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Lyell Immunopharma, Inc. (LYEL) stock

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NASDAQ: LYEL Nasdaq Biotechnology Next results ~November 6, 2026

E Fundamentals grade

Lyell Immunopharma, Inc. is a US-listed company in the biotechnology industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

Not valued: the figures our models need are missing or failed our data-quality checks.

Price vs value

No model value: free cash flow after stock pay is not positive. How we value companies.

Lyell Immunopharma, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders2 buying, 7 selling2 purchases and 29 sales by directors and officers, last 12 monthsInsider trades
  • Funds51 adding, 28 cuttingOf 16 active managers that changed their stake, 11 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Lyell Immunopharma files

Where Lyell Immunopharma stands after its latest 10-Q

Lyell Immunopharma has little or no product revenue yet; it used $134m of cash in the twelve months to June 2026. That puts it 101 of 122 for growth among the biotechnology companies we cover. Against its peers on growth, profitability, cash generation and balance sheet, it grades E. It passes 2 of our 2 financial-health checks.

Our models give no value for Lyell Immunopharma at present, so past values are not shown.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 6, 2026 (estimated)

Lyell Immunopharma, Inc.'s trailing-twelve-month revenue fell 55.0% year on year, with a free-cash-flow margin of -496188.9%. Where it lags: operating margin of -949981.5% ranks 175 of 175 biotechnology companies we cover.

Current signal Operating margin compressing: TTM operating margin fell to -949981.5%, down 356383.1pp year over year.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Net cash. Cash exceeds long-term debt by $0.1bn.

Things to watch

  • Results due soon. Results are expected around 11 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 55.0% over the last 12 months.
  • Loss-making. Operating margin is -949981.5%: costs exceed revenue.
  • Margins narrowing. Operating margin is down 356383.1 points on a year ago.
  • Burning cash. Free cash flow was -496188.9% of revenue over the last 12 months.
  • Heavy stock-based pay. Stock pay equals 146770.4% of revenue, against a median of 19.2% for biotechnology companies we cover: a real cost that cash-flow figures leave out.

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
-$1.74 against an average estimate of -$1.79: beat by 2.9%
Revenue
$0m, down 50.0% on a year earlier
Share reaction
+9.4% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 6, 2026; average EPS estimate -$1.88

Lyell Immunopharma's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-1.4%
  • 1 week+16.9%
  • 1 month+17.5%
  • This year-64.7%
  • 1 year-34.7%
  • 5 years-96.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$27,000
Operating margin
-949981.5%
Net margin
-920285.2%
EPS (TTM, diluted)
$-11.82

Growth

Revenue growth
−55.0%
Change in growth rate
−2.7 pts

Cash

Free cash flow (TTM)
-$134M
FCF margin
-496188.9%
Stock pay % of revenue
146770.4%

Earnings

Last results
August 6, 2026
Next results (est.)
November 11, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Lyell Immunopharma, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: free cash flow after stock pay is not positive.

Valuation models

We value Lyell Immunopharma, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.6%: the 10-year Treasury yield (4.9%) plus a beta of 1.03 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. — 0 Does not apply: no positive value
Combined value Weighted average of the models that apply: the primary model (revenue-to-maturity model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. — No model applies: the filings don’t yet support a value.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Lyell Immunopharma, Inc. with Biotechnology in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025Now
Share price$154.80$69.40$38.80$12.80$30.78$10.88
Market value$1.1bn$857m$487m$167m$526m$229m
+ Net debt (− = net cash)−$294m−$124m−$146m−$106m−$60m−$73m
Enterprise value$758m$734m$341m$62m$466m$156m
Multiples
Price / sales 98.8x10.1xn/mn/mn/mn/m
Price / earnings ——————
Price / free cash flow ——————
EV / EBITDA ——————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

12 /100

Weak moat

How hard Lyell Immunopharma's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -28.6% of total assets over 6 years.

  • Durability 10 / 20

    Operating margin has been a median -210085.1%; its worst year was -949981.5%.

