RLAY
Relay Therapeutics, Inc.
$14.09
+3.15%
$2.6B
No data for this timeframe.
Vol
Market Cap$2.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders9 funds
Inst. Value$146.0M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 7S
Insider Net $-$711.1K
SEC Reports3
Press Releases5
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001812364·Prev Close $13.66
Recent Activity
Jun 9, 2026
short_volume
Short Volume: RLAY — 85.1% short (1.1M / 1.3M)
Short: 1,130,216 | Exempt: 0 | TRF Vol: 1,327,455 | Short Ratio: 85.1% | Off-exchange volume (dark p
May 21, 2026
SEC
Relay Therapeutics entered into an underwriting agreement for a public offering of 22,916,667 shares (plus full over-all
8-K — Impact 6/10
May 21, 2026
Press
Relay Therapeutics priced a $275M underwritten public offering of 22.9M shares at $12.00/share, representing approximate
Impact 7/10
May 19, 2026
SEC
Relay Therapeutics is filing a 424B5 to offer $175 million of common stock (up to $201.25 million with the underwriters'
424B5 — Impact 6/10
May 19, 2026
Press
Relay Therapeutics announced a $175 million underwritten public offering of common stock, with an additional 15% option
Impact 7/10
May 14, 2026
Insider
Catinazzo Thomas sold 17,717 shares
Chief Financial Officer @ $12.86 ($227.8K)
Apr 28, 2026
Insider
Bergstrom Donald A sold 1,490 shares
President, R&D @ $14.79 ($22.0K)
Apr 28, 2026
Insider
Catinazzo Thomas sold 972 shares
Chief Financial Officer @ $14.79 ($14.4K)
Price Targets
$24.25
+72.1% upside
Strong Buy
Current $14.09
Low $18.00
Median $24.00
High $32.00
12 analysts
$18.00
$32.00
Analyst Ratings
8Strong Buy
10Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | Guggenheim | MAINTAIN | Buy → Buy |
| May 26, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| May 20, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 20, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| May 19, 2026 | Raymond James | MAINTAIN | Strong Buy → Strong Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.40 ▼ -3.7% | $-0.44 — $-0.33 | 2% YoY | 10 |
| Next Q | $-0.40 ▼ -3.7% | $-0.47 — $-0.33 | 7% YoY | 10 |
| Current FY | $-1.55 ▼ -2.0% | $-1.82 — $-1.39 | 4% YoY | 9 |
| Next FY | $-1.67 ▼ -6.3% | $-1.87 — $-1.27 | -8% YoY | 7 |
Latest Reports
BEARISH
8-K
6/10
Relay Therapeutics entered into an underwriting agreement for a public offering of 22,916,667 shares (plus full over-all
May 21, 2026
BEARISH
Press
7/10
Relay Therapeutics priced a $275M underwritten public offering of 22.9M shares at $12.00/share, representing approximate
May 21, 2026
BEARISH
424B5
6/10
Relay Therapeutics is filing a 424B5 to offer $175 million of common stock (up to $201.25 million with the underwriters'
May 19, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $82.0M | — |
| MORGAN STANLEY | $17.1M | ADD |
| TWO SIGMA INVESTMENTS, LP | $13.2M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $9.6M | NEW |
| BANK OF AMERICA CORP | $8.8M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 14, 2026 | Catinazzo Thomas | SELL | $227.8K |
| Apr 28, 2026 | Bergstrom Donald | SELL | $22.0K |
| Apr 28, 2026 | Catinazzo Thomas | SELL | $14.4K |
| Apr 28, 2026 | Rahmer Peter | SELL | $11.1K |
| Apr 9, 2026 | Catinazzo Thomas | M | $9.4K |
9 institutional holders with $146.0M total value (17,253,255 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 9,691,445 | $82.0M | 56.2% | — |
| 2 | MORGAN STANLEY | 2,018,464 | $17.1M | 11.7% | ADD +35.2% |
| 3 | TWO SIGMA INVESTMENTS, LP | 1,560,265 | $13.2M | 9.0% | ADD +42.4% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,136,702 | $9.6M | 6.6% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 1,040,949 | $8.8M | 6.0% | DOUBLED +138.1% |
| 6 | NORGES BANK | 837,417 | $7.1M | 4.9% | NEW |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 647,899 | $5.5M | 3.8% | TRIM -36.7% |
| 8 | FMR LLC | 162,222 | $1.4M | 0.9% | DOUBLED +267.7% |
| 9 | WELLS FARGO & COMPANY/MN | 157,892 | $1.3M | 0.9% | ADD +55.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 1,095,635 | 1,560,265 | +42.4% | $13.2M | 2025-Q4 |
