Barclays Takes Neutral Stance on Gilead Sciences (GILD) Despite Strategic Refocus

Gilead Sciences, Inc. (NASDAQ:GILD) is included among the 13 Best NASDAQ Dividend Stocks to Buy Now.

On February 20, Barclays began sum of Gilead Sciences, Inc. (NASDAQ:GILD) with an Equal Weight rating. The steadfast acceptable a $155 terms people connected the stock. The steadfast said the institution is returning its absorption to what it has historically done well, processing treatments for infectious diseases. Still, Barclays believes the banal already reflects overmuch of that spot and described its valuation arsenic “rich” astatine existent levels.

Earlier, connected February 10, Gilead provided its fiscal outlook for 2026, which came successful toward the little extremity of expert expectations. The forecast included projections for Yeztugo, its twice-yearly HIV prevention injection, which has been intimately watched since its US motorboat past year. In the 4th quarter, Yeztugo generated $96 cardinal successful sales, exceeding Wall Street estimates of $88 million, according to LSEG data. However, the company’s full-year outlook was much conservative. Gilead expects Yeztugo to make $800 cardinal successful income successful 2026, compared with expert projections of $907 million.

In an interview, CEO Daniel O’Day said the institution reduced its 2026 income maturation outlook by astir 2 percent points. He said the alteration was tied to a pricing statement with the Trump Administration and uncertainty astir however galore radical volition support security sum nether Affordable Care Act plans aft definite subsidies expired.

O’Day besides pointed to dependable maturation successful the company’s HIV business. HIV income roseate 6% successful 2025, and helium expects different 6% summation successful 2026. Gilead expects adjusted net per stock betwixt $8.45 and $8.85 successful 2026. Analysts, connected average, are projecting $8.75 per share, which is somewhat supra the midpoint of the company’s guidance.

Gilead Sciences, Inc. (NASDAQ:GILD) develops medicines to dainty and forestall superior diseases. Its enactment spans HIV, viral hepatitis, cancer, COVID-19, and inflammatory conditions, making infectious illness attraction a halfway portion of its business.

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