  • Cash conversion 0 / 20

    Free cash flow was positive in 0 of 6 years, at a median -144496.2% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (17 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 6, 2026, after the close. Analysts expect revenue of $3290 and EPS of −$1.88 (range −$1.88 to −$1.88) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$6.92 — $11880 −67%
Next −$6.32 +9% $9880 −17%

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$1.79 −$1.74 +2.9%
Mar 2026 −$2.36 −$1.10 +53.5%
Dec 2025 −$2.23 −$7.68 −244.1%
Sept 2025 −$2.64 −$2.13 +19.4%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 6, 2026

No numeric guidance in Lyell Immunopharma, Inc.'s latest earnings release (filed August 6, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

8 analysts, Oct 2026
Buy788%
Hold00%
Sell113%

Monthly trend

  1. Oct 20262518
  2. Sep 20262518
  3. Aug 20262518
  4. Jul 20262417

Counts of recommendations published by analysts covering Lyell Immunopharma, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
6.7%
of tradable shares
Days to cover
7.91
at average volume
Short interest, 1 month
+18%
to October 15, 2026
Held by institutions
54%
of shares
Held by insiders
37.3%
of shares
Employees
161
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Calendar year 20222023202420252026 to date
Return
LYEL−55%−44%−67%+141%−65%
Industry peers (median)−57%−17%−28%−5%−26%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
LYEL42%42%25%58%18%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
LYEL−66%−64%−81%−48%−76%
S&P 500−25%−10%−8%−19%−9%

Worst fall since June 17, 2021: 98% from September 10, 2021 to October 13, 2026. Getting back needed a 4680% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$7.51 – $38.60
From 52-week high
−71.8%
vs 50-day average
−0.5%
vs 200-day average
−35.3%
Volatility (1 year)
80%
Beta vs S&P 500
1.45

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±6.3%
After a week
3 up, 9 down
typical move ±10.4%
After a month
5 up, 7 down
typical move ±27.8%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 +9.4% +0.5% +2.2% +6.8%
May 6, 2026 −2.7% +1.1% −6.7% −41.9%
March 12, 2026 −15.5% −2.1% −17.4% −1.4%
November 12, 2025 +0.9% −1.6% −0.2% +99.8%
August 12, 2025 +2.4% +1.4% +2.4% +25.7%
May 13, 2025 −7.6% +0.8% 0.0% +15.4%
March 11, 2025 −1.3% −0.3% −28.9% −35.2%
November 7, 2024 −17.6% +1.2% −25.7% −39.2%
August 7, 2024 +1.4% +1.6% −18.9% −20.9%
May 6, 2024 +7.6% +1.1% +1.7% +13.6%
February 28, 2024 +2.5% +0.2% −7.4% −21.8%
November 7, 2023 +6.8% +0.4% −13.6% −11.8%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Lyell Immunopharma, Inc.
$0 $20M $40M $60M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $48.5M Revenue (TTM), FY23 Q4: $130K Revenue (TTM), FY24 Q1: $68K Revenue (TTM), FY24 Q2: $54K Revenue (TTM), FY24 Q3: $63K Revenue (TTM), FY24 Q4: $61K Revenue (TTM), FY25 Q1: $65K Revenue (TTM), FY25 Q2: $60K Revenue (TTM), FY25 Q3: $41K Revenue (TTM), FY25 Q4: $36K Revenue (TTM), FY26 Q1: $31K Revenue (TTM), FY26 Q2: $27K $27K