| NORGES BANK | NEW | — | 837,417 | — | $7.1M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,023,110 | 647,899 | -36.7% | $5.5M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 101,540 | 157,892 | +55.5% | $1.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,508,210 | 1,023,110 | -32.2% | $5.3M | 2025-Q3 |
| NORGES BANK | EXIT | 835,874 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 2,276,110 | 1,508,210 | -33.7% | $5.2M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 554,428 | 1,320,130 | +138.1% | $4.6M | 2025-Q2 |
| NORGES BANK | NEW | — | 835,874 | — | $2.9M | 2025-Q2 |
| UBS Group AG | TRIM | 275,558 | 173,090 | -37.2% | $598.9K | 2025-Q2 |
| FMR LLC | DOUBLED | 43,015 | 158,179 | +267.7% | $547.3K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 1,549,190 | 2,276,110 | +46.9% | $6.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 702,478 | 390,768 | -44.4% | $1.0M | 2025-Q1 |
| FMR LLC | TRIM | 96,682 | 43,015 | -55.5% | $112.7K | 2025-Q1 |
| NORGES BANK | EXIT | 5,781,878 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 671,095 | 1,549,190 | +130.8% | $6.4M | 2024-Q4 |
| MORGAN STANLEY | ADD | 962,111 | 1,300,770 | +35.2% | $5.4M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 2,928,471 | 702,478 | -76.0% | $2.9M | 2024-Q4 |
| UBS Group AG | ADD | 191,724 | 343,246 | +79.0% | $1.4M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 130,467 | 71,425 | -45.3% | $294.3K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,035,789 | — | $7.3M | 2024-Q3 |
3 unique insiders with 7 transactions. Net insider value: -$711.1K ($0.00 bought, $711.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 14, 2026 | Catinazzo Thomas | Chief Financial Officer | SELL | 17,717 | $12.86 | $227.8K |
| Apr 28, 2026 | Bergstrom Donald A | President, R&D | SELL | 1,490 | $14.79 | $22.0K |
| Apr 28, 2026 | Catinazzo Thomas | Chief Financial Officer | SELL | 972 | $14.79 | $14.4K |
| Apr 28, 2026 | Rahmer Peter | See remarks | SELL | 753 | $14.79 | $11.1K |
| Apr 9, 2026 | Catinazzo Thomas | Chief Financial Officer | M | 1,800 | $5.22 | $9.4K |
| Apr 9, 2026 | Catinazzo Thomas | Chief Financial Officer | SELL | 1,800 | $15.00 | $27.0K |
| Apr 9, 2026 | Catinazzo Thomas | Chief Financial Officer | M | 1,800 | $0.00 | $0.00 |
| Apr 7, 2026 | Catinazzo Thomas | Chief Financial Officer | SELL | 17,717 | $13.01 | $230.5K |
| Mar 9, 2026 | Catinazzo Thomas | Chief Financial Officer | SELL | 17,717 | $10.06 | $178.2K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 0 mixed, 0 neutral. Avg impact: 6.7/10.
BEARISH
8-K
6/10
Relay Therapeutics entered into an underwriting agreement for a public offering of 22,916,667 shares
May 21, 2026
BEARISH
424B5
6/10
Relay Therapeutics is filing a 424B5 to offer $175 million of common stock (up to $201.25 million wi
May 19, 2026
BULLISH
8-K
8/10
Relay Therapeutics announced positive clinical data from the zovegalisib, fulvestrant, and atirmocic
Apr 27, 2026
BEARISH
7/10
Relay Therapeutics priced a $275M underwritten public offering of 22.9M shares at $12.00/share, repr
May 21, 2026
BEARISH
7/10
Relay Therapeutics announced a $175 million underwritten public offering of common stock, with an ad
May 19, 2026
BULLISH
7/10
Relay Therapeutics reported promising initial Phase 2 data for zovegalisib in PIK3CA-driven vascular
May 19, 2026
BULLISH
8/10
Relay Therapeutics announced plans to advance its zovegalisib + atirmociclib + endocrine therapy tri
Apr 27, 2026
BULLISH
8/10
Relay Therapeutics announced updated Phase 1/2 data for zovegalisib (400mg BID fed) in PI3Kα-mutated
Mar 16, 2026
Current analyst consensus: Strong Buy (95% buy). Based on 19 analysts: 8 strong buy, 10 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$24.25 mean target
+72.1% upside
Strong Buy (1.15)
$18.00 Low
$32.00 High
| Metric | Value |
|---|---|
| Current Price | $14.09 |
| Target Low | $18.00 |
| Target Mean | $24.25 |
| Target Median | $24.00 |
| Target High | $32.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.15) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.40 | $-0.44 | $-0.33 | 2.1% | -3.7% | 4↑ 4↓ | $0.0B | -4.7% | 10 |
| Next Q 2026-09-30 |
$-0.40 | $-0.47 | $-0.33 | 7.0% | -3.7% | 4↑ 5↓ | $0.0B | 0.0% | 10 |
| Current FY 2026-12-31 |
$-1.55 | $-1.82 | $-1.39 | 3.6% | -2.0% | 2↑ 7↓ | $0.0B | -22.6% | 9 |
| Next FY 2027-12-31 |
