Lyell Immunopharma (NASDAQ:LYEL) Stock Price Up 6.9% – Time to Buy?

15 Apr 2026, 05:14 by Amy Steele · The Cerbat Gem

Shares of Lyell Immunopharma, Inc. (NASDAQ:LYEL – Get Free Report) rose 6.9% on Monday . The company traded as high as $24.06 and last traded at $23.94. Approximately 7,687 shares traded hands during mid-day trading, a decline of 92% from the average daily volume of 100,508 shares. The stock had previously closed at $22.39.

Wall Street Analysts Forecast Growth

LYEL has been the topic of a number of recent research reports. Weiss Ratings reissued a “sell (d-)” rating on shares of Lyell Immunopharma in a report on Thursday, January 22nd. Needham & Company LLC initiated coverage on Lyell Immunopharma in a report on Friday, April 10th. They issued a “buy” rating and a $44.00 target price on the stock. Zacks Research downgraded Lyell Immunopharma from a “hold” rating to a “strong sell” rating in a report on Tuesday, April 7th. Citizens Jmp initiated coverage on Lyell Immunopharma in a report on Monday, March 9th. They issued a “market outperform” rating and a $34.00 target price on the stock. Finally, Wall Street Zen downgraded Lyell Immunopharma from a “hold” rating to a “sell” rating in a report on Saturday, March 28th. Three research analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $41.00.

Get Our Latest Stock Report on LYEL

Lyell Immunopharma Stock Down 5.8%

The firm has a 50 day moving average price of $22.58 and a 200 day moving average price of $22.94. The stock has a market cap of $545.22 million, a P/E ratio of -1.43 and a beta of -0.06.

Lyell Immunopharma (NASDAQ:LYEL – Get Free Report) last posted its quarterly earnings data on Thursday, March 12th. The company reported ($7.68) EPS for the quarter, missing the consensus estimate of ($2.15) by ($5.53). Lyell Immunopharma had a negative return on equity of 90.52% and a negative net margin of 762,355.56%.The company had revenue of $0.01 million during the quarter, compared to the consensus estimate of $0.02 million. Equities analysts predict that Lyell Immunopharma, Inc. will post -0.78 earnings per share for the current fiscal year.

Insider Transactions at Lyell Immunopharma

In other news, COO Stephen J. Hill sold 1,236 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $23.39, for a total value of $28,910.04. Following the transaction, the chief operating officer owned 17,795 shares of the company’s stock, valued at $416,225.05. This trade represents a 6.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Gary K. Lee sold 1,671 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $23.39, for a total value of $39,084.69. Following the completion of the transaction, the insider directly owned 16,938 shares in the company, valued at $396,179.82. This trade represents a 8.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 11,310 shares of company stock valued at $264,285 over the last quarter. 22.30% of the stock is currently owned by company insiders.

Institutional Trading of Lyell Immunopharma

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. AQR Capital Management LLC raised its stake in Lyell Immunopharma by 773.5% during the 1st quarter. AQR Capital Management LLC now owns 174,279 shares of the company’s stock valued at $94,000 after purchasing an additional 154,327 shares during the period. Marshall Wace LLP bought a new stake in Lyell Immunopharma during the 2nd quarter valued at approximately $94,000. Bridgeway Capital Management LLC bought a new stake in Lyell Immunopharma during the 2nd quarter valued at approximately $159,000. BBR Partners LLC bought a new stake in Lyell Immunopharma during the 4th quarter valued at approximately $210,000. Finally, Walleye Capital LLC bought a new stake in Lyell Immunopharma during the 2nd quarter valued at approximately $258,000. Institutional investors own 66.05% of the company’s stock.

About Lyell Immunopharma

(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.