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $48.5M
FY23 Q4 $130K
FY24 Q1 $68K
FY24 Q2 $54K
FY24 Q3 $63K
FY24 Q4 $61K
FY25 Q1 $65K
FY25 Q2 $60K
FY25 Q3 $41K
FY25 Q4 $36K
FY26 Q1 $31K
FY26 Q2 $27K
Revenue growth, TTM YoY Lyell Immunopharma, Inc.
-100% -50% 0% 50% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 24.0% Revenue growth, TTM YoY, FY23 Q4: -99.8% Revenue growth, TTM YoY, FY24 Q1: -99.9% Revenue growth, TTM YoY, FY24 Q2: -99.9% Revenue growth, TTM YoY, FY24 Q3: -99.9% Revenue growth, TTM YoY, FY24 Q4: -53.1% Revenue growth, TTM YoY, FY25 Q1: -4.4% Revenue growth, TTM YoY, FY25 Q2: 11.1% Revenue growth, TTM YoY, FY25 Q3: -34.9% Revenue growth, TTM YoY, FY25 Q4: -41.0% Revenue growth, TTM YoY, FY26 Q1: -52.3% Revenue growth, TTM YoY, FY26 Q2: -55.0% -55.0%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 24.0%
FY23 Q4 -99.8%
FY24 Q1 -99.9%
FY24 Q2 -99.9%
FY24 Q3 -99.9%
FY24 Q4 -53.1%
FY25 Q1 -4.4%
FY25 Q2 11.1%
FY25 Q3 -34.9%
FY25 Q4 -41.0%
FY26 Q1 -52.3%
FY26 Q2 -55.0%
Operating margin (TTM) Lyell Immunopharma, Inc.
-1000000% -500000% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -417.1% Operating margin (TTM), FY23 Q4: -190006.2% Operating margin (TTM), FY24 Q1: -352980.9% Operating margin (TTM), FY24 Q2: -417870.4% Operating margin (TTM), FY24 Q3: -344628.6% Operating margin (TTM), FY24 Q4: -588123.0% Operating margin (TTM), FY25 Q1: -554687.7% Operating margin (TTM), FY25 Q2: -593598.3% Operating margin (TTM), FY25 Q3: -836358.5% Operating margin (TTM), FY25 Q4: -748344.4% Operating margin (TTM), FY26 Q1: -826767.7% Operating margin (TTM), FY26 Q2: -949981.5% -949981.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -417.1%
FY23 Q4 -190006.2%
FY24 Q1 -352980.9%
FY24 Q2 -417870.4%
FY24 Q3 -344628.6%
FY24 Q4 -588123.0%
FY25 Q1 -554687.7%
FY25 Q2 -593598.3%
FY25 Q3 -836358.5%
FY25 Q4 -748344.4%
FY26 Q1 -826767.7%
FY26 Q2 -949981.5%
FCF margin (TTM) Lyell Immunopharma, Inc.
-600000% -400000% -200000% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -351.7% FCF margin (TTM), FY23 Q4: -127984.6% FCF margin (TTM), FY24 Q1: -236295.6% FCF margin (TTM), FY24 Q2: -294466.7% FCF margin (TTM), FY24 Q3: -247987.3% FCF margin (TTM), FY24 Q4: -266980.3% FCF margin (TTM), FY25 Q1: -270455.4% FCF margin (TTM), FY25 Q2: -286661.7% FCF margin (TTM), FY25 Q3: -403743.9% FCF margin (TTM), FY25 Q4: -418900.0% FCF margin (TTM), FY26 Q1: -433609.7% FCF margin (TTM), FY26 Q2: -496188.9% -496188.9%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -351.7%
FY23 Q4 -127984.6%
FY24 Q1 -236295.6%
FY24 Q2 -294466.7%
FY24 Q3 -247987.3%
FY24 Q4 -266980.3%
FY25 Q1 -270455.4%
FY25 Q2 -286661.7%
FY25 Q3 -403743.9%
FY25 Q4 -418900.0%
FY26 Q1 -433609.7%
FY26 Q2 -496188.9%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 1 8 11 85 0 0 0 0
EBITDA −101 −208 −201 −169 −227 −339 −258 −247
Operating income −102 −212 −215 −187 −247 −359 −269 −256
Net income −129 −204 −250 −183 −235 −343 −274 −248
Diluted EPS −$48.08 −$31.38 −$36.80 −$14.80 −$18.70 −$26.23 −$16.06 −$11.82
Growth (year on year)
Revenue — +>999% +37.3% +695.1% −99.8% −53.1% −41.0% −55.0%
Margins
EBITDA margin <−999% <−999% <−999% −199.6% <−999% <−999% <−999% <−999%
Operating margin <−999% <−999% <−999% −220.9% <−999% <−999% <−999% <−999%
Net margin <−999% <−999% <−999% −216.2% <−999% <−999% <−999% <−999%
Free-cash-flow margin >999% <−999% <−999% −228.9% <−999% <−999% <−999% <−999%
Cash flow
Cash from operations 39 −161 −126 −170 −164 −162 −150 −133
Capital spending 16 51 66 24 3 0 1 1
Free cash flow 23 −212 −192 −194 −166 −163 −151 −134
Stock-based pay 16 33 62 82 47 33 42 40
Free cash flow after stock pay 8 −246 −254 −276 −213 −196 −193 −174
Balance sheet
Cash 97 140 294 124 146 106 60 73
Total debt 0 0 0 0 0 0 0 0
Net debt (negative = net cash) −97 −140 −294 −124 −146 −106 −60 −73
Diluted shares — 7m 7m 12m 13m 13m 17m 21m
Returned to shareholders
Buybacks 0 12 0 0 — — — —
Total returned 0 12 0 0 — — — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · June 30, 2026
What it owns · $311m
Short-term assets $214mLonger-term assets $98m
What it owes, and who funded it · $311m
Short-term liabilities $40mLonger-term liabilities $37mShareholders' equity $234m
  • Short-term assets cover short-term liabilities $214m of assets due within a year against $40m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $214m short-term assets against $37m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Lyell Immunopharma, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

