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SEC EDGAR: CIK 1676725IDYA stock profile & AI dashboard →

13F Pro Quality Score

10.5/100

Rank #2,808 of 2,879 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

6.5/100

Profitability

1.6/100

Balance Sheet

16.0/100

Earnings Quality

30.0/100

Free Cash Flow

2.4/100

Institutional Flow

75.4/100

Revenue Scale

2.6/100

Dilution Risk

8.8/100

IDYA Stock Analysis & AI Quality Score

AI stock analysis and institutional research for IDEAYA Biosciences, Inc. (IDYA), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores IDYA at 10.5/100 on a 32-signal composite quality model, placing it at rank #2,808 of 2,879 stocks — the bottom half of the AI-ranked universe. IDYA scores in the top quartile across institutional flow (75.4). Areas of concern include profitability (1.6) and free cash flow (2.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 8.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), IDEAYA Biosciences, Inc. reports quarterly revenue of $6.6M, net income of $-98.5M, free cash flow of $-76.1M. Top institutional holders of IDYA by reported 13-F value include FMR, BlackRock,, JANUS HENDERSON GROUP PLC, based on the most recent SEC filings. IDYA trades on the Nasdaq exchange and files with the SEC under CIK 1676725. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IDYA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for IDEAYA Biosciences, Inc. directly from SEC EDGAR. IDEAYA Biosciences, Inc.'s 13F Pro composite quality score has ranged between 7 and 46 since 2021, currently 10.5 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about IDEAYA Biosciences, Inc.

Quirks, history, and lore behind IDYA — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    A clinical-stage biopharmaceutical company · listed on Nasdaq · headquartered in South San Francisco · focused on precision oncology.
  • 2
    The Numbers
    A small-cap biotech with minimal product revenue — it runs largely on collaboration payments and milestones from partnerships with larger pharma companies.
  • 3
    The History
    Founded around 2015, it was built from the ground up to pursue synthetic lethality — the idea that cancer cells with certain mutations can be killed by disabling a second, compensating pathway.
  • 4
    The Secret
    Its pipeline targets DNA damage response vulnerabilities in tumors, with programs aimed at cancers driven by mutations like GNAQ/GNA11 — a rare angle that most big oncology players overlook.
  • 5
    The Lore
    It landed a significant collaboration deal with GSK, giving it both validation and cash runway while it advances multiple candidates through trials — a neat trick for a young biotech.
  • 6
    The Giveaway
    Its name is a riff on the word idea, its ticker is IDYA, and its lead program targets uveal melanoma — one of the rarest and hardest-to-treat cancers out there.
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Revenue

Q1 2026

$6.6M

Net Income

Q1 2026

$-98.5M

Free Cash Flow

Q1 2026

$-76.1M

ROIC

Q1 2026

-11.6%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-16.3% YoY
$23.4MFY 2023
FY19 $0.00FY20 $19.5MFY21 $27.9MFY23 $23.4M

Net Income

-127.0% YoY
$-113.0MFY 2023
FY19 $-42.0MFY20 $-34.5MFY21 $-49.8MFY23 $-113.0M

Operating Income

-167.4% YoY
$-134.4MFY 2023
FY19 $-44.3MFY20 $-35.3MFY21 $-50.3MFY23 $-134.4M

EPS (Diluted)

-39.0% YoY
$-1.96FY 2023
FY19 FY20 $-1.40FY21 $-1.41FY23 $-1.96

Total Assets

+70.3% YoY
$649.3MFY 2023
FY19 $113.0MFY20 $298.3MFY21 $381.3MFY23 $649.3M

Op. Cash Flow

-106.6% YoY
$-115.2MFY 2023
FY19 $-39.3MFY20 $55.5MFY21 $-55.8MFY23 $-115.2M

AI Insight: IDYA Financial Trends

IDEAYA remains pre-commercial with persistent operating losses averaging ~$90M/quarter, punctuated by a one-time Q3 2025 net income swing of $119M that masked no fundamental profitability change.

Operating losses widened materially from -$65M in Q2 2024 to -$109M in Q1 2026, reflecting escalating R&D spend.

Q3 2025 showed an anomalous $119M net income and $142M operating cash inflow — likely a non-recurring milestone or licensing payment.

Equity declined from a peak of $1,180M in Q3 2024 to $937M in Q1 2026, eroded by sustained net losses.

Revenue remains minimal and inconsistent — $0M in four of eight quarters — signaling no commercial product revenue base yet.

Operating cash burn returned to -$75M in Q1 2026 after the Q3 2025 inflow; runway sustainability depends on equity or partnership proceeds.

Equity base shrinking toward $937M — monitor for dilutive capital raises needed to fund ongoing ~$90M/quarter cash burn.

Nature and recurrence of Q3 2025's $108M operating income event is critical; a non-recurring item would confirm no underlying inflection.

AI Insight: IDYA Ratio Trends

IDEAYA's return metrics remain deeply negative in Q1 2026, with ROE at -42.0% and ROIC at -46.3%, the worst levels outside Q4 2024's spike.

ROE deteriorated sharply from -32.6% in Q4 2025 to -42.0% in Q1 2026, reversing any post-Q3 2025 optimism.

Q3 2025 showed a rare positive spike — ROE of 43.7%, ROA of 40.2%, ROIC of 39.7% — likely a one-time item.

TTM ROIC of -19.6% is less severe than most individual quarters, reflecting the one-off Q3 2025 gain smoothing the average.

ROIC of -46.3% in Q1 2026 is the second-worst in the dataset; sustained losses raise cash-burn concerns for this pre-profit biotech.

OpMargin and NPM data are absent throughout — inability to assess operational efficiency is a key analytical gap.

D/E is unavailable across all periods; leverage trajectory cannot be assessed as the company funds ongoing R&D.

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Available Research

13F Pro tracks comprehensive data for IDEAYA Biosciences, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of IDYA

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Is IDYA a good stock to buy?

13F Pro's AI-powered analysis of IDEAYA Biosciences, Inc. (IDYA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IDYA are available on the IDYA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own IDYA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IDYA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of IDEAYA Biosciences, Inc.'s investment landscape.