Buy now: the stock is pulling back toward support ($32.19) while Wall Street remains broadly bullish with multiple raised targets into a Q1’26 clinical catalyst window.
Catalyst-driven setup: sentiment and positioning (very elevated IV) suggest the market is actively pricing upcoming data, which can favor near-term upside if momentum returns.
Technical risk is present (bearish MACD / sub-40 RSI), but for an impatient buyer, the current level offers a more favorable entry than chasing closer to resistance ($36+).
Event risk: high IV implies the market expects a large move; if catalyst outcomes disappoint, repricing can be sharp.
No notable supportive flow from hedge funds/insiders recently (both reported neutral), reducing confirmation from “smart money” trend signals.
Financial Performance
Latest reported quarter: 2025/Q3
Revenue: $207.834M, reported flat YoY (0.00%).
Net Income: $119.244M, down sharply YoY (-330.11%).
EPS: 1.33, down sharply YoY (-321.67%).
Gross Margin: 100% (unchanged).
Read-through: top-line growth is not accelerating in the snapshot provided, while profitability metrics swung materially lower YoY—this keeps the stock primarily catalyst/clinical-outcome-driven rather than fundamentals-driven in the near term.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Trend: Ratings skew strongly positive with multiple Buys/Outperforms and several price target increases into early-2026 catalysts.
Recent changes:
RBC: Outperform, PT raised to $45 (from $41)
UBS: initiated Buy, PT $50
Truist: Buy, PT raised to $60 (from $59); frames as top pick with high stated probability for upcoming readout
Citi: Buy, PT $64, placed on upside 90-day catalyst watch
Cons: the setup is highly catalyst-dependent; targets embed meaningful success expectations.
Influential / politician activity: No recent congress trading data available; hedge fund and insider trend signals are reported neutral.
Wall Street analysts forecast IDYA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IDYA is 49.86 USD with a low forecast of 30 USD and a high forecast of 79 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast IDYA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IDYA is 49.86 USD with a low forecast of 30 USD and a high forecast of 79 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Buy
2 Hold
0 Sell
Strong Buy
Current: 31.770
Low
30
Averages
49.86
High
79
Current: 31.770
Low
30
Averages
49.86
High
79
RBC Capital
NULL
to
Outperform
maintain
$41 -> $45
AI Analysis
2026-01-21
Reason
RBC Capital
Price Target
$41 -> $45
AI Analysis
2026-01-21
maintain
NULL
to
Outperform
Reason
RBC Capital raised the firm's price target on Ideaya Biosciences to $45 from $41 and keeps an Outperform rating on the shares. The firm updated models for several biotech companies after meeting with managements.
UBS
assumed
$50
2026-01-07
Reason
UBS
Price Target
$50
2026-01-07
assumed
Reason
UBS assumed coverage of Ideaya Biosciences (IDYA) with a Buy rating and $50 price target. as the analyst initiated or assumed coverage on 22 small-to-mid cap biotech names. After a rough period, biotech fundamentals are now inflecting, contends the analyst, who expects investor confidence to recover and sees this positioning biotech for strong performance in 2026. Among the group, top picks include Apogee Therapeutics (APGE), Cogent Biosciences (COGT), Kodiak Sciences (KOD), Ideaya Biosciences, Inventiva (IVA), SAB Biotherapeutics (SABS) and Ventyx Biosciences (VTYX), which the analyst highlights as having key upcoming catalysts, de-risked best-in-class portfolios, strong data, and broader pipelines.
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