Market Cap
$239.9M
LYEL
Lyell Immunopharma, Inc.
$9.44 ▲ +0.32%
Prev close $9.41Market cap$239.9M
ConsensusStrong Buy
12-mo target$37.88 (+301.2%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)17 New Institutional Positions8 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on LYEL right now — valuation, ownership and activity at a glance.
Cap Size
Micro Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$58.8M
Inst. Activity
17 buys / 8 sells
Insider Activity
$25.0M buy / $516.2K sell
Insider Net $
$24.5M
SEC Reports
8
Press Releases
5
Price chart 30d -36.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 Insider
Aguirre Jarrad Mattieu was granted 47,500 shares
Chief Medical Officer
Sep 10, 2026 Insider
Aug 26, 2026 SEC Shook David sold 500 shares
Chief Medical Officer @ $12.70 ($6.3K)
Three top executives at Lyell Immunopharma (CEO, CSO, COO) sold a combined $187K in stock on the same day (Aug 21, 2026)
CLUSTER — Impact 4/10
Aug 21, 2026 Insider
Seely Lynn sold 9,589 shares
President and CEO @ $15.54 ($149.0K)
Aug 10, 2026 earnings_calendar
Jul 22, 2026 SEC LYEL Q2 2026 Earnings Scheduled — 2026-08-10
Lyell Immunopharma's S-3 shelf registration (File No. 333-297433) became effective on July 21, 2026. This allows selling
EFFECT — Impact 4/10
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
724,342 shares ($10.2M)
Jun 30, 2026 Inst.
GEODE CAPITAL MANAGEMENT, LLC — ADD
310,636 shares ($4.4M)
Analyst ratings buy % +10.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 6, 2026 | Stifel | INITIATE | Buy | 54% |
| Jul 22, 2026 | B. Riley Securities | INITIATE | Buy | 54% |
| Jun 15, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Jun 15, 2026 | Needham | REITERATE | Buy | 50% |
| Jun 9, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Jun 8, 2026 | Needham | REITERATE | Buy | 50% |
| Jun 3, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| May 7, 2026 | Needham | REITERATE | Buy | 50% |
| Apr 10, 2026 | Needham | INITIATE | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 1 | 1 | 0 | 86% | |
| Aug 1, 2026 | 3 | 8 | 1 | 1 | 0 | 85% | |
| Jul 1, 2026 | 3 | 7 | 1 | 1 | 0 | 83% | |
| Jun 1, 2026 | 3 | 7 | 1 | 1 | 0 | 83% | |
| May 1, 2026 | 2 | 7 | 1 | 1 | 0 | 82% | |
| Apr 1, 2026 | 2 | 6 | 1 | 1 | 0 | 80% | |
| Mar 1, 2026 | 2 | 5 | 1 | 1 | 0 | 78% | |
| Feb 1, 2026 | 2 | 5 | 1 | 1 | 0 | 78% |
Price targets
Where 8 covering analysts think LYEL trades over the next 12 months.
$37.88 +301.2% upside Strong Buy
Current$9.44 Low$12.00 Median$41.50 High$49.00 8 analysts
$12.00$49.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 6 neutral · avg impact 3.8/10.Plus 5 press releases.
NEUTRALCLUSTER4/10
Three top executives at Lyell Immunopharma (CEO, CSO, COO) sold a combined $187K in stock on the sam
Aug 26, 2026
NEUTRALEFFECT4/10
Lyell Immunopharma's S-3 shelf registration (File No. 333-297433) became effective on July 21, 2026.
