Lyell Immunopharma (NASDAQ:LYEL) Releases Earnings Results, Beats Estimates By $0.37 EPS

Lyell Immunopharma (NASDAQ:LYEL) posted its quarterly earnings data on Wednesday. The company reported ($1.69) earnings per share for the quarter, beating the consensus estimate of ($2.06) by $0.37, reports. Lyell Immunopharma had a negative return on equity of 91.62% and a negative net margin of 920,285.25%. The company had revenue of $0.00 million during the quarter, compared to analysts’ expectations of $0.01 million.

Lyell Immunopharma Stock Performance

Shares of LYEL traded up $4.63 on Wednesday, reaching $15.40. 1,100,241 shares of the stock traded hands, compared to its average volume of 159,757. The stock’s 50-day moving average price is $10.85 and its 200-day moving average price is $16.77. Lyell Immunopharma has a 12 month low of $7.20 and a 12 month high of $45.00.

More Lyell Immunopharma News

Here are the key news stories impacting Lyell Immunopharma this week:

• Positive Sentiment: Promising ronde-cel results: Updated data showed overall response rates of 91% in 44 patients treated in the 3L+ PiNACLE pivotal trial and 95% in 37 patients in a Phase 1/2 second-line cohort. Complete response rates were 77% and 76%, respectively; median progression-free survival had not been reached. Severe cytokine release syndrome was not observed, and severe neurotoxicity occurred in fewer than 10% of patients. The data will be presented at ASH 2026. Lyell ronde-cel data
• Positive Sentiment: Funding for development: Lyell agreed to a private placement expected to raise approximately $80 million, with proceeds intended to advance ronde-cel toward a planned Biologics License Application (BLA) submission. Lyell private placement announcement
• Neutral Sentiment: Quarterly results: The company reported a loss of $1.69 per share, narrower than analysts’ expected $2.06 loss. Revenue was effectively zero, underscoring that Lyell remains a development-stage company. Third-quarter 2026 results
• Negative Sentiment: The private placement involves issuing common shares, which could dilute existing shareholders.

Analysts Set New Price Targets

A number of brokerages recently issued reports on LYEL. Royal Bank Of Canada set a $34.00 target price on shares of Lyell Immunopharma in a research report on Friday, August 14th. B. Riley Financial assumed coverage on shares of Lyell Immunopharma in a research note on Wednesday, July 22nd. They set a “buy” rating and a $44.00 target price for the company. Stifel Nicolaus began coverage on shares of Lyell Immunopharma in a report on Thursday, August 6th. They issued a “buy” rating and a $36.00 price target for the company. Wall Street Zen raised shares of Lyell Immunopharma from a “sell” rating to a “hold” rating in a report on Sunday, October 25th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Lyell Immunopharma in a research report on Thursday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $40.86.

Lyell Immunopharma Company Profile

Lyell Immunopharma, Inc is a clinical-stage biotechnology company focused on developing cellular therapies for the treatment of cancer. The company aims to improve the durability and effectiveness of T-cell therapies by addressing challenges such as T-cell exhaustion, limited persistence, and inadequate activity within solid tumors.

Lyell’s research and development programs use technologies designed to reprogram and rejuvenate T cells, including approaches involving genetic engineering, epigenetic modification, and chimeric antigen receptor (CAR) T-cell therapy.