FY2026 EPS Estimate for Gilead Sciences Increased by Analyst

Key Points

• Erste Group Bank raised Gilead Sciences’ FY2026 EPS estimate to a loss of $0.41 per share from its prior forecast of $0.44, compared with the broader consensus estimate of a $0.48 loss.
• Analyst sentiment remains favorable, with 23 Buy ratings and six Holds; Gilead has a “Moderate Buy” consensus rating and an average price target of $159.81.
• Gilead recently exceeded quarterly earnings and revenue expectations, while paying a quarterly dividend of $0.82, or $3.28 annualized, yielding approximately 2.1%.

Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) - Stock analysts at Erste Group Bank lifted their FY2026 earnings per share (EPS) estimates for shares of Gilead Sciences in a research report issued to clients and investors on Wednesday, October 21st. Erste Group Bank analyst H. Engel now expects that the biopharmaceutical company will post earnings of ($0.41) per share for the year, up from their previous forecast of ($0.44). The consensus estimate for Gilead Sciences' current full-year earnings is ($0.48) per share.

Several other equities research analysts have also commented on the stock. Needham & Company LLC restated a "buy" rating and issued a $170.00 price target on shares of Gilead Sciences in a research note on Wednesday, August 5th. Truist Financial boosted their price target on Gilead Sciences from $150.00 to $158.00 and gave the stock a "buy" rating in a research report on Wednesday, October 7th. JPMorgan Chase & Co. increased their price target on Gilead Sciences from $160.00 to $170.00 and gave the stock an "overweight" rating in a research note on Wednesday, October 7th. Morgan Stanley lowered their price target on Gilead Sciences from $165.00 to $163.00 and set an "overweight" rating on the stock in a report on Wednesday, October 7th. Finally, Cantor Fitzgerald reissued an "overweight" rating and set a $155.00 price target on shares of Gilead Sciences in a report on Thursday, October 8th. Twenty-three analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $159.81.

Gilead Sciences Price Performance

Shares of NASDAQ GILD opened at $156.04 on Monday. Gilead Sciences has a fifty-two week low of $114.02 and a fifty-two week high of $160.51. The business has a 50 day moving average price of $149.10 and a two-hundred day moving average price of $137.84. The company has a quick ratio of 1.09, a current ratio of 1.27 and a debt-to-equity ratio of 2.03. The firm has a market cap of $193.48 billion, a PE ratio of -58.44 and a beta of 0.31.

Gilead Sciences (NASDAQ:GILD - Get Free Report) last announced its quarterly earnings results on Monday, August 3rd. The biopharmaceutical company reported ($6.75) earnings per share for the quarter, beating analysts' consensus estimates of ($7.25) by $0.50. The firm had revenue of $7.80 billion for the quarter, compared to analysts' expectations of $7.40 billion. Gilead Sciences had a negative net margin of 10.64% and a negative return on equity of 2.11%. Gilead Sciences's revenue was up 10.6% compared to the same quarter last year. During the same period in the previous year, the company posted $2.01 earnings per share.

Gilead Sciences Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 29th. Shareholders of record on Tuesday, September 15th were paid a $0.82 dividend. The ex-dividend date was Tuesday, September 15th. This represents a $3.28 dividend on an annualized basis and a yield of 2.1%. Gilead Sciences's payout ratio is -122.85%.

Insider Transactions at Gilead Sciences

In other Gilead Sciences news, Director Anthony Welters sold 18,000 shares of the 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 transaction, the director owned 12,894 shares in the company, valued at $1,916,306.28. This trade represents a 58.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Andrew D. Dickinson sold 3,000 shares of the firm's stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $156.22, for a total transaction of $468,660.00. Following the completion of the transaction, the chief financial officer owned 161,096 shares in the company, valued at $25,166,417.12. The trade was a 1.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 111,000 shares of company stock valued at $15,877,860. Insiders own 0.30% of the company's stock.

Hedge Funds Weigh In On Gilead Sciences

Several large investors have recently bought and sold shares of the stock. Apollon Wealth Management LLC lifted its position in Gilead Sciences by 2.5% in the third quarter. Apollon Wealth Management LLC now owns 39,561 shares of the biopharmaceutical company's stock worth $5,897,000 after purchasing an additional 976 shares during the period. Kingswood Wealth Advisors LLC boosted its stake in Gilead Sciences by 9.6% during the third quarter. Kingswood Wealth Advisors LLC now owns 11,709 shares of the biopharmaceutical company's stock worth $1,745,000 after buying an additional 1,023 shares in the last quarter. Royal Palms Capital LLC bought a new stake in Gilead Sciences in the 3rd quarter valued at $207,000. Revolve Wealth Partners LLC increased its holdings in Gilead Sciences by 2.2% in the 3rd quarter. Revolve Wealth Partners LLC now owns 5,592 shares of the biopharmaceutical company's stock valued at $833,000 after buying an additional 119 shares during the period. Finally, Radnor Capital Management LLC bought a new stake in Gilead Sciences in the 3rd quarter valued at $237,000. 83.67% of the stock is currently owned by institutional investors and hedge funds.

More Gilead Sciences News

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

• Positive Sentiment: Inflammation pipeline expanded: Gilead agreed to acquire PepStar Therapeutics’ investigational oral IL-23R inhibitor program, including HCXT-2001, for approximately $1.275 billion in cash. The drug is intended for inflammatory bowel disease and could be developed alone or alongside Gilead’s emvistegrast, strengthening the company’s longer-term growth prospects. Gilead to Acquire Investigational Oral IL-23R Inhibitor HCXT-2001
• Positive Sentiment: HIV development update: An ongoing study of a potential weekly oral HIV treatment adds another option to Gilead’s long-acting HIV portfolio. Positive clinical progress could support the company’s dominant HIV franchise and future revenue durability. Gilead’s Weekly HIV Pill Study Adds Long-Acting Firepower
• Positive Sentiment: Oncology collaboration: BioNTech and Gilead will test Gilead’s sacituzumab govitecan with BioNTech’s pumitamig in a global Phase 3 trial for advanced triple-negative breast cancer. The collaboration may improve the commercial potential of Gilead’s oncology platform, although clinical success remains uncertain. BioNTech, Gilead to Test Drug Combination
• Positive Sentiment: Favorable analyst and earnings expectations: TD Cowen reiterated a Buy view, while analysts indicated that Gilead could beat expectations in its upcoming quarterly report. Such forecasts support sentiment, though they are not guarantees of results. Gilead Sciences Receives a Buy from TD Cowen
• Neutral Sentiment: Gilead plans to present new data on rare liver diseases at The Liver Meeting 2026. The presentations could generate future catalysts, but no immediate clinical results were reported. Gilead to Present New Liver-Disease Data
• Negative Sentiment: Legal overhang: Gilead will pay $45 million to settle Texas Medicaid claims alleging unlawful incentives to encourage providers to prescribe its medicines. The financial cost is modest relative to Gilead’s size, but the settlement adds regulatory and reputational risk. Gilead Sciences to Pay $45 Million in Texas Medicaid Settlement

Gilead Sciences Company Profile

Gilead Sciences, Inc is a biopharmaceutical company that discovers, develops and commercializes medicines for serious and life-threatening diseases. The company is best known for its HIV treatments, including Biktarvy, Descovy, Genvoya and Truvada, as well as therapies for chronic hepatitis B and hepatitis C. Its portfolio also includes Veklury (remdesivir), an antiviral treatment for COVID-19.

Gilead has expanded into oncology and cell therapy through products such as Trodelvy and the CAR T-cell therapies Yescarta and Tecartus, which are developed and marketed through its Kite subsidiary.

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