RLAY

$18.97-$0.09 (-0.47%)live

Compare

Change$-18.03

Fair-value model

Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.

Years of analysisAssumption entries

Analyst estimates unavailable for this ticker.

Held · Bookmarked

0 · 0

portfolios · users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$4.2B

219M shares

52-week range

$4.05 – $21.27

87% from low

Sector

BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)

Exchange

NASDAQ

P/S (TTM)

372

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$11M	-17.8%	$-1.60	$-1.71–$-1.47	—	10
2027	$18M	+70.1%	$-1.62	$-1.76–$-1.47	—	10
2028	$25M	+39.6%	$-1.62	$-1.77–$-1.43	—	10
2029	$162M	+548.8%	$-1.19	$-4.23–$-0.23	—	4

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 5 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-06	$-0.39	$-0.41	-4.8%
2026-05-05	$-0.35	$-0.41	-17.1%
2026-02-26	$-0.38	$-0.32	+15.8%
2025-11-06	$-0.39	$-0.43	-10.3%
2025-08-07	$-0.49	$-0.41	+16.3%
2025-05-05	$-0.50	$-0.46	+8.0%
2025-02-26	$-0.57	$-0.45	+21.1%
2024-11-06	$-0.77

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
RLAYRelay Therapeutics, Inc.	$18.97	-0.47%	$4.2B	—
AMLXAmylyx Pharmaceuticals, Inc.	$33.15	-1.46%	$3.7B	—
CVACCureVac N.V.	$4.66	+0.00%	$1.0B	—
IMTXImmatics N.V.	$8.60	-0.23%	$1.2B	—
INBXInhibrx Biosciences Inc.	$105.61	-4.40%

Relay Therapeutics, Inc. Common Stock

Relay Therapeutics Inc is a clinical-stage precision medicine company transforming the drug discovery process and bringing life-changing therapies to patients. The Dynamo platform of the company integrates an array of leading-edge computational and experimental approaches designed to drug-protein targets that have previously been intractable or inadequately addressed. The company is advancing a pipeline of medicine candidates to address targets in precision oncology and genetic disease, including product candidates, RLY-8186, RLY-2608, RLY-4008 and others.

www.relaytx.com

Employees: 192
IPO / List date: Jul 16, 2020
HQ: CAMBRIDGE, MA

Held by traders on TradeandTell

No one on the platform currently holds RLAY.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	673,599	$6.7M

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded RLAY yet.

