Barclays Initiates Coverage of Gilead Sciences (GILD) with Equal-Weight Recommendation
Barclays has initiated coverage on Gilead Sciences (GILD) with an Equal-Weight recommendation. The average one-year price target suggests a 5.82% downside from its current share price, with projected annual revenue decreasing by 4.57%. Institutional ownership data shows a slight decrease in the number of funds holding GILD, though some major shareholders have adjusted their positions.
Hepatitis - B Therapeutics Market | Global Market Analysis Report - 2035
The Hepatitis B Therapeutics Market is projected to grow from USD 2.7 billion in 2025 to USD 9.9 billion by 2035, exhibiting a CAGR of 14.1%. This growth is primarily driven by the increasing prevalence of chronic Hepatitis B infections, growing awareness, and advancements in therapeutic research. Anti-viral drugs are expected to dominate the product segment, while hospital pharmacies will lead the distribution channels.
Is Invesco S&P 500 Equal Weight Health Care ETF (RSPH) a Strong ETF Right Now?
The Invesco S&P 500 Equal Weight Health Care ETF (RSPH) is a smart beta ETF that equally weights stocks in the health care sector of the S&P 500 Index. With over $770.19 million in assets and an expense ratio of 0.40%, RSPH offers diversified exposure to the healthcare sector, with top holdings including Moderna Inc, Viatris Inc, and Gilead Sciences Inc. While it has shown a 3.08% return and 8.87% year-to-date performance, investors seeking lower costs or different weighting strategies might consider alternatives like Vanguard Health Care ETF (VHT) or State Street Health Care Select Sector SPDR ETF (XLV).
Barclays Begins Coverage on Gilead Sciences (NASDAQ:GILD)
Barclays has initiated coverage on Gilead Sciences (NASDAQ:GILD) with an "equal weight" rating and a $155.00 price target, suggesting a potential upside of 2.57%. Other analysts have recently issued reports with price targets ranging from $129.00 to $171.00, resulting in a "Moderate Buy" consensus rating and an average target price of $154.24. The biopharmaceutical company recently reported strong earnings, beating analyst estimates, and has seen some insider selling activity.
Bristol Myers Squibb Company $BMY Position Trimmed by Jupiter Asset Management Ltd.
Jupiter Asset Management Ltd. has reduced its stake in Bristol Myers Squibb (BMY) by 31.7% in the third quarter, now holding shares worth approximately $41.23 million. This comes as BMY faces mixed sentiment, with the FDA accepting a New Drug Application for an iberdomide combination, potentially creating a new revenue stream, while the company also missed quarterly EPS estimates and received downward revisions from Zacks Research on future earnings. Despite this, BMY increased its quarterly dividend to $0.63, offering a 4.2% yield, and maintains a "Hold" consensus rating from analysts with an average price target of $60.19.
Stem Cell and Regenerative Therapy Markets, 2022-2025 & Forecast to 2030 Featuring Profiles of Leading Companies - Gilead Sciences, Novartis, Bristol-Myers Squibb, Organogenesis, MiMedx Group and More
The global stem cell and regenerative therapy market is projected to grow significantly from $16.7 billion in 2025 to $43.8 billion by 2030, driven by technological advancements and increased investments. This growth is fueled by the potential of these therapies to address various chronic health conditions such as cancer, Parkinson's, and diabetes. The market report provides a comprehensive analysis of trends, revenue forecasts, segmentation, and profiles of leading companies like Gilead Sciences, Novartis, and Bristol-Myers Squibb.
Rx Rundown: Danaher, Johnson & Johnson, Bayer and more
This article provides an "Rx Rundown" summarizing significant medical marketing news, deal-making, and industry chatter from the previous week. Key highlights include Danaher's acquisition of Masimo for $9.9 billion, Madrigal Pharmaceuticals' $4.4 billion licensing deal, multiple FDA approvals and rejections, notable funding rounds, and industry news such as Bayer's $7.25 billion Roundup settlement and Johnson & Johnson's expansion and paused clinical trials.
China Universal Asset Management Co. Ltd. Increases Holdings in Gilead Sciences, Inc. $GILD
China Universal Asset Management Co. Ltd. increased its stake in Gilead Sciences (NASDAQ:GILD) by 4.3% in the third quarter, bringing its total holdings to 161,155 shares valued at $17.88 million. This makes Gilead Sciences the 11th largest position in China Universal Asset Management's portfolio. Despite notable insider selling recently, Gilead reported strong Q4 results, beating revenue and EPS estimates, raising its dividend, and providing optimistic FY-2026 guidance.
