UBS analyst Michael Yee has maintained their bullish stance on GILD stock, giving a Buy rating today.
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Michael Yee has given his Buy rating due to a combination of factors, including Gilead’s consistent outperformance versus expectations and disciplined financial execution. The company’s fourth-quarter and full-year revenue and EPS exceeded both internal targets and Street forecasts, underscoring the strength of its HIV franchise, particularly Biktarvy, and supporting confidence in the durability of its core business.
Looking ahead, management’s 2026 revenue and Yeztugo guidance broadly align with consensus, which Yee interprets as a deliberately conservative starting point rather than a sign of slowing fundamentals. He views the Yeztugo outlook as potentially beatable given room for higher patient adherence to injections versus pills, while noting that modest margin concerns and near-term stock consolidation do not outweigh the solid growth profile, healthy balance sheet, and attractive earnings trajectory longer term.
In another report released today, Wells Fargo also maintained a Buy rating on the stock with a $165.00 price target.
Based on the recent corporate insider activity of 85 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of GILD in relation to earlier this year.