The company states: "Gilead Sciences announced The New England Journal of Medicine published the full results from the positive Phase 3 ASCENT-04/KEYNOTE-D19 study evaluating the combination of Trodelvy plus Keytruda in first-line PD-L1+ metastatic triple-negative breast cancer. ASCENT-04 successfully met its primary endpoint of progression-free survival with a 35% reduced risk of disease progression or death for Trodelvy plus Keytruda versus standard of care Keytruda plus chemotherapy (n=222). Median PFS with Trodelvy plus Keytruda was 11.2 months versus 7.8 months when Keytruda was given in combination with chemotherapy. The NEJM publication of the ASCENT-04 results follow a data presentation at the 2025 ASCO Annual Congress, as well a simultaneous presentation at the 2025 European Society for Medical Oncology Congress and publication in NEJM of primary results from the ASCENT-03 trial of Trodelvy monotherapy in patients with first-line metastatic TNBC who are not candidates for PD-1/PD-L1 inhibitors. Gilead has submitted supplemental applications for both indications to the U.S. Food and Drug Administration and European Medicines Agency. The safety profile of Trodelvy plus Keytruda in ASCENT-04 was consistent with the known safety profile of each agent. No new safety signals were identified with the combination, and the combination did not exacerbate the safety profile of either therapy. The most frequent (greater than or equal to10% of patients) grade greater than or equal to3 treatment-emergent adverse events with Trodelvy plus Keytruda were neutropenia (43%) and diarrhea (10%), and with Keytruda plus chemotherapy were neutropenia (45%), anemia (16%) and thrombocytopenia (14%). Fewer patients discontinued treatment due to adverse events on the Trodelvy plus Keytruda arm than with Keytruda plus chemotherapy (12% vs. 31%)."
Wall Street analysts forecast GILD stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GILD is 137.88 USD with a low forecast of 105.00 USD and a high forecast of 154.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
Wall Street analysts forecast GILD stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GILD is 137.88 USD with a low forecast of 105.00 USD and a high forecast of 154.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 140.970
Low
105.00
Averages
137.88
High
154.00
Current: 140.970
Low
105.00
Averages
137.88
High
154.00
Truist
Buy
maintain
$140 -> $145
2026-01-27
New
Reason
Truist
Price Target
$140 -> $145
AI Analysis
2026-01-27
New
maintain
Buy
Reason
Truist raised the firm's price target on Gilead to $145 from $140 and keeps a Buy rating on the shares as part of a broader research note previewing Q4 earnings in Biotech. The firm is adjusting Yeztugo numbers heading into Q4 EPS, tweaking its timelines based on updated guidance for near-term launches, including BIC/LEN in 2H25, US launch of Hepcludex, and expansion opportunity for Livdelzi, and also fine-tuning its estimates for the anito-cel launch following FDA guidance, the analyst tells investors in a research note.
Citi
Buy
maintain
$140 -> $156
2026-01-27
New
Reason
Citi
Price Target
$140 -> $156
2026-01-27
New
maintain
Buy
Reason
Citi raised the firm's price target on Gilead to $156 from $140 and keeps a Buy rating on the shares. The firm adjusted targets in the biopharma group as part of a Q4 preview. Estimates that are "beatable" and lower policy risk should create a favorable setup in 2026 for the group, the analyst tells investors in a research note.
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UBS
Buy
maintain
$145 -> $155
2026-01-26
New
Reason
UBS
Price Target
$145 -> $155
2026-01-26
New
maintain
Buy
Reason
UBS raised the firm's price target on Gilead to $155 from $145 and keeps a Buy rating on the shares. The U.S. Pharmaceuticals and Biotechnology group is expected to perform well this year, supported by attractive valuations, light positioning, easing drug pricing overhangs, and continued pharma-led M&A activity that benefits biotech, the analyst tells investors in a research note. Despite concerns around conservative guidance after the recent rally, cheap big pharma and biotech valuations should sustain positive money flows into the sector, the firm says.
BofA
Buy
maintain
$144 -> $154
2026-01-09
Reason
BofA
Price Target
$144 -> $154
2026-01-09
maintain
Buy
Reason
BofA raised the firm's price target on Gilead to $154 from $144 and keeps a Buy rating on the shares. The firm, which switched its valuation method, says the company's "steady" HIV franchise growth remains core to its Buy thesis as it sees upside from recent and upcoming launches.
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.
