Q1 EPS Estimates for Gilead Sciences Decreased by Analyst

Gilead Sciences, Inc. (NASDAQ:GILD) – Equities researchers at Zacks Research cut their Q1 2026 earnings estimates for Gilead Sciences in a report issued on Monday, April 20th. Zacks Research analyst Team now forecasts that the biopharmaceutical company will earn $1.74 per share for the quarter, down from their previous estimate of $1.76. The consensus estimate for Gilead Sciences’ current full-year earnings is $8.63 per share. Zacks Research also issued estimates for Gilead Sciences’ Q2 2026 earnings at $1.99 EPS, Q3 2026 earnings at $2.24 EPS, Q4 2026 earnings at $2.33 EPS and FY2026 earnings at $8.29 EPS.

Gilead Sciences (NASDAQ:GILD) last announced its quarterly earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.83 by $0.03. The company had revenue of $7.93 billion during the quarter, compared to the consensus estimate of $7.68 billion. Gilead Sciences had a net margin of 28.90% and a return on equity of 49.46%. The company’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same period in the prior year, the business earned $1.90 earnings per share. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS.

A number of other analysts also recently weighed in on GILD. Wells Fargo & Company increased their price objective on Gilead Sciences from $150.00 to $165.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Sanford C. Bernstein reiterated an “outperform” rating and set a $160.00 price target on shares of Gilead Sciences in a report on Wednesday, February 11th. Morgan Stanley increased their price target on Gilead Sciences from $171.00 to $175.00 and gave the stock an “overweight” rating in a report on Friday, April 10th. Bank of America set a $162.00 price target on Gilead Sciences and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, Barclays initiated coverage on Gilead Sciences in a report on Friday, February 20th. They set an “equal weight” rating and a $155.00 price target for the company. Twenty-four analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $157.35.

Gilead Sciences Stock Down 1.9%

Shares of NASDAQ:GILD opened at $133.29 on Tuesday. The company has a market capitalization of $165.44 billion, a PE ratio of 19.69, a price-to-earnings-growth ratio of 1.79 and a beta of 0.39. Gilead Sciences has a 52-week low of $93.37 and a 52-week high of $157.29. The company has a fifty day moving average of $143.76 and a 200-day moving average of $131.88. The company has a debt-to-equity ratio of 0.98, a quick ratio of 1.40 and a current ratio of 1.55.

Gilead Sciences Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 30th. Stockholders of record on Friday, March 13th were given a dividend of $0.82 per share. This is a boost from Gilead Sciences’s previous quarterly dividend of $0.79. The ex-dividend date of this dividend was Friday, March 13th. This represents a $3.28 dividend on an annualized basis and a dividend yield of 2.5%. Gilead Sciences’s payout ratio is currently 48.45%.

Insider Transactions at Gilead Sciences

In other news, CFO Andrew D. Dickinson sold 3,000 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $154.43, for a total transaction of $463,290.00. Following the transaction, the chief financial officer owned 167,779 shares of the company’s stock, valued at $25,910,110.97. This represents a 1.76% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Johanna Mercier sold 28,000 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $154.44, for a total transaction of $4,324,320.00. Following the transaction, the insider directly owned 120,288 shares in the company, valued at $18,577,278.72. This trade represents a 18.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 294,280 shares of company stock valued at $42,302,950 in the last 90 days. 0.30% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Gilead Sciences

Large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in Gilead Sciences by 1.8% in the 4th quarter. Vanguard Group Inc. now owns 121,097,336 shares of the biopharmaceutical company’s stock valued at $14,863,487,000 after buying an additional 2,113,692 shares during the last quarter. State Street Corp increased its stake in Gilead Sciences by 1.9% in the 4th quarter. State Street Corp now owns 60,240,518 shares of the biopharmaceutical company’s stock valued at $7,393,921,000 after buying an additional 1,151,213 shares during the last quarter. Price T Rowe Associates Inc. MD increased its stake in Gilead Sciences by 4.5% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 27,698,660 shares of the biopharmaceutical company’s stock valued at $3,399,734,000 after buying an additional 1,195,269 shares during the last quarter. Bank of America Corp DE increased its stake in Gilead Sciences by 15.2% in the 4th quarter. Bank of America Corp DE now owns 23,121,620 shares of the biopharmaceutical company’s stock valued at $2,837,948,000 after buying an additional 3,046,688 shares during the last quarter. Finally, Norges Bank purchased a new stake in Gilead Sciences in the 4th quarter valued at about $2,617,152,000. Institutional investors own 83.67% of the company’s stock.

More Gilead Sciences News

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

• Positive Sentiment: Zacks highlights Gilead as a long-term value pick, noting dividend yield, cash flow and valuation metrics that could make the stock attractive for buy-and-hold investors. This supports longer-term demand from value-focused funds. Why Gilead Sciences (GILD) is a Top Value Stock for the Long-Term
• Neutral Sentiment: Lilly’s large (up to $7B) in‑vivo CAR‑T deal underscores industry momentum toward genetic/in‑vivo modalities — a structural trend that could increase competitive pressure in cell & gene spaces but also validates the big‑pharma market for such platforms. Lilly’s CAR-T Kelonia deal cements Big Pharma’s in vivo push
• Neutral Sentiment: Coverage notes and commentary (Seeking Alpha) show some investor caution ahead of quarterly results, which can increase intraday selling or volatility even if the author ultimately holds. This amplifies near‑term sentiment sensitivity around earnings. Gilead Sciences: Why I’m Tempted To Sell Ahead Of Q1 Earnings – But Won’t
• Neutral Sentiment: Recent market reports note Gilead’s share price has declined more than the broader market recently — a descriptive datapoint that can feed momentum selling but doesn’t by itself change fundamentals. Gilead Sciences (GILD) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Zacks Research trimmed Q1–Q4 and FY2026 EPS estimates (small downgrades across quarters), lowering FY2026 from $8.34 to $8.29 in their model. Analyst cuts like these increase downside risk to guidance beats and can pressure the stock if investors reprice forward earnings.
• Negative Sentiment: Arcus halted a Gilead‑partnered late‑stage lung cancer trial — a direct negative for Gilead’s oncology partnership outcomes and future revenue potential from that program; trial halts often trigger re‑rating until clarity on cause and next steps. Arcus halts Gilead-partnered late-stage trial for lung cancer drug
• Negative Sentiment: Relative valuation/peer comparisons (coverage favoring Bristol Myers over Gilead) highlight BMY’s cheaper valuation and stronger near‑term growth narrative, which can shift investor allocation away from GILD in the large‑cap biotech cohort. Bristol Myers vs Gilead Sciences: Which Biotech Stock Is a Better Bet Now?

Gilead Sciences Company Profile

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.