Gilead Sciences, Inc.

Gilead Sciences, Inc.

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Market Cap$166.9B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Gilead Sciences, Inc.Gilead Sciences, Inc.18.12.37%39%5.60.1

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Strong Q1 performance + raised guidance (good surprise) - Total product sales (ex-Veklury) were $6.8B (+8% YoY); total product sales (incl. Veklury) $6.9B (+5% YoY). - Management emphasized seasonality driving sequential declines (product sales down 12% sequentially), plus inventory drawdowns and channel mix. - 2026 guidance increased by ~$400M (revenue range widened) due to outperformance and expected momentum.
HIV is the core growth engine (durable outlook) - HIV sales +10% YoY, driven by: - Biktarvy +7% YoY - U.S. PrEP +87% YoY (key acceleration in prevention). - Yes2Go launch is outperforming: Q1 $166M, +72% sequentially; sequential momentum and access/$0 copay support. - Yes2Go 2026 guidance increased to ~$1.0B (from $800M earlier in the year) → expectation that it could reach blockbuster status in its first full year. - 2026 HIV sales now expected to grow ~8% YoY (up from 6% previously), while including ~2% headwind from policy/drug pricing changes (Medicaid pricing and proposed ACA changes). - Longer-term “no major LOEs until 2036” positioning plus “up to seven potential new HIV launches by 2033” (major strategic confidence point).
Near-term regulatory catalysts (clear expected milestones) - Bictegravir + lenacapavir (Biclen): priority review, expected FDA decision August. - Trodelvy (sacituzumab govitecan): regulatory pathway for first-line metastatic TNBC in 2H 2026; already received NCCN category 1 recommendations across first line. - Other oncology updates in 2H 2026: - Phase 3: EVOQUE-3 (first-line metastatic NSCLC) and ASCENT GYN (2L+ metastatic endometrial cancer). - Cell therapy (anitocel / Arcellx): expected FDA decision December; anitocel revenue expected to start early 2027 (late Dec PDUFA + site activation timing).

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$164.10

Target Price by Analysts

27.2% upsideGilead Sciences Target Price DetailsTarget Price
$212.96

Current Fair Value

65.1% upside

Undervalued by 65.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$166.90 Billion
Enterprise Value$160.59 Billion
Dividend Yield$3.19 (2.37%)
Earnings per Share$6.84
Beta0.33
Outstanding Shares1,242,000,000

Return

Return on Equity39.19%ROE
Return on Assets16.38%
Return on Invested Capital23.52%

Valuation & Multiples

P/E Ratio18.12P/E Ratio
PEG33.74PEG
Price to Sales5.61Price to Sales
Price to Book Ratio7.17Price to Book Ratio
Enterprise Value to Revenue5.4
Enterprise Value to EBIT14.59
Enterprise Value to Net Income17
Total Debt to Enterprise0.01
Debt to Equity0.06Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$1.91
Average shareholder expectation
Revenue Estimate
$6.91 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 6, 2026
EPS Estimate
$-6.59
Average shareholder expectation
Revenue Estimate
$7.40 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.6305▼ 28.93%
Total Calls8,314,667▲ 32.32%
Total Puts5,242,242▼ 9.30%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %85.07%▼ 2.72%
Total Invested$147.26B▲ 10.06%
Investors Holding2,372▲ 85.00%

ESG Score

No data

About Gilead Sciences, Inc.

CEO: Daniel O'Day

Relevant Senate Committees

Finance

This powerful committee controls taxation, trade, and entitlement spending, including Medicare and Medicaid. Its decisions on tax policy and drug pricing within federal programs profoundly impact Gilead Sciences' profitability and revenue streams.

Appropriations

This committee allocates federal spending. Its subcommittees determine the precise budgets for health-related agencies (e.g., FDA, NIH, CDC) and federal drug purchasing programs, directly impacting funding for research, development, and government sales channels for Gilead Sciences.

Health, Education, Labor, and Pensions

This committee directly regulates the FDA and NIH. It controls drug approval processes, medical research funding, and influences labor laws, all of which are central to Gilead Sciences' operations and market performance.

Judiciary

This committee oversees antitrust laws and intellectual property. Patent protection is fundamental to the pharmaceutical industry, and antitrust enforcement directly impacts M&A strategies and market competition for Gilead Sciences.

Select Committee on Intelligence

Members receive classified briefings on global threats. Information regarding potential pandemics, bioterrorism, or government responses to health crises could directly impact the demand for specific drugs, vaccine development, and R&D priorities for a biological product manufacturer like Gilead.