Lyell Immunopharma, Inc. (LYEL) Stock Forecast

NASDAQ: LYELAnalyst ratings, price target and estimates.

LYEL analyst forecast

as of October 18, 2026
Analyst consensus
Buy
4.38 / 5 from 8 analysts
Price target
$37.88
average of analyst targets
Upside to target
+366.4%
from the latest close
Next earnings
November 11, 2026
EPS estimate $-2.06
52-week range
$7.51 – $38.60

LYEL analyst ratings

8 analysts
Strong buy
562%
Buy
225%
Hold
00%
Sell
112%
Strong sell
00%

Number of analysts at each rating.

LYEL price target

Price $8.12Target $37.88
52-week low $7.5152-week high $38.60

The average of analyst 12-month price targets compared with the latest close and the 52-week range.

LYEL earnings per share estimates

Lyell Immunopharma, Inc. EPS estimates
PeriodAverageLowHighYear agoGrowthAnalysts
Current quarter (Sep '26)−$1.88−$1.88−$1.88——1
Current fiscal year (2026)−$6.92−$6.92−$6.92−$16.06+52.4%1
Next fiscal year (2027)−$6.32−$6.32−$6.32−$6.92+8.7%1

Consensus EPS estimates; growth compares the average estimate with the year-ago EPS.

LYEL revenue estimates

Lyell Immunopharma, Inc. revenue estimates
PeriodAverageLowHighGrowthAnalysts
Current quarter (Sep '26)$3,290$0$13,000−78.1%7
Current fiscal year (2026)$11,880$0$46,000−67.0%8
Next fiscal year (2027)$9,880$0$40,000−16.8%8

LYEL EPS: reported and forecast

Reported EPSEstimate (average; low–high)

Fiscal years; "E" marks estimates, the line shows the range from the lowest to the highest estimate.

LYEL revenue: reported and forecast

Reported revenueEstimate (average; low–high)

LYEL EPS estimate revisions

Lyell Immunopharma, Inc. EPS estimate revisions
Period90 days ago60 days ago30 days ago7 days agoNowChange (90 d)Revisions (30 d)
Current quarter (Sep '26)$0.00$0.00$0.00$0.00−$1.88—0 up · 0 down
Current fiscal year (2026)$0.00$0.00$0.00$0.00−$6.92—1 up · 0 down
Next fiscal year (2027)$0.00$0.00$0.00$0.00−$6.32—0 up · 0 down

How the consensus EPS estimate changed over the last 90 days, and how many analysts raised or lowered it in the last 30 days.

LYEL earnings surprises

Reported EPSEstimate

Reported EPS vs the consensus estimate for the last 12 quarters; LYEL beat in 10 of 12.

What analysts expect from LYEL

8 analysts cover Lyell Immunopharma; their consensus rating is buy (4.38 on a 1–5 scale, where 5 is a strong buy). The average price target is $37.88, 366.4% above the latest close of $8.12. Analysts expect earnings of −$6.92 per share for 2026, +52.4% from a year earlier. For 2027 the average estimate is −$6.32 per share on revenue of $0.0 million. Lyell Immunopharma beat the EPS estimate in 10 of the last 12 quarters.

Related: LYEL income statement, LYEL key metrics, LYEL chart. See the LYEL stock overview for the latest quote and news.

LYEL forecast FAQ

What is Lyell Immunopharma's price target?

The average analyst price target for Lyell Immunopharma is $37.88, 366.4% above the latest close of $8.12.

Is Lyell Immunopharma a buy, hold or sell?

Of 8 analysts covering Lyell Immunopharma, 5 rate it a strong buy, 2 a buy, 0 a hold, 1 a sell and 0 a strong sell, a consensus of buy. Ratings are opinions, not a recommendation from Quotelinks.

What is Lyell Immunopharma's EPS forecast?

Analysts forecast −$6.92 per share for 2026 (range −$6.92 to −$6.92); for 2027 the estimate is −$6.32.

What is Lyell Immunopharma's revenue forecast?

The average revenue estimate for 2026 is $0.0 million, growth of −67.0%; for 2027 it is $0.0 million.

When does Lyell Immunopharma report earnings?

Lyell Immunopharma is expected to report results for the quarter ending September 30, 2026 on November 11, 2026; the EPS estimate is $-2.06.

Does Lyell Immunopharma usually beat earnings estimates?

Lyell Immunopharma reported EPS at or above the analyst estimate in 10 of the last 12 quarters.

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