LYEL - NASDAQ
Lyell Immunopharma, Inc.
$12.57
-16%Lyell Immunopharma, Inc., a T cell reprogramming company, engages in developing T cell therapies for patients with solid tumors. The company develops therapies using technology platforms, such as Gen-R, an ex vivo genetic reprogramming technology to overcome T cell exhaustion; and Epi-R, an ex vivo epigenetic reprogramming technology to generate population of T cells with durable stemness. Its pipeline includes LYL797, a T cell product candidate for the treatment of non-small cell lung cancer and triple negative breast cancers; LYL845, that targets multiple solid tumors; and NY-ESO-1 for synovial sarcoma and other solid tumor indications. The company entered into research and development collaboration and license agreement with GlaxoSmithKline for NY-ESO-1 program. Lyell Immunopharma, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.
At a Glance
Live SnapshotLyell Immunopharma, Inc. Street Expectations Map
Wall Street analysts project that LYEL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 46.33, with estimates ranging from a low of 45.00 to a high of 49.00.
The consensus 1-year price target stands at 46.33, with estimates ranging from a low of 45.00 to a high of 49.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.
Lyell Immunopharma, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Lyell Immunopharma, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
Lyell Immunopharma, Inc. Forward Estimates of EPS
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
Lyell Immunopharma, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Lyell Immunopharma, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Lyell Immunopharma, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Lyell Immunopharma, Inc. Insider Positioning
During the last 12 months, insiders have purchased $30.48M and sold $486K worth of LYEL shares, resulting in $29.99M of net buying activity.
3 Months
976.2K
25.00M
0
0.00
+25.0M
+$25.00M
3-6 Months
0
0.00
13.4K
338.46K
-338K
-$338K
6-9 Months
318.0K
5.48M
884
14.24K
+5.5M
+$5.46M
9-12 Months
0
0.00
12.7K
133.55K
-134K
-$134K
Top Buyers
Arch Venture Fund Xiii, L.P.
10 Percent Owner
$12.50M
Arch Venture Partners Ix, Llc
10 Percent Owner
$12.50M
Seely Lynn
Director, Officer: President And Ceo
$3.02M
Hill Stephen J.
Officer: Chief Operating Officer
$1.29M
Lee Gary K.
Officer: Chief Scientific Officer
$1.17M
Top Sellers
Seely Lynn
Director, Officer: President And Ceo
$276K
Bulis Veronica Sanchez
Officer: Vp, Corporate Controller
$84K
Lee Gary K.
Officer: Chief Scientific Officer
$63K
Hill Stephen J.
Officer: Chief Operating Officer
$45K
Newton Charles W.
Officer: Chief Financial Officer
$18K
Insider Activity Analysis
Net Insider Sentiment
Strong bullish signal with $29.99M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.
Buy/Sell Ratio
Exceptional buy/sell ratio. Buying dramatically outweighs selling—one of the strongest possible insider signals.
Recent Trend (3 Months)
Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.
Insider Participation
5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.
Insider Activity Insight
Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.
Related Guides
Continue your LYEL research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.