GILD · News · 20260910N

Guidance and Outlook

GILEAD SCIENCES, INC. · 2026-09-10 · Importance 31 · Surprise 42

At healthcare-investor conferences, Gilead management described HIV, oncology, inflammation, and cell therapy as the principal areas for future growth. Chief Medical Officer Dietmar Berger said the portfolio, expanded through internal development and acquisitions, is entering a prioritization and execution phase. CFO Andy Dickinson highlighted continued opportunities in HIV prevention and treatment, including long-term growth from the Sunlenca launch, while the reports provided no quantified changes to revenue, margin, or capital-expenditure guidance.

Key facts

• Engineers Gate Manager LP acquired 112,886 shares of Gilead Sciences, Inc. during the second quarter valued at approximately $14.3 million. source
• Allworth Financial LP reduced its stake in Gilead Sciences Inc. by 15.5% in the second quarter, selling 8,687 shares and holding 47,192 shares valued at $5,962,000. source
• Tidal Investments LLC increased its stake in Gilead Sciences, Inc. by 8.8% in the second quarter to a total of 545,861 shares valued at approximately $69 million. source
• Director Anthony Welters and CEO Daniel O'Day sold significant amounts of Gilead Sciences stock in the second quarter. source
• Institutional investors collectively own 83.67% of Gilead Sciences. source
• Gilead Sciences has an average analyst price target of $158.04. source