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IDEAYA Biosciences, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 02 Mar 2026.
IDEAYA Biosciences, Inc.: what insiders have been doing
IDEAYA Biosciences, Inc. is a Healthcare & Pharma company. Its directors and officers file their transactions with SEC (Form 4). From 18 October 2025 to 18 October 2026, the disclosure feed for IDEAYA Biosciences, Inc. logged 10 filings by 6 insiders.
The record shows 1 purchase on the open market worth €1.4M, made by 1 insider, against 3 sales worth €1.2M by 2 insiders. Netting one side against the other leaves €190k of net buying. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Those buying include 1 senior executive. At €1.4M, the purchase published on 2 March 2026 by Stein Jeffrey is the largest of the period.
Compared with its exchange (5,808 companies, median 19 filings), a count of 10 filings is below the norm. Looking back to 2021, when coverage begins, insiders filed 1 purchase and 14 sales.
The latest purchase dates back some time: it was published 230 days ago, on 2 March 2026. Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
For comparison within the same sector, see the insider buying recorded at Cooper Companies, Inc. and Cytosorbents Corp. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
50
Thresholds
n/a
Buy Volume
€1M
1 ops. · all time
Sell Volume
€2M
14 ops. · all time
Who traded when
BuySaleYujiro S. Hata2 sales
Briseno Andres Ruiz1 sale
Jeffrey Stein1 buy
Since the insiders bought
- -0.8%Entry US$34.31 · Close 14 Oct 2026 US$34.05
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate IDEAYA Biosciences, Inc. Strong Buy (bullish), based on 12 analysts. Average price target: US$52.75.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 22,732 of 24,148 companies
17.2
score / 100
Value26
Quality9
FCF yld-2.2%
Earn yld-3.5%
EV/EBITDA·
ROE-16%
Gross mgn·
Net mgn-52%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$34.26
Analyst consensus
12 analystsStrong buy
US$31.00Target US$52.75(+54%)US$65.00
Income statement
RevenueUS$218.7M
EBITDA-US$154.7M-71% margin
Net income-US$113.7M-74.8% margin
Valuation
PER (forward)-8.5x
P/Book2.8x
Beta-0.04
Balance sheet & cash
Market capUS$3.3B
Total debtUS$27.9M
Free Cash Flow-US$73.5M
Debt / Equity2%
Profitability & ownership
ROE-16.2%
ROA-11.5%
% insiders2.2%
% institutions107.7%
Last declaration on 8 October 2026
Declarations50 total
26,338 shares@ US$4.310.0031% mcap4.7% of flowCommon StockSEC:0001610717-26-000434:0
25,538 shares@ US$37.38690.026% mcap39.8% of flowCommon StockSEC:0001610717-26-000434:1
800 shares@ US$38.26260.0008% mcap1.3% of flowCommon StockSEC:0001610717-26-000434:2
230,316 shares@ US$38.230.24% mcap100.0% of flowCommonSEC144:0001968582-26-001043
9,550 shares@ US$40.01370.011% mcap42.8% of flowCommon StockSEC:0001610717-26-000336:1
9,550 shares@ US$12.860.0034% mcap13.7% of flowCommon StockSEC:0001610717-26-000336:0
9,550 shares@ US$40.01370.011% mcap100.0% of flowCommonSEC144:0001968582-26-000707
50,000 shares@ US$32.9578100.0% of flowCommon StockSEC:0001610717-26-000078:0
Canonical exit: 31 May 2026 (T+90)
1,039 shares@ US$16.9065100.0% of flowCommon StockSEC:0001610717-26-000033:0
682 shares@ US$23.2561.9% of flowCommon StockSEC:0001610717-26-000032:0
12,808 shares@ US$19.5220.6% of flowCommon StockSEC:0001610717-25-000021:0
6,424 shares@ US$13.3414.4% of flowCommon StockSEC:0001610717-24-000367:0
28,500 shares@ US$12.86100.0% of flowCommon StockSEC:0001610717-24-000272:0
56,711 shares@ US$4.3119.5% of flowCommon StockSEC:0001610717-24-000239:0
2,000 shares@ US$46.022310.9% of flowCommon StockSEC:0001610717-24-000059:0
75,815 shares@ US$4.3126.2% of flowCommon StockSEC:0001610717-24-000053:0
628 shares@ US$4.310.2% of flowCommon StockSEC:0001610717-24-000043:0