Jul 22, 2026
NEUTRALCLUSTER2/10
Lyell Immunopharma insiders executed negligible open-market sales totaling $8K (0.003% of market cap
Jun 15, 2026
NEUTRALDEFA14A3/10
Lyell Immunopharma filed a definitive proxy statement for its 2026 annual meeting, which includes ro
Apr 24, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 10, 2026
earnings_calendar
LYEL Q2 2026 Earnings Scheduled — 2026-08-10
Jun 12, 2026
fda
Lyell Immunopharma Presents Updated Safety Data and Translational Insights for Rondecabtagene Autoleucel (Ronde-Cel) in Patients with Large B-Cell Lymphoma at European Hematology Association 2026 Congress
SOUTH SAN FRANCISCO, Calif., June 12, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a
Jun 8, 2026
fda
Lyell Immunopharma Provides Update on Safety Profile of LYL273 in Relapsed or Refractory Metastatic Colorectal Cancer and Amends Phase 1 Trial to Phase 1/2 Expansion
SOUTH SAN FRANCISCO, Calif., June 08, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a
Jun 4, 2026
fda
Lyell Immunopharma to Present Phase 1/2 Safety and Translational Data for Ronde-Cel in Large B-Cell Lymphoma at the European Hematology Association 2026 Congress
SOUTH SAN FRANCISCO, Calif., June 04, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a
May 11, 2026
earnings_calendar
LYEL Q1 2026 Earnings Scheduled — 2026-05-11
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.88 | $-1.88–$-1.88 | — | — | — | $0.0B | 1 |
| Next Q | $-1.61 | $-1.61–$-1.61 | — | — | — | $0.0B | 1 |
| Current FY | $-6.92 | $-6.92–$-6.92 | — | — | 1↑ 0↓ | $0.0B | 1 |
| Next FY | $-6.32 | $-6.32–$-6.32 | 8.7% | — | — | $0.0B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.880 | — |
| 7d ago | $0.000 | -1.880 |
| 30d ago | $0.000 | -1.880 |
| 60d ago | $0.000 | -1.880 |
| 90d ago | $0.000 | -1.880 |
Institutional ownership
Which big funds own LYEL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $58.8M total value (4,184,848 shares) as of 2026-Q2. Top holders: VANGUARD, BlackRock,, MILLENNIUM. Net buying activity: 17 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 786,774 | $11.1M | 18.8% | — |
| BlackRock, Inc. | 724,342 | $10.2M | 17.3% | DOUBLED +277.6% |
| MILLENNIUM MANAGEMENT LLC | 367,473 | $5.2M | 8.8% | DOUBLED +682.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 310,636 | $4.4M | 7.4% | ADD +86.0% |
| Alphabet Inc. | 293,256 | $4.1M | 7.0% | — |
| STATE STREET CORP | 185,322 | $2.6M | 4.4% | DOUBLED +155.5% |
| RENAISSANCE TECHNOLOGIES LLC | 130,190 | $1.8M | 3.1% | DOUBLED +194.8% |
| NORTHERN TRUST CORP | 118,500 | $1.7M | 2.8% | DOUBLED +291.3% |
| Qube Research & Technologies Ltd | 110,531 | $1.6M | 2.6% | DOUBLED +100.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 107,570 | $1.5M | 2.6% | ADD +25.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 191,820 | 724,342 | +277.6% | $10.2M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 166,980 | 310,636 | +86.0% | $4.4M |
| STATE STREET CORP | DOUBLED | 72,522 | 185,322 | +155.5% | $2.6M |
| NORTHERN TRUST CORP | DOUBLED | 30,280 | 118,500 | +291.3% | $1.7M |
| Qube Research & Technologies Ltd | DOUBLED | 55,110 | 110,531 | +100.6% | $1.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 85,971 | 107,570 | +25.1% | $1.5M |
| MARSHALL WACE, LLP | TRIM | 148,516 | 106,300 | -28.4% | $1.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | 23,015 | 91,891 | +299.3% | $1.3M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 47,888 | 68,315 | +42.7% | $957.1K |
| JANE STREET GROUP, LLC | TRIM | 63,893 | 46,011 | -28.0% | $646.5K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 46 transactions. Net $24.5M — $25.0M bought, $516.2K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Aguirre Jarrad Mattieu | Chief Medical Officer | AWARD | 47,500 | — | — |
| Sep 10, 2026 | Shook David | Chief Medical Officer | SELL | 500 | $12.70 | $6.3K |
| Aug 21, 2026 | Seely Lynn | President and CEO | SELL | 9,589 | $15.54 | $149.0K |
| Aug 21, 2026 | Lee Gary K. | Chief Scientific Officer | SELL | 1,457 | $15.54 | $22.6K |
| Aug 21, 2026 | Hill Stephen J. | Chief Operating Officer | SELL | 989 | $15.54 | $15.4K |
| Aug 10, 2026 | Seely Lynn | President and CEO | SELL | 390 | $14.34 | $5.6K |
| Aug 10, 2026 | Bulis Veronica Sanchez | VP, Corporate Controller | SELL | 621 | $14.34 | $8.9K |
| Aug 10, 2026 | Lee Gary K. | Chief Scientific Officer | SELL | 131 | $14.34 | $1.9K |
| Aug 10, 2026 | Hill Stephen J. | Chief Operating Officer | SELL | 89 | $14.34 | $1.3K |
| Jul 27, 2026 | Innovative Cellular Therapeutics Holdings Ltd | 10%+ Owner | J | 38,500 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LYEL.
Shares short
1,187,902
Settlement Sep 15, 2026
Change vs prior
+5.0%
Semi-monthly cycle
Days to cover
12.1
At avg daily volume
Of shares outstanding
≈4.8%
Estimate — not % of float
All LYEL filing & press-release reports (13)
- CLUSTER reportAug 26, 2026
- EFFECT reportJul 22, 2026
- CLUSTER reportJun 15, 2026
- PRESS-RELEASE reportJun 12, 2026
- PRESS-RELEASE reportJun 8, 2026
- PRESS-RELEASE reportJun 4, 2026
- DEFA14A reportApr 24, 2026
- EFFECT reportApr 15, 2026
- S-3 reportApr 3, 2026
- PRESS-RELEASE reportMar 12, 2026
- CLUSTER reportMar 9, 2026
- PRESS-RELEASE reportMar 9, 2026
- INST-CLUSTER reportFeb 28, 2026