TD Cowen Forecasts Strong Price Appreciation for Gilead Sciences (NASDAQ:GILD) Stock

Gilead Sciences (NASDAQ:GILD) had its price target upped by research analysts at TD Cowen from $145.00 to $160.00 in a research report issued on Wednesday,MarketScreener reports. The brokerage currently has a “buy” rating on the biopharmaceutical company’s stock. TD Cowen’s price objective would suggest a potential upside of 4.39% from the company’s current price.

Several other research analysts have also commented on GILD. Weiss Ratings reissued a “buy (b)” rating on shares of Gilead Sciences in a research report on Thursday, January 22nd. Morgan Stanley increased their price objective on shares of Gilead Sciences from $150.00 to $171.00 and gave the company an “overweight” rating in a research report on Wednesday. HSBC lifted their price objective on shares of Gilead Sciences from $110.00 to $133.00 and gave the company a “hold” rating in a research note on Wednesday, December 10th. Rothschild & Co Redburn upped their target price on shares of Gilead Sciences from $153.00 to $159.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Finally, Bank of America set a $162.00 price target on shares of Gilead Sciences and gave the company a “buy” rating in a report on Wednesday. Twenty-four analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $150.64.

Gilead Sciences Price Performance

Shares of Gilead Sciences stock opened at $153.27 on Wednesday. The business’s fifty day moving average price is $129.01 and its 200 day moving average price is $121.77. Gilead Sciences has a twelve month low of $93.37 and a twelve month high of $157.29. The company has a current ratio of 1.45, a quick ratio of 1.31 and a debt-to-equity ratio of 1.03. The stock has a market capitalization of $190.16 billion, a P/E ratio of 22.72, a PEG ratio of 0.78 and a beta of 0.36.

Gilead Sciences (NASDAQ:GILD) last released its quarterly earnings data on Tuesday, February 10th. The biopharmaceutical company reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.83 by $0.03. The company had revenue of $7.93 billion for the quarter, compared to the consensus estimate of $7.68 billion. Gilead Sciences had a return on equity of 51.04% and a net margin of 28.90%.The company’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same period last year, the business posted $1.90 EPS. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. As a group, research analysts anticipate that Gilead Sciences will post 7.95 earnings per share for the current year.

Insider Transactions at Gilead Sciences

In other Gilead Sciences news, CFO Andrew D. Dickinson sold 3,000 shares of the stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $124.31, for a total transaction of $372,930.00. Following the sale, the chief financial officer directly owned 150,503 shares of the company’s stock, valued at approximately $18,709,027.93. This represents a 1.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Jeffrey Bluestone sold 5,000 shares of the firm’s stock in a transaction dated Friday, November 28th. The stock was sold at an average price of $125.08, for a total transaction of $625,400.00. Following the completion of the transaction, the director owned 8,920 shares in the company, valued at approximately $1,115,713.60. The trade was a 35.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 319,391 shares of company stock valued at $44,141,101. Company insiders own 0.27% of the company’s stock.

Hedge Funds Weigh In On Gilead Sciences

A number of large investors have recently bought and sold shares of GILD. Ares Financial Consulting LLC bought a new position in shares of Gilead Sciences during the fourth quarter valued at approximately $28,000. GoalVest Advisory LLC boosted its position in Gilead Sciences by 7,566.7% during the 2nd quarter. GoalVest Advisory LLC now owns 230 shares of the biopharmaceutical company’s stock valued at $26,000 after purchasing an additional 227 shares during the period. Corundum Trust Company INC bought a new position in Gilead Sciences during the 3rd quarter worth $26,000. Financial Consulate Inc. increased its position in Gilead Sciences by 85.8% in the fourth quarter. Financial Consulate Inc. now owns 236 shares of the biopharmaceutical company’s stock worth $29,000 after buying an additional 109 shares during the period. Finally, North Star Investment Management Corp. increased its position in Gilead Sciences by 54.8% in the fourth quarter. North Star Investment Management Corp. now owns 243 shares of the biopharmaceutical company’s stock worth $30,000 after buying an additional 86 shares during the period. Institutional investors own 83.67% of the company’s stock.

Key Headlines Impacting Gilead Sciences

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

• Positive Sentiment: Q4 beat on top and bottom lines — Gilead reported Q4 EPS of $1.86 and revenue of ~$7.9B, ahead of consensus, driven by strong HIV and liver-disease drug sales. This is the primary catalyst for the rally as investors reward visible current cash flow. Reuters: Gilead quarterly results beat Wall Street estimates
• Positive Sentiment: Multiple analyst upgrades and higher price targets — Banks including Morgan Stanley, JPMorgan, Wells Fargo, Needham and others raised PTs and/or ratings after the print, providing buy-side momentum and supporting the stock’s upside. MarketScreener: Morgan Stanley raises PT
• Positive Sentiment: Dividend hike — Board approved a 3.8% quarterly dividend increase to $0.82/share, raising yield and reinforcing the income case for investors. Dividends often support valuation in large-cap biotech. BusinessWire: Dividend announcement
• Neutral Sentiment: Investment case notes — Commentary highlighting Yescarta label expansion and margin/earnings leverage adds longer-term upside potential but is incremental versus the near-term beat/guidance story. Yahoo Finance: Yescarta and dividend story
• Neutral Sentiment: Earnings materials & transcripts available — For detail on pipeline comments and management tone, see the earnings call transcript and slide deck (useful for modelling but not an immediate stock mover). Seeking Alpha: Q4 earnings call transcript
• Negative Sentiment: FY‑2026 guidance light — Gilead set FY‑26 EPS of $8.45–$8.85 and revenue guidance slightly below consensus (~$29.6–30.0B vs. ~30.1B consensus), which prompted an initial sell-off after hours and is a near-term risk to valuation. MSN: Outlook short of Wall Street view
• Negative Sentiment: Mixed analyst signals — Some firms raised price targets but a few maintained cautious ratings or PTs that imply downside versus current levels (e.g., RBC’s PT remains below the stock), creating a split analyst narrative that could cap upside until guidance clarity improves. Benzinga: analyst actions

About Gilead Sciences

Gilead Sciences, Inc, founded in 1987 and headquartered in Foster City, California, is a biopharmaceutical company focused on the discovery, development and commercialization of medicines in areas of high unmet medical need. The company initially built its reputation in antiviral therapies and has since expanded into oncology, cell therapy and inflammatory diseases. Gilead operates a global research and commercial organization, conducting clinical development and selling medicines in markets around the world.

Gilead’s product portfolio is anchored by antiviral therapies for HIV and viral hepatitis.