Assessing TG Therapeutics (TGTX) Valuation After Long Term BRIUMVI Multiple Sclerosis Data Release
TG Therapeutics (TGTX) is being re-evaluated after releasing five-year data for its BRIUMVI multiple sclerosis treatment, showing durable efficacy and safety. Despite a recent share price decline, the stock has a three-year return of 72.96% and is considered "Undervalued" by Simply Wall St with a fair value of $44.43. The company's valuation relies on accelerating revenue from BRIUMVI and strong market penetration, though rising competition and potential setbacks pose risks.
What Do Analysts Have to Say About Gilead Sciences (GILD) Post Earnings?
Gilead Sciences (NASDAQ:GILD) recently reported strong fiscal Q4 and full-year 2025 results, driven by the growth of Biktarvy and Descovy, alongside the successful launch of Yeztugo. Following the earnings report, several analysts updated their ratings, with Needham and Scotiabank raising their price targets and maintaining Buy/Outperform ratings, and BofA also increasing its price target. These updates reflect confidence in Gilead's continued growth, particularly into 2026.
What Do Analysts Have to Say About Gilead Sciences (GILD) Post Earnings?
Gilead Sciences (GILD) reported strong fiscal Q4 and full-year 2025 results, driven by growth in Biktarvy and Descovy, and the successful launch of Yeztugo. Following the earnings release, several analysts, including Needham, Scotiabank, and BofA, issued bullish rating updates and raised price targets for the company's stock, citing confidence in future growth. Gilead is recognized for its work in developing medicines for serious diseases like HIV and cancer.
What Do Analysts Have to Say About Gilead Sciences (GILD) Post Earnings?
Gilead Sciences (GILD) reported strong fiscal Q4 and full-year 2025 results, driven by growth in Biktarvy and Descovy, and the launch of Yeztugo. Following these positive results, several analysts, including Needham, Scotiabank, and BofA, raised their price targets and maintained bullish ratings on the stock. Analysts are confident in GILD's 2026 growth, with BofA no longer modeling cannibalization of Descovy sales by Yeztugo.
Is Most-Watched Stock Gilead Sciences, Inc. (GILD) Worth Betting on Now?
This article analyzes Gilead Sciences (GILD) to determine if it's a worthwhile investment, focusing on earnings estimate revisions, revenue growth forecasts, and valuation. Gilead has seen a recent stock increase and positive changes in earnings and revenue expectations, yet maintains a Zacks Rank #3 (Hold), suggesting it may perform in line with the broader market. The analysis provides fundamental data points for investors considering the stock.
Hodges Capital Management Inc. Takes Position in Gilead Sciences, Inc. $GILD
Hodges Capital Management Inc. recently acquired 8,635 shares of Gilead Sciences, Inc. (NASDAQ:GILD) valued at approximately $958,000 during the third quarter. This move is part of broader institutional interest, with several other hedge funds also adjusting their positions in the biopharmaceutical company. Meanwhile, company insiders have sold a significant number of shares, while various analysts generally maintain a "Moderate Buy" rating with an average target price of $152.96.
Insider Sell: Andrew Dickinson Sells 3,000 Shares of Gilead Scie
Andrew Dickinson, CFO of Kite (a Gilead Company), sold 3,000 shares of Gilead Sciences Inc (GILD) on February 17, 2026. This transaction continues a trend of insider selling for GILD, with no insider buys in the past year. The stock is currently trading at $154.43 and is considered significantly overvalued based on its GF Value of $90.11.
Johanna Mercier Sells 28,000 Shares of Gilead Sciences (NASDAQ:GILD) Stock
Johanna Mercier, an insider at Gilead Sciences, sold 28,000 shares of the company's stock on February 17th for over $4.3 million, reducing her position by 18.88%. This sale follows previous transactions in December and January. The company recently reported strong quarterly earnings, exceeding analyst expectations, and announced an increased quarterly dividend.
Gilead Sciences to Present New HIV Treatment and Prevention Data at CROI 2026
Gilead Sciences will present new clinical and real-world data from its HIV treatment and prevention portfolio at CROI 2026, focusing on expanding therapeutic options. Key presentations include Phase 3 results for an investigational single-tablet combination regimen and 96-week viral suppression results for an islatravir plus lenacapavir study. The research aims to provide new and improved treatment and prevention options for diverse HIV-affected communities.