R&D spending
579625.9%
of revenue

Competitors: side by side with peers

Closest by revenue in biotechnology
Last 12 months unless stated LYEL AIM IBIO LSTA CLDX CLNN Median
Revenue, last 12 months $27000 $95000 $100000 $100000 $158000 $197000 $56m
Revenue growth, last 12 months −55.0% −21.5% −75.0% −90.7% −97.3% −31.1% 12.6%
Revenue growth, 3-year average −91.8% −17.3% −62.4% — −63.5% −36.9% 13.7%
Revenue growth, latest quarter −50.0% 4.0% −100.0% −100.0% −97.0% 233.3% 10.2%
Gross margin — −968.5% 59.9% 7.7% — 70.1% 82.9%
Operating margin <−999% <−999% <−999% <−999% <−999% <−999% −189.4%
Operating margin, 3-year average <−999% <−999% <−999% <−999% <−999% <−999% −363.5%
Net margin <−999% <−999% <−999% <−999% <−999% <−999% −169.8%
Cash from operations / revenue <−999% <−999% <−999% <−999% <−999% <−999% −168.0%
Free-cash-flow margin <−999% <−999% <−999% <−999% <−999% <−999% −162.4%
Free-cash-flow margin, 3-year average <−999% <−999% <−999% <−999% <−999% <−999% −310.0%
Stock pay / revenue >999% 0.0% >999% >999% >999% >999% 20.0%
Change in share count — 49.8% 13.9% 5.1% 4.7% 35.4% 8.2%

Median of all 184 companies we cover in biotechnology. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

184 biotechnology companies
Measure Company Peer median Rank
Revenue growth Growth -55.0% 12.6% 143 of 172
Change in growth rate Growth -2.7pp -0.1pp 97 of 172
Operating margin Profitability -949981.5% -189.4% 175 of 175
Net margin Profitability -920285.2% -157.3% 180 of 180
Free-cash-flow margin Cash generation -496188.9% -145.4% 176 of 176
Stock pay as % of revenue Cash generation 146770.4% 19.2% 179 of 179

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$168M
Institutions reporting
86
Shares held vs prior quarter
▲ 1.4%
Positions opened / closed
23 / 9

