Lyell Immunopharma (LYEL) Projected to Post Earnings on Tuesday

Lyell Immunopharma (NASDAQ:LYEL) will likely be releasing its Q4 2025 results before the market opens on Tuesday, March 10th. Analysts expect Lyell Immunopharma to post earnings of ($2.15) per share for the quarter. Investors may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Tuesday, March 17, 2026 at 4:00 PM ET.

Lyell Immunopharma Price Performance

NASDAQ:LYEL opened at $22.46 on Monday. The company has a market capitalization of $477.05 million, a price-to-earnings ratio of -0.98 and a beta of -0.14. The business has a 50 day moving average of $24.85 and a 200 day moving average of $21.14. Lyell Immunopharma has a 1-year low of $7.65 and a 1-year high of $45.00.

Insider Buying and Selling at Lyell Immunopharma

In related news, insider Gary K. Lee sold 1,671 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 transaction of $39,084.69. Following the completion of the transaction, the insider owned 16,938 shares in the company, valued at $396,179.82. This represents a 8.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Stephen J. Hill sold 1,236 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $23.39, for a total value of $28,910.04. Following the completion of the sale, the chief operating officer directly owned 17,795 shares of the company’s stock, valued at $416,225.05. The trade was a 6.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 11,310 shares of company stock valued at $264,285 in the last 90 days. Insiders own 22.30% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. AQR Capital Management LLC lifted its position in shares of Lyell Immunopharma by 773.5% in the 1st quarter. AQR Capital Management LLC now owns 174,279 shares of the company’s stock worth $94,000 after purchasing an additional 154,327 shares during the period. Acadian Asset Management LLC increased its position in shares of Lyell Immunopharma by 204.2% during the first quarter. Acadian Asset Management LLC now owns 660,899 shares of the company’s stock valued at $354,000 after buying an additional 443,614 shares during the period. Walleye Capital LLC purchased a new position in shares of Lyell Immunopharma during the second quarter valued at about $258,000. Marshall Wace LLP bought a new position in Lyell Immunopharma in the second quarter worth about $94,000. Finally, Orbimed Advisors LLC purchased a new stake in Lyell Immunopharma in the second quarter worth about $457,000. 66.05% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

LYEL has been the subject of a number of recent research reports. HC Wainwright upgraded shares of Lyell Immunopharma from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $20.00 to $45.00 in a report on Tuesday, December 9th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Lyell Immunopharma in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $45.00.

About Lyell Immunopharma

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.

The company’s pipeline includes multiple autologous T cell programs engineered to target tumor-associated antigens in solid malignancies such as melanoma, ovarian and pancreatic cancers.