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Lyell Immunopharma (LYEL): analyst forecast and price target

$8.12 −0.85% close 16.10.26 · market cap $196M · Healthcare · Biotechnology IWM 0.01%
Price targets and ratings of

Analyst consensus

Moderate Buy

4 Buy0 Hold1 Sell

Ratings of 5 analysts in the last 3 months · top analysts only

12-month forecast

$36.20+345.8% upside

Based on 5 price targets given in the last 3 months, the average target is $36.20, the highest $45.00, the lowest $12.00. The average is +345.8% from the last price of $8.12.

$20.00$40.00Jan 26AprJulOctJan 27AprJulOctHigh$45.00Average$36.20Low$12.00
Highest target $45.00 Average target $36.20 Lowest target $12.00
AnalystFirmPrice target RatingUpsideAction Date Move vs SPY
Yuan Zhi★★★★★★★★★★#1180 · hits 41% · avg +20.7% B. Riley Securities $44.00 Buy +441.9% Reiterated 24.09.26on TipRanks Sep 25 04:25 −3.8%next day −3.2% · 5 days −6.6%
Stephen Willey★★★★★★★★★★#1608 · hits 45% · avg +8.1% Stifel Nicolaus $36.00 Buy +343.3% Reiterated 11.09.26on TipRanks 07:55 −2.8%next day −4.8% · 5 days −7.9%
Gil Blum★★★★★★★★★★#949 · hits 43% · avg +12.5% Needham $44.00 Buy +441.9% Reiterated 11.09.26on TipRanks 06:50 −2.8%next day −4.8% · 5 days −7.9%
Mitchell Kapoor★★★★★★★★★★#1086 · hits 45% · avg +12.2% H.C. Wainwright $45.00 Buy +454.2% Reiterated 11.09.26on TipRanks 06:25 −2.8%next day −4.8% · 5 days −7.9%
Jason Zemansky★★★★★★★★★★#467 · hits 60% · avg +21.6% Bank of America Securities $12.00 Sell +47.8% Reiterated 11.08.26on TipRanks 08:50 +4.2%next day −5.0% · 5 days +6.5%
Jack Allen★★★★★★★★★★#12322 · hits 30% · avg −16.3% Robert W. Baird $49.00 Buy +503.4% Initiated 01.05.26on TipRanks Apr 30 16:45 +5.3%next day −0.2% · 5 days −9.6%
Reni Benjamin★★★★★★★★★★#12340 · hits 34% · avg −9.2% Citizens JMP $34.00 Buy +318.7% Initiated 09.03.26on TipRanks 04:55 +12.7%next day +0.7% · 5 days −15.8%

Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst

Best analysts covering Lyell Immunopharma

TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.

Most accurate

3 months Jason Zemansky★★★★★★★★★★Bank of America Securities · #467
Hits 60%151 of 251 Average return +21.6%
1 year Jason Zemansky★★★★★★★★★★Bank of America Securities · #467
Hits 60%151 of 251 Average return +21.6%
2 years Jason Zemansky★★★★★★★★★★Bank of America Securities · #467
Hits 60%151 of 251 Average return +21.6%

Most profitable

3 months Jason Zemansky★★★★★★★★★★Bank of America Securities · #467
Hits 60%151 of 251 Average return +21.6%
1 year Jason Zemansky★★★★★★★★★★Bank of America Securities · #467
Hits 60%151 of 251 Average return +21.6%
2 years Jason Zemansky★★★★★★★★★★Bank of America Securities · #467
Hits 60%151 of 251 Average return +21.6%

How the average price target moved

The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $36.20 at a price of $9.79 (+269.8%); now: $36.20 at $8.12 (+345.8%).

$10.00$20.00$30.00Sep 15Oct 1Oct 15Top analysts$36.20Average target$36.20Price$8.12

PriceAverage targetTop analysts’ target

Recommendation trend · top analysts

0510111Oct 2511Nov111Dec111Jan 2621Feb2Mar4Apr61May92Jun82Jul92Aug91Sep81Oct

Strong BuyBuyHoldSell

Rating05.2606.2607.2608.2609.2610.26
Strong Buy698998
Buy000000
Hold000000
Sell122211

Earnings and sales forecast

Next report: 10.11.26 (Q3 2026, date not confirmed)

Earnings per share

Next quarter’s EPS estimate — $-2.03 (from $-2.18 to $-1.88). Last quarter: $-1.92.

Sales

Next quarter’s sales estimate — $0M (from $0M to $0M). Last quarter: $0M.

Best top-analyst consensus in the sector · Healthcare

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ZYMEZymeworks
About Lyell Immunopharma
  • CEO: Lynn Seely
  • Employees: 161
  • 201 Haskins Way, South San Francisco, CA, 94080, US
  • www.lyell.com

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.

Data from the stock’s TipRanks forecast page, read 6 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