LYEL
Lyell Immunopharma, Inc.
$13.50
-1.60%
$315.0M
No data for this timeframe.
Vol
Market Cap$315.0M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders32 funds
Inst. Value$50.0M
Inst. Activity6 buys / 1 sells
Insider Activity2B / 8S
Insider Net $$24.7M
SEC Reports5
Press Releases5
Recent Activity
Jun 12, 2026
Press
Lyell Immunopharma presented updated Phase 1/2 safety and translational data for its CAR T-cell therapy ronde-cel at EHA
Impact 4/10
Jun 12, 2026
fda
Lyell Immunopharma Presents Updated Safety Data and Translational Insights for Rondecabtagene Autoleucel (Ronde-Cel) in Patients with Large B-Cell Lymphoma at European Hematology Association 2026 Congress
<p>SOUTH SAN FRANCISCO, Calif., June 12, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq
Jun 10, 2026
Insider
Shook David sold 1,977 shares
Chief Medical Officer @ $12.64 ($25.0K)
Jun 10, 2026
Insider
Bachleda Mark was granted 9,250 shares
Director
Jun 10, 2026
Insider
BRAWLEY OTIS W was granted 9,250 shares
Director
Jun 8, 2026
Press
Lyell Immunopharma announced updated safety data from its Phase 1 trial of LYL273 in metastatic colorectal cancer, showi
Impact 7/10
Apr 24, 2026
SEC
Lyell Immunopharma filed a definitive proxy statement for its 2026 annual meeting, which includes routine director elect
DEFA14A — Impact 3/10
Apr 15, 2026
SEC
Lyell Immunopharma's S-3 shelf registration has become effective, allowing the resale of up to 1,952,360 shares by selli
EFFECT — Impact 2/10
Price Targets
$37.17
+175.3% upside
Strong Buy
Current $13.50
Low $12.00
Median $41.50
High $49.00
6 analysts
$12.00
$49.00
Analyst Ratings
3Strong Buy
7Buy
1Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 9, 2026 | HC Wainwright & Co. | REITERATE | Buy → Buy |
| Jun 8, 2026 | Needham | REITERATE | Buy → Buy |
| Jun 3, 2026 | HC Wainwright & Co. | REITERATE | Buy → Buy |
| May 7, 2026 | Needham | REITERATE | Buy → Buy |
| Apr 10, 2026 | Needham | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-2.03 | $-2.34 — $-1.79 | 30% YoY | 6 |
| Next Q | $-2.09 | $-2.35 — $-1.90 | 2% YoY | 6 |
| Current FY | $-7.68 ▼ -2.1% | $-8.62 — $-6.87 | 52% YoY | 7 |
| Next FY | $-7.99 ▲ +5.6% | $-9.81 — $-5.17 | -4% YoY | 7 |
Latest Reports
NEUTRAL
Press
4/10
Lyell Immunopharma presented updated Phase 1/2 safety and translational data for its CAR T-cell therapy ronde-cel at EHA
Jun 12, 2026
NEUTRAL
DEFA14A
3/10
Lyell Immunopharma filed a definitive proxy statement for its 2026 annual meeting, which includes routine director elect
Apr 24, 2026
NEUTRAL
EFFECT
2/10
Lyell Immunopharma's S-3 shelf registration has become effective, allowing the resale of up to 1,952,360 shares by selli
Apr 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $14.4M | — |
| CITADEL ADVISORS LLC | $7.7M | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.2M | — |
| BlackRock, Inc. | $3.8M | — |
| MARSHALL WACE, LLP | $3.0M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | Shook David | SELL | $25.0K |
| Jun 10, 2026 | Bachleda Mark | A | $0.00 |
| Jun 10, 2026 | BRAWLEY OTIS | A | $0.00 |
| Jun 10, 2026 | FRIEDMAN CATHY | A | $0.00 |
| Jun 10, 2026 | Klausner Richard | A | $0.00 |
32 institutional holders with $50.0M total value (2,504,947 shares) as of 2026-Q1. Top holders: VANGUARD, CITADEL, SUSQUEHANNA. Net buying activity: 6 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 718,155 | $14.4M | 28.8% | — |
| 2 | CITADEL ADVISORS LLC | 381,462 | $7.7M | 15.3% | ADD +25.1% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 310,198 | $6.2M | 12.4% | — |