UBS raises Gilead Sciences stock price target on HIV pipeline data
UBS has increased its price target for Gilead Sciences (NASDAQ:GILD) to $175 from $155, maintaining a Buy rating, based on upcoming Phase I data for long-acting HIV treatment candidates. The firm highlighted Gilead's strategy to introduce six-month treatments to transition patients from daily oral medications, emphasizing the company's leadership in the $15 billion HIV treatment market. This follows Gilead's strong fourth-quarter revenue and adjusted EPS, which surpassed expectations due to robust sales in HIV and oncology segments.
Is TG Therapeutics (TGTX) Pricing Reflect Its DCF Upside And Recent BRIUMVI Milestones
TG Therapeutics (TGTX) appears significantly undervalued based on a Discounted Cash Flow (DCF) analysis, suggesting a 78.7% undervaluation with an estimated intrinsic value of $136.34 per share compared to its current price around $29. The stock's P/E ratio of 9.49x is also lower than both the biotech industry average and its calculated "Fair Ratio," further indicating undervaluation. The article presents bullish and bearish narratives for TG Therapeutics, highlighting the importance of its drug BRIUMVI's future performance and market perception.
Kymera earnings up next as protein degrader rally faces catalyst test
Kymera Therapeutics Inc. is set to report its fourth-quarter results, with analysts keenly watching for indications of sustained momentum in its protein degrader pipeline, especially for its STAT6 degrader KT-621. Despite a significant stock surge and a "Strong Buy" rating from analysts, concerns persist regarding a potential "uneventful year" in 2026 due to limited late-stage trial catalysts. Investors will focus on revenue guidance, cash runway, and updates on management's strategy to bridge the "catalyst gap" as the company awaits clinical proof for its protein degrader approach.
[Press release] Gilead to present new HIV treatment and prevention data at CROI 2026, with a focus on expanding options
Gilead Sciences announced new clinical and real-world data from its HIV treatment and prevention portfolio will be presented at CROI 2026. Key findings include pivotal Phase 3 results for a novel single-tablet combination of bictegravir and lenacapavir for HIV treatment, and further data on the safety and efficacy of twice-yearly lenacapavir for HIV prevention from the PURPOSE program. The presentation aims to highlight expanded options for HIV care.
Analysts Have Conflicting Sentiments on These Healthcare Companies: Crispr Therapeutics AG (CRSP), Moderna (MRNA) and Disc Medicine (IRON)
Analysts have issued conflicting ratings for several healthcare companies. J.P. Morgan maintained a Buy rating for Crispr Therapeutics AG (CRSP) with an average price target indicating a significant upside. Bernstein analyst Courtney Breen maintained a Hold rating on Moderna (MRNA), while Stifel Nicolaus maintained a Buy rating for Disc Medicine (IRON), suggesting a strong upside for the company.
Gilead Sciences, China's Qinhao Pharmaceutical Sign Global Deal for Tumor Therapy Candidate
Gilead Sciences has signed a global agreement with China's Qinhao Pharmaceutical for a tumor therapy candidate. This deal was announced on February 17, 2026, and is reported by MT Newswires. Further details about the specific therapy candidate were not immediately available in the provided text.
Gilead to Present New HIV Treatment and Prevention Data at CROI 2026, With a Focus on Expanding Options
Gilead Sciences will present new clinical and real-world data on its HIV treatment and prevention portfolio at CROI 2026. Key presentations include Phase 3 results for an investigational single-tablet combination of bictegravir and lenacapavir for HIV treatment, and further data from the PURPOSE program on twice-yearly lenacapavir for HIV prevention. The company also highlights its ongoing research into long-acting HIV therapies and efforts towards finding an HIV cure.
Pacer’s Cash Cows ETF Might Be The Perfect ETF To Own Right Now | COWZ
The Pacer US Cash Cows 100 ETF (COWZ) has significantly outperformed the S&P 500 year-to-date and over five years, driven by its focus on companies with high free cash flow yields. This strategy appeals to investors concerned about tech valuations and seeking profitable, cash-generative businesses. COWZ's portfolio, with substantial holdings in healthcare and energy, offers a quality value approach but comes with a lower dividend yield and sector concentration risks.
