Lyell Immunopharma (NASDAQ:LYEL) Announces Quarterly Earnings Results

Lyell Immunopharma (NASDAQ:LYEL) released its quarterly earnings results on Wednesday. The company reported ($1.86) earnings per share for the quarter, topping analysts’ consensus estimates of ($2.06) by $0.20, Zacks reports. The firm had revenue of $0.00 million during the quarter, compared to the consensus estimate of $0.01 million. Lyell Immunopharma had a negative return on equity of 91.62% and a negative net margin of 920,285.25%.

Lyell Immunopharma Stock Performance

Shares of LYEL opened at $15.40 on Thursday. The stock has a 50 day moving average price of $10.85 and a two-hundred day moving average price of $16.73. The firm has a market capitalization of $377.28 million, a P/E ratio of -1.20 and a beta of -0.04. Lyell Immunopharma has a 52 week low of $7.20 and a 52 week high of $45.00.

Key Stories Impacting Lyell Immunopharma

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

• Positive Sentiment: Updated ronde-cel results showed a 91% overall response rate and 77% complete response rate among 44 patients with third-line-or-later lymphoma; results in a 37-patient second-line cohort were 95% and 76%, respectively. Median progression-free survival was not reached in either group. Severe cytokine release syndrome was not observed, and severe neurotoxicity was reported in fewer than 10% of patients. The data will be presented at ASH 2026. Ronde-cel clinical update
• Positive Sentiment: Lyell agreed to raise approximately $80 million from institutional investors, including new and existing backers. The company says the proceeds will help advance ronde-cel toward its planned BLA submission. Private placement announcement
• Neutral Sentiment: Third-quarter loss per share of $1.69 was narrower than analysts’ expected $2.06 loss. Revenue was effectively zero, consistent with the company’s clinical-stage status. Third-quarter results
• Negative Sentiment: The private placement involves selling common stock, which may dilute existing shareholders, even as it adds capital for development.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. B. Riley Financial assumed coverage on shares of Lyell Immunopharma in a research note on Wednesday, July 22nd. They issued a “buy” rating and a $44.00 price target on the stock. Wall Street Zen raised Lyell Immunopharma from a “sell” rating to a “hold” rating in a report on Sunday, October 25th. Stifel Nicolaus initiated coverage on Lyell Immunopharma in a research report on Thursday, August 6th. They set a “buy” rating and a $36.00 target price for the company. HC Wainwright restated a “buy” rating on shares of Lyell Immunopharma in a research note on Friday, September 11th. Finally, Needham & Company LLC restated a “buy” rating and set a $44.00 price target on shares of Lyell Immunopharma in a report on Tuesday. One 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Lyell Immunopharma presently has a consensus 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.