GILD - Gilead Sciences Inc

NASDAQ · Healthcare · Drug Manufacturers—General

$137.64

Market Closed

End of day · Apr 17, 2026, 12:00 AM

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About

Gilead Sciences, Inc., a biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally. The company provides Biktarvy, Genvoya, Descovy, Odefsey, Truvada, Complera/ Eviplera, Stribild, and Atripla products for the treatment of HIV/AIDS; Veklury, an injection for intravenous use, for the treatment of coronavirus disease 2019; and Epclusa, Harvoni, Vosevi, Vemlidy, and Viread for the treatment of viral hepatitis. It also offers Yescarta, Tecartus, Trodelvy, and Zydelig products for the treatment of oncology; Letairis, an oral formulation for the treatment of pulmonary arterial hypertension; and AmBisome, a liposomal formulation for the treatment of serious invasive fungal infections. Gilead Sciences, Inc. has collaboration agreements with Arcus Biosciences, Inc.; Merck & Co, Inc.; Pionyr Immunotherapeutics Inc.; Tizona Therapeutics, Inc.; Tango Therapeutics, Inc.; Jounce Therapeutics, Inc.; Galapagos NV; Janssen Sciences Ireland Unlimited Company; Japan Tobacco, Inc.; Dragonfly Therapeutics, Inc.; and Merck & Co, Inc. The company was incorporated in 1987 and is headquartered in Foster City, California.

https://www.gilead.com

GILD - Gilead Sciences Inc

Healthcare

I've been following GILD for a while and, honestly, the recent run from sub-100 just a year ago to where it is now at 137.21 has caught a lot of people off guard. It’s almost doubled in about twelve months, which is a huge move for a big biotech like this. But the thing that still attracts me, even after this rally, is the reliability of the dividend and the underlying cash flow that supports it. Gilead’s core HIV and oncology franchises continue to drive steady, predictable revenues. The HIV business is a classic cash machine, and pipeline drugs particularly the oncology assets brought on through acquisitions are starting to bear fruit. This revenue consistency is why they’ve been able to maintain (and even hike) a healthy dividend, which is exactly what risk-averse income investors like myself are looking for. It's not the sexiest growth story, but you don’t need wild upside when the yield is solid and management is conservative with capital allocation. The risk here, of course, is that after such a dramatic rise, valuation could get stretched if pipeline disappointments crop up or if competition in HIV/oncology ramps faster than expected. There’s also always the headline risk of patent cliffs or regulatory setbacks. But Gilead’s balance sheet is in good shape, and their history of weathering patent cycles makes me think the downside is buffered. Still, I wouldn’t be shocked to see some choppy price action if next quarter’s clinical updates aren’t perfect. Looking ahead, I think the next big catalyst is the upcoming earnings report, especially any updates on the hematology/oncology pipeline. If management reassures the market on late-stage trials and reaffirms guidance, I see fair value around 147.80 over the next couple of months. Not a moonshot, but a decent total return when you account for the dividend. For conservative portfolios, I think that’s a reasonable target.

Entry

$137.21

Above

$147.80

May 31, 2026

Karma

122 to 17261

Bullish

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