Gilead Sciences
Develops HIV antivirals, liver-disease medicines, and oncology therapies including CAR-T treatments.
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Profile
Develops and sells HIV treatment and prevention medicines led by Biktarvy, alongside liver-disease drugs, Trodelvy, and Kite CAR-T therapies. HIV supplies most product revenue, while drug approvals, patent protection, reimbursement, and specialized cell-therapy delivery shape the business.
Develops and commercializes medicines across HIV, liver disease, oncology and COVID-19. The HIV portfolio pairs the single-tablet Biktarvy regimen with Descovy, Sunlenca and twice-yearly Yeztugo for prevention. Liver products include Epclusa, Vemlidy, Hepcludex and Livdelzi, while oncology spans the antibody-drug conjugate Trodelvy and Kite’s Yescarta and Tecartus CAR-T cell therapies.
Markets products in the United States, Europe and other approved regions through wholesale distribution, local commercial teams, partners and specialized cell-therapy operations. Long-acting antiviral development and single-tablet regimen design underpin the HIV franchise; recent acquisitions add investigational cell therapy, antibody-drug conjugate and immune-disease programs. Most product revenue comes from HIV, and commercialization depends on patent exclusivity, regulatory approval, payer reimbursement and concentrated U.S. wholesale channels.
Company facts
Key statistics
Year to date +19.8% · Average volume (30d) 6.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | Truist Financial | Target | $157 | $150 | ||
| Aug 5, 2026 | RBC Capital | Reiterate | Sector Perform | $120 | $123 | |
| Jul 29, 2026 | Barclays | Reiterate | Equal Weight | $155 | $145 | |
| Jul 27, 2026 | Morgan Stanley | Reiterate | Overweight | $166 | $165 | |
| Jul 21, 2026 | Leerink Partners | Downgrade | Outperform | Market Perform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | −$7.25 | −$6.75 | +6.9% | $7.40B | $7.80B | +5.5% | −2.58% |
| Aug 3, 2026Q2 FY26 | −$7.25 | −$6.75 | +6.9% | $7.40B | $7.80B | +5.5% | +3.13% |
| May 7, 2026Q1 FY26 | $1.91 | $2.03 | +6.3% | $6.91B | $6.96B | +0.7% | −2.04% |
| Feb 10, 2026Q4 FY25 | $1.81 | $1.86 | +2.8% | $7.69B | $7.93B | +3.1% | +5.82% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $6.67B | $7.08B | $7.77B | $7.92B | $6.96B | $7.80B | |
| Gross profit | $5.13B | $5.58B | $6.20B | $6.30B | $5.52B | $6.22B | |
| Operating income | $2.24B | $2.47B | $3.33B | $2.99B | $2.59B | −$10.39B | |
| Net income | $1.32B | $1.96B | $3.05B | $2.18B | $2.02B | −$10.50B | |
| Diluted EPS | $1.04 | $1.56 | $2.43 | $1.74 | $1.61 | −$8.45 | |
| Gross margin | 76.9% | 78.8% | 79.8% | 79.5% | 79.2% | 79.8% | |
| Operating margin | 33.6% | 34.9% | 42.8% | 37.7% | 37.2% | -133.2% |
Fiscal years (4-quarter sums)FY21 $27.31B · FY22 $27.28B · FY23 $27.12B · FY24 $28.75B · FY25 $29.44B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $3.18B · Total debt $26.25B · Total assets $49.36B · Shareholders' equity $11.83B
Dividends
Raised for 9 straight years — most recently to $0.82 from $0.79 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 15, 2026 | Jun 15 | Jun 29 | $0.82 | |
| Mar 13, 2026 | Mar 13 | Mar 30 | $0.82 | raised from $0.79 |
| Dec 15, 2025 | Dec 15 | Dec 30 | $0.79 | |
| Sep 15, 2025 | Sep 15 | Sep 29 | $0.79 | |
| Jun 13, 2025 | Jun 13 | Jun 27 | $0.79 | |
| Mar 14, 2025 | Mar 14 | Mar 28 | $0.79 | raised from $0.77 |
| Dec 13, 2024 | Dec 13 | Dec 30 | $0.77 | |
| Sep 13, 2024 | Sep 13 | Sep 27 | $0.77 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 1.24B · Float 1.24B · 99.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 121.84M | 9.81% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 81.09M | 6.53% | 13F | Aug 13, 2026 |
| FMR LLC | 66.87M | 5.39% | 13F | Aug 13, 2026 |
| State Street Corp | 61.22M | 4.93% | 13F | Aug 7, 2026 |
| Capital World Investors | 40.99M | 3.30% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | Anthony Welters | director | −18,000 | $148.62 |
| Aug 20, 2026 | Jeffrey Bluestone | director | −5,000 | $145.02 |
| Aug 17, 2026 | Andrew D. Dickinson | officer: Chief Financial Officer | −3,000 | $138.36 |
| Aug 17, 2026 | Johanna Mercier | officer: Chief Comm & Corp Aff Officer | −28,000 | $137.64 |
| Aug 3, 2026 | Daniel Patrick O'Day | director, officer: Chairman & CEO | −15,000 | $130.31 |
Peers
- GSK (ADR)
Second-largest HIV franchise via ViiV; dolutegravir and long-acting injectables
- AstraZeneca (ADR)
Datroway (TROP-2 ADC) and Enhertu contest Trodelvy in breast cancer
- Merck
DOR/ISL HIV filing in 2026; Keytruda overlaps in oncology combos
- Bristol-Myers Squibb
Breyanzi vs Yescarta in lymphoma; Abecma vs anito-cel in myeloma
- Johnson & Johnson
Carvykti BCMA CAR-T leads multiple myeloma, targeted by anito-cel
- Novartis (ADR)
Kymriah, pioneer CD19 CAR-T, competes with Yescarta in lymphoma
- AbbVie
Mavyret holds ~41% HCV share vs Epclusa and Harvoni
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Gilead Sciences | $139.30 | −4.36% | $180.87B | — | 16.0 | 5.9 | +10.2% |
| GSK (ADR) | $50.57 | −0.51% | $101.82B | 15.8 | 9.2 | 2.2 | +2.7% |
| AstraZeneca (ADR) | $161.79 | −0.55% | $252.33B | 24.4 | 15.2 | 4.1 | +6.4% |
| Merck | $148.19 | −0.08% | $366.18B | 118.7 | 17.2 | 5.5 | +5.1% |
| Bristol-Myers Squibb | $66.60 | +0.05% | $136.00B | 14.7 | 10.5 | 2.8 | +5.7% |
| Johnson & Johnson | $268.40 | +0.13% | $645.95B | 31.1 | 22.4 | 6.6 | +6.6% |
| Novartis (ADR) | $153.81 | 0.00% | $292.35B | 23.2 | 16.4 | 5.3 | +0.9% |
| AbbVie | $255.80 | +0.13% | $451.38B | 72.0 | 16.8 | 7.0 | +10.2% |
| Median | 24.4 | 16.4 | 5.3 | +5.7% |