$RLAY chatter on StockTwits

Quantumup@Quantumup1d
Lucid Capital on $FTH said -- We assume coverage of Faeth Therapeutics with a Buy rating and a $59 price target. $CELC $RLAY NVS RHHBY AZN Here's what Lucid Capital went on to say in its note: https://x.com/Quantumup1/status/2099486583401402390?s=20
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Daniel Oliveira@Equibles4d
$RLAY This one turned up on Equibles. Relay Therapeutics, Inc. 10% owner SVF Pauling (Cayman) Ltd reported selling 6,000,000 RLAY shares on August 25, 2026, worth about $116.4 million, in a non-derivative Form 4.
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Daniel Maia@danielmaia12Bullish6d
$RLAY on close watch.
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Quantumup@Quantumup6d
TD Cowen🏁 $FTH at a Buy and said -- Multi-node PAM inhibition is validated and can result in improved outcomes in breast cancer and likely beyond. $CELC $RLAY NVS RHHBY AZn TD Cowen added—PIKTOR's oral administration and differentiated PK should achieve strong adoption through a favorable, practical balance of efficacy through exposure, tolerability, and convenience. Phll endometrial data by YE should validate its profile and support a $2B+ opportunity across indications.
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Jonathan Faison@JFaisAug 28
$KZIA with a " $TRIL -type" financing (raising almost as much $ as prior market cap) Bullish signal in terms of demand 🧐 Yesterday, shared 83% ORR in first six TNBC patients treated including one complete metabolic response (also responses in broad range of mets including lung, liver, bone, lymph & CNS) More validation for PAM (PI3K/Akt /mTOR) pathway, this time with oral, brain penetrant candidate $CELC $RLAY
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Quantumup@QuantumupAug 21
Needham🏁 $FTH Buy-$56 and said -- Targeting of the PI3K/AKT/mTOR signaling pathway in cancer has remained a challenge, with pharma focused on single node inhibitors. $CELC $RLAY NVS RHHBY AZN Needham added—Recently approved multi-node inhibitor Revtorpyk (CELC, Buy) has demonstrated clinical benefit in both mutant and WT PI3K patients, providing a clear POC. While we expect Revtorpyk's launch to help educate stakeholders on multi-node inhibition, its IV administration may limit expansion in earlier lines, especially in advanced mBC, where SOC is shifting to oral agents (e.g., oral SERDs). Piktor is a combination of orally available PI3Ka (serabelisib) and mTORC1/2 (sapanisertib) inhibitors, with early activity in endometrial cancer. Given its multi-node targeting and oral availability, we believe Piktor can act as a fast follower. We are initiating coverage of FTH with a Buy Rating and a $56 Target.
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Quantumup@QuantumupAug 17
Guggenheim⬆️ $CELC to $175, reiterated Buy and said -- CELC's update reiterated guidance for Revtorpyk commercial shipments to begin late in the third quarter, and management suggested this achievement could be press released. $NVS $RLAY RHHBY AZN Here's what else Guggenheim had to say: https://x.com/Quantumup1/status/2089430066442715375?s=20
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Quantumup@QuantumupAug 14
Needham⬇️ $CELC's to $140 vs $157; stays Buy and said -- Following Revtorpyk's approval (note), the drug has secured NCCN inclusion ahead of its late 3Q:26 launch. $NVS $RLAY RHHBY AZN Needham added—Celcuity will provide Revtorpyk to select patients through its EAP ahead of launch. The announced pricing is $30K/cycle WAC (~25% premium to Piqray). Updated mean treatment durations as of August 2026 were 9.0 and 9.7 months for the triplet and doublet in PIK3CA WT patients, respectively (21 months follow-up). Celcuity plans to file an SNDA for PIK3CA MT disease in 3Q:26. We are updating our revenue models for gedatolisib in PIK3CA WT/MT mBC to an incidence-based approach. We maintain our Buy Rating but are lowering our Target to $140, reflecting our updated model and new pricing/treatment-duration information.
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Ripster , Tenet Trade Group@ripster47Aug 10
$RLAY | Citizens Maintains Relay Therapeutics at Market Outperform with $26 PT on Zovega Clinical Momentum Citizens stays bullish as strong zovega data and frontline potential drive long-term upside. 🔹 Follow @tenet_research for more analyst insights on other tickers.
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Quantumup@QuantumupAug 10
Citizens⬆️ $RLAY's PT to $26 from $21, reiterated Market Outperform and said -- A lot of progress makes BC a very interesting arena, and we view RLAY as one of the players that is emerging with potential for a backbone drug. PFE $CELC LLY PVLA AZN $NVS TARA RHHBY Here's what Citizens went on to say: https://x.com/Quantumup1/status/2086767060151873930?s=20
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Alpha Research@AlphaResearchHQAug 7
JUST UPDATED ITS STOCK PORTFOLIO 📊 (Part 3) More positions from Google’s Q2 portfolio update: 🤖 $PATH — 7,034,337 shares 🧬 $PRME — 16,562,498 shares 🧪 $MAZE — 1,388,583 shares 💊 $RLAY — 1,410,029 shares 🚀 $BBOT — 2,823,126 shares This part of the portfolio shows continued exposure to emerging technology, automation, and biotech innovation. Institutional portfolios are always worth studying because they can reveal where long-term investors are willing to allocate capital. These names may not all move immediately, but understanding the themes behind the investments can provide valuable insight. I’ll continue tracking these companies and watching how the market reacts as these sectors develop. Save this one and revisit it when the market gives us the next signal.
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Jonathan Faison@JFaisAug 7
$RLAY - 2 years later, nearing $20 & $4B market cap Great reminder that what's hated today, (sometimes) comes back in favor tomorrow
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Quantumup@QuantumupAug 7
Guggenheim reiterated $RLAY Buy-$26 and said -- RLAY continues to execute the Phase 3 ReDiscover-2 study of zovega + fulvestrant in 2L+ PIK3CAm HR+ mBC with an enrollment update reiterated by YE26. $PFE $LLY CELC PVLA AZN NVS TARA RHHBY Here's what else Guggenheim had to say: https://x.com/Quantumup1/status/2085672571102527819?s=20
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Scamfinder@nosensethenBullishJul 29
@Brodman i told same for $RLAY $ERAS $ZNTL and $ABSI last year. Just this is waiting🤷‍♂️ just need a few positive trial results
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M@justiceforb_85Jul 23
$RLAY look forward to future updates for RLY-8161 in NRAS. Will be a major catalyst for re-rating.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.