Lyell Immunopharma (LYEL) Stock Price, News & Analysis

Company Overview

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. Early-stage candidates utilize technologies aimed at epigenetic reprogramming of T cells to improve their ability to expand, traffic to tumor sites and maintain durable anti-tumor activity. Lyell partners with academic centers and contract research organizations to advance its lead programs through IND-enabling studies and into clinical trials.

Founded in 2017 and headquartered in South San Francisco, Lyell Immunopharma was established by a team of immunologists and cell therapy experts. The company has raised venture funding from leading life science investors and maintains research and manufacturing operations in the San Francisco Bay Area. Under the leadership of co-founder and CEO David Chang, Lyell is building a translational research engine designed to accelerate the discovery, development and manufacturing of engineered T cell products for patients with high-unmet-need cancers.

Key Stats

• Today's Range: $20.20 to $21.25
• 50-Day Range: $19.12 to $25.63
• 52-Week Range: $7.65 to $45.00
• Volume: 22,386 shs
• Average Volume: 96,410 shs
• Market Capitalization: $492.38 million
• P/E Ratio: N/A
• Dividend Yield: N/A
• Price Target: $43.00
• Consensus Rating: Moderate Buy

Lyell Immunopharma Stock Analysis - MarketRank™

Lyell Immunopharma scored higher than 46% of companies evaluated by MarketBeat, and ranked 547th out of 856 stocks in the medical sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.3 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Lyell Immunopharma has received a consensus rating of Moderate Buy. The company's average rating score is 2.50, and is based on 1 strong buy rating, 3 buy ratings, no hold ratings, and 2 sell ratings.

Upside Potential

Lyell Immunopharma has a consensus price target of $43.00, representing about 107.1% upside from its current price of $20.77.

Amount of Analyst Coverage

Lyell Immunopharma has been the subject of 5 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 0.0 / 5
• Proj. Earnings Growth: Decreasing

Earnings Growth

Earnings for Lyell Immunopharma are expected to decrease in the coming year, from ($10.45) to ($11.69) per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Lyell Immunopharma is -1.27, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Ratio vs. Sector

The P/E ratio of Lyell Immunopharma is -1.27, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Book Value per Share Ratio

Lyell Immunopharma has a P/B Ratio of 1.78. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 0.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

6.81% of the float of Lyell Immunopharma has been sold short.

Short Interest Ratio / Days to Cover

Lyell Immunopharma has a short interest ratio ("days to cover") of 12.04, which indicates bearish sentiment.

Change versus previous month

Short interest in Lyell Immunopharma has recently increased by 8.44%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

Lyell Immunopharma does not currently pay a dividend.

Dividend Growth

Lyell Immunopharma does not have a long track record of dividend growth.

News and Social Media

• Score: 2.9 / 5
• News Sentiment: 0.57

News Sentiment

Lyell Immunopharma has a news sentiment score of 0.57. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This news sentiment score is similar to the average news sentiment of Medical companies.

News Coverage This Week

MarketBeat has tracked 6 news articles for Lyell Immunopharma this week, compared to 2 articles on an average week.

Search Interest

6 people have searched for LYEL on MarketBeat in the last 30 days. This is an increase of 500% compared to the previous 30 days.

Company Ownership

• Score: 1.7 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Lyell Immunopharma insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $264,285.00 in company stock.

Percentage Held by Insiders

6.20% of the stock of Lyell Immunopharma is held by insiders.

Percentage Held by Institutions

66.05% of the stock of Lyell Immunopharma is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

LYEL Stock Analysis - Frequently Asked Questions

How have LYEL shares performed this year?

Lyell Immunopharma's stock was trading at $30.78 at the start of the year. Since then, LYEL stock has decreased by 32.5% and is now trading at $20.7650.

How were Lyell Immunopharma's earnings last quarter?

Lyell Immunopharma, Inc. (NASDAQ:LYEL) posted its quarterly earnings data on Thursday, March, 12th. The company reported ($7.68) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($2.15) by $5.53. The firm earned $0.01 million during the quarter, compared to analyst estimates of $0.02 million. Lyell Immunopharma had a negative trailing twelve-month return on equity of 90.52% and a negative net margin of 762,355.56%.

When did Lyell Immunopharma's stock split?

Shares of Lyell Immunopharma reverse split before market open on Friday, May 30th 2025.The 1-20 reverse split was announced on Friday, May 30th 2025. The number of shares owned by shareholders was adjusted after the market closes on Friday, May 30th 2025. An investor that had 100 shares of stock prior to the reverse split would have 5 shares after the split.

When did Lyell Immunopharma IPO?

Lyell Immunopharma (LYEL) raised $425 million in an initial public offering on Tuesday, June 15th 2021. The company issued 25,000,000 shares at a price of $16.00-$18.00 per share. Goldman Sachs, BofA Securities, J.P. Morgan and Morgan Stanley acted as the underwriters for the IPO.

How do I buy shares of Lyell Immunopharma?

Shares of LYEL stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Lyell Immunopharma own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Lyell Immunopharma investors own include NVIDIA (NVDA), Meta Platforms (META), Advanced Micro Devices (AMD), Netflix (NFLX), Broadcom (AVGO), Invesco QQQ (QQQ) and Palo Alto Networks (PANW).

Company Calendar

• Last Earnings: 3/12/2026
• Today: 5/06/2026
• Next Earnings (Estimated): 5/12/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Medical
• Industry: MED - DRUGS
• Sub-Industry: Pharmaceutical Products
• Current Symbol: NASDAQ:LYEL
• CIK: 1806952
• Web: www.lyell.com
• Phone: 650-695-0677
• Fax: N/A
• Employees: 270
• Year Founded: 2018

Price Target and Rating

• Average Price Target for Lyell Immunopharma: $43.00
• High Price Target: $49.00
• Low Price Target: $34.00
• Potential Upside/Downside: +103.0%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.50
• Research Coverage: 6 Analysts

Profitability

• EPS (Trailing Twelve Months): ($16.30)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: -$274.45 million
• Net Margins: -762,355.56%
• Pretax Margin: -762,355.56%
• Return on Equity: -90.52%
• Return on Assets: -70.22%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 5.28
• Quick Ratio: 5.28

Sales & Book Value

• Annual Sales: $40 thousand
• Price / Sales: 12,354.40
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: $11.68 per share
• Price / Book: 1.81

Miscellaneous

• Outstanding Shares: 23,330,000
• Free Float: 21,886,000
• Market Cap: $494.18 million
• Optionable: Optionable
• Beta: -0.05