RLAY
Relay Therapeutics, Inc.
$15.05
+0.60%
$2.9B
No data for this timeframe.
Vol
Market Cap$2.9B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders50 funds
Inst. Value$609.5M
Inst. Activity17 buys / 6 sells
Insider Activity0B / 7S
Insider Net $-$711.1K
SEC Reports4
Press Releases5
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001812364·Prev Close $14.96
Recent Activity
Jun 16, 2026
short_volume
Short Volume: RLAY — 63.7% short (0.5M / 0.8M)
Short: 494,563 | Exempt: 1,367 | TRF Vol: 776,497 | Short Ratio: 63.7% | Off-exchange volume (dark p
Jun 12, 2026
SEC
Relay Therapeutics saw a strong net buying cluster in Q3 2024, with 12 institutional buyers adding $71.5M versus 7 selle
INST-CLUSTER — Impact 6/10
Jun 9, 2026
Insider
INGRAM DOUGLAS S was granted 32,947 shares
Director
Jun 9, 2026
Insider
Mazumdar Claire was granted 32,947 shares
Director
Jun 9, 2026
Insider
Borisy Alexis was granted 32,947 shares
Director
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 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
Inst.
FMR LLC — DOUBLED
3,695,431 shares ($36.8M)
Price Targets
$24.82
+64.9% upside
Strong Buy
Current $15.05
Low $20.00
Median $26.00
High $32.00
11 analysts
$20.00
$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 ▲ +1.4% | $-0.44 — $-0.33 | 3% YoY | 9 |
| Next Q | $-0.39 ▲ +5.4% | $-0.46 — $-0.33 | 9% YoY | 9 |
| Current FY | $-1.52 ▲ +7.6% | $-1.68 — $-1.39 | 6% YoY | 8 |
| Next FY | $-1.65 ▲ +4.4% | $-1.87 — $-1.27 | -9% YoY | 6 |
Latest Reports
BULLISH
INST-CLUSTER
6/10
Relay Therapeutics saw a strong net buying cluster in Q3 2024, with 12 institutional buyers adding $71.5M versus 7 selle
Jun 12, 2026
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
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $129.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $73.5M | — |
| STATE STREET CORP | $62.0M | ADD |
| FMR LLC | $36.8M | DOUBLED |
| BALYASNY ASSET MANAGEMENT L.P. | $30.2M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 9, 2026 | INGRAM DOUGLAS | A | $0.00 |
| Jun 9, 2026 | Mazumdar Claire | A | $0.00 |
| Jun 9, 2026 | Borisy Alexis | A | $0.00 |
| Jun 9, 2026 | Dable Habib | A | $0.00 |
| Jun 9, 2026 | COATS LONNEL | A | $0.00 |
50 institutional holders with $609.5M total value (61,258,456 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 17 institutions added/increased vs 6 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12,975,299 | $129.1M | 21.2% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7,387,465 | $73.5M | 12.1% | — |
| 3 | STATE STREET CORP | 6,233,545 | $62.0M | 10.2% | ADD +26.8% |
| 4 | FMR LLC | 3,695,431 | $36.8M | 6.0% | DOUBLED +2178.0% |
| 5 | BALYASNY ASSET MANAGEMENT L.P. | 3,039,179 | $30.2M | 5.0% | ADD +44.7% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2,940,536 | $29.2M | 4.8% | — |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2,590,000 | $25.8M | 4.2% | DOUBLED +418.0% |
| 8 | GOLDMAN SACHS GROUP INC | 2,541,861 | $25.3M | 4.1% | — |
| 9 | BANK OF AMERICA CORP /DE/ | 1,937,695 | $19.3M | 3.2% | ADD +86.1% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,863,565 | $18.5M | 3.0% | — |
| 11 | MORGAN STANLEY | 1,432,003 | $14.2M | 2.3% | TRIM -29.1% |
| 12 | TWO SIGMA INVESTMENTS, LP | 1,369,149 | $13.6M | 2.2% | ADD +42.4% |
| 13 | BAKER BROS. ADVISORS LP | 1,160,117 | $11.5M | 1.9% | — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,111,891 | $11.1M | 1.8% | — |
| 15 | MARSHALL WACE, LLP | 941,825 | $9.4M | 1.5% | — |
| 16 | VANGUARD FIDUCIARY TRUST CO | 900,546 | $9.0M | 1.5% | — |
| 17 | Connor, Clark & Lunn Investment Management Ltd. | 837,038 | $8.3M | 1.4% | DOUBLED +114.9% |
| 18 | PANAGORA ASSET MANAGEMENT INC | 818,041 | $8.1M | 1.3% | — |
| 19 | Woodline Partners LP | 679,342 | $6.8M | 1.1% | TRIM -33.3% |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 673,599 | $6.7M | 1.1% | TRIM -36.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 162,222 | 3,695,431 | +2178.0% | $36.8M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 2,099,912 | 3,039,179 | +44.7% | $30.2M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 500,000 | 2,590,000 | +418.0% | $25.8M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,040,949 | 1,937,695 | +86.1% | $19.3M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 2,018,464 | 1,432,003 | -29.1% | $14.2M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 389,563 | 837,038 | +114.9% | $8.3M | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO | ADD | 414,167 | 618,938 | +49.4% | $6.2M | 2026-Q1 |
| Hudson Bay Capital Management LP | TRIM | 451,500 | 311,330 | -31.0% | $3.1M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 24,575 | 216,052 | +779.2% | $2.1M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 101,160 | 162,236 | +60.4% | $1.6M | 2026-Q1 |
