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Lyell Immunopharma, Inc.

LYEL
Healthcare|Biotechnology|US
$14.86
-0.14 (-0.93%)
DCF Value
$0.36
Tangible Book / Share
$7.89
Cash / Share
$7.25

Analyst Consensus

Buy7 analysts
Strong Buy
0
Buy
3
Hold
3
Sell
1
Strong Sell
0
Consensus Target
$39.50
Implied Upside
+165.8%
Low Target
$34.00
High Target
$45.00

Price Target Trend

Last Month
—
0 targets
Last Quarter
$34.00
1 target · +129% vs price
Last Year
$39.50
6 targets · +166% vs price
All Time
$28.56
9 targets · +92% vs price

Rating Trend

Dec 25
2 buy · 1 hold · 1 sell
Jan 26
2 buy · 1 hold · 1 sell
Feb 26
2 buy · 0 hold · 1 sell
Mar 26
3 buy · 0 hold · 1 sell
Apr 26
5 buy · 0 hold · 1 sell
May 26
5 buy · 0 hold · 1 sell
Jun 26
5 buy · 0 hold · 1 sell
Jul 26
6 buy · 0 hold · 1 sell
Aug 26
7 buy · 0 hold · 1 sell
Sep 26
7 buy · 0 hold · 1 sell
Oct 26
7 buy · 0 hold · 1 sell
Nov 26
7 buy · 0 hold · 1 sell

Recent Price Targets

DateFirmAnalystTargetPrice ThenSource
Aug 14, 2026RBC Capital$34.00(+147%)$13.74StreetInsider
Jun 3, 2026Needham$45.00(+202%)$14.89StreetInsider
Apr 30, 2026Robert W. Baird$49.00(+148%)$19.73TheFly
Apr 10, 2026Needham$44.00(+85%)$23.79TheFly
Dec 9, 2025H.C. Wainwright$45.00(+59%)$28.36TheFly
Nov 24, 2025H.C. Wainwright$20.00(+5%)$19.13TheFly
Oct 30, 2024Bank of America SecuritiesGeoff Meacham$1.00(+5%)$0.95TheFly
Nov 14, 2022Morgan Stanley$7.00(+55%)$4.53Benzinga
May 24, 2022Goldman Sachs$12.00(+199%)$4.01Benzinga

Recent Rating Actions

FirmActionRatingDate
NeedhammaintainBuyNov 3, 2026
NeedhammaintainBuySep 11, 2026
NeedhammaintainBuyJun 15, 2026
CitizensmaintainMarket OutperformJun 15, 2026
HC Wainwright & Co.maintainBuyJun 9, 2026
NeedhammaintainBuyJun 8, 2026
HC Wainwright & Co.maintainBuyJun 3, 2026
NeedhammaintainBuyMay 7, 2026
HC Wainwright & Co.upgradeNeutral →BuyDec 9, 2025
HC Wainwright & Co.maintainNeutralNov 24, 2025
HC Wainwright & Co.maintainNeutralJun 24, 2025
HC Wainwright & Co.maintainNeutralApr 16, 2025
HC Wainwright & Co.maintainNeutralMar 13, 2025
HC Wainwright & Co.maintainNeutralNov 12, 2024
B of A SecuritiesdowngradeBuy →UnderperformOct 30, 2024
HC Wainwright & Co.maintainNeutralOct 28, 2024
HC Wainwright & Co.maintainNeutralAug 19, 2024
B of A SecuritiesmaintainBuyJun 27, 2024
HC Wainwright & Co.downgradeBuy →NeutralJun 27, 2024
HC Wainwright & Co.maintainBuyMay 7, 2024
HC Wainwright & Co.maintainBuyFeb 29, 2024
HC Wainwright & Co.maintainBuyNov 9, 2023
JP MorgandowngradeOverweight →NeutralAug 28, 2023
HC Wainwright & Co.maintainBuyMar 2, 2023
Morgan StanleymaintainEqual WeightJan 24, 2023

Earnings History

Next report: Mar 11, 2027 · EPS est. $-1.98
Report DateEPS ActualEPS Est.Revenue ActualRevenue Est.
Nov 4, 2026$-1.86$-2.01$3.0K$4.3K
Aug 6, 2026$-1.92$-1.90$4.0K$3.6K
May 6, 2026$-1.10$-2.78$2.0K$3.0K
Mar 12, 2026$-7.68$-2.15$6.0K$15.3K
Nov 12, 2025$-2.13$-2.81$15.0K$5.0K
Aug 12, 2025$-2.89$-3.80$8.0K$4.0K
May 13, 2025$-3.60$-3.60$7.0K$7.0K
Mar 11, 2025$-14.40$-3.40$11.0K—

News

Lyell Immunopharma Targets Mid-2027 Pivotal Data for Lymphoma CAR-T Therapy

Lyell Immunopharma NASDAQ: LYEL expects pivotal data in mid-2027 for its lead CAR-T cell therapy, ronde-cel, as the company advances the treatment in patients with large B-cell lymphoma who have received at least two prior lines of therapy.