| 4 | BlackRock, Inc. | 191,820 | $3.8M | 7.7% | — |
| 5 | MARSHALL WACE, LLP | 148,516 | $3.0M | 6.0% | DOUBLED +102.6% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 116,411 | $2.3M | 4.7% | DOUBLED +194.8% |
| 7 | GOLDMAN SACHS GROUP INC | 114,491 | $2.3M | 4.6% | — |
| 8 | VANGUARD FIDUCIARY TRUST CO | 86,925 | $1.7M | 3.5% | — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 85,971 | $1.7M | 3.5% | ADD +29.3% |
| 10 | STATE STREET CORP | 72,522 | $1.5M | 2.9% | ADD +40.9% |
| 11 | MORGAN STANLEY | 56,151 | $1.1M | 2.3% | ADD +30.7% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 47,888 | $959.0K | 1.9% | — |
| 13 | BANK OF AMERICA CORP /DE/ | 33,321 | $668.4K | 1.3% | DOUBLED +314.2% |
| 14 | CANADA PENSION PLAN INVESTMENT BOARD | 29,411 | $590.0K | 1.2% | — |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 23,015 | $461.7K | 0.9% | — |
| 16 | Point72 Asset Management, L.P. | 21,292 | $427.1K | 0.9% | ADD +85.5% |
| 17 | Brevan Howard Capital Management LP | 13,435 | $269.5K | 0.5% | — |
| 18 | CITADEL ADVISORS LLC | 12,000 | $240.7K | 0.5% | ADD +25.1% |
| 19 | TWO SIGMA INVESTMENTS, LP | 11,585 | $232.4K | 0.5% | TRIM -25.0% |
| 20 | CITIGROUP INC | 5,912 | $118.6K | 0.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | DOUBLED | 73,315 | 148,516 | +102.6% | $3.0M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 39,490 | 116,411 | +194.8% | $2.3M | 2026-Q1 |
| STATE STREET CORP | ADD | 51,472 | 72,522 | +40.9% | $1.5M | 2026-Q1 |
| MORGAN STANLEY | ADD | 42,949 | 56,151 | +30.7% | $1.1M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 8,045 | 33,321 | +314.2% | $668.4K | 2026-Q1 |
| Point72 Asset Management, L.P. | ADD | 11,480 | 21,292 | +85.5% | $427.1K | 2026-Q1 |
| CWM, LLC | NEAR_EXIT | 20 | 2 | -90.0% | $40.00 | 2026-Q1 |
| STATE STREET CORP | ADD | 33,752 | 51,472 | +52.5% | $1.6M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 63,990 | 39,490 | -38.3% | $1.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 20,827 | 15,616 | -25.0% | $480.7K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 4,679 | 8,045 | +71.9% | $247.6K | 2025-Q4 |
| FMR LLC | TRIM | 2,722 | 1,829 | -32.8% | $56.3K | 2025-Q4 |
| Mirae Asset Global Investments Co., Ltd. | ADD | 743 | 1,031 | +38.8% | $31.7K | 2025-Q4 |
| CWM, LLC | TRIM | 42 | 20 | -52.4% | $1.00 | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 442,626 | 779,004 | +76.0% | $12.7M | 2025-Q3 |
| CITADEL ADVISORS LLC | ADD | 271,283 | 339,491 | +25.1% | $5.5M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 61,503 | 79,510 | +29.3% | $1.3M | 2025-Q3 |
| MORGAN STANLEY | ADD | 25,698 | 37,020 | +44.1% | $601.2K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 10,059 | 20,827 | +107.0% | $338.2K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 23,758 | 4,679 | -80.3% | $76.0K | 2025-Q3 |
| Mirae Asset Global Investments Co., Ltd. | ADD | 570 | 743 | +30.4% | $12.1K | 2025-Q3 |
| PRICE T ROWE ASSOCIATES INC /MD/ | NEAR_EXIT | 306,059 | 13,128 | -95.7% | $214.00 | 2025-Q3 |
| CWM, LLC | NEAR_EXIT | 415 | 42 | -89.9% | $1.00 | 2025-Q3 |
| MORGAN STANLEY | TRIM | 1,214,287 | 866,403 | -28.6% | $466.1K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 204,501 | 387,680 | +89.6% | $208.6K | 2025-Q1 |
16 unique insiders with 27 transactions. Net insider value: $24.7M ($25.0M bought, $289.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Shook David | Chief Medical Officer | SELL | 1,977 | $12.64 | $25.0K |
| Jun 10, 2026 | Bachleda Mark | Director | AWARD | 9,250 | — | — |
