FY2026 EPS Estimate for Gilead Sciences Boosted by Analyst

Gilead Sciences, Inc. (NASDAQ:GILD) – Equities research analysts at Erste Group Bank increased their FY2026 EPS estimates for Gilead Sciences in a research note issued to investors on Friday, September 18th. Erste Group Bank analyst H. Engel now anticipates that the biopharmaceutical company will post earnings per share of ($0.44) for the year, up from their previous estimate of ($0.45). The consensus estimate for Gilead Sciences’ current full-year earnings is ($0.48) per share.

Gilead Sciences (NASDAQ:GILD) last posted its earnings results on Monday, August 3rd. The biopharmaceutical company reported ($6.75) EPS for the quarter, topping analysts’ consensus estimates of ($7.25) by $0.50. The business had revenue of $7.80 billion during the quarter, compared to the consensus estimate of $7.40 billion. Gilead Sciences had a negative net margin of 10.64% and a negative return on equity of 2.11%. The firm’s revenue was up 10.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.01 EPS.

Other research analysts also recently issued research reports about the company. Cantor Fitzgerald reissued an “overweight” rating and issued a $155.00 target price on shares of Gilead Sciences in a report on Wednesday, August 5th. Weiss Ratings raised shares of Gilead Sciences from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, September 14th. Zacks Research raised shares of Gilead Sciences from a “hold” rating to a “strong-buy” rating in a report on Monday, August 31st. Morgan Stanley reduced their target price on shares of Gilead Sciences from $166.00 to $165.00 and set an “overweight” rating for the company in a report on Monday, July 27th. Finally, Royal Bank Of Canada lifted their price target on shares of Gilead Sciences from $120.00 to $123.00 and gave the stock a “sector perform” rating in a research note on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $158.78.

Gilead Sciences Stock Performance

Shares of GILD opened at $151.37 on Tuesday. The firm has a market capitalization of $187.69 billion, a P/E ratio of -56.69 and a beta of 0.33. The company has a debt-to-equity ratio of 2.03, a current ratio of 1.27 and a quick ratio of 1.09. Gilead Sciences has a one year low of $108.46 and a one year high of $157.29. The business has a fifty day moving average of $141.21 and a 200 day moving average of $136.31.

Gilead Sciences Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 29th. Investors of record on Tuesday, September 15th will be issued a $0.82 dividend. This represents a $3.28 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Tuesday, September 15th. Gilead Sciences’s dividend payout ratio is currently -122.85%.

Insider Activity at Gilead Sciences

In other Gilead Sciences news, insider Johanna Mercier sold 3,000 shares of Gilead Sciences stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $144.22, for a total transaction of $432,660.00. Following the transaction, the insider owned 116,684 shares of the company’s stock, valued at $16,828,166.48. The trade was a 2.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Anthony Welters sold 18,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $148.62, for a total transaction of $2,675,160.00. Following the completion of the transaction, the director owned 12,894 shares of the company’s stock, valued at approximately $1,916,306.28. The trade was a 58.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 105,000 shares of company stock worth $14,616,390 in the last 90 days. Insiders own 0.30% of the company’s stock.

Hedge Funds Weigh In On Gilead Sciences

Several large investors have recently made changes to their positions in GILD. BlackRock Inc. bought a new stake in shares of Gilead Sciences during the second quarter valued at approximately $15,393,785,000. State Street Corp grew its stake in Gilead Sciences by 2.3% during the second quarter. State Street Corp now owns 61,216,552 shares of the biopharmaceutical company’s stock valued at $7,734,099,000 after acquiring an additional 1,357,967 shares in the last quarter. Norges Bank bought a new stake in Gilead Sciences in the 4th quarter valued at $2,617,152,000. Invesco Ltd. increased its holdings in Gilead Sciences by 2.9% in the 4th quarter. Invesco Ltd. now owns 15,584,341 shares of the biopharmaceutical company’s stock valued at $1,912,822,000 after acquiring an additional 444,660 shares during the last quarter. Finally, Amundi lifted its stake in Gilead Sciences by 10.7% in the 1st quarter. Amundi now owns 10,539,111 shares of the biopharmaceutical company’s stock worth $1,468,836,000 after purchasing an additional 1,018,976 shares in the last quarter. 83.67% of the stock is currently owned by hedge funds and other institutional investors.

Gilead Sciences News Summary

Here are the key news stories impacting Gilead Sciences this week:

• Positive Sentiment: Erste Group Bank slightly raised its fiscal 2026 EPS forecast for Gilead, to a loss of $0.44 per share from a prior estimate of $0.45, signaling a modest improvement in earnings expectations. Erste Group Bank estimate report
• Positive Sentiment: Coverage highlights Gilead’s leadership in HIV treatment and its expanding oncology development efforts. Progress in these areas could support longer-term revenue growth and diversify the company beyond its core HIV business. HIV and oncology development analysis
• Neutral Sentiment: Gilead was included among medical stocks for investors to monitor, reflecting continued interest in the company’s cash generation, pipeline and defensive healthcare profile rather than a specific new catalyst. Medical stocks to watch
• Neutral Sentiment: Gilead’s stock had gained 1.4% in the prior session, but that move was followed by renewed weakness, suggesting short-term trading momentum remains mixed. GILD stock move analysis
• Negative Sentiment: Analysts at Seeking Alpha argued that HIV growth alone may not justify Gilead’s current valuation. The concern is that investors may already be pricing in substantial success from oncology and other pipeline programs, leaving limited room for disappointment. Gilead valuation analysis
• Negative Sentiment: Reports of Gilead shares slipping before the open and again at the close indicate that valuation pressure and profit-taking are currently outweighing the modestly improved earnings outlook. Gilead shares slip at the close

About Gilead Sciences

Gilead Sciences, Inc is a biopharmaceutical company that discovers, develops and commercializes medicines for serious and life-threatening diseases. The company’s research focuses primarily on virology, oncology, inflammation and related areas, with products serving patients in the United States and international markets.

Gilead is best known for its HIV treatments, including Biktarvy, Genvoya, Descovy and other antiretroviral therapies. Its portfolio also includes medicines for viral hepatitis, such as Epclusa and Vemlidy, and Veklury (remdesivir), an antiviral treatment for COVID-19.