Cantor Fitzgerald reiterates Overweight for IDEAYA Biosciences stock

Published on 10/08/2026 at 11:00 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

IDEAYA posted USD 8.86 million revenue in the second quarter of 2026. IDEAYA Biosciences stock costs EUR 32.14 on October 8, 2026 versus EUR 32.39.

IDYA, US45166A1025, Illustration mit AI erstellt.

At Lang & Schwarz, IDEAYA Biosciences (ISIN US45166A1025) was trading at EUR 32.14 on October 8, 2026 at 10:47 a.m. CEST. Cantor Fitzgerald reiterated an Overweight rating on October 6, 2026, keeping the clinical-stage oncology company tied to upcoming data milestones, according to Investing.com.

Analysts keep a bullish split

The analyst picture is positive but not uniform. MarketBeat reported on October 4, 2026 that 13 of 15 analysts rated IDEAYA a Buy, one rated it Hold and one rated it Sell, producing a Moderate Buy consensus and an average 12-month target of USD 52.69.

The same MarketBeat report said Guggenheim raised its target from USD 54.00 to USD 57.00 on September 9, 2026, while Wedbush lifted its target from USD 58.00 to USD 60.00 on August 5, 2026. Those targets are reported in US dollars and are separate from the euro reference quote.

Revenue grows while losses continue

IDEAYA's second-quarter 2026 revenue was USD 8.86 million, above the USD 8.02 million consensus estimate, according to MarketBeat. Diluted EPS was a loss of USD 1.22, missing the USD 1.06 loss expected by consensus by USD 0.16.

The figures show the central tension in the story: operating progress is being measured through pipeline milestones rather than commercial earnings. IDEAYA describes its business as precision oncology focused on targeted therapies selected through molecular diagnostics, according to its investor-relations page.

Data milestones set the next test

Cantor Fitzgerald highlighted upcoming IDE849 data from partner Hengrui at the ESMO meeting and later updates in small-cell lung cancer and neuroendocrine cancers. The analyst also pointed to IDEAYA's research and development day on November 16, 2026, where the company plans to discuss its MTAP, CDKN2A and KRAS strategy in pancreatic cancer, as reported by Investing.com.

IDEAYA stock stays below its yearly high

IDEAYA stock was trading at EUR 32.14 at Lang & Schwarz on October 8, 2026 at 10:47 a.m. CEST, down minus 0.77 percent versus the Lang & Schwarz prior close of EUR 32.39 on October 7, 2026. The primary listing is on Nasdaq, where the finance quote showed a USD 3.4 billion market capitalization and a 52-week range of USD 26.05 to USD 42.68 as of October 7, 2026.

The further course of trading is shown by the continuously updated real-time quote of IDEAYA Biosciences stock.