| Jun 10, 2026 | BRAWLEY OTIS W | Director | AWARD | 9,250 | — | — |
| Jun 10, 2026 | FRIEDMAN CATHY | Director | AWARD | 9,250 | — | — |
| Jun 10, 2026 | Klausner Richard | Director | AWARD | 9,250 | — | — |
| Jun 10, 2026 | NABEL ELIZABETH G | Director | AWARD | 9,250 | — | — |
| Jun 10, 2026 | RIEFLIN WILLIAM JL | Director | AWARD | 9,250 | — | — |
| Jun 10, 2026 | Ramachandra Sumant | Director | AWARD | 9,250 | — | — |
| Mar 9, 2026 | Shah Smital | Chief Fin. and Bus. Officer | AWARD | 140,000 | — | — |
| Mar 6, 2026 | ARCH Venture Partners IX, LLC | 10%+ Owner | BUY | 488,090 | $25.61 | $12.5M |
| Mar 6, 2026 | ARCH Venture Fund XIII, L.P. | 10%+ Owner | BUY | 488,090 | $25.61 | $12.5M |
| Feb 11, 2026 | Hill Stephen J. | Chief Operating Officer | SELL | 1,236 | $23.39 | $28.9K |
| Feb 11, 2026 | Lee Gary K. | Chief Scientific Officer | SELL | 1,671 | $23.39 | $39.1K |
| Feb 11, 2026 | Seely Lynn | President and CEO | SELL | 7,455 | $23.39 | $174.4K |
| Feb 10, 2026 | Hill Stephen J. | Chief Operating Officer | SELL | 109 | $23.12 | $2.5K |
| Feb 10, 2026 | Hill Stephen J. | Chief Operating Officer | AWARD | 65,000 | — | — |
| Feb 10, 2026 | Lee Gary K. | Chief Scientific Officer | SELL | 147 | $23.12 | $3.4K |
| Feb 10, 2026 | Lee Gary K. | Chief Scientific Officer | AWARD | 50,000 | — | — |
| Feb 10, 2026 | Meltz Mark A | General Counsel | AWARD | 50,000 | — | — |
| Feb 10, 2026 | Bulis Veronica Sanchez | VP, Corporate Controller | AWARD | 8,750 | — | — |
| Feb 10, 2026 | Bulis Veronica Sanchez | VP, Corporate Controller | SELL | 254 | $23.12 | $5.9K |
| Feb 10, 2026 | Shook David | Chief Medical Officer | AWARD | 50,000 | — | — |
| Feb 10, 2026 | Seely Lynn | President and CEO | SELL | 438 | $23.12 | $10.1K |
| Feb 10, 2026 | Seely Lynn | President and CEO | AWARD | 155,000 | — | — |
| Feb 9, 2026 | Hill Stephen J. | Chief Operating Officer | AWARD | 4,000 | — | — |
| Feb 9, 2026 | Lee Gary K. | Chief Scientific Officer | AWARD | 4,000 | — | — |
| Feb 9, 2026 | Seely Lynn | President and CEO | AWARD | 20,000 | — | — |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.0/10.
NEUTRAL
DEFA14A
3/10
Lyell Immunopharma filed a definitive proxy statement for its 2026 annual meeting, which includes ro
Apr 24, 2026
NEUTRAL
EFFECT
2/10
Lyell Immunopharma's S-3 shelf registration has become effective, allowing the resale of up to 1,952
Apr 15, 2026
NEUTRAL
S-3
2/10
Lyell Immunopharma has filed an S-3 shelf registration to allow selling stockholders to resell 1,952
Apr 3, 2026
BULLISH
CLUSTER
8/10
Two funds affiliated with ARCH Venture Partners collectively purchased nearly $25 million worth of L
Mar 9, 2026
MIXED
INST-CLUSTER
5/10
In Q4 2024, three mega-passive institutions — Wells Fargo, Schwab, and UBS — increased their positio
Feb 28, 2026
NEUTRAL
4/10
Lyell Immunopharma presented updated Phase 1/2 safety and translational data for its CAR T-cell ther
Jun 12, 2026
BULLISH
7/10
Lyell Immunopharma announced updated safety data from its Phase 1 trial of LYL273 in metastatic colo
Jun 8, 2026
NEUTRAL
3/10
Lyell Immunopharma announced upcoming presentations of ronde-cel Phase 1/2 safety and translational
Jun 4, 2026
MIXED
6/10
Lyell Immunopharma reported its Q4 and full-year 2025 financial results, highlighted by reduced net
Mar 12, 2026
NEUTRAL
5/10
Lyell Immunopharma closed an additional $50 million tranche of its private placement, bringing total
Mar 9, 2026
Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 3 strong buy, 7 buy, 1 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$37.17 mean target
