1.11vs $1.07-3.7%

$7Mvs $5M+30.2%

Q1 2026

Feb 17, 2026

$0.94vs $0.95+1.2%

$11Mvs $6M+72.5%

Q4 2025

Nov 4, 2025

$1.33vs $0.95+240.6%

$208Mvs $6M+3395.1%

Q3 2025

Aug 5, 2025

$0.88vs $0.85-3.5%

—vs $2M

Company

Price

Market Cap

P/E Ratio

Rev Growth (1Y)

Net Margin

ROE

Div Yield

IDYAIDEAYA Biosciences, Inc.Current

$40.51

$3.56B

-31.65

3024.43%

-51.99%

-10.92%

—

TPVGTriplePoint Venture Growth BDC Corp.

$4.75

$192.85M

3.89

36.55%

-19.55%

-3.39%

—

AGENAgenus Inc.

$3.50

$145.75M

-1029.41

10.37%

52.16%

—

IMVTImmunovant, Inc.

$40.09

$8.23B

-14.47

—

-68.16%

—

KYMRKymera Therapeutics, Inc.

$119.24

$9.74B

-32.31

-16.72%

-612.17%

-25.02%

—

PRAXPraxis Precision Medicines, Inc.

$323.95

$9.36B

-24.03

-100%

—

-43.02%

—