Gilead to Present New HIV Treatment and Prevention Data at CROI 2026, With a Focus on Expanding Options
Gilead Sciences, Inc. (Nasdaq: GILD) will present new clinical and real-world data at CROI 2026 regarding its HIV treatment and prevention portfolio. Key presentations include pivotal Phase 3 findings on a novel single-tablet combination of bictegravir and lenacapavir for HIV treatment, and further data from the PURPOSE program demonstrating the safety and efficacy of twice-yearly lenacapavir for HIV prevention. The research aims to expand therapeutic options and align with the diverse needs and preferences of people affected by HIV globally.
5 Insightful Analyst Questions From Gilead Sciences's Q4 Earnings Call
Gilead Sciences exceeded Wall Street's Q4 revenue expectations, largely driven by strong growth in its HIV business, including its new YES2GO injectable. However, investor concerns were raised by negative market response focusing on guidance, margin pressures, and continued headwinds in cell therapy. The article highlights five key analyst questions from the earnings call, covering topics such as YES2GO's guidance, Anidocel's market share, Trodelvy's adoption, and the company's business development strategy.
NEOS Investment Management LLC Has $64.06 Million Stake in Gilead Sciences, Inc. $GILD
NEOS Investment Management LLC significantly increased its stake in Gilead Sciences, Inc. (NASDAQ:GILD) by nearly 60% in the third quarter, bringing its total holdings to over $64 million. Several other hedge funds also adjusted their positions in the biopharmaceutical company. Analysts have given Gilead Sciences a "Moderate Buy" consensus rating with an average target price of $152.50, following its recent positive earnings report and dividend increase.
M&G PLC Has $10.82 Million Stake in Gilead Sciences, Inc. $GILD
M&G PLC has reduced its stake in Gilead Sciences, Inc. by 6.6% in the third quarter, now holding 97,504 shares valued at $10.82 million. Despite this reduction, several other institutional investors increased their positions in the biopharmaceutical company during the same period. Gilead Sciences recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
Fifth Third Bancorp Has $43.69 Million Holdings in Gilead Sciences, Inc. $GILD
Fifth Third Bancorp increased its stake in Gilead Sciences, Inc. by 3.9% in the third quarter, bringing its total holdings to 393,565 shares valued at $43.69 million. Institutional investors now own 83.67% of the company, while insiders have recently sold a significant number of shares. Wall Street analysts have a "Moderate Buy" consensus rating for Gilead, with an average price target of $152.50, and the company recently raised its quarterly dividend to $0.82 per share.
5 Insightful Analyst Questions From Gilead Sciences’s Q4 Earnings Call
Gilead Sciences' Q4 earnings exceeded Wall Street revenue expectations, driven by strong HIV business growth, but the market reacted negatively due to guidance concerns and margin pressures. Analysts focused on key products like YES2GO and Trodelvy, as well as business development strategies and market share projections for new therapies. The company's future performance hinges on the adoption rates of new treatments, regulatory approvals, and managing pricing headwinds in its core franchises.
Zions Bancorporation National Association UT Has $4.46 Million Holdings in Gilead Sciences, Inc. $GILD
Zions Bancorporation National Association UT significantly reduced its stake in Gilead Sciences, Inc. during the third quarter, selling 18,883 shares and ending with holdings valued at $4.46 million. This reduction comes amidst notable insider selling from Gilead executives, although institutional ownership remains high at 83.67%. Despite the insider selling, Gilead reported strong Q4 results, beating revenue and EPS estimates, raising FY2026 guidance, and increasing its quarterly dividend, leading to multiple analysts raising price targets and a "Moderate Buy" consensus rating for the company.
Vanguard Group Inc. Has $13.21 Billion Stake in Gilead Sciences, Inc. $GILD
Vanguard Group Inc. holds a significant stake of 118,983,644 shares, valued at $13.21 billion, in Gilead Sciences, despite a slight reduction of 0.3% in Q3. Gilead recently reported better-than-expected Q4 results, raising its FY2026 guidance and leading to multiple analyst price target increases, with a consensus of "Moderate Buy" at $152.50. The company also increased its quarterly dividend to $0.82, reflecting positive sentiment and strong financial performance.
Todd Asset Management LLC Sells 22,499 Shares of Gilead Sciences, Inc. $GILD
Todd Asset Management LLC reduced its stake in Gilead Sciences, Inc. by 3.8% in Q3, selling 22,499 shares, but it remains their 16th largest holding. The biopharmaceutical company recently reported strong Q4 earnings, beat revenue expectations, and raised its FY26 EPS guidance, leading to several analyst target increases and a "Moderate Buy" consensus rating with a $152.50 price target. Gilead also increased its quarterly dividend to $0.82 per share, and institutional investors collectively own 83.67% of the company's stock.
