Lyell Immunopharma, Inc. (LYEL) Stock Price & Analysis
Lyell Immunopharma, Inc. (LYEL) fell 1.17% to USD 12.63 as of July 25, 2026 at 03:47 UTC, according to Nexqual real-time market data.
LYEL last closed at USD 12.78; the session ranged USD 12.48–12.96 on volume of 79,960 shares. Market capitalization is $309.49M, with a 52-week range of USD 9.28–45 (NMS). Source: Nexqual, July 25, 2026 at 03:47 UTC.
Key Statistics (as of July 25, 2026 at 03:47 UTC)
| Price | USD 12.63 |
|---|---|
| Change | ▼ 1.17% (down) |
| Previous Close | USD 12.78 |
| Open | USD 12.83 |
| Day Range | USD 12.48 – 12.96 |
| 52-Week Range | USD 9.28 – 45 |
| Volume | 79,960 shares |
| Market Cap | $309.49M |
| Exchange | NMS |
Technical Analysis (LYEL)
Nexqual's technical model rates LYEL "SELL" based on 1 bullish and 5 bearish signals across 125 daily candles, as of July 25, 2026 at 03:47 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 45.42 (neutral) |
| vs SMA50 | Below (USD 14.38) |
| MACD | -0.43 (negative) |
Analyst Ratings (LYEL)
Wall Street analysts rate LYEL "Buy" based on 7 analysts, with a mean price target of USD 38.14 (range USD 12–49), per Nexqual as of July 25, 2026 at 03:47 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 38.14 |
| High Target | USD 49 |
| Low Target | USD 12 |
| Buy / Hold / Sell | 6 / 0 / 1 |
Earnings (LYEL)
| Next Earnings Date | 2026-08-14 |
|---|---|
| Revenue Estimate | $3,830 |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-03-31 | USD -1.1 vs est -2.36 ▲ beat |
| 2025-12-31 | USD -7.68 vs est -2.23 ▼ miss |
| 2025-09-30 | USD -2.13 vs est -2.64 ▲ beat |
| 2025-06-30 | USD -2.89 vs est -3.58 ▲ beat |
Source: Nexqual, July 25, 2026 at 03:47 UTC.
Financials & Fundamentals (LYEL)
| Total Revenue | $31,000 |
|---|---|
| Revenue Growth (YoY) | -71.40% |
| Gross Margin | +100.00% |
| Operating Margin | -2213050.00% |
| Profit Margin | +0.00% |
| ROE | -80.76% |
| Debt / Equity | 17.85 |
| Current Ratio | 7.24 |
| Total Cash | $254.02M |
| Total Debt | $48.85M |
| Free Cash Flow | $-77.38M |
Source: Nexqual, July 25, 2026 at 03:47 UTC.
Financial Health Score (LYEL)
Nexqual rates Lyell Immunopharma, Inc.'s overall financial health "Weak" across five dimensions, as of July 25, 2026 at 03:47 UTC.
| Growth | Critical — Revenue -41% YoY (annual), sharp decline |
|---|---|
| Profitability | Critical — Heavily loss-making — early-stage company |
| Balance Sheet | Strong — $254M cash vs $49M debt, net cash position |
| Cash Flow | Weak — FCF negative: -$77M, burning cash |
| Efficiency | Critical — ROE -81%, ROA -29.9% |
Ownership (LYEL)
| Insider Ownership | +39.52% |
|---|---|
| Institutional Ownership | +56.88% |
| Shares Outstanding | 24.50M |
| Float | 10.28M |
| Short % of Float | +6.17% |
Source: Nexqual, July 25, 2026 at 03:47 UTC.
Leadership (LYEL)
Lyell Immunopharma, Inc. is led by Lynn Seely (age 66), Principal Executive Officer, President, CEO & Director, per Nexqual as of July 25, 2026 at 03:47 UTC.
| Principal Executive Officer, President, CEO & Director | Lynn Seely (age 66) |
|---|---|
| Founder & Executive Chairman | Richard D. Klausner (age 73) |
| Chief Operating Officer | Stephen J. Hill (age 54) |
| Chief Scientific Officer | Gary K. Lee (age 48) |
| Principal Financial Officer, CFO & Chief Business Officer | Smital Shah (age 49) |
Major Backers & Investors (LYEL)
Notable institutional backers of Lyell Immunopharma, Inc. include Arch Venture Management, Llc, GSK plc, Foresite Capital Management IV, LLC, according to Nexqual as of July 25, 2026 at 03:47 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Arch Venture Management, Llc | 13.25% |
| GSK plc | 6.17% |
| Foresite Capital Management IV, LLC | 5.22% |
| Mwg Caph Ltd | 4.11% |
| Orland Properties Ltd. | 3.08% |
| Decheng Capital LLC | 2.82% |
| Almitas Capital LLC | 2.36% |
| Millennium Management | 1.87% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 5.87% |
Source: Nexqual, July 25, 2026 at 03:47 UTC.
From Lyell Immunopharma, Inc.'s Latest SEC 10-K Filing (filed 2026-03-12)
Key Strengths & Strategy (as disclosed to the SEC)
- Our research scientists are also developing next-generation CAR T-cell product candidates for additional solid tumor indications enhanced with our anti-exhaustion and additional arming technologies and manufactured with our proprietary protocols.
- We continue to invest in earlier stage cell therapy research and development utilizing our proprietary technologies.
- Epi-R Manufacturing Protocol Epi‑R is our proprietary ex vivo manufacturing protocol that is designed to generate populations of stemlike T cells with reduced exhaustion and improved proliferation and antitumor activity.
- Our nonclinical research activities explore stacking our proprietary anti-exhaustion technologies with these additional approaches via the expression of novel chimeric proteins and vector design to generate fully-armed CAR T-cell product candidates.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| IPSC | Century Therapeutics, Inc. | USD 2.11 | ▼ 1.86% |
| GLUE | Monte Rosa Therapeutics, Inc. | USD 22.78 | ▼ 4.25% |
| ERAS | Erasca, Inc. | USD 19.11 | ▼ 2.05% |
| TYRA | Tyra Biosciences, Inc. | USD 30.63 | ▲ 0.13% |
| PMVP | PMV Pharmaceuticals, Inc. | USD 1.24 | ▼ 6.77% |
Data source: Nexqual — real-time market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: July 25, 2026 at 03:47 UTC. This page is informational and not investment advice.