Gilead Sciences (GILD) Stock Forecast & Price Target

Gilead Sciences exhibits a robust outlook primarily due to consistent sales growth driven by increased demand and market share gains across its portfolio, particularly with Biktarvy, which has captured 52% of the U.S. market share and continues to grow steadily. The company's strategic lifecycle management and pipeline potential, especially in its immunology programs and oncology acquisitions, signal additional avenues for revenue expansion, projecting around $500 million in sales growth by 2026. With an increased growth guidance for its HIV segment to +5% year-over-year despite Medicare Part D challenges, Gilead demonstrates resilience and the capacity to adapt to market dynamics effectively.

Gilead Sciences faces a challenging financial outlook primarily due to declining sales across its product portfolio, notably with Veklury experiencing a significant revenue drop of 60% year-over-year, resulting in adjusted guidance that lowers expected FY25 revenue from $1.4 billion to $1.0 billion. Additionally, the company's cell therapy segment is projected to suffer a decline of approximately 10% year-over-year in 2025, with recent sales figures showing a 11% decrease compared to the previous year. The overall underperformance in these key areas, coupled with increased competitive pressures from both in-class and out-of-class therapies, contributes to a negative sentiment regarding the company's future revenue potential.