Gilead strikes $1.5 billion cancer pact with Genhouse Bio
Gilead Sciences has entered into a global licensing deal with China's Genhouse Bio for its synthetic lethal cancer candidate GH31, worth up to $1.5 billion. Gilead will pay an $80 million upfront fee for exclusive worldwide rights, with Genhouse Bio eligible for significant development, regulatory, and commercial milestones, plus tiered royalties. GH31 is a biomarker-driven MAT2A inhibitor that has secured IND clearance in the US and China, enabling immediate clinical development, and Gilead will manage all global responsibilities.
Renee Gala Outlines Jazz Pharmaceuticals Vision And Pipeline Priorities For Investors
Jazz Pharmaceuticals CEO Renee Gala has presented a refreshed long-term vision emphasizing growth and research focus, particularly on prioritizing the development pipeline. This strategic outline aims to guide future product development across neurology, oncology, and cannabinoid therapies. Investors are encouraged to watch how this vision aligns with upcoming financial guidance and impacts resource allocation, especially given the company's concentrated portfolio and elevated implied volatility in its stock.
Shell Asset Management Co. Sells 54,965 Shares of Gilead Sciences, Inc. $GILD
Shell Asset Management Co. significantly reduced its stake in Gilead Sciences, Inc. by 63.5% in the third quarter, selling 54,965 shares. Despite this, Gilead recently reported strong Q4 results exceeding expectations and raised its FY2026 guidance, leading to multiple analyst price-target upgrades and a "Moderate Buy" consensus. The article also notes substantial insider selling by CEO Daniel P. O'Day and other insiders, contrasting with a recent increase in the company's quarterly dividend.
A Look At Amgen (AMGN) Valuation After Strong Q4 Results And New UPLIZNA Approval
Amgen (AMGN) has seen its stock rise significantly after strong Q4 2025 results, fresh 2026 guidance, and new European approval for its drug UPLIZNA. While one valuation narrative suggests the stock is 12.6% overvalued at $327.74 compared to its current price of $369.19, a Discounted Cash Flow (DCF) model indicates it is materially undervalued at $653.95. Investors are left to weigh these differing valuations against the company's recent momentum and pipeline potential.
Assetmark Inc. Acquires 28,701 Shares of Gilead Sciences, Inc. $GILD
Assetmark Inc. increased its stake in Gilead Sciences, Inc. by 22.5% in the third quarter, purchasing an additional 28,701 shares, bringing its total holdings to 156,118 shares valued at $17,329,000. Other institutional investors have also made significant changes to their positions in the biopharmaceutical company. Analysts have maintained a "Moderate Buy" consensus rating and a target price of $152.50 for GILD, following positive Q4 earnings, raised FY26 guidance, and pipeline catalysts.
Aberdeen Group plc Sells 160,874 Shares of Gilead Sciences, Inc. $GILD
Aberdeen Group plc reduced its stake in Gilead Sciences, Inc. by 10.7% in the third quarter, selling 160,874 shares and holding 1,348,044 shares valued at $151.57 million. Other institutional investors also adjusted their positions, and company insiders sold over 319,000 shares totaling $44.14 million recently. Amidst these transactions, analysts have largely maintained "Buy" or "Outperform" ratings for Gilead Sciences, raising price targets following strong Q4 results and increased FY26 guidance.
PatientView Ranks Gilead “Best” at ESG
Gilead Sciences has been recognized by UK-based PatientView as "best" at ESG (Environmental, Social, and Governance) by patient advocacy groups from over 70 countries. The company emphasizes its commitment to putting people first and being a responsible entity that discovers, develops, and commercializes innovative medicines in areas of unmet medical need. Gilead operates globally and is headquartered in Foster City, California.
Renee Gala Outlines Jazz Pharmaceuticals Vision And Pipeline Priorities For Investors
Jazz Pharmaceuticals CEO Renee Gala has presented a refreshed long-term vision emphasizing pipeline development and resource allocation in neurology and oncology. This strategic outline is crucial for investors as it details the company's future product development and patient impact beyond typical quarterly updates. The market is already showing heightened interest, with high implied volatility in options ahead of upcoming results, making Gala's clear vision important for investor confidence and assessing potential risks and rewards.
Is Zai Lab (ZLAB) Resetting After Multi‑Year Share Price Declines?
