Aberdeen Group plc Acquires 116,743 Shares of IDEAYA Biosciences, Inc. $IDYA

Aberdeen Group plc boosted its holdings in shares of IDEAYA Biosciences, Inc. (NASDAQ:IDYA) by 26.5% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 558,048 shares of the company’s stock after acquiring an additional 116,743 shares during the period. Aberdeen Group plc’s holdings in IDEAYA Biosciences were worth $15,184,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Abich Financial Wealth Management LLC bought a new stake in shares of IDEAYA Biosciences during the third quarter worth about $58,000. Elevation Point Wealth Partners LLC acquired a new position in IDEAYA Biosciences during the 2nd quarter valued at about $61,000. Daiwa Securities Group Inc. increased its holdings in IDEAYA Biosciences by 16.1% during the 2nd quarter. Daiwa Securities Group Inc. now owns 3,141 shares of the company’s stock worth $66,000 after purchasing an additional 436 shares in the last quarter. CWM LLC raised its stake in shares of IDEAYA Biosciences by 33.0% in the second quarter. CWM LLC now owns 3,153 shares of the company’s stock worth $66,000 after purchasing an additional 782 shares during the last quarter. Finally, PNC Financial Services Group Inc. lifted its holdings in shares of IDEAYA Biosciences by 39.1% in the second quarter. PNC Financial Services Group Inc. now owns 3,344 shares of the company’s stock valued at $70,000 after purchasing an additional 940 shares in the last quarter. 98.29% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

IDYA has been the topic of a number of analyst reports. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of IDEAYA Biosciences in a report on Wednesday. Royal Bank Of Canada restated an “outperform” rating and set a $49.00 price target on shares of IDEAYA Biosciences in a report on Wednesday. Mizuho increased their price objective on shares of IDEAYA Biosciences from $44.00 to $46.00 and gave the company an “outperform” rating in a research note on Tuesday, November 11th. Guggenheim reissued a “buy” rating and set a $50.00 target price on shares of IDEAYA Biosciences in a research report on Wednesday. Finally, Wedbush upped their target price on IDEAYA Biosciences from $49.00 to $52.00 and gave the company an “outperform” rating in a report on Wednesday. Fifteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $47.60.

Key Headlines Impacting IDEAYA Biosciences

Here are the key news stories impacting IDEAYA Biosciences this week:

• Positive Sentiment: Q4 / FY2025 results beat expectations: EPS loss was narrower than consensus (‑$0.94 vs. ‑$1.03 est.) and revenue came in well above estimates at $21.75M (vs. ~$5.95M est.), with revenue up ~56% year‑over‑year — a tangible near-term fundamental beat. Q4 Press Release
• Positive Sentiment: Pipeline and readout timing bolsters near-term catalyst visibility: 130 required PFS events were confirmed by BICR in the Phase 2/3 OptimUM‑02 darovasertib + crizotinib trial and topline results are expected by roughly the last week of March; darovasertib is planned for three randomized Phase 3 registrational trials by H1 2026. Business Update / PR Newswire
• Positive Sentiment: ADC program (IDE849) progress and milestones: company expects to initiate a registrational IDE849 monotherapy study in 2L+ SCLC/NEC by end of 2026 and to provide preliminary IDE849 Phase 1 data by year‑end — potential medium‑term value drivers if clinical data are positive. Business Update / PR Newswire
• Positive Sentiment: Strong balance sheet: ~ $1.05B in cash, cash equivalents and marketable securities as of 12/31/2025, which management says should fund operations into 2030 — lowers near‑term financing risk. Business Update / PR Newswire
• Positive Sentiment: Analyst price-target lifts: Wedbush raised its target to $52 (outperform), Guggenheim reaffirmed buy with $50 PT, and RBC reaffirmed outperform with a $49 PT — these raise upside expectations and can support investor sentiment. Wedbush note Guggenheim note RBC / Benzinga
• Neutral Sentiment: Management presentation at Citi’s 2026 Virtual Oncology Leadership Summit provided additional corporate and program-level color (transcript available) but contained no new timing surprises beyond the company release. Citi Summit Transcript

IDEAYA Biosciences Stock Performance

IDYA stock opened at $30.92 on Thursday. The stock has a fifty day moving average of $34.25 and a 200-day moving average of $30.44. IDEAYA Biosciences, Inc. has a fifty-two week low of $13.45 and a fifty-two week high of $39.28. The company has a market capitalization of $2.71 billion, a price-to-earnings ratio of -23.60 and a beta of 0.10.

IDEAYA Biosciences (NASDAQ:IDYA) last announced its quarterly earnings data on Tuesday, February 17th. The company reported ($0.94) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($1.03) by $0.09. The firm had revenue of $21.75 million during the quarter, compared to the consensus estimate of $5.95 million. The company’s revenue was up 55.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted ($1.49) earnings per share. Equities analysts predict that IDEAYA Biosciences, Inc. will post -3.07 EPS for the current year.

About IDEAYA Biosciences

IDEAYA Biosciences is a clinical-stage precision oncology company dedicated to the discovery and development of novel therapies that exploit synthetic lethality in cancer cells. By targeting key DNA damage response pathways, the company aims to selectively kill tumor cells exhibiting specific genetic vulnerabilities while sparing healthy tissue. IDEAYA’s pipeline includes small-molecule inhibitors designed to address underserved tumor types, and its lead programs are advancing through Phase 1 and Phase 2 clinical trials in multiple oncology indications.

Central to IDEAYA’s approach is its Modular Approach to Precision (MAP) platform, which integrates proprietary genomic and functional screening technologies to identify critical cancer-specific dependencies.