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Wire

Gilead's Emvistegrast Readout Unlikely to Move Stock, RBC Says

Gilead Sciences' (GILD) mid-stage trial results from its ulcerative colitis drug candidate, emvistegrast, are not expected to move the stock, RBC Capital Markets said in a note Monday.The outcome from the small molecule drug trial is expected shortly, the note said, adding that the competitive bar is high, and prior oral efforts have not looked great."Focus is likely to remain on Yeztugo/HIV/anito-cel nearterm, and a ph. II readout is unlikely to materially move the stock," the report said.The note said the drug candidate has some pharmacological advantages against others and favorable results could help its immunology and inflammation segment emerge as a potential new area of long-term growth generation.The report pointed to Eli Lilly's (LLY) recent EMERALD-2 phase 2b data that showed only modest efficacy.RBC kept its sector perform rating with a price target of $122.Price: $133.64, Change: $+2.31, Percent Change: +1.76%

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Research

Research Alert: We Keep Our Buy Rating On Shares Of Gilead Sciences, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our target at $170 on a multiple of 17.0x our 2027 EPS estimate, above GILD's five-year historical forward P/E average of 10.2x, justified by its improving outlook, in our view. We adjust our 2026 view to a loss of 0.67 per share from an EPS of $8.79 to account for the acquired IPR&D charges related to the Arcellx, Ouro, and Tubulis transactions. We lower our 2027 EPS estimate to $9.98 from $10.19. GILD reported a strong Q1 2026, above expectations for both revenue and EPS. Total product sales rose 5% Y/Y to $6.9B, while sales excluding Veklury (Covid-19 treatment) grew 8% to $6.8B. This performance was supported by robust growth in the HIV franchise, particularly the exceptional launch of the PrEP drug Yeztugo, and strong sales from the oncology drug Trodelvy. We think GILD is making solid progress in its pipeline, which management describes as the strongest in its history, bolstered by the recent acquisitions of Arcellx and the pending acquisitions of Ouro Medicines and Tubulis.

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Wire

Gilead Sciences Faces Long-Term Questions on Yeztugo Growth, RBC Capital Markets Says

Gilead Sciences (GILD) is seeing strong pre-exposure prophylaxis growth, although questions remain on long-term Yeztugo growth, with expectations for the drug potentially having "gotten ahead of themselves," RBC Capital Markets said in a note Thursday.The brokerage said regional use patterns in existing PrEP markets underscore the challenges Gilead may face in substantially expanding overall PrEP use over the long term, while persistence for Yeztugo "seems not to be as good as initially hoped."The HIV business remains solid, driven by strong US Descovy sales in Q1, and the company's $400 million increase to full-year sales guidance reflects confidence in the continued growth of the business, according to the note.RBC maintained a sector perform rating on the stock and lowered its price target to $122 from $123.Shares of Gilead Sciences were down 2.5% in Friday trading.Price: $130.71, Change: $-3.35, Percent Change: -2.50%

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Wire

Leerink Partners Adjusts Price Target on Gilead Sciences to $146 From $148

Gilead Sciences (GILD) has an average rating of overweight and mean price target of $160.68, according to analysts polled by FactSet.Price: $130.50, Change: $-3.56, Percent Change: -2.66%

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Wire

Gilead Sciences' Increased Yeztugo Guidance is 'Good Enough' for the Stock, Morgan Stanley Says

Gilead Sciences (GILD) raised Yeztugo guidance for 2026 to $1 billion from $800 million, which is "good enough" for the stock, since Q1 Yeztugo sales were in line with consensus but likely below investor expectations, Morgan Stanley said Friday.Gilead raised total product sales guidance to $30 billion to $30.4 billion from $29.6 billion to $30 billion previously, versus Morgan Stanley's estimate of $30.3 billion and consensus of $30.2 billion, according to the firm. This excludes unchanged Veklury sales of $600 million, the brokerage said.The company guided to non-GAAP loss per share of $0.65 to $1.05, down from the prior EPS forecast of $8.45 to $8.85, driven by in-process research and development expenses tied to recent acquisitions, the firm said. This compares with Morgan Stanley's $0.68 loss estimate and $8.55 EPS consensus, according to the note.Morgan Stanley kept an overweight rating on Gilead Sciences and lowered the price target to $168 from $175.Price: $131.19, Change: $-2.87, Percent Change: -2.14%

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Wire

Morgan Stanley Adjusts Price Target on Gilead Sciences to $168 From $175

Gilead Sciences (GILD) has an average rating of overweight and mean price target of $160.68, according to analysts polled by FactSet.Price: $131.21, Change: $-2.85, Percent Change: -2.13%

