Equity Profile

IDYA

IDEAYA Biosciences, Inc.

Health CareBiotechnology$3.5B

Aug10Mon

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

IDEAYA Biosciences, Inc. is a biotechnology company focused on developing targeted therapies for cancer....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

$-1.17

Revenue

Revenue figures will provide insight into the company's sales performance and market demand for its products.

$7M

Wall Street expectations, options signals, track record, and call prep available with Pro.

IDYA Q2-2026 Earnings Preview

Context

Company Snapshot

IDEAYA Biosciences, Inc. is a biotechnology company focused on developing targeted therapies for cancer. As part of the health care sector, its work is crucial in addressing unmet medical needs and advancing cancer treatment options.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

+8281.73%

Avg Stock Reaction

-2.69%

Last Quarter Recap

In the last quarter, IDEAYA reported an EPS of $-1.11, slightly missing expectations. The stock reacted negatively, declining by 0.35% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect IDEAYA to report a loss of $-1.17 per share with revenues around $7 million. The company has a mixed earnings history, which adds uncertainty to these expectations.

Bull Case

If IDEAYA can beat EPS estimates and show stronger revenue growth, it may indicate improved operational efficiency and market acceptance of its products.

Bear Case

Conversely, if the company misses on both EPS and revenue, it could signal ongoing challenges in its business model and lead to further stock declines.

Key Metrics to Watch

EPS

$-1.17

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

Revenue

$7M

Revenue figures will provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will IDEAYA's revenue meet or exceed the $7 million consensus estimate?

Revenue performance is critical for assessing market demand and the company's growth trajectory.

How will management address the ongoing losses reflected in the expected EPS of $-1.17?

Management's commentary on cost management and future profitability will be closely scrutinized by investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for revenue growth due to upcoming product launches that could drive sales higher than expected.

Supporting Evidence

The options market is pricing a larger move than historical averages, indicating potential for significant news.

Past earnings surprises have shown that IDEAYA can outperform expectations, suggesting the current estimates may be conservative.

Key Risk

If revenue exceeds $7 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining whether IDEAYA can stabilize its financials and regain investor confidence.

Bull Confirmed If

A revenue figure above $7 million would confirm strong market demand and operational efficiency.

Bear Confirmed If

An EPS worse than the expected $-1.17 could indicate deeper issues in the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±13.3%

Historical Avg

±4.3%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±13.3% while IDYA has averaged ±4.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

36.9%

Calls (2K)P/C Ratio: 0.10Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Health Care

n=30

Fade rate: 13 of 29 (45%)

This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 3.6%, with a raw directional average of -1.3% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If IDEAYA beats expectations, history suggests a potential stock increase of around 1.24%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further clarity from management.

Miss

A miss could lead to a decline of about 5.05%, reflecting ongoing concerns about the company's financial trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product pipeline advancements and their expected impact on revenue.
2Management's strategy for addressing ongoing losses and improving profitability.
3Insights into market demand for IDEAYA's therapies and any partnerships that may enhance growth.
4Details on cost management initiatives and their effectiveness in reducing losses.
5Any commentary on competitive landscape changes that could impact IDEAYA's market position.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Aug7

PAABMO

Plains All American Pipeline, L.P.

PreviewView

Aug7

ESNTBMO

Company Snapshot

IDEAYA Biosciences, Inc. is a biotechnology company focused on developing targeted therapies for cancer....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

$-1.17

Revenue

Revenue figures will provide insight into the company's sales performance and market demand for its products.

$7M

Wall Street expectations, options signals, track record, and call prep available with Pro.

IDYA Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

+8281.73%

Avg Stock Reaction

-2.69%

Last Quarter Recap

In the last quarter, IDEAYA reported an EPS of $-1.11, slightly missing expectations. The stock reacted negatively, declining by 0.35% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect IDEAYA to report a loss of $-1.17 per share with revenues around $7 million. The company has a mixed earnings history, which adds uncertainty to these expectations.

Bull Case

If IDEAYA can beat EPS estimates and show stronger revenue growth, it may indicate improved operational efficiency and market acceptance of its products.

Bear Case

Conversely, if the company misses on both EPS and revenue, it could signal ongoing challenges in its business model and lead to further stock declines.

Key Metrics to Watch

EPS

$-1.17

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

Revenue

$7M

Revenue figures will provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will IDEAYA's revenue meet or exceed the $7 million consensus estimate?

Revenue performance is critical for assessing market demand and the company's growth trajectory.

How will management address the ongoing losses reflected in the expected EPS of $-1.17?

Management's commentary on cost management and future profitability will be closely scrutinized by investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for revenue growth due to upcoming product launches that could drive sales higher than expected.

Supporting Evidence

The options market is pricing a larger move than historical averages, indicating potential for significant news.

Past earnings surprises have shown that IDEAYA can outperform expectations, suggesting the current estimates may be conservative.

Key Risk

If revenue exceeds $7 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining whether IDEAYA can stabilize its financials and regain investor confidence.

Bull Confirmed If

A revenue figure above $7 million would confirm strong market demand and operational efficiency.

Bear Confirmed If

An EPS worse than the expected $-1.17 could indicate deeper issues in the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±13.3%

Historical Avg

±4.3%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±13.3% while IDYA has averaged ±4.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

36.9%

Calls (2K)P/C Ratio: 0.10Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Health Care

n=30

Fade rate: 13 of 29 (45%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If IDEAYA beats expectations, history suggests a potential stock increase of around 1.24%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further clarity from management.

Miss

A miss could lead to a decline of about 5.05%, reflecting ongoing concerns about the company's financial trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product pipeline advancements and their expected impact on revenue.
2Management's strategy for addressing ongoing losses and improving profitability.
3Insights into market demand for IDEAYA's therapies and any partnerships that may enhance growth.
4Details on cost management initiatives and their effectiveness in reducing losses.
5Any commentary on competitive landscape changes that could impact IDEAYA's market position.