LYEL, US55083R2031

Lyell Immunopharma stock fell 1.59 percent near its yearly low

Published on 10/05/2026 at 15:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lyell Immunopharma stock was last at USD 9.26 on October 2, 2026, 0.54 percent above its USD 9.21 yearly low. Nine analysts set a Moderate Buy consensus and USD 40.86 average target.

LYEL, US55083R2031, Illustration mit AI erstellt.

Lyell Immunopharma (ISIN US55083R2031) was last at USD 9.26 on Nasdaq on October 2, 2026 at 4:00 p.m. ET, down 1.59 percent from the prior close. On October 2, MarketBeat reported a Moderate Buy consensus, putting the market view against a share price close to its 52-week low.

Nine analysts set a wide target gap

The consensus covered nine analysts on October 2, with six Buy ratings, one Strong Buy, one Hold and one Sell. The average 12-month target was USD 40.86, which places the target 341.3 percent above the USD 9.26 Nasdaq price.

The target spread reflects the binary profile of a clinical-stage biotechnology company. MarketBeat reported on September 26 that Wall Street Zen upgraded Lyell from Sell to Hold, while the broader consensus remained Moderate Buy with the same USD 40.86 average target.

LYL273 data now points to 2027

Lyell's latest company milestone is operational rather than financial. In a release dated September 10, Lyell Immunopharma said it completed the technology transfer for LYL273 to the LyFE Manufacturing Center after a review of an improved manufacturing process and updated analytical methods.

The company said additional clinical data from the Phase 1/2 CARABiNER trial and an End-of-Phase 1 meeting with the FDA are expected in 2027. The trial is studying LYL273 in patients with third- or later-line relapsed or refractory metastatic colorectal cancer, making clinical execution the central checkpoint behind the valuation gap.

Second-quarter loss keeps pressure high

For the quarter ended June 30, 2026, Lyell reported diluted EPS of negative USD 1.92 against a negative USD 1.94 consensus estimate, a USD 0.02 improvement versus expectations. MarketBeat also reported quarterly revenue of USD 0.00 million, underscoring that the investment case still rests on clinical progress rather than commercial sales.

Stock remains near the yearly low

LYEL was last at USD 9.26 on Nasdaq on October 2, 2026 at 4:00 p.m. ET, 0.54 percent above its USD 9.21 52-week low and 79.42 percent below its USD 45.00 52-week high. The market capitalization was USD 226.9 million and trading volume was 111,390 shares on that date.