Zai Lab (ZLAB) has experienced mixed share price performance, with significant declines over three and five years, despite recent short-term gains. A Discounted Cash Flow (DCF) analysis suggests the stock is 80.6% undervalued, estimating an intrinsic value of US$103.33 per share compared to its current US$20.03. However, based on Price/Sales, the stock appears overvalued with a P/S of 5.08x against a fair ratio of 3.65x.
BTC Capital Management Inc. Buys 64,668 Shares of Gilead Sciences, Inc. $GILD
BTC Capital Management Inc. increased its stake in Gilead Sciences, Inc. by 119.3% in the third quarter, purchasing 64,668 additional shares, bringing its total holdings to 118,862 shares valued at $13.19 million. This news follows Gilead's strong Q4 earnings, which surpassed estimates and led to raised FY2026 guidance and multiple analyst price target increases. Despite significant insider selling totaling over $44 million in the last 90 days, institutional investors collectively own 83.67% of the company's stock, and the company recently increased its quarterly dividend.
Follicular Lymphoma Pipeline 2025: Key Companies, MOA, ROA, and Clinical Trials Evaluation by DelveInsights | AstraZeneca, InnoCare Pharma, Allogene Therapeutics, HUTCHMED, Sound Biologics, Xynomic
The "Follicular Lymphoma Pipeline Insight, 2025" report by DelveInsight evaluates over 45 companies developing more than 50 treatment therapies for Follicular Lymphoma, covering clinical and commercial aspects from preclinical to marketed phases. Key companies like InnoCare Pharma, AstraZeneca, and Allogene Therapeutics are advancing therapies such as ICP 248, ALLO-501, and acalabrutinib. Recent significant developments include FDA approvals for epcoritamab-bysp in combination therapies and tafasitamab-cxix, as well as EC approval for lisocabtagene maraleucel, signaling a dynamic landscape with ongoing clinical advancements.
BofA Raises PT on Gilead Sciences (GILD) to $162 From $154 - Here's Why
BofA has increased its price target for Gilead Sciences (GILD) to $162 from $154, maintaining a Buy rating on the stock. This upgrade follows Gilead's strong fiscal Q4 and full-year 2025 results, which included the successful launch of its HIV prevention therapy, Yeztugo, and continued growth in other key products. The firm cited solid Q4 dynamics and removed previous concerns about Yeztugo cannibalizing other drug sales in its financial models for 2026.
Nurix Therapeutics, Inc. (NRIX) Stock Analysis: Emerging Potential With 90% Upside
Nurix Therapeutics (NRIX) is a clinical-stage biopharmaceutical company focused on developing therapies for cancer and inflammatory conditions. Despite being unprofitable with a negative P/E ratio and EPS, analysts are highly optimistic, setting an average target price of $30.00, representing a 90.72% potential upside. The company's promising drug pipeline and strategic partnerships with industry giants like Gilead Sciences and Pfizer support this positive outlook, though investors should be aware of the inherent risks and volatility in the biotech sector.
BofA Raises PT on Gilead Sciences (GILD) to $162 From $154 – Here’s Why
BofA has raised its price target for Gilead Sciences (GILD) to $162 from $154, maintaining a Buy rating. This upgrade follows Gilead's strong fiscal Q4 and full-year 2025 results, driven by the successful launch of Yeztugo and continued growth in HIV and Liver Disease products. The firm is confident in Gilead's 2026 growth prospects, no longer modeling Descovy sales cannibalization by Yeztugo.
BofA Raises PT on Gilead Sciences (GILD) to $162 From $154 - Here's Why
BofA has increased its price target on Gilead Sciences (GILD) to $162 from $154, maintaining a Buy rating. This upgrade follows Gilead's strong fiscal Q4 2025 results, driven by the successful launch of Yeztugo and continued growth in their HIV and Liver Disease product sales. BofA attributes its confidence to solid fiscal Q4 dynamics and revised models that no longer predict Yeztugo cannibalization of Descovy sales.
Can Gilead's HIV Portfolio Sustain Its Growth Trend in 2026?
Gilead's HIV franchise, led by Biktarvy and Descovy, reported strong growth in 2025 despite headwinds, with sales up 6%. The company expects total HIV sales to grow approximately 6% in 2026, driven by new therapies like Yeztugo and potential approvals of investigational treatments. Despite competition from GSK and Merck, Gilead aims to sustain its market leadership through pipeline advancements and strategic collaborations.
