Well, I'll stay invested in this growth and dividend stock.
Because I'm also happy about a dividend. And if the stock also generates performance, all the better.
Summary of the article on Gilead Sciences
Key message
Leerink Partners raises the price target for Gilead Sciences significantly from 114 USD to 146 USD and confirms the rating Outperform. The main reason is the strong confidence in the HIV pipelinepipeline, in particular the successful launch of Yeztugo (lenacapavir) for PrEP.
Key points
1. yeztugo drives reassessment
- Very strong prescription trends: market share in Q4 2025 already comparable to GSK's Apretude.
- High acceptance by insurance companies: 75 % of lives covered without co-payment covered.
- Expectation of positive updates on Q4-2025 earnings (in 11 days).
2. growth expectations
- Leerink forecast for Q4 2025:
- Sales growth: 3.9% (consensus: 3.6%).
- Profit growth: 8.4% (consensus: 9.8%).
- Share price close to 52-week high (USD 141.71) after 48 % return in the previous year.
3. financial strength
- InvestingPro rates Gilead with an "excellent" financial health score of 3.27.
- Dividend yield: 2,26 %stable for 11 years.
4. pipeline highlights
- Lenacapavir is seen as a long-term "anchor" for HIV therapies (rare dosage).
- Oncology 2026: Expected FDA approvals for Anito-Cel and Trodelvy.
- Trodelvy + Keytruda shows in Phase 3 study 35 % lower risk of progression/death in metastatic TNBC.
5. further analyst comments
- Truist Securities: Buy, target price USD 145.
- BMO Capital: Outperform, target price USD 150.
- Bernstein SocGen: Outperform, target price USD 135. → Common tenor: HIV franchise + Yeztugo launch = main driver for 2026.
Short summary
The market clearly sees Gilead on the upswing: the strong HIV pipeline, the successful launch of Yeztugo and positive oncology data lead to a broad increase in price targets. The stock benefits from momentum, solid financial position and several potential catalysts in 2026.
Leerink Partners raises Gilead Sciences stock price target to $146 on HIV pipeline By Investing.com
