Lyell Immunopharma (LYEL) – Investment Analysts’ Recent Ratings Updates

Several analysts have recently updated their ratings and price targets for Lyell Immunopharma (NASDAQ: LYEL):

• 5/2/2026 – Lyell Immunopharma was downgraded by Wall Street Zen from “hold” to “sell”.
• 4/30/2026 – Lyell Immunopharma was given a new $49.00 price target by Robert W. Baird. They now have an “outperform” rating on the stock.
• 4/30/2026 – Lyell Immunopharma was upgraded by Robert W. Baird to “strong-buy”.
• 4/21/2026 – Lyell Immunopharma had its “sell (d-)” rating reaffirmed by Weiss Ratings.
• 4/18/2026 – Lyell Immunopharma was upgraded by Wall Street Zen from “sell” to “hold”.
• 4/10/2026 – Lyell Immunopharma is now covered by Needham & Company LLC. They set a “buy” rating and a $44.00 price target on the stock.
• 4/7/2026 – Lyell Immunopharma was downgraded by Zacks Research from “hold” to “strong sell”.
• 3/28/2026 – Lyell Immunopharma was downgraded by Wall Street Zen from “hold” to “sell”.
• 3/9/2026 – Lyell Immunopharma is now covered by Citizens Jmp. They set a “market outperform” rating and a $34.00 price target on the stock.

Insider Activity at Lyell Immunopharma

In related news, COO Stephen J. Hill sold 1,236 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $23.39, for a total value of $28,910.04. Following the completion of the sale, the chief operating officer directly owned 17,795 shares of the company’s stock, valued at $416,225.05. The trade was a 6.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Gary K. Lee sold 1,671 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 value of $39,084.69. Following the transaction, the insider directly owned 16,938 shares of the company’s stock, valued at $396,179.82. This trade represents a 8.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 11,310 shares of company stock valued at $264,285 over the last three months. 6.20% of the stock is owned by insiders.

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.