LYEL Lyell Immunopharma, Inc. — earnings, filings & institutional moves

Price chart

Daily historical data with per-account defaults

Latest close

$13.11

Period return

-12.73 (-49.26%)

Volume

150.7K

2026-07-21O $12.85 H $13.34 L $12.81 C $13.11MA5 $13.5MA20 $13.72MA60 $15.81MA120 $19.35

6M · 124 barsYahoo Finance · USD2026-01-22 → 2026-07-21

Recent event timeline

Filings, earnings, research, and institutional changes — newest first

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2026. 05. 15.High2 months ago
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2026. 05. 15.High2 months ago
13F 기관 보유 변화 — Point72 Asset Management, L.P.
신규 편입 · 포트폴리오 비중 0.00%
2026. 05. 15.High2 months ago
13F 기관 보유 변화 — TWO SIGMA INVESTMENTS, LP
신규 편입 · 포트폴리오 비중 0.00%
2026. 05. 07.LowBUY3 months ago
Needham: Buy
US analyst rating / recommendation change.
2026. 04. 10.MediumBUY3 months ago
Needham: Buy
US analyst rating / recommendation change.
2026. 03. 09.MediumBUY4 months ago
Citizens: Market Outperform
US analyst rating / recommendation change.
2025. 12. 09.MediumBUY7 months ago
HC Wainwright & Co.: Buy
US analyst rating / recommendation change.
2025. 11. 24.LowHOLD8 months ago
HC Wainwright & Co.: Neutral
US analyst rating / recommendation change.
2025. 09. 26.MediumBUY10 months ago
LUCID CAPITAL MARKETS: Buy
US analyst rating / recommendation change.
2025. 06. 24.LowHOLDlast year
HC Wainwright & Co.: Neutral
US analyst rating / recommendation change.

Recent earnings

Consensus vs. actual, and revenue trend

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Research actions

Consensus PT $37.17 · 6 analysts

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AI Brief (Premium)

Automated summary from public sources · not investment advice

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Top institutions (13F)

Ranked by position value

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Company info

Lyell Immunopharma, Inc., a clinical-stage cell therapy company, develops chimeric antigen receptor (CAR) T-cell product candidates for patients with hematologic malignancies and solid tumors. The company's lead product candidate include rondecabtagene autoleucel, an autologous dual-targeting CD19/CD20 CAR T-cell therapy in development, which is in pivotal PiNACLE trial in the 3L+ setting and in a Phase 1/2 clinical trial in the 2L setting, as well as a second pivotal trial, PiNACLE-H2H, which is a Phase 3 head-to-head CAR T cell therapy randomized controlled trial of ronde-cel for LBCL in the 2L setting for the treatment of large B-cell lymphoma; and LYL273, a GCC-targeted CAR T-cell product candidate enhanced with CD19 CAR expression and controlled cytokine release designed to improve CAR T-cell expansion, immune cell infiltration, and cancer cell killing in the hostile solid tumor microenvironment, which is in Phase 1 clinical trial for the treatment of refractory metastatic colorectal cancer. The company develops therapies using various approaches, such as c-Jun overexpression and NR4A3 gene knockout, to endow functional resistance to exhaustion; Epi-R to generate population of stem-like T cells with reduced exhaustion and improved proliferation and antitumor activity; and CD62L positive enrichment to generate CAR T cells with enhanced antitumor activity. Lyell Immunopharma, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.

Sector: Healthcare

Quarter	Date	Time	EPS est.	EPS actual	Surprise	Rev. est.	Rev. actual	Status
—	2026. 05. 15.	After market close (AMC)	—	—	—	$4.4K	—	Scheduled
FY2026 Q1	2025. 03. 31.	Time TBD	—	$-3.54	—	—	$7K	Reported
FY2025 Q3	2024. 09. 30.	Time TBD	—	$-11.83	—	—	$50K	Reported
FY2025 Q2	2024. 06. 30.	Time TBD	—	$-8.36	—	—	$16K	Reported

#	Institution	Mandate	Shares	Value	Weight	Change	Position
1	TWO SIGMA INVESTMENTS, LP	TWO SIGMA INVESTMENTS, LP	15,616	$480.66K	0.00%	—	New position
2	Point72 Asset Management, L.P.	Point72 Asset Management, L.P.	21,292	$427.12K	0.00%	—	New position
3	Point72 Asset Management, L.P.	Point72 Asset Management, L.P.	11,480	$353.35K	0.00%	—	New position
4	TWO SIGMA INVESTMENTS, LP	TWO SIGMA INVESTMENTS, LP	11,585	$232.4K	0.00%	—	New position

Lyell Immunopharma, Inc.

Price chart

Recent event timeline

Recent earnings

Research actions

Top news

Key stats

Date	Firm	Analyst	Action	Rating change	Price target	Report
2026. 05. 07.	Needham	—	Maintain	Buy → Buy	—	Needham: Buy
2026. 04. 10.	Needham	—	Initiate coverage	— → Buy	—	Needham: Buy
2026. 03. 09.	Citizens	—	Initiate coverage	— → Market Outperform	—	Citizens: Market Outperform
2025. 12. 09.	HC Wainwright & Co.	—	Upgrade	Neutral → Buy	—	HC Wainwright & Co.: Neutral → Buy
2025. 11. 24.	HC Wainwright & Co.	—	Maintain	Neutral → Neutral	—	HC Wainwright & Co.: Neutral
2025. 09. 26.	LUCID CAPITAL MARKETS	—	Initiate coverage	— → Buy	—	LUCID CAPITAL MARKETS: Buy