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Lyell Immunopharma (LYEL): analyst forecast and price target
Analyst consensus
Moderate Buy4 Buy0 Hold1 Sell
Ratings of 5 analysts in the last 3 months12-month forecast
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.
Analyst ratings 7
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| AI xAi BiotechnologyxAI Grok-4 | TipRanks - xAI | $8.50 → $8.00−5.9% | Hold | −1.5% | Reiterated | 13.10.26on TipRanks 01:06 | — | |
| AI DeepSeek BiotechnologyDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $8.50 → $8.00−5.9% | Sell | −1.5% | Reiterated | 13.10.26on TipRanks 01:06 | — | |
| AI OpenAI BiotechnologyOpenAI 5.2 | TipRanks - OpenAI | $8.50 → $8.00−5.9% | Hold | −1.5% | Reiterated | 13.10.26on TipRanks 01:06 | — | |
| AI Google BiotechnologyGemini 3.1Pro | TipRanks - Google | $8.50 → $8.00−5.9% | Hold | −1.5% | Reiterated | 13.10.26on TipRanks 01:06 | — | |
| AI PerPlexity BiotechnologyPerPlexity SonarPro | TipRanks - PerPlexity | $9.00 → $8.00−11.1% | Hold | −1.5% | Reiterated | 13.10.26on TipRanks 01:06 | — | |
| AI Anthropic BiotechnologyAnthropic Opus-4.6 | TipRanks - Anthropic | $8.00 → $7.50−6.2% | Sell | −7.6% | Downgrade | 11.10.26on TipRanks 01:05 | — | |
| AI xAi BiotechnologyxAI Grok-4 | TipRanks - xAI | $8.00 → $8.50+6.2% | Hold | +4.7% | Reiterated | 09.10.26on TipRanks 20:05 | — | |
| AI DeepSeek BiotechnologyDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $8.00 → $8.50+6.2% | Sell | +4.7% | Downgrade | 09.10.26on TipRanks 20:05 | — | |
| AI Anthropic BiotechnologyAnthropic Opus-4.6 | TipRanks - Anthropic | $7.50 → $8.00+6.7% | Sell | −1.5% | Downgrade | 09.10.26on TipRanks 20:05 | — | |
| AI xAi BiotechnologyxAI Grok-4 | TipRanks - xAI | $8.50 → $8.00−5.9% | Hold | −1.5% | Reiterated | 08.10.26on TipRanks 16:05 | — | |
| AI DeepSeek BiotechnologyDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $8.50 → $8.00−5.9% | Sell | −1.5% | Downgrade | 07.10.26on TipRanks 14:05 | — | |
| AI OpenAI BiotechnologyOpenAI 5.2 | TipRanks - OpenAI | $9.00 → $8.50−5.6% | Hold | +4.7% | Reiterated | 07.10.26on TipRanks 14:05 | — | |
| AI Anthropic BiotechnologyAnthropic Opus-4.6 | TipRanks - Anthropic | $8.00 → $7.50−6.2% | Sell | −7.6% | Downgrade | 07.10.26on TipRanks 14:05 | — | |
| AI Google BiotechnologyGemini 3.1Pro | TipRanks - Google | $9.00 → $8.50−5.6% | Hold | +4.7% | Reiterated | 07.10.26on TipRanks 14:05 | — | |
| AI PerPlexity BiotechnologyPerPlexity SonarPro | TipRanks - PerPlexity | $9.50 → $9.00−5.3% | Hold | +10.8% | Reiterated | 07.10.26on TipRanks 14:05 | — | |
| AI xAi BiotechnologyxAI Grok-4 | TipRanks - xAI | $9.00 → $8.50−5.6% | Hold | +4.7% | Reiterated | 06.10.26on TipRanks 11:05 | — | |
| AI DeepSeek BiotechnologyDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $9.00 → $8.50−5.6% | Sell | +4.7% | Downgrade | 06.10.26on TipRanks 11:05 | — | |
| AI Anthropic BiotechnologyAnthropic Opus-4.6 | TipRanks - Anthropic | $8.50 → $8.00−5.9% | Sell | −1.5% | Downgrade | 04.10.26on TipRanks 00:05 | — | |
| AI Google BiotechnologyGemini 3.1Pro | TipRanks - Google | $9.50 → $9.00−5.3% | Hold | +10.8% | Reiterated | 04.10.26on TipRanks 00:05 | — | |
| AI xAi BiotechnologyxAI Grok-4 | TipRanks - xAI | $9.50 → $9.00−5.3% | Hold | +10.8% | Reiterated | 03.10.26on TipRanks Oct 2 22:05 | — | |
| AI DeepSeek BiotechnologyDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $9.50 → $9.00−5.3% | Sell | +10.8% | Downgrade | 03.10.26on TipRanks Oct 2 22:05 | — | |
| AI OpenAI BiotechnologyOpenAI 5.2 | TipRanks - OpenAI | $9.50 → $9.00−5.3% | Hold | +10.8% | Reiterated | 03.10.26on TipRanks Oct 2 22:05 | — | |
| AI PerPlexity BiotechnologyPerPlexity SonarPro | TipRanks - PerPlexity | $10.00 → $9.50−5.0% | Hold | +17.0% | Reiterated | 03.10.26on TipRanks Oct 2 22:05 | — | |
| AI xAi BiotechnologyxAI Grok-4 | TipRanks - xAI | $9.00 → $9.50+5.6% | Hold | +17.0% | Reiterated | 01.10.26on TipRanks 20:05 | — | |
| AI DeepSeek BiotechnologyDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $9.00 → $9.50+5.6% | Sell | +17.0% | Downgrade | 01.10.26on TipRanks 20:05 | — | |
| AI xAi BiotechnologyxAI Grok-4 | TipRanks - xAI | $9.50 → $9.00−5.3% | Hold | +10.8% | Reiterated | 30.09.26on TipRanks 19:05 | — | |
| AI DeepSeek BiotechnologyDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $9.50 → $9.00−5.3% | Sell | +10.8% | Downgrade | 30.09.26on TipRanks 19:05 | — | |
| AI OpenAI BiotechnologyOpenAI 5.2 | TipRanks - OpenAI | $9.50 | Hold | +17.0% | Reiterated | 30.09.26on TipRanks 19:05 | — | |
| AI Anthropic BiotechnologyAnthropic Opus-4.6 | TipRanks - Anthropic | $8.50 | Sell | +4.7% | Downgrade | 30.09.26on TipRanks 19:05 | — | |
| AI Google BiotechnologyGemini 3.1Pro | TipRanks - Google | $9.50 | Hold | +17.0% | Reiterated | 30.09.26on TipRanks 19:05 | — | |
| AI PerPlexity BiotechnologyPerPlexity SonarPro | TipRanks - PerPlexity | $10.00 | Hold | +23.2% | Reiterated | 30.09.26on TipRanks 19:05 | — | |
| 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% | ↗ |
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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
Most profitable
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%).
PriceAverage targetTop analysts’ target
Recommendation trend
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 7 | 10 | 9 | 9 | 9 | 8 |
| Buy | 1 | 0 | 0 | 0 | 0 | 0 |
| Hold | 0 | 0 | 0 | 0 | 0 | 0 |
| Sell | 1 | 2 | 2 | 2 | 1 | 1 |
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
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 141 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