| Trexquant Investment LP | NEAR_EXIT | 472,045 | 94,248 | -80.0% | $937.8K | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 15,016 | 79,994 | +432.7% | $795.9K | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | ADD | 36,873 | 65,573 | +77.8% | $652.1K | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 25,630 | 36,130 | +41.0% | $359.5K | 2026-Q1 |
| Pictet Asset Management Holding SA | ADD | 15,052 | 19,592 | +30.2% | $194.9K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 12,462 | 16,840 | +35.1% | $167.6K | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 28,952 | 6,638 | -77.1% | $66.0K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | ADD | 2,074 | 3,882 | +87.2% | $38.6K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEAR_EXIT | 47,982 | 2,989 | -93.8% | $29.7K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 1,769 | 2,449 | +38.4% | $24.4K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 454 | 2,263 | +398.5% | $22.5K | 2026-Q1 |
| Allworth Financial LP | ADD | 1,334 | 1,729 | +29.6% | $17.2K | 2026-Q1 |
| Point72 Asset Management, L.P. | EXIT | 13,859,172 | 0 | -100.0% | $0.00 | 2026-Q1 |
| STATE STREET CORP | ADD | 5,065,990 | 6,426,111 | +26.8% | $54.4M | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 1,174,971 | 2,099,912 | +78.7% | $17.8M | 2025-Q4 |
10 unique insiders with 15 transactions. Net insider value: -$711.1K ($0.00 bought, $711.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 9, 2026 | INGRAM DOUGLAS S | Director | AWARD | 32,947 | — | — |
| Jun 9, 2026 | Mazumdar Claire | Director | AWARD | 32,947 | — | — |
| Jun 9, 2026 | Borisy Alexis | Director | AWARD | 32,947 | — | — |
| Jun 9, 2026 | Dable Habib J | Director | AWARD | 32,947 | — | — |
| Jun 9, 2026 | COATS LONNEL | Director | AWARD | 32,947 | — | — |
| Jun 9, 2026 | Murcko Mark | Director | AWARD | 32,947 | — | — |
| Jun 9, 2026 | HILL LINDA A | Director | AWARD | 32,947 | — | — |
| 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 | EXERCISE | 1,800 | $5.22 | $9.4K |
| Apr 9, 2026 | Catinazzo Thomas | Chief Financial Officer | SELL | 1,800 | $15.00 | $27.0K |
| 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 |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 2 bearish, 0 mixed, 0 neutral. Avg impact: 6.5/10.
BULLISH
INST-CLUSTER
6/10
Relay Therapeutics saw a strong net buying cluster in Q3 2024, with 12 institutional buyers adding $
Jun 12, 2026
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
$24.82 mean target
+64.9% upside
Strong Buy (1.17)
$20.00 Low
$32.00 High
| Metric | Value |
|---|---|
| Current Price | $15.05 |
| Target Low | $20.00 |
| Target Mean | $24.82 |
| Target Median | $26.00 |
| Target High | $32.00 |
| # Analysts | 11 |
| Recommendation | Strong Buy (1.17) |
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 | 3.1% | +1.4% | 4↑ 4↓ | $0.0B | -2.5% | 9 |
| Next Q 2026-09-30 |
$-0.39 | $-0.46 | $-0.33 | 8.8% | +5.4% | 4↑ 5↓ | $0.0B | 0.0% | 9 |
| Current FY 2026-12-31 |
$-1.52 | $-1.68 | $-1.39 | 5.7% | +7.6% | 2↑ 7↓ | $0.0B | -18.2% | 8 |
| Next FY 2027-12-31 |
$-1.65 | $-1.87 | $-1.27 | -8.7% | +4.4% | 1↑ 5↓ | $0.0B | 30.0% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.397 | |
| 7d ago | $-0.402 | +0.004 |
| 30d ago | $-0.403 | +0.006 |
| 60d ago | $-0.380 | -0.017 |
| 90d ago | $-0.389 | -0.008 |
9 analyst firms have rated this stock: 1 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 |
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 16, 2026
short_volume
Short Volume: RLAY — 63.7% short (0.5M / 0.8M)
Short: 494,563 | Exempt: 1,367 | TRF Vol: 776,497 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Jun 15, 2026
short_volume
Short Volume: RLAY — 76.1% short (0.5M / 0.7M)
Short: 498,206 | Exempt: 1,803 | TRF Vol: 654,986 | Short Ratio: 76.1% | Off-exchange volume (dark pool + OTC)
Jun 12, 2026
short_volume
Short Volume: RLAY — 68.2% short (0.4M / 0.6M)
Short: 412,688 | Exempt: 0 | TRF Vol: 604,995 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: RLAY — 72.3% short (0.4M / 0.6M)
Short: 434,927 | Exempt: 5,588 | TRF Vol: 601,149 | Short Ratio: 72.3% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: RLAY — 68.6% short (0.8M / 1.1M)
Short: 761,105 | Exempt: 589 | TRF Vol: 1,110,212 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
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 29, 2026
ftd
FTD: RLAY — 54,025 shares ($0.8M) failed to deliver
Settlement: 20260529, Price: $13.90, FTD Value: $750,947.5, RELAY THERAPEUTICS INC
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)