Lyell Immunopharma (LYEL) to Release Quarterly Earnings on Tuesday

Lyell Immunopharma (NASDAQ:LYEL) is anticipated to release its Q1 2026 results before the market opens on Tuesday, May 12th. Analysts expect Lyell Immunopharma to post earnings of ($2.3650) per share and revenue of $0.0060 million for the quarter. Interested persons may review the information on the company’s upcoming Q1 2026 earning report for the latest details on the call scheduled for Wednesday, May 13, 2026 at 4:00 PM ET.

Lyell Immunopharma (NASDAQ:LYEL) last issued its quarterly earnings data on Thursday, March 12th. The company reported ($7.68) earnings per share for the quarter, missing the consensus estimate of ($2.15) by ($5.53). The firm had revenue of $0.01 million for the quarter, compared to the consensus estimate of $0.02 million. Lyell Immunopharma had a negative return on equity of 90.52% and a negative net margin of 762,355.56%. On average, analysts expect Lyell Immunopharma to post $-10 EPS for the current fiscal year and $-12 EPS for the next fiscal year.

Lyell Immunopharma Stock Performance

Lyell Immunopharma stock traded down $0.35 during trading hours on Tuesday, hitting $20.37. 25,050 shares of the stock were exchanged, compared to its average volume of 96,931. Lyell Immunopharma has a 12 month low of $7.65 and a 12 month high of $45.00. The business’s 50-day moving average is $22.30 and its two-hundred day moving average is $23.45. The stock has a market capitalization of $475.23 million, a P/E ratio of -1.25 and a beta of -0.05.

Insider Activity at Lyell Immunopharma

In related news, CEO Lynn Seely sold 7,455 shares of the 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 $174,372.45. Following the transaction, the chief executive officer directly owned 74,266 shares in the company, valued at $1,737,081.74. This represents a 9.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, COO Stephen J. Hill sold 1,236 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $23.39, for a total transaction of $28,910.04. Following the completion of the transaction, the chief operating officer owned 17,795 shares in the company, valued at $416,225.05. This represents a 6.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 11,310 shares of company stock worth $264,285 over the last ninety days. Company insiders own 6.20% of the company’s stock.

Hedge Funds Weigh In On Lyell Immunopharma

Large investors have recently bought and sold shares of the business. ExodusPoint Capital Management LP acquired a new position in Lyell Immunopharma in the fourth quarter valued at approximately $262,000. Marshall Wace LLP acquired a new position in Lyell Immunopharma in the second quarter valued at approximately $94,000. Jane Street Group LLC acquired a new position in Lyell Immunopharma in the fourth quarter valued at approximately $382,000. Barclays PLC lifted 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 buying an additional 14,775 shares during the period. Finally, Bridgeway Capital Management LLC acquired a new position in Lyell Immunopharma in the second quarter valued at approximately $159,000. 66.05% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

LYEL has been the topic of a number of research reports. Wall Street Zen lowered shares of Lyell Immunopharma from a “hold” rating to a “sell” rating in a research report on Saturday. Citizens Jmp initiated coverage on shares of Lyell Immunopharma in a research report on Monday, March 9th. They set a “market outperform” rating and a $34.00 target price on the stock. Needham & Company LLC initiated coverage on shares of Lyell Immunopharma in a research report on Friday, April 10th. They set a “buy” rating and a $44.00 target price on the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Lyell Immunopharma in a research report on Tuesday, April 21st. Finally, Zacks Research lowered shares of Lyell Immunopharma from a “hold” rating to a “strong sell” rating in a research report on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $43.00.

Lyell Immunopharma Company Profile

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.