Gilead Sciences stock price target raised to $115 from $110 at TD Cowen

Published 08/08/2025, 14:06
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Investing.com - TD Cowen raised its price target on Gilead Sciences (NASDAQ:GILD) to $115.00 from $110.00 on Friday, while maintaining a Buy rating on the stock. The biotech giant, with a market capitalization of $137 billion and an impressive 78% gross margin, has demonstrated strong financial health according to InvestingPro analysis.

The price target increase follows Gilead’s quarterly results, which showed a 3% EPS beat primarily driven by HIV sales that were 5% above consensus expectations, partially offset by 5% higher operating expenses. The stock has rewarded investors with a 21% return year-to-date, while nine analysts have recently revised their earnings estimates upward.

Gilead has raised its product sales guidance excluding Veklury, now projecting 3% year-over-year growth in its HIV portfolio, and increased its EPS guidance by $0.20 at the midpoint. With annual revenue of $28.7 billion and strong cash flows, the company appears well-positioned for growth. For deeper insights into Gilead’s financial health and growth prospects, access the comprehensive Pro Research Report available on InvestingPro.

TD Cowen noted that Gilead’s management remains optimistic about the launch of Yeztugo, its newest product offering.

The firm also highlighted upcoming catalysts for Gilead, including several Phase III bictegravir/lenacapavir HIV study readouts expected in the second half of the year, along with potential regulatory filing for anito-cel.

In other recent news, Gilead Sciences reported its second-quarter 2025 earnings, surpassing Wall Street expectations with a non-GAAP earnings per share (EPS) of $2.01, compared to the forecasted $1.96. The company’s revenue also exceeded projections, reaching $7.1 billion against the anticipated $6.97 billion, with strong performance attributed to its HIV segment. This robust performance led Gilead Sciences to raise its full-year guidance, now projecting a 3% year-over-year growth.

Morgan Stanley (NYSE:MS) responded by raising its price target on Gilead Sciences to $143, maintaining an Overweight rating, citing the strength in the company’s HIV business. Truist Securities upgraded the stock from Hold to Buy, increasing the price target to $127, also highlighting the HIV segment’s contribution to the strong quarterly results. UBS raised its price target to $112 from $108, maintaining a Neutral rating, acknowledging the company’s better-than-expected earnings and revenue. These recent developments reflect the positive sentiment among analysts regarding Gilead Sciences’ financial performance and outlook.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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