Lyell Immunopharma (NASDAQ:LYEL) Releases Earnings Results, Beats Expectations By $1.68 EPS

08 May 2026, 14:14 by Doug Wharley · The Cerbat Gem

Lyell Immunopharma (NASDAQ:LYEL – Get Free Report) announced its earnings results on Wednesday. The company reported ($1.10) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($2.78) by $1.68, FiscalAI reports. The company had revenue of $0.00 million during the quarter, compared to analysts’ expectations of $0.00 million. Lyell Immunopharma had a negative net margin of 794,858.12% and a negative return on equity of 84.36%.

Lyell Immunopharma Trading Up 0.1%

NASDAQ LYEL traded up $0.03 during trading on Friday, hitting $20.09. 32,121 shares of the company’s stock were exchanged, compared to its average volume of 95,305. The company has a market cap of $468.58 million, a PE ratio of -1.46 and a beta of -0.05. Lyell Immunopharma has a fifty-two week low of $7.65 and a fifty-two week high of $45.00. The stock’s 50 day moving average price is $22.19 and its two-hundred day moving average price is $23.52.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on LYEL. Needham & Company LLC reissued a “buy” rating and issued a $44.00 target price on shares of Lyell Immunopharma in a research report on Thursday. Wall Street Zen downgraded Lyell Immunopharma from a “hold” rating to a “sell” rating in a research note on Saturday, May 2nd. Citizens Jmp initiated coverage on Lyell Immunopharma in a research note on Monday, March 9th. They issued a “market outperform” rating and a $34.00 price target for the company. Robert W. Baird set a $49.00 price target on Lyell Immunopharma and gave the company an “outperform” rating in a research note on Thursday, April 30th. Finally, Zacks Research downgraded Lyell Immunopharma from a “hold” rating to a “strong sell” rating in a research note on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Lyell Immunopharma currently has an average rating of “Moderate Buy” and an average target price of $43.00.

Get Our Latest Stock Report on Lyell Immunopharma

Insider Activity

In other news, CEO Lynn Seely sold 7,455 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $23.39, for a total value of $174,372.45. Following the completion of the transaction, the chief executive officer owned 74,266 shares of the company’s stock, valued at $1,737,081.74. This represents a 9.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, COO Stephen J. Hill sold 1,236 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $23.39, for a total value of $28,910.04. Following the completion of the transaction, the chief operating officer directly owned 17,795 shares of the company’s stock, valued at $416,225.05. This represents a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 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 Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Invesco Ltd. acquired a new position in shares of Lyell Immunopharma in the fourth quarter valued at approximately $3,036,000. ExodusPoint Capital Management LP bought a new stake in Lyell Immunopharma in the fourth quarter valued at approximately $262,000. Barclays PLC boosted its holdings in Lyell Immunopharma by 1,239.5% in the fourth quarter. Barclays PLC now owns 15,967 shares of the company’s stock valued at $491,000 after acquiring an additional 14,775 shares during the last quarter. Marshall Wace LLP bought a new stake in Lyell Immunopharma in the fourth quarter valued at approximately $2,257,000. Finally, Charles Schwab Investment Management Inc. boosted its holdings in Lyell Immunopharma by 7.4% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 85,423 shares of the company’s stock valued at $2,629,000 after acquiring an additional 5,913 shares during the last quarter. Institutional investors and hedge funds own 66.05% of the company’s stock.

Lyell Immunopharma Company Profile

(Get Free Report)

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.