Lyell Immunopharma, Inc.
LYEL
NASDAQ·Healthcare·Biotechnology·Mkt cap $352.1M
$14.37
▲ +0.35%
P/E
—
Mkt Cap
$352.1M
52-Wk Range
$11.47–$45.00
52-Week Range
$11.47 - $45.00
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 18.3% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary T cell reprogramming technology platforms (Gen-R and Epi-R)
- Focused expertise in overcoming T cell exhaustion and enhancing durability
- Strategic partnership with GlaxoSmithKline providing validation and resources
- Specialized capability in addressing solid tumors, historically underserved in cell therapy
Bear Case
1 risk
- Low volatility (beta -0.1).
Growth
Revenue decline expected
Clinical advancement of LYL797 and LYL845 through trial phases
Value
Deep value opportunity - significant discount to sector peers
Momentum
Hot
+20.1% over 3m
Quality
Below
Below average quality
Dividend
None
No dividend
Smart-money signal
Who's buying LYEL right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 10, 2026
AUG 6, 2026
Reported EPS of -$1.92 vs -$1.94 consensus (+1.0% surprise). Revenue of $4.0K vs $3.6K expected (+10.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+1.0%
Revenue trend · last 8Q
—
—
+133%
-38%
-56%
-45%
-71%
-50%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$34.0K
$11.0K
$7.0K
$8.0K
$15.0K
$6.0K
$2.0K
$4.0K
Margins · last 8Q
Gross
0.0%
Profit
-1118875.0%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: B. Riley · Jul 22, 2026
vs Industry
How LYEL stacks vs Biotechnology
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.