$-1.67 | $-1.87 | $-1.27 | -7.6% | -6.3% | 1↑ 5↓ | $0.0B | 65.2% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.402 | |
| 7d ago | $-0.403 | +0.001 |
| 30d ago | $-0.387 | -0.014 |
| 60d ago | $-0.380 | -0.021 |
| 90d ago | $-0.435 | +0.033 |
9 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| May 26, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| May 20, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 20, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| May 19, 2026 | Raymond James | MAINTAIN | Strong Buy | Strong Buy |
| Apr 29, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Apr 28, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Apr 28, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Apr 28, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 28, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Apr 14, 2026 | Jones Trading | INITIATE | — | Hold |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 23, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Mar 17, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Mar 17, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 13, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 26, 2026 | Oppenheimer | UPGRADE | Perform | Outperform |
| Dec 12, 2025 | Wells Fargo | UPGRADE | Equal-Weight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 10 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 8 | 9 | 2 | 0 | 0 | 89% | |
| Apr 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% | |
| Jan 1, 2026 | 7 | 9 | 2 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 9, 2026
short_volume
Short Volume: RLAY — 85.1% short (1.1M / 1.3M)
Short: 1,130,216 | Exempt: 0 | TRF Vol: 1,327,455 | Short Ratio: 85.1% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: RLAY — 75.4% short (0.7M / 1.0M)
Short: 743,454 | Exempt: 10,171 | TRF Vol: 986,059 | Short Ratio: 75.4% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: RLAY — 67.6% short (1.6M / 2.3M)
Short: 1,563,118 | Exempt: 94,300 | TRF Vol: 2,313,846 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: RLAY — 73.0% short (1.3M / 1.7M)
Short: 1,273,511 | Exempt: 5,700 | TRF Vol: 1,744,957 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: RLAY — 73.7% short (4.3M / 5.8M)
Short: 4,269,912 | Exempt: 6,708 | TRF Vol: 5,790,044 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: RLAY — 59.7% short (0.5M / 0.8M)
Short: 499,240 | Exempt: 0 | TRF Vol: 835,873 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: RLAY — 68.4% short (0.8M / 1.1M)
Short: 762,513 | Exempt: 1,801 | TRF Vol: 1,115,009 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: RLAY — 85.2% short (1.0M / 1.2M)
Short: 992,086 | Exempt: 0 | TRF Vol: 1,164,541 | Short Ratio: 85.2% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: RLAY — 78.9% short (0.9M / 1.2M)
Short: 928,092 | Exempt: 0 | TRF Vol: 1,175,639 | Short Ratio: 78.9% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: RLAY — 75.4% short (0.6M / 0.8M)
Short: 623,831 | Exempt: 9,513 | TRF Vol: 826,972 | Short Ratio: 75.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
activist
Relay Therapeutics Announces Pricing of Public Offering of Common Stock
<p>CAMBRIDGE, Mass., May 20, 2026 (GLOBE NEWSWIRE) -- Relay Therapeutics, Inc. (Nasdaq: RLAY), a clinical-stage, small molecule precision medicine c
May 19, 2026
activist
Relay Therapeutics Announces Proposed Public Offering of Common Stock
<p>CAMBRIDGE, Mass., May 19, 2026 (GLOBE NEWSWIRE) -- Relay Therapeutics, Inc. (Nasdaq: RLAY), a clinical-stage, small molecule precision medicine c
May 19, 2026
fda
Relay Therapeutics Announces Initial Clinical Data Demonstrating That Zovegalisib Has Potential for Differentiated Safety and Efficacy in Patients with PIK3CA-Driven Vascular Anomalies
<p align="center"><em>Promising initial efficacy data with 60% volumetric response rate across doses and 29%* at the lowest tested dose of 100mg twice
May 19, 2026
short_volume
Short Volume: RLAY — 65.2% short (5.4M / 8.2M)
Short: 5,352,328 | Exempt: 10,621 | TRF Vol: 8,211,977 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: RLAY — 62.9% short (0.6M / 0.9M)
Short: 563,890 | Exempt: 602 | TRF Vol: 895,780 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)