Lyell Immunopharma (NASDAQ:LYEL) Stock Price Up 7.3% – Should You Buy?

Lyell Immunopharma, Inc. (NASDAQ:LYEL) shares rose 7.3% on Thursday . The stock traded as high as $25.27 and last traded at $26.1180. Approximately 41,357 shares were traded during trading, a decline of 56% from the average daily volume of 94,183 shares. The stock had previously closed at $24.34.

Lyell Immunopharma News Summary

Here are the key news stories impacting Lyell Immunopharma this week:

• Positive Sentiment: Lyell announced dosing of the first patient in PiNACLE, a first‑of‑its‑kind randomized Phase 3 head‑to‑head CAR‑T trial (rondecabtagene autoleucel vs. liso‑cel/axi‑cel) in 2L relapsed/refractory large B‑cell lymphoma — a meaningful clinical/regulatory milestone that can materially de‑risk the program and support future value if enrollment and early readouts progress. PiNACLE Phase 3 dosing
• Neutral Sentiment: Analyst and institutional positioning are mixed: HC Wainwright has previously upgraded LYEL (lifting its target), and institutional ownership is high (~66%), which can amplify moves but doesn’t change near‑term binary clinical risk. MarketBeat LYEL profile
• Neutral Sentiment: General oncology coverage (e.g., exercise recommendations for older cancer survivors) is unlikely to move LYEL shares directly; it’s background sector news rather than company‑specific. Exercise Recs for Older Cancer Survivors
• Negative Sentiment: Clustered insider selling: CEO Lynn Seely, COO Stephen Hill, Gary K. Lee and other insiders reported multiple sales on Feb. 10–11 that meaningfully reduced their positions. Such clustered disposals can weigh on near‑term sentiment even if for diversification or tax reasons. SEC filings are available. CEO 2/11 Form 4

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on LYEL shares. HC Wainwright raised Lyell Immunopharma from a “neutral” rating to a “buy” rating and upped their price objective for the company from $20.00 to $45.00 in a research report on Tuesday, December 9th. Weiss Ratings restated a “sell (d-)” rating on shares of Lyell Immunopharma in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat, Lyell Immunopharma presently has an average rating of “Hold” and a consensus target price of $45.00.

Lyell Immunopharma Trading Up 1.8%

The business’s 50 day simple moving average is $27.99 and its two-hundred day simple moving average is $19.73. The firm has a market capitalization of $548.84 million, a PE ratio of -1.12 and a beta of -0.14.

Lyell Immunopharma (NASDAQ:LYEL) last released its quarterly earnings results on Wednesday, November 12th. The company reported ($2.13) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($2.81) by $0.68. The firm had revenue of $0.02 million for the quarter, compared to the consensus estimate of $0.01 million. Lyell Immunopharma had a negative return on equity of 96.68% and a negative net margin of 794,292.69%. As a group, equities research analysts anticipate that Lyell Immunopharma, Inc. will post -0.78 earnings per share for the current year.

Insider Buying and Selling at Lyell Immunopharma

In related news, insider Gary K. Lee sold 1,671 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $23.39, for a total transaction of $39,084.69. Following the completion of the sale, the insider directly owned 16,938 shares in the company, valued at approximately $396,179.82. The trade was a 8.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Lynn Seely sold 7,455 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $23.39, for a total transaction of $174,372.45. Following the sale, the chief executive officer directly owned 74,266 shares of the company’s stock, valued at approximately $1,737,081.74. This represents a 9.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 11,310 shares of company stock worth $264,285 in the last three months. 22.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Lyell Immunopharma

Several hedge funds and other institutional investors have recently modified their holdings of LYEL. BBR Partners LLC purchased a new position in Lyell Immunopharma during the fourth quarter valued at $210,000. Marshall Wace LLP purchased a new stake in Lyell Immunopharma in the second quarter worth about $94,000. Jane Street Group LLC bought a new position in shares of Lyell Immunopharma in the fourth quarter worth about $382,000. Bridgeway Capital Management LLC bought a new position in shares of Lyell Immunopharma in the second quarter worth about $159,000. Finally, Clarius Group LLC lifted its position in shares of Lyell Immunopharma by 4.3% during the 3rd quarter. Clarius Group LLC now owns 19,958 shares of the company’s stock valued at $324,000 after buying an additional 820 shares in the last quarter. 66.05% of the stock is currently owned by hedge funds and other institutional investors.

Lyell Immunopharma Company Profile

Lyell Immunopharma is a clinical-stage biotechnology company focused on developing next-generation T cell therapies for cancer. Leveraging a proprietary platform that combines cell therapy, gene editing and molecular discovery, Lyell seeks to overcome key barriers in the treatment of solid tumors. The company’s approach centers on engineering T cells to enhance their persistence, functionality and resistance to the immunosuppressive tumor microenvironment.

The company’s pipeline includes multiple autologous T cell programs engineered to target tumor-associated antigens in solid malignancies such as melanoma, ovarian and pancreatic cancers.