Lyell Immunopharma, Inc.(LYEL)

$15.01—

Chart

Lyell Immunopharma, Inc.(LYEL)

NASDAQ

$15.01—

Chart Studio

LYEL(LYEL)

LYEL

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Q3 2026 EPS Estimate

$-2.03

Aug 11, 2026 · Reports before open

Revenue Estimate

$5,750

Analyst Sentiment

Wall St. Consensus

Hold

7 analysts·Limited coverage

Score

3 Buy (43%)3 Hold (43%)1 Sell (14%)

Rating Breakdown

Strong Buy

00%

Buy

343%

Hold

343%

Sell

114%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear

$45.00

+199.8%

Consensus

$47.00

+213.1%

Bull

$49.00

+226.4%

12-Month Target Range7 analysts

$45.00$47.00$49.00

Current $15.01Consensus

Current Price

$15.01

Upside to Consensus

$31.99

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)

FY2027

Rev+73302.55%

EPS—

FY2028

Rev+500.32%

EPS—

FY2029

Rev+235.77%

EPS—

Raw consensus estimates (low / average / high) from covering analysts.

Annual

Metric	FY2026E	FY2027E	FY2028E	FY2029E	FY2030E
Revenue Avg	$12,857	$9M	$57M	$190M	$280M
Low	$12,450	$9M	$57M	$190M	$280M
High	$13,263	$9M	$57M	$190M	$280M
EBITDA Avg	$-12,857	$-9M	$-57M	$-190M	$-280M
Low	$-13,263	$-9M	$-57M	$-190M	$-280M
High	$-12,450	$-9M	$-57M	$-190M	$-280M
EBIT Avg	$-12,857	$-9M	$-57M	$-190M	$-280M
Low	$-13,263	$-9M	$-57M	$-190M	$-280M
High	$-12,450	$-9M	$-57M	$-190M	$-280M
Net Income Avg	$-131M	$-137M	$-122M	$-87M	$-69M
Low	$-144M	$-179M	$-151M	$-87M	$-69M
High	$-119M	$-94M	$-92M	$-87M	$-69M
EPS Avg	$-7.68	$-7.99	$-7.07	$-5.12	$-4.07
Low	$-8.42	$-10.46	$-8.86	$-5.12	$-4.07
High	$-6.95	$-5.52	$-5.40	$-5.12	$-4.07
Analysts (Rev / EPS)	6 / 5	6 / 5	3 / 3	2 / 1	1 / 1

Quarterly

Metric	Q3 2026	Q4 2026	Q1 2027	Q2 2027	Q3 2027	Q4 2027
Revenue Avg	$5,750	$4,250	$6,667	$10,500	$10,500	$8,500
Low	$5,750	$4,250	$6,667	$10,500	$10,500	$8,500
High	$5,750	$4,250	$6,667	$10,500	$10,500	$8,500
EBITDA Avg	$-5,750	$-4,250	$-6,667	$-10,500	$-10,500	$-8,500
Low	$-5,750	$-4,250	$-6,667	$-10,500	$-10,500	$-8,500
High	$-5,750	$-4,250	$-6,667	$-10,500	$-10,500	$-8,500
EBIT Avg	$-5,750	$-4,250	$-6,667	$-10,500	$-10,500	$-8,500
Low	$-5,750	$-4,250	$-6,667	$-10,500	$-10,500	$-8,500
High	$-5,750	$-4,250	$-6,667	$-10,500	$-10,500	$-8,500
Net Income Avg	$-46M	$-50M	$-46M	$-47M	$-47M	$-45M
Low	$-46M	$-50M	$-46M	$-47M	$-47M	$-45M
High	$-46M	$-50M	$-46M	$-47M	$-47M	$-45M
EPS Avg	$-2.09	$-2.29	$-2.11	$-2.16	$-2.13	$-2.04
Low	$-2.09	$-2.29	$-2.11	$-2.16	$-2.13	$-2.04
High	$-2.09	$-2.29	$-2.11	$-2.16	$-2.13	$-2.04
Analysts (Rev / EPS)	5 / 3	2 / 1	2 / 1	2 / 1	2 / 1	2 / 1

Earnings Surprises

Recent Analyst Actions

Jun 3, 2026Needham

H.C. Wainwright Reiterates Buy Rating on Lyell Immunopharma (LYEL)

Target:$45.00

+202.2%from $14.89

Apr 30, 2026Robert W. Baird

Lyell Immunopharma initiated with an Outperform at Baird

Target:$49.00

+148.4%from $19.73

Apr 10, 2026Needham

Lyell Immunopharma initiated with a Buy at Needham

Target:$44.00

+85.0%from $23.79

Dec 9, 2025H.C. Wainwright

Lyell Immunopharma upgraded to Buy from Neutral at H.C. Wainwright

Target:$45.00

+58.7%from $28.36

Nov 24, 2025H.C. Wainwright

Lyell Immunopharma price target raised to $20 from $10 at H.C. Wainwright

Target:$20.00

+4.5%from $19.13

Oct 30, 2024Bank of America Securities

Lyell Immunopharma downgraded to Underperform from Buy at BofA

Target:$1.00

+5.5%from $0.95

Nov 14, 2022Morgan Stanley

Morgan Stanley Downgrades Lyell Immunopharma to Equal-Weight, Lowers Price Target to $7

Target:$7.00

+54.5%from $4.53

May 24, 2022Goldman Sachs

Goldman Sachs Maintains Buy on Lyell Immunopharma, Lowers Price Target to $12

Target:$12.00

+199.3%from $4.01

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