Gilead Sciences Q4 2025 Results Beat Expectations but Guidance Falls Short
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy GILD?
Source: seekingalpha
- Earnings Beat: Gilead's Q4 2025 non-GAAP EPS of $1.86 exceeded expectations by $0.03, demonstrating resilience in product sales despite pressures from higher R&D expenses.
- Sales Growth: Overall product sales increased by 5% year-over-year to approximately $7.9 billion, with HIV drug sales rising 6% to about $5.8 billion, indicating strong performance in core business areas.
- 2026 EPS Guidance: Gilead's forecast for 2026 non-GAAP EPS ranges from $8.45 to $8.85, with a midpoint of $8.65, falling short of the consensus estimate of $8.75, which contributed to a ~4% decline in after-hours trading.
- Cash Flow Position: As of 2025, Gilead reported cash, cash equivalents, and marketable debt securities totaling $10.6 billion, up from $10 billion at the end of 2024, reflecting the company's financial stability.
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Analyst Views on GILD
Wall Street analysts forecast GILD stock price to fall
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 151.810
Low
105.00
Averages
137.88
High
154.00
Current: 151.810
Low
105.00
Averages
137.88
High
154.00
About GILD
Gilead Sciences, Inc. is a biopharmaceutical company. It is engaged in advancing medicines to prevent and treat life-threatening diseases, including HIV, viral hepatitis, COVID-19, cancer, and inflammation. It is focused on discovering, developing, and delivering medicines to address unmet medical needs in virology, oncology, and other therapeutic areas. Its portfolio of marketed products includes Biktarvy, Genvoya, Descovy, Complera/Eviplera, Symtuza, Truvada, Stribild, Sunlenca, Epclusa, Vemlidy, Harvoni, Viread, Livdelzi, Veklury, Yescarta, Tecartus, Trodelvy, AmBisome, and Letairis. Its product candidates include Bulevirtide, Lenacapavir, Axicabtagene ciloleucel, Sacituzumab govitecan-hziy, and others. It also develops the HB-400 program and the HB-500 program. It develops therapies that are intended to provide functional cures for hepatitis B virus and human immunodeficiency virus-1. It has a cancer program, namely TREX1. It operates in more than 35 countries worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Vertiv's Upbeat Guidance: Vertiv's stock jumped nearly 20% due to its optimistic guidance for 2026, with orders accelerating significantly in Q4, surpassing Wall Street expectations and indicating strong demand in the data center market.
- Unity Software's Downgrade: Unity Software's shares fell nearly 30% after issuing a first-quarter revenue outlook between $480 million and $490 million, below analysts' expectations of $492.1 million, raising concerns about its future growth prospects.
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