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LYELLYELHealthcare · Biotechnology

LYEL Stock Forecast: Lyell Immunopharma, Inc. Price Predictions for 2026-2027

Last close, 15 Sept 2026
$11
−3.71% on the day

The 8 Wall Street analysts covering Lyell Immunopharma, Inc. hold a median 12-month price target of $42 — +280.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 64 of 100 as at 15 Sept 2026 — in the upper half.

Market cap
$277.6M
Ticker Nerd rank
64 / 100
Median analyst target
$42
Analysts covering
8
Revenue$4K−50.0% y/y
Operating income−$47.3M
Net income−$44.8M
Free cash flow−$34.2M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−19.4%
1M
−21.8%
YTD
−64.6%
1Y
−16.9%
From 52W high
−71.7%
From 52W low
0.0%
$11
$39
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

LYEL stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Lyell Immunopharma, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 15 Sept 2026
64 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
94
Accruals
88
Revisions
64
Size
64
Quality
50
Volatility
46
Momentum
38
Value
34
Issuance
27

Growth (94): Sales and profits are climbing, and climbing faster than before.

Issuance (27): The company has been issuing shares or taking on financing, diluting existing holders.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

LYEL stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on LYEL, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$20$30$40$50Oct 25Jan 26Apr 26Jul 26LYELHigh $49Median $42Low $12

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says8 analysts
7 Buy0 Hold1 Sell
Low $12Median $42High $49

The green dot is the last close — the median target sits +280.4% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
11 Sept 2026NeedhamReiteratesBuy$44
6 Aug 2026StifelInitiatesBuy—
6 Aug 2026StifelInitiatesBuy$36
22 July 2026B. Riley SecuritiesInitiatesBuy$44
22 July 2026B. Riley SecuritiesInitiatesBuy—
15 June 2026CitizensReiteratesMarket Outperform—
15 June 2026CitizensReiteratesMarket Outperform$34
15 June 2026NeedhamReiteratesBuy—
15 June 2026NeedhamReiteratesBuy$44
9 June 2026HC Wainwright & Co.ReiteratesBuy$45
9 June 2026HC Wainwright & Co.ReiteratesBuy—
8 June 2026NeedhamReiteratesBuy—
8 June 2026NeedhamReiteratesBuy$44
3 June 2026HC Wainwright & Co.ReiteratesBuy—
7 May 2026NeedhamReiteratesBuy—
10 Apr 2026NeedhamInitiatesBuy—
9 Mar 2026CitizensInitiatesMarket Outperform—
9 Dec 2025HC Wainwright & Co.UpgradeBuy—
24 Nov 2025HC Wainwright & Co.MaintainsNeutral—
26 Sept 2025LUCID CAPITAL MARKETSInitiatesBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LYEL appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

LYEL vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 15 Sept 2026, Lyell Immunopharma, Inc. returned −16.9% against +15.9% for the S&P 500, dividends included.

LYEL vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250300Oct 25Jan 26Apr 26Jul 26LYELS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

LYEL analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
1
Analysts cutting
0
Fundamentals

Lyell Immunopharma, Inc. (LYEL) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−0.9×

Cheaper than 82% of US stocks

Price / sales
10283.1×

Cheaper than 1% of US stocks

Price / book
1.1×

Cheaper than 69% of US stocks

EV / EBITDA
−0.7×

Cheaper than 65% of US stocks

Growth & margins
Revenue growth (YoY)
−50.0%

Higher than 6% of US stocks

Earnings growth (YoY)
−50.0%

Higher than 11% of US stocks

Gross margin
—
Operating margin
−1183425.0%

Higher than 1% of US stocks

Net margin
0.0%

Higher than 30% of US stocks

Returns & dividend
Return on equity
−93.3%

Higher than 14% of US stocks

Return on assets
−34.2%

Higher than 12% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Lyell Immunopharma, Inc. (LYEL) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Lyell Immunopharma, Inc. has a market value of $277.6M and an enterprise value of $120.1M.

  • Revenue in the twelve months to 30 June 2026: $27K. The latest quarter shrank 50.0% year on year.

  • Net income over the same four quarters: −$248.5M, a −920285.2% net margin.

  • Diluted earnings per share, trailing twelve months: $−11.77.

  • Free cash flow in the twelve months to 30 June 2026: −$134.0M.

  • Shares outstanding: 23.4M.

