Lyell Immunopharma (LYEL) to Release Quarterly Earnings on Tuesday

Key Points

• Q1 2026 results are due before the market opens on May 12, with analysts expecting an EPS loss of ($2.365) and revenue of about $0.006M; the company schedules a conference call for May 13 at 4:00 PM ET.
• Lyell last reported on March 12 with a steep miss—EPS of ($7.68) versus a ($2.15) estimate and nearly zero revenue—and analysts now forecast roughly -$10 EPS for the current fiscal year and -$12 for the next.
• The stock traded near $20.37 (market cap ~$475M) with a consensus analyst rating of "Moderate Buy" and a $43 average price target, while insiders sold ~11,310 shares last quarter and institutional ownership is ~66%.

Lyell Immunopharma (NASDAQ:LYEL - Get Free Report) is expected to announce its Q1 2026 results before the market opens on Tuesday, May 12th. Analysts expect the company to announce earnings of ($2.3650) per share and revenue of $0.0060 million for the quarter. Investors can find conference call details on the company's upcoming Q1 2026 earning report page for the latest details on the call scheduled for Wednesday, May 13, 2026 at 4:00 PM ET.

Lyell Immunopharma (NASDAQ:LYEL - Get Free Report) last announced its quarterly earnings data on Thursday, March 12th. The company reported ($7.68) EPS for the quarter, missing analysts' consensus estimates of ($2.15) by ($5.53). The company had revenue of $0.01 million for the quarter, compared to analyst estimates of $0.02 million. Lyell Immunopharma had a negative net margin of 762,355.56% and a negative return on equity of 90.52%. On average, analysts expect Lyell Immunopharma to post $-10 EPS for the current fiscal year and $-12 EPS for the next fiscal year.

Lyell Immunopharma Stock Performance

Shares of LYEL traded down $0.35 during trading hours on Tuesday, reaching $20.37. 25,050 shares of the company traded hands, compared to its average volume of 96,931. The stock's fifty day moving average is $22.30 and its 200 day moving average is $23.45. The stock has a market cap of $475.23 million, a P/E ratio of -1.25 and a beta of -0.05. Lyell Immunopharma has a 1-year low of $7.65 and a 1-year high of $45.00.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on LYEL shares. Wall Street Zen lowered shares of Lyell Immunopharma from a "hold" rating to a "sell" rating in a research report on Saturday. Zacks Research lowered shares of Lyell Immunopharma from a "hold" rating to a "strong sell" rating in a research report on Tuesday, April 7th. Citizens Jmp began coverage on shares of Lyell Immunopharma in a research note on Monday, March 9th. They issued a "market outperform" rating and a $34.00 target price on the stock. Needham & Company LLC began coverage on shares of Lyell Immunopharma in a research note on Friday, April 10th. They issued a "buy" rating and a $44.00 target price on the stock. Finally, Robert W. Baird set a $49.00 target price on shares of Lyell Immunopharma and gave the company an "outperform" rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $43.00.

Insider Activity at Lyell Immunopharma

In related news, insider Gary K. Lee sold 1,671 shares of the company's stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $23.39, for a total value of $39,084.69. Following the sale, the insider owned 16,938 shares of the company's stock, valued at $396,179.82. The trade was a 8.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Lynn Seely sold 7,455 shares of the company's stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $23.39, for a total transaction of $174,372.45. Following the completion of the sale, the chief executive officer directly owned 74,266 shares in the company, valued at approximately $1,737,081.74. The trade was a 9.12% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 11,310 shares of company stock valued at $264,285 over the last quarter. 6.20% of the stock is owned by company insiders.

Institutional Trading of Lyell Immunopharma

Large investors have recently added to or reduced their stakes in the company. ExodusPoint Capital Management LP bought a new stake in Lyell Immunopharma during the fourth quarter worth about $262,000. Marshall Wace LLP bought a new stake in Lyell Immunopharma during the second quarter worth about $94,000. Jane Street Group LLC bought a new stake in Lyell Immunopharma during the fourth quarter worth about $382,000. Barclays PLC grew its stake in Lyell Immunopharma by 1,239.5% during the fourth quarter. Barclays PLC now owns 15,967 shares of the company's stock worth $491,000 after buying an additional 14,775 shares during the last quarter. Finally, Bridgeway Capital Management LLC bought a new stake in Lyell Immunopharma during the second quarter worth about $159,000. 66.05% of the stock is owned by institutional investors.

Lyell Immunopharma Company Profile

Lyell Immunopharma is a clinical-stage biotechnology company focused on developing next-generation T cell therapies for cancer. Leveraging a proprietary platform that combines cell therapy, gene editing and molecular discovery, Lyell seeks to overcome key barriers in the treatment of solid tumors. The company's approach centers on engineering T cells to enhance their persistence, functionality and resistance to the immunosuppressive tumor microenvironment.

The company's pipeline includes multiple autologous T cell programs engineered to target tumor-associated antigens in solid malignancies such as melanoma, ovarian and pancreatic cancers.

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