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Research

Research Alert: Gild Q1: Strong Hiv And Oncology Growth, Cut Eps Guidance Disappoints

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GILD delivered strong Q1 2026 results above expectations, with total revenues of $7.0B (+4% Y/Y) and non-GAAP EPS of $2.03 (+12% Y/Y), demonstrating robust momentum across its core HIV franchise. Product sales excluding Veklury grew 8% Y/Y to $6.8B, indicating solid underlying business performance despite the anticipated 52% decline in Veklury sales to $144M. The HIV franchise continued as GILD's primary growth engine with Q1 sales of $5.0B (+10% Y/Y), led by Biktarvy's $3.4B (+7% Y/Y) and Descovy's strong 38% Y/Y growth to $807M, while the successful Yeztugo launch contributed $166M. GILD raised full-year 2026 product sales guidance to $30.0B-$30.4B but sharply lowered its EPS guidance due to $11.5B acquired IPR&D charges from strategic acquisitions. We believe the company's strategic investments in pipeline expansion through the Arcellx, Ouro, and Tubulis transactions position GILD well for long-term growth despite near-term EPS headwinds from acquisition-related charges.

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Wire

Gilead Sciences Q1 Adjusted Earnings, Revenue Rise; Lowers Full-Year EPS Guidance

Gilead Sciences (GILD) reported Q1 adjusted earnings late Thursday of $2.03 per diluted share, up from $1.81 a year earlier.Analysts polled by FactSet expected $1.91.Revenue for the three months ended March 31 was $6.96 billion, up from $6.68 billion a year earlier.Analysts surveyed by FactSet expected $6.91 billion.For full-year 2026, Gilead now expects non-GAAP diluted loss of $0.65 to $1.05 per share, compared with the prior forecast for non-GAAP EPS of $8.45 to $8.85. Analysts expect EPS of $8.55.The company kept its quarterly dividend at $0.82 per share, payable June 29 to stockholders of record June 15.

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Wire

Earnings Flash (GILD) Gilead Sciences Posts Q1 Adjusted EPS $2.03 , vs. FactSet Est of $1.91

Earnings Flash (GILD) Gilead Sciences Posts Q1 Adjusted EPS $2.03 , vs. FactSet Est of $1.91

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Wire

Earnings Flash (GILD) Gilead Sciences Posts Q1 Revenue $7B, vs. FactSet Est of $6.91B

Earnings Flash (GILD) Gilead Sciences Posts Q1 Revenue $7B, vs. FactSet Est of $6.91B

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US Markets

Equities Fall Intraday, Oil Rises as Traders Monitor Middle East Developments

US benchmark equity indexes were lower intraday, while oil prices were moving higher, as investors monitored developments regarding a potential peace deal between Washington and Iran.The Dow Jones Industrial Average was down 0.7% at 49,571 after midday Thursday, while the S&P 500 lost 0.4% to 7,338.3. The Nasdaq Composite shed 0.1% to 25,811.1. The S&P 500 and the Nasdaq hit new peaks in the previous session.Barring technology, all sectors were in the red intraday Thursday, led by energy.West Texas Intermediate crude was up 1.4% at $96.45 a barrel, while Brent rose 0.7% to $102.02. Both benchmarks fell sharply Wednesday amid prospects of a diplomatic breakthrough between the US and Iran."The sell-off partly unwinds the conflict-driven rally in energy prices, but losses were pared as the market remains cautious," ING Bank said in a report Thursday. "Crude inventories in the US continue to tighten, while buyers have become more reliant on US barrels to offset disrupted Middle Eastern supply."The US and Iran are edging toward a temporary pact to halt the war, Reuters reported, citing sources and officials. Iran is reviewing a proposal to stop the fighting, but leave the most contentious issues unresolved, according to the report.Iran is still reviewing "messages" from the US via Pakistani mediation and has yet to finalize its response to a Washington proposal to end the conflict, CNN reported, citing local Iranian media. Tehran has issued a set of new rules for ships looking to cross the crucial Strait of Hormuz, the news outlet reported, citing a document it saw.US Treasury yields were higher intraday, with the 10-year rate up 4.3 basis points at 4.39% and the two-year rate rising 5.2 basis points to 3.92%.In company news, Tapestry (TPR) raised its fiscal 2026 outlook after delivering a third-quarter beat, but provided a subdued fourth-quarter sales guidance for its Kate Spade brand. The luxury fashion company's shares were down 10%, the second-worst performer on the S&P 500.Planet Fitness (PLNT) shares slid 32% after the fitness center operator tempered its full-year expectations amid fewer-than-projected member additions in the first quarter.Shake Shack (SHAK) shares plummeted 29% after the fast food chain operator's first-quarter results fell short of Wall Street's estimates amid weather-related headwinds.Datadog (DDOG) shares surged 26%, the top gainer on the S&P 500. The software maker raised its full-year outlook after posting first-quarter results that topped the Street expectations.Gilead Sciences (GILD), McKesson (MCK), Cloudflare (NET), Airbnb (ABNB), Monster Beverage (MNST), and CoreWeave (CRWV) are expected to report after the closing bell Thursday.Gold was up 0.1% at $4,699.80 per troy ounce, while silver jumped 2.7% to $79.37 per ounce.

