Wall Street analyst estimates for Lyell Immunopharma, Inc. (LYEL): consensus price target, buy/hold/sell recommendations and forecasts for revenue, EPS and EBITDA for the upcoming fiscal years.
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,...
Analyst Consensus
| Strong Buy | 0 |
| Buy | 3 |
| Hold | 3 |
| Sell | 1 |
| Strong Sell | 0 |
| Total analysts | 7 |
| Avg rating (1-5) | 0.29 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-10 | $-2.06 | ||
| 2026-08-06 | $-1.92 | $-1.90 | -1.1% |
| 2026-05-06 | $-1.10 | $-2.78 | +60.4% |
| 2026-03-12 | $-7.68 | $-2.15 | -257.2% |
| 2025-11-12 | $-2.13 | $-2.81 | +24.2% |
| 2025-08-12 | $-2.89 | $-3.80 | +23.9% |
| 2025-05-13 | $-3.60 | $-3.60 | +0.0% |
| 2025-03-11 | $-14.40 | $-3.40 | -323.5% |
Valuation Ratios
| Price / Book | 0.90 |
| EV / EBITDA | -1.08 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Revenue | $657000 | $7.8M | $10.7M | $84.7M | $130000 | $61000 | $36000 |
| Cost of Revenue | 0 | 0 | 0 | 0 | 0 | 0 | $11.5M |
| Gross Profit | $657000 | $7.8M | $10.7M | $84.7M | $130000 | $61000 | -$11.5M |
| Research & Development | $63.6M | $182.2M | $138.7M | $159.2M | $182.9M | $171.6M | $158.7M |
| Selling, General & Admin | $39.2M | $46.9M | $89.1M | $117.3M | $67.0M | $52.0M | $45.1M |
| Operating Expenses | $102.7M | $219.7M | $225.4M | $271.7M | $247.1M | $358.8M | $192.3M |
| Operating Income | -$102.1M | -$211.9M | -$214.8M | -$187.1M | -$247.0M | -$358.8M | -$203.8M |
| EBITDA | -$100.8M | -$215.4M | -$236.6M | -$165.1M | -$214.4M | -$200.6M | -$262.9M |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Pre-tax Income | -$129.4M | -$204.5M | -$250.2M | -$183.1M | -$234.6M | -$343.0M | -$274.4M |
| Income Tax | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | -$129.4M | -$204.5M | -$250.2M | -$183.1M | -$234.6M | -$343.0M | -$274.4M |
| EPS | $-0.53 | $-0.84 | $-1.03 | $-0.74 | $-0.93 | $-1.31 | $-16.06 |
| EPS (Diluted) | $-0.53 | $-0.84 | $-1.03 | $-0.74 | $-0.93 | $-1.31 | $-16.06 |
| Shares Outstanding (Diluted) | $12.3M | $12.3M | $12.1M | $12.4M | $12.5M | $13.1M | $17.1M |
Price
| Price | $10.78 |
| Market Cap | $264M |
| Exchange | NASDAQ |
| Country | US |
Related companies: ACIU · ALDX · ALLO · AMRN · CABA · EDIT · GNLX
Explore sector: Healthcare · Biotechnology
More sections of LYEL: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
Discover more: Radar — undervalued stock signals · Investment Academy — learn to analyze stocks