  • Trailing P/E: −0.9×; forward P/E: −1.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Lyell Immunopharma, Inc. employs 161 people — $167.7 of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 15 Sept 2026

Data provided by Twelve Data

Peers

LYEL vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelBiotechnology
CompanyMarket capTKN rank
LYELLyell Immunopharma, Inc.$277.6M
64
TRDAEntrada Therapeutics, Inc.$267.1M
49
ACIUAC Immune SA$265.2M
34
LCTXLineage Cell Therapeutics, Inc.$264.0M
57
STROSutro Biopharma, Inc.$271.4M
80
CAMPCAMP4 Therapeutics Corp.$262.9M
66
FATEFate Therapeutics, Inc.$273.2M
94

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Lyell Immunopharma, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest LYEL news & analysis

Lyell Immunopharma To Participate in the Baird 2026 Global Healthcare Conference

GlobeNewsWire · 14 Sept 2026neutral

Lyell Immunopharma announced that members of its senior management team will participate in the Baird 2026 Global Healthcare Conference on September 15, 2026, in New York, with a fireside chat scheduled for 2:00 pm Eastern Time.

Why it matters — The conference appearance gives LYEL's management an opportunity to present and discuss the company's CAR T-cell therapy pipeline with the investment community.

Lyell Immunopharma Completes Manufacturing Transfer for LYL273 and Provides Updated Timeline on Phase 1/2 Trial in Metastatic Colorectal Cancer

GlobeNewsWire · 10 Sept 2026neutral

Lyell Immunopharma announced successful completion of the manufacturing technology transfer for LYL273, a GCC-targeted CAR T-cell therapy, to its LyFE Manufacturing Center in Bothell, Washington, following FDA review. The Phase 1/2 trial in relapsed/refractory metastatic colorectal cancer continues to enroll patients, with additional clinical data and an End-of-Phase 1 FDA meeting now expected in 2027.

Why it matters — LYEL watchers would track this manufacturing milestone and updated trial timeline, as LYL273 is a key asset in the company's CAR T-cell pipeline and the revised 2027 data expectation reflects a shift in the clinical development schedule.

This Lyell Immunopharma Analyst Begins Coverage On A Bullish Note; Here Are Top 3 Initiations For Thursday

Benzinga · 6 Aug 2026positive

Benzinga reported that an analyst initiated coverage on Lyell Immunopharma, Inc. (LYEL) on a bullish note, as part of a list of top analyst initiations for Thursday. The item notes the coverage change without providing further details.

Why it matters — A new analyst initiation with a bullish stance draws attention to LYEL from the investment community and may influence how investors view the company.

FAQ

Frequently asked questions about LYEL stock

What is the LYEL stock price forecast for 2026-2027?

The 8 Wall Street analysts covering Lyell Immunopharma, Inc. have a median 12-month price target of $42, with estimates ranging from $12 to $49. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is LYEL stock a buy right now?

Of the 8 analysts covering Lyell Immunopharma, Inc., 7 rate it a Buy, 0 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Lyell Immunopharma, Inc. 64 out of 100 across roughly 4,600 US stocks as at 15 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LYEL?

As at 15 Sept 2026, Lyell Immunopharma, Inc. ranks 64 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (94 of 100).

Will LYEL stock go up?

No one can know that. What the data says: the median 12-month target from 8 analysts implies +280.4% from the last close, and Ticker Nerd's factor model ranks Lyell Immunopharma, Inc. 64 out of 100 as at 15 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the LYEL stock forecast for 2030?

No analyst covering Lyell Immunopharma, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LYEL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $12 to $49 over the next 12 months.

How has LYEL stock performed over the past year?

Lyell Immunopharma, Inc. returned -16.9% over the 12 months to 15 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Lyell Immunopharma, Inc. do?

Lyell Immunopharma, Inc. is a clinical-stage cell therapy company focused on developing next-generation CAR T-cell therapies for cancer.

What is the latest news on LYEL?

The most recent item we track (GlobeNewsWire, 14 Sept 2026): "Lyell Immunopharma To Participate in the Baird 2026 Global Healthcare Conference". Lyell Immunopharma announced that members of its senior management team will participate in the Baird 2026 Global Healthcare Conference on September 15, 2026, in New York, with a fireside chat scheduled for 2:00 pm Eastern Time.

Company

About Lyell Immunopharma, Inc.

Lyell Immunopharma, Inc. is a clinical-stage cell therapy company focused on developing next-generation CAR T-cell therapies for cancer. The company is advancing a pipeline of product candidates designed to improve T-cell performance by helping cells resist exhaustion, persist longer, and maintain stronger tumor-fighting activity in challenging cancer environments. Its current programs target both hematologic malignancies and solid tumors, with work spanning blood cancers such as large B-cell lymphoma and solid-tumor indications including colorectal cancer. Lyell Immunopharma combines genetic and epigenetic T-cell reprogramming technologies with manufacturing capabilities to support product development and clinical testing. Based in South San Francisco, California, the company plays a role in the broader immunotherapy market by focusing on engineered cell-based treatments intended to address major unmet needs in oncology.

CEO Dr. Lynn Seely M.D., Ph.D. · 161 employees · United States · https://www.lyell.com