Gilead Sciences (GILD) Stock Forecast & Price Target

Gilead Sciences demonstrates a strong positive outlook, supported by significant sales growth driven by increased demand and market share gains, particularly in its HIV portfolio where Biktarvy has captured 52% of the U.S. market, reflecting consistent upward momentum since its launch. The company's guidance for HIV growth has been upgraded to 5% year-over-year, despite anticipated headwinds from Medicare Part D, highlighting Gilead's effective life-cycle management strategy and adaptability. Additionally, the expansion into oncology through acquisitions, along with ongoing innovation in inflammatory and infectious diseases, suggests further revenue potential and market opportunity in the coming years.

Gilead Sciences has experienced declining sales across key product lines, with Trodelvy reporting a slight quarterly decrease to $357 million and a projected 10% revenue decline in cell therapy sales for 2025, further highlighting competitive pressures in the oncology market. Additionally, Veklury's revenue plummeted 60% year-over-year to $277 million, significantly underperforming compared to consensus estimates and resulting in a downward revision of the company's revenue guidance for FY2025. These factors indicate persistent challenges in maintaining growth across its primary therapy segments, raising concerns about Gilead's future financial performance.