2,000 shares@ US$42.02519.9% of flowCommon StockSEC:0001610717-24-000041:0
12,261 shares@ US$4.314.2% of flowCommon StockSEC:0001610717-24-000028:0
2,000 shares@ US$38.01288.9% of flowCommon StockSEC:0001610717-24-000029:0
75,000 shares@ US$4.3125.4% of flowCommon StockSEC:0001610717-23-000405:0
10,000 shares@ US$13.3421.9% of flowCommon StockSEC:0001610717-23-000406:0
1,672 shares@ US$34.006.7% of flowCommon StockSEC:0001610717-23-000403:0
5,163 shares@ US$12.8611.3% of flowCommon StockSEC:0001610717-23-000322:0
1,000 shares@ US$12.862.2% of flowCommon StockSEC:0001610717-23-000279:0
25 of 50 declarations
About IDEAYA Biosciences, Inc.
IDEAYA Biosciences, Inc. is a U.S.-based biotechnology company listed on the NASDAQ under the ticker IDYA, with headquarters in South San Francisco, California, United States. Founded in June 2015, IDEAYA is a precision oncology company focused on the discovery and development of targeted therapeutics for patient populations selected through molecular diagnostics. For French, Belgian and Swiss investors, the company fits the profile of a clinical-stage biotech: high R&D intensity, no mature commercial franchise yet, but meaningful optionality from a diversified pipeline and potentially differentiated scientific positioning. The company’s strategy is centered on biomarker-driven oncology, where patient selection and target biology can create a competitive edge versus broader, less selective cancer approaches.
IDEAYA’s lead asset is darovasertib, a PKC inhibitor being developed primarily in uveal melanoma, a rare and serious eye cancer with significant unmet medical need. The program is especially important because it has moved into advanced clinical development, including pivotal studies, and has become the company’s main value driver. Beyond darovasertib, IDEAYA is advancing multiple programs across oncology mechanisms, including DNA damage response, synthetic lethality, ADC-based approaches and other targeted assets in clinical and preclinical stages. In practical terms, IDEAYA is building a portfolio intended to balance near-term clinical catalysts with longer-term pipeline breadth.
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The company’s competitive position rests on several pillars: precision-medicine expertise, a concentration on genomically or biomarker-selected tumor subsets, and the ability to progress several programs in parallel. It also seeks to capture value through collaborations while retaining commercial rights where possible. This makes IDEAYA more than a single-asset story, although darovasertib remains the central investment thesis. The company’s business model is still largely development-led rather than sales-led, so valuation is likely to remain highly sensitive to clinical readouts, regulatory milestones and partnering decisions.
Recent company updates underscore that point. In early 2026, IDEAYA reported full enrollment in its pivotal OptimUM-02 Phase 2/3 trial of darovasertib in combination with crizotinib in first-line HLA*A2-negative metastatic uveal melanoma, and it highlighted progress across other pipeline programs such as IDE034, IDE574 and IDE892. The company also reported approximately $1.05 billion in cash, cash equivalents and marketable securities as of December 31, 2025, which it expects to fund operations into 2030. For investors, that liquidity is important: it reduces financing risk and supports execution, while the ultimate investment case still depends on clinical success and regulatory progress. IDEAYA Biosciences remains a high-quality, science-driven oncology platform with meaningful upside, but also the inherent binary risks of late-stage biotech development.
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