Nov 6, 2026marketbeat.com
Lyell: Upgrade To 'Buy' On Ronde-Cel Advancement LBCL And $80 Million Funding Boost

Lyell Immunopharma is upgraded to “Buy” as pivotal ronde-cel CAR-T programs advance in relapsed/refractory large B-cell lymphoma [r/r LBCL]. LYEL secured $80 million in private placement, extending cash runway into 2028 and supporting ongoing pivotal and phase 3 trials. Key catalysts include ASH 2026 data updates for ronde-cel in 2nd/3rd-line r/r LBCL and phase 1/2 data for LYL273 in metastatic colorectal cancer.

Nov 5, 2026seekingalpha.com
Lyell Immunopharma Reports Business Highlights and Financial Results for the Third Quarter 2026

SOUTH SAN FRANCISCO, Calif., Nov. 04, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with cancer, today reported financial results and business highlights for the third quarter ended September 30, 2026.

Nov 4, 2026globenewswire.com
Lyell Immunopharma Announces $80 Million Private Placement to Advance Ronde-Cel Toward Planned BLA Submission

SOUTH SAN FRANCISCO, Calif., Nov. 04, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with cancer, today announced that it has entered into a securities purchase agreement for a private placement of approximately $80 million of its common stock. The investors include ARCH Venture Partners, Adage Capital Management LP, Caligan Partners LP, RTW Inves…

Nov 4, 2026globenewswire.com
Lyell Immunopharma to Present Positive Updated Ronde-Cel Data in More than 80 Patients at ASH 2026 from PiNACLE Pivotal Trial in 3L+ and from Phase 1/2 2L Cohort in Patients with Relapsed/Refractory Large B-Cell Lymphoma

Ronde-cel achieved a 91% overall response rate and 77% complete response rate; median progression-free survival not reached and estimated 6-month duration of complete response of 92% in 44 patients with 3L+ R/R LBCL in the PiNACLE pivotal trial Ronde-cel achieved a 95% overall response rate and 76% complete response rate; median progression-free survival not reached and estimated 6-month duration of complete response of 92% in 37 patients with 2L R/R LBCL in the Phase 1/2 trial No Grade ≥ 3 cyto…

Nov 4, 2026globenewswire.com
Lyell Immunopharma To Participate in November Investor Events

SOUTH SAN FRANCISCO, Calif., Nov. 02, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with cancer, today announced that members of its senior management team will participate in the following investor events: Goldman Sachs' RxChange Series: Framing Lyell's next-generation lymphoma CAR-T data in 4Q Format: Fireside ChatFeatured Speaker: Alexander P.

Nov 2, 2026globenewswire.com
Down 27% in 4 Weeks, Here's Why Lyell Immunopharma (LYEL) Looks Ripe for a Turnaround

Lyell Immunopharma (LYEL) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Oct 13, 2026zacks.com
Lyell Immunopharma To Participate in the Baird 2026 Global Healthcare Conference

SOUTH SAN FRANCISCO, Calif., Sept. 14, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with cancer, today announced that members of its senior management team will participate in the Baird 2026 Global Healthcare Conference on Tuesday, September 15, 2026, in New York with a fireside chat scheduled for 2:00 pm Eastern Time.

Sep 14, 2026globenewswire.com
Lyell Immunopharma Completes Manufacturing Transfer for LYL273 and Provides Updated Timeline on Phase 1/2 Trial in Metastatic Colorectal Cancer

SOUTH SAN FRANCISCO, Calif., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with cancer, today announced successful completion of the planned technology transfer for LYL273, a guanylyl cyclase C (GCC)-targeted CAR T-cell product candidate, to its LyFE Manufacturing Center™ (LyFE) in Bothell, Washington, following review by the U.S. Food …

Sep 10, 2026globenewswire.com