+175.3% upside
Strong Buy (1.83)
$12.00 Low
$49.00 High
| Metric | Value |
|---|---|
| Current Price | $13.50 |
| Target Low | $12.00 |
| Target Mean | $37.17 |
| Target Median | $41.50 |
| Target High | $49.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (1.83) |
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 |
$-2.03 | $-2.34 | $-1.79 | 29.8% | +0.0% | 1↑ 0↓ | $0.0B | -42.5% | 6 |
| Next Q 2026-09-30 |
$-2.09 | $-2.35 | $-1.90 | 1.9% | +0.0% | 1↑ 0↓ | $0.0B | -69.3% | 6 |
| Current FY 2026-12-31 |
$-7.68 | $-8.62 | $-6.87 | 52.2% | -2.1% | 1↑ 0↓ | $0.0B | -62.0% | 7 |
| Next FY 2027-12-31 |
$-7.99 | $-9.81 | $-5.17 | -4.0% | +5.6% | 1↑ 0↓ | $0.0B | 57430.9% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-2.030 | |
| 7d ago | $-2.030 | |
| 30d ago | $-2.030 | |
| 60d ago | $-2.322 | +0.292 |
| 90d ago | $-2.223 | +0.193 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 9, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Jun 8, 2026 | Needham | REITERATE | Buy | Buy |
| Jun 3, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| May 7, 2026 | Needham | REITERATE | Buy | Buy |
| Apr 10, 2026 | Needham | INITIATE | — | Buy |
| Mar 9, 2026 | Citizens | INITIATE | — | Market Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 1 | 1 | 0 | 83% | |
| May 1, 2026 | 2 | 7 | 1 | 1 | 0 | 82% | |
| Apr 1, 2026 | 2 | 6 | 1 | 1 | 0 | 80% | |
| Mar 1, 2026 | 2 | 5 | 1 | 1 | 0 | 78% | |
| Feb 1, 2026 | 2 | 5 | 1 | 1 | 0 | 78% | |
| Jan 1, 2026 | 2 | 5 | 1 | 1 | 0 | 78% |
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 12, 2026
fda
Lyell Immunopharma Presents Updated Safety Data and Translational Insights for Rondecabtagene Autoleucel (Ronde-Cel) in Patients with Large B-Cell Lymphoma at European Hematology Association 2026 Congress
<p>SOUTH SAN FRANCISCO, Calif., June 12, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a
Jun 8, 2026
fda
Lyell Immunopharma Provides Update on Safety Profile of LYL273 in Relapsed or Refractory Metastatic Colorectal Cancer and Amends Phase 1 Trial to Phase 1/2 Expansion
<p>SOUTH SAN FRANCISCO, Calif., June 08, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a
Jun 4, 2026
fda
Lyell Immunopharma to Present Phase 1/2 Safety and Translational Data for Ronde-Cel in Large B-Cell Lymphoma at the European Hematology Association 2026 Congress
<p>SOUTH SAN FRANCISCO, Calif., June 04, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a
May 11, 2026
earnings_calendar
LYEL Q1 2026 Earnings Scheduled — 2026-05-11
May 6, 2026
earnings
Lyell Immunopharma Reports Business Highlights and Financial Results for the First Quarter 2026
<p align="left">SOUTH SAN FRANCISCO, Calif., May 06, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company
Apr 20, 2026
short_interest
FTD: LYEL — 56,949 shares ($1.4M) failed to deliver
Settlement: 20260420, Price: $24.01, FTD Value: $1,367,345.49, LYELL IMMUNOPHARMA INC COM
Mar 12, 2026
earnings
Lyell Immunopharma Reports Q4 and Full Year 2025 Business and Financial Results
<p>SOUTH SAN FRANCISCO, Calif., March 12, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing
Mar 9, 2026
offering
Lyell Immunopharma Announces Closing of Additional $50 Million Tranche of Equity Private Placement and Appointment of Smital Shah as Chief Financial and Business Officer
<p>SOUTH SAN FRANCISCO, Calif., March 09, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing
Mar 9, 2026
earnings_calendar
LYEL Q4 2025 Earnings After Market Close — 2026-03-09