Lyell Immunopharma, Inc.(LYEL)Stock Analysis
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Rank #2,917 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Balance Sheet
Earnings Quality
Institutional Flow
LYEL Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Lyell Immunopharma, Inc. (LYEL), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores LYEL at 9.3/100 on a 32-signal composite quality model, placing it at rank #2,917 of 2,961 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (1.1) and balance sheet strength (2.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Lyell Immunopharma, Inc. reports quarterly revenue of $4.0K, net income of $-44.8M, free cash flow of $-34.2M. Top institutional holders of LYEL by reported 13-F value include ARCH Venture Management, GSK plc, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. LYEL trades on the Nasdaq exchange and files with the SEC under CIK 1806952. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LYEL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Lyell Immunopharma, Inc. directly from SEC EDGAR. Lyell Immunopharma, Inc.'s 13F Pro composite quality score has ranged between 4 and 32 since 2022, currently 9.3 — a declining long-term trajectory across 64 quarterly and live scoring snapshots.
Revenue
Q2 2026
$4.0K
Net Income
Q2 2026
$-44.8M
Free Cash Flow
Q2 2026
$-34.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-41.0% YoYNet Income
+20.0% YoYOperating Income
+24.9% YoYEPS (Diluted)
+38.8% YoYTotal Assets
-30.7% YoYOp. Cash Flow
+7.6% YoYFree Cash Flow
+7.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $36.0K -41.0% | $61.0K -53.1% | $130.0K -99.8% | $84.7M +695.1% | $10.7M +37.3% | $7.8M |
| Net Income | $-274.4M +20.0% | $-343.0M -46.2% | $-234.6M -28.1% | $-183.1M +26.8% | $-250.2M -22.4% | $-204.5M |
| Operating Income | $-269.4M +24.9% | $-358.8M -45.2% | $-247.0M -32.0% | $-187.1M +12.9% | $-214.8M -1.3% | $-211.9M |
| EPS (Diluted) | $-16.06 +38.8% | $-26.23 -40.3% | $-18.70 -2427.0% | $-0.74 +59.8% | $-1.84 +88.3% | $-15.69 |
| Total Assets | $340.1M -30.7% | $490.9M -34.6% | $750.0M -20.0% | $937.6M -16.8% | $1.13B +24.1% | $908.3M |
| Operating Cash Flow | $-150.0M +7.6% | $-162.4M +0.8% | $-163.7M +3.5% | $-169.6M -34.3% | $-126.2M +21.5% | $-160.9M |
| Free Cash Flow | $-150.8M +7.4% | $-162.9M +2.1% | $-166.4M +14.2% | $-193.8M -1.1% | $-191.8M +9.7% | $-212.4M |
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Top Institutional Holders of LYEL
ARCH Venture Management, LLC
$45.5M3,247,162 shGSK plc
$21.3M1,512,659 shVANGUARD CAPITAL MANAGEMENT LLC
$11.1M786,774 shOrland Properties Ltd
$10.6M754,698 shBlackRock, Inc.
$10.2M724,342 shDecheng Capital LLC
$9.7M692,050 shAlmitas Capital LLC
$8.2M581,407 shForesite Capital Management V, LLC
$6.7M476,386 shMILLENNIUM MANAGEMENT LLC
$5.2M367,473 shOpaleye Management Inc.
$4.8M344,025 sh
| Fund | Value | Shares |
|---|---|---|
| ARCH Venture Management, LLC | $45.5M | 3,247,162 |
| GSK plc | $21.3M | 1,512,659 |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.1M | 786,774 |
| Orland Properties Ltd | $10.6M | 754,698 |
| BlackRock, Inc. | $10.2M | 724,342 |
| Decheng Capital LLC | $9.7M | 692,050 |
| Almitas Capital LLC | $8.2M | 581,407 |
| Foresite Capital Management V, LLC | $6.7M | 476,386 |
| MILLENNIUM MANAGEMENT LLC | $5.2M | 367,473 |
| Opaleye Management Inc. | $4.8M | 344,025 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is LYEL a good stock to buy?
13F Pro's AI-powered analysis of Lyell Immunopharma, Inc. (LYEL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LYEL are available on the LYEL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. LYEL is classified as a small company.
Which hedge funds own LYEL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LYEL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Lyell Immunopharma, Inc.'s investment landscape.