Top buyers and sellers, Q2 2026: 51 institutions bought and 28 sold ; the biggest buyer was Blackrock, Inc (+533K shares) and the biggest seller Foresite Capital Management Iv, LLC (−800K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Arch Venture Management, LLC $45.5M 3.2M 27.1% 0.0%
Gsk PLC $21.3M 1.5M 12.6% 0.0%
Vanguard Capital Management LLC $11.1M 787K 6.6% ▲ 9.6%
Orland Properties Ltd $10.6M 755K 6.3% 0.0%
Blackrock, Inc. $10.2M 724K 6.0% ▲ 277.6%
Almitas Capital LLC $8.2M 581K 4.9% ▲ 0.6%
Foresite Capital Management V, LLC $6.7M 476K 4.0% ▼ 0.1%
Millennium Management LLC $5.2M 367K 3.1% ▼ 19.9%
Opaleye Management Inc. $4.8M 344K 2.9% ▲ 334.9%
Venbio Partners LLC $4.7M 338K 2.8% 0.0%
Geode Capital Management, LLC $4.4M 311K 2.6% ▲ 86.0%
Alphabet Inc. $4.1M 293K 2.4% 0.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Lyell Immunopharma, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $25M 2 trades by 2 insiders, last 12 months Insider sales History → $608,228 29 trades by 7 insiders · 0% under pre-set plans
Net ▲ $24.4M net buying
Insider Date Trade Shares Price Value
Aguirre Jarrad Mattieu Chief Medical Officer October 12, 2026 Sell 422 $8.63 $3,642
Shook David Chief Medical Officer September 10, 2026 Sell 500 $12.70 $6,350
Lee Gary K. Chief Scientific Officer August 21, 2026 Sell 1,457 $15.54 $22,642
Hill Stephen J. Chief Operating Officer August 21, 2026 Sell 989 $15.54 $15,369
Seely Lynn President and CEO August 21, 2026 Sell 9,589 $15.54 $149,013
Seely Lynn President and CEO August 10, 2026 Sell 390 $14.34 $5,593
Hill Stephen J. Chief Operating Officer August 10, 2026 Sell 89 $14.34 $1,276
Lee Gary K. Chief Scientific Officer August 10, 2026 Sell 131 $14.34 $1,879
Bulis Veronica Sanchez VP, Corporate Controller August 10, 2026 Sell 621 $14.34 $8,905
Innovative Cellular Therapeutics Holdings Ltd 10% owner July 17, 2026 Sell pre-set plan 10 $13.70 $137
Innovative Cellular Therapeutics Holdings Ltd 10% owner July 16, 2026 Sell pre-set plan 10 $13.73 $137
Shook David Chief Medical Officer June 10, 2026 Sell 1,977 $12.64 $24,989

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 11, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • May 6, 2026
  • March 12, 2026
  • November 12, 2025
  • August 12, 2025
  • May 13, 2025

Recent SEC filings

Data status

When each part of this page on Lyell Immunopharma, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Lyell Immunopharma, Inc. in brief

What does Lyell Immunopharma, Inc. do?
Lyell Immunopharma, Inc. is a US-listed company in the biotechnology industry. Its financial year ends in December.
What is Lyell Immunopharma, Inc.'s stock ticker?
Lyell Immunopharma, Inc. trades under the ticker LYEL on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Lyell Immunopharma, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Lyell Immunopharma, Inc. reported revenue of $27,000, 55.0% lower than a year earlier, according to its SEC filings.
What is Lyell Immunopharma, Inc.'s free cash flow?
Lyell Immunopharma, Inc.'s free-cash-flow margin is -496188.9% of revenue over the trailing twelve months, ranking 176 of the 176 biotechnology companies we cover.
Who are Lyell Immunopharma, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Arch Venture Management, LLC, Gsk PLC and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Lyell Immunopharma, Inc.'s market cap?
On November 2, 2026, Lyell Immunopharma, Inc.'s market capitalisation was about $229M and net debt of -$73M. Market figures come from third-party market data and may be delayed.
Who are Lyell Immunopharma, Inc.'s competitors?
In our Biotechnology peer group, the companies closest to Lyell Immunopharma, Inc. are AIM Immunotech Inc., Ibio, Inc., Lisata Therapeutics, Inc., Celldex Therapeutics, Inc. and Clene Inc. The side-by-side comparison below sets their revenue, margins and growth against Lyell Immunopharma, Inc.'s.
Are insiders buying or selling Lyell Immunopharma, Inc. stock?
Over the last 12 months, Lyell Immunopharma, Inc.'s directors and officers reported 2 open-market purchases and 29 sales on Form 4. The insider trading page charts every trade.
When is Lyell Immunopharma, Inc.'s next earnings date?
Around November 6, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Lyell Immunopharma, Inc. announces its own schedule.