Dow JonesNasdaq CompositeS&P 500$ABNB$CRWV$DDOG$GILD$MCK$MNST$NET$PLNT$SHAK$TPR
US Markets

Stocks Rise Pre-Bell as Traders Monitor Developments on Potential US-Iran Peace Deal

US equity markets were moving higher before the opening bell Thursday as investors monitor the latest developments over a potential peace deal between the US and Iran.The S&P 500 and the Dow Jones Industrial Average were up 0.1% each, while the Nasdaq was slightly in the green in premarket activity. The indexes finished Wednesday trading higher, with the S&P 500 and the Nasdaq recording their highest close ever and biggest one-day percentage gains since April 8.President Donald Trump told reporters on Wednesday that the US has had "very good talks" with Iran over the past 24 hours, but said there's no deadline on when he expects Tehran to respond to a US proposal to end the war, according to CNN.American and Iranian officials are closing in on a one-page memorandum of understanding to end the war and establish a framework for nuclear negotiations, Axios reported Wednesday, citing sources.In a separate social media post on Wednesday, Trump said US operations against Iran will be "at an end" if Tehran agrees to US demands. "If they don't agree, the bombing starts, and it will be, sadly, at a much higher level and intensity than it was before," Trump said.Iran is expected to give mediators its response to the proposal on Thursday, a regional source told CNN.West Texas Intermediate crude oil dropped 2.2% to $93.03 a barrel before the open, while Brent decreased 2.1% to $99.14."A deal announcement would move futures further immediately, in fact even the potential of a deal is already triggering a decline in oil prices," Rystad Energy Chief Oil Analyst Paola Rodriguez-Masiu said in remarks emailed to. The physical market's recovery won't be as quick as the futures market predicts, Rodriguez-Masiu said, pointing to a six-to-eight-week lag between the strait reopening and oil flows normalizing.Treasury yields were down in premarket action, with the two-year rate retreating 2.3 basis points to 3.85% and the 10-year rate off 2 basis points to 4.33%.Shares of DoorDash (DASH) jumped 10% pre-bell after the food delivery company reported first-quarter earnings ahead of Wall Street's estimates. Warner Bros. Discovery (WBD) nudged 0.5% lower, while Snap (SNAP) fell 10% following their latest quarterly results.McDonald's (MCD), Sempra (SRE), Vistra (VST), Datadog (DDOG), Becton Dickinson (BDX), Tapestry (TPR) and US Foods (USFD) report their latest financial results before the bell, among others. Gilead Sciences (GILD), McKesson (MCK), Cloudflare (NET), Airbnb (ABNB), Monster Beverage (MNST) and CoreWeave (CRWV) are scheduled to announce their earnings after the markets close.Employers in the US announced 83,387 layoffs last month, up 38% from March, Challenger, Gray & Christmas said Thursday.Thursday's economic calendar also has the weekly jobless claims bulletin at 8:30 am.On Wednesday, ADP data showed that employment in the US private sector grew at its fastest pace in more than a year in April. The government's nonfarm payrolls report is out on Friday.Federal Reserve Bank of Minneapolis President Neel Kashkari is slated to speak at 1 pm, while Cleveland Fed President Beth Hammack speaks at 2:05 pm. New York Fed President John Williams' remarks are due at 3:30 pm.Gold increased 1% to $4,740 per troy ounce, while bitcoin declined 0.7% to $80,844.

Dow JonesNasdaq CompositeS&P 500$ABNB$BDX$CRWV$DASH$DDOG$GILD$MCD$MCK$MNST$NET$SNAP$SRE$TPR$USFD$VST$WBD
Insider Trading

Gilead Sciences Insider Sold Shares Worth $1,291,608, According to a Recent SEC Filing

Daniel Patrick O'Day, Director, Chairman & CEO, on April 28, 2026, sold 10,000 shares in Gilead Sciences (GILD) for $1,291,608. Following the Form 4 filing with the SEC, O'Day has control over a total of 632,567 common shares of the company, with 632,567 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/882095/000163864326000020/xslF345X05/wk-form4_1777499620.xml

