Nano Cap New Millennium Growth Fund L P Takes $743,000 Position in IDEAYA Biosciences, Inc. $IDYA

Posted by Stanley Muller on May 22nd, 2026

Nano Cap New Millennium Growth Fund L P acquired a new stake in IDEAYA Biosciences, Inc. (NASDAQ:IDYA – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 21,500 shares of the company’s stock, valued at approximately $743,000.

Several other large investors have also made changes to their positions in IDYA. Farther Finance Advisors LLC boosted its holdings in shares of IDEAYA Biosciences by 171.1% in the 4th quarter. Farther Finance Advisors LLC now owns 919 shares of the company’s stock valued at $32,000 after acquiring an additional 580 shares during the last quarter. Aster Capital Management DIFC Ltd acquired a new stake in IDEAYA Biosciences during the third quarter worth about $38,000. ANTIPODES PARTNERS Ltd grew its holdings in IDEAYA Biosciences by 49.4% during the fourth quarter. ANTIPODES PARTNERS Ltd now owns 1,150 shares of the company’s stock worth $40,000 after acquiring an additional 380 shares during the period. Abich Financial Wealth Management LLC acquired a new stake in IDEAYA Biosciences during the third quarter worth about $58,000. Finally, Global Retirement Partners LLC acquired a new stake in IDEAYA Biosciences during the fourth quarter worth about $61,000. 98.29% of the stock is owned by hedge funds and other institutional investors.

IDEAYA Biosciences Price Performance

IDYA stock opened at $29.54 on Friday. The business has a 50 day simple moving average of $31.05 and a 200-day simple moving average of $32.82. The firm has a market capitalization of $2.60 billion, a PE ratio of -18.46 and a beta of -0.04. IDEAYA Biosciences, Inc. has a 1 year low of $18.25 and a 1 year high of $39.28.

IDEAYA Biosciences (NASDAQ:IDYA – Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The company reported ($1.11) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.04). The firm had revenue of $6.56 million during the quarter, compared to analyst estimates of $5.04 million. IDEAYA Biosciences’s quarterly revenue was down 39.4% on a year-over-year basis. During the same period in the previous year, the business earned ($0.82) EPS. On average, equities research analysts expect that IDEAYA Biosciences, Inc. will post -4.28 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Mizuho cut their price objective on shares of IDEAYA Biosciences from $52.00 to $50.00 and set an “outperform” rating for the company in a report on Thursday, May 7th. Wedbush upped their target price on IDEAYA Biosciences from $52.00 to $58.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 14th. Royal Bank Of Canada upped their target price on IDEAYA Biosciences from $49.00 to $53.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 14th. Wells Fargo & Company upped their target price on IDEAYA Biosciences from $44.00 to $48.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 14th. Finally, Guggenheim upped their target price on IDEAYA Biosciences from $50.00 to $54.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Fifteen analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $50.69.

View Our Latest Analysis on IDYA

Insider Buying and Selling at IDEAYA Biosciences

In other news, Director Jeffrey Stein purchased 50,000 shares of the stock in a transaction dated Monday, March 2nd. The shares were purchased at an average price of $32.96 per share, with a total value of $1,648,000.00. Following the transaction, the director owned 54,281 shares in the company, valued at $1,789,101.76. The trade was a 1,167.95% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 4.70% of the company’s stock.

About IDEAYA Biosciences

(Free Report)

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.