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Wire

Gilead Sciences Says HIV Combo NDA Gets FDA Priority Review

Gilead Sciences (GILD) said Wednesday the US Food and Drug Administration accepted its new drug application for an investigational once-daily HIV treatment combining bictegravir and lenacapavir, granting priority review with a target action date of Aug. 27.The application is backed by Phase 3 ARTISTRY-1 and ARTISTRY-2 trials, which showed the regimen maintained virological suppression at 48 weeks and was generally well tolerated in adults with HIV, including those switching from multi-tablet regimens or Biktarvy, the company said.The bictegravir 75-milligram and lenacapavir 50-mg combination remains investigational and has not been approved globally, with its safety and efficacy yet to be fully established, the company said.Price: $128.49, Change: $-0.77, Percent Change: -0.60%

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Wire

Gilead Sciences Finalizes $7.8 Billion Acquisition of Arcellx

Gilead Sciences (GILD) said Tuesday it completed the acquisition of Arcellx in a deal worth $7.8 billion, which paid target investors $115 in cash along with a $5 contingent value right for each share owned.The contingent payout requires an experimental multiple myeloma therapy to generate at least $6 billion in worldwide net sales through 2029, the company said.The acquisition grants full ownership of the treatment to eliminate future royalty and milestone obligations, Gilead Sciences said.The resulting accounting impact is projected to lower 2026 diluted earnings by approximately $5.57 to $5.67 per share, the company added.Price: $128.82, Change: $+1.07, Percent Change: +0.84%

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Wire

Morgan Stanley Adjusts Gilead Sciences Price Target to $175 From $171, Maintains Overweight Rating

Gilead Sciences (GILD) has an average rating of overweight and mean price target of $161, according to analysts polled by FactSet.Price: $128.85, Change: $+1.10, Percent Change: +0.86%

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Wire

Arcus Biosciences Discontinues Phase 3 Lung Cancer Trial for Futility

Arcus Biosciences (RCUS) said Monday it discontinued its phase 3 STAR-121 study in metastatic non-small cell lung cancer after an Independent Data Monitoring Committee recommended stopping the trial for futility.The study, conducted in collaboration with Gilead Sciences (GILD), evaluated domvanalimab plus zimberelimab and chemotherapy versus pembrolizumab plus chemotherapy as a first-line treatment, the company said.The decision followed a pre-planned futility analysis indicating the treatment was unlikely to meet its primary endpoint.Shares of Arcus Biosciences were down 5% in Monday trading.Price: $23.05, Change: $-1.20, Percent Change: -4.95%

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Wire

Gilead's Yeztugo Launch Shows Mix of Perspectives, RBC Says

Gilead Sciences' (GILD) Yeztugo launch is off to a solid start, though not tracking towards a transformational prospect, RBC Capital Markets said in a Friday note.Yeztugo is a prescription medicine used as HIV-1 pre-exposure prophylaxis to reduce the risk of getting HIV-1.The report said feedback from a mini symposium, key opinion leaders and a payer showed a largely positive experience and improving access while noting challenges in catalyzing overall pre-exposure prophylaxis growth, and early bolus could slow."Overall, Yeztugo launch feels solid early, akin to a better Apretude...but not necessarily the mass-market transformational prophylactic we believe was initially hoped for," the report said.The note added that this is likely reflected in consensus' $7 billion peak sales estimate and in its shares.RBC kept its sector perform rating with a price target of $123.Price: $137.88, Change: $-0.67, Percent Change: -0.48%

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Wire

Goldman Sachs Adjusts Gilead Sciences Price Target to $130 From $125, Maintains Neutral Rating

Gilead Sciences (GILD) has an average rating of overweight and mean price target of $161, according to analysts polled by FactSet.Price: $138.52, Change: $-1.25, Percent Change: -0.89%

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Sectors

Sector Update: Health Care Stocks Higher Pre-Bell Friday

Health care stocks were higher before Friday's opening bell, with the State Street Health Care Select Sector SPDR ETF (XLV) gaining by 0.5% and the iShares Biotechnology ETF (IBB) advancing 0.2%.Trevi Therapeutics (TRVI) shares were down more than 6% before market open. The company said late Thursday it priced its public offering of 11.6 million common shares at $13 each for about $150 million in gross proceeds.Gilead Sciences (GILD) said Friday it has received all the regulatory approvals required for its previously announced acquisition of Arcellx. The company's shares were nearly 1% higher.Kura Oncology (KURA) stock rose 8% before market open after the company said that new preliminary data from a subset analysis of patients with clear cell renal cell carcinoma previously treated with cabozantinib showed "robust" antitumor activity in an ongoing clinical trial of darlifarnib in combination with cabozantinib.

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