Zacks Investment Research·2d ago
BMY vs GILD: Which Biotech Stock Looks More Attractive Now?Bristol Myers' growth portfolio and pipeline advances offer multiple ways to offset legacy-product erosion, while valuation and leverage remain key factors.
Gilead's core HIV franchise continues to generate robust cash flows, with Q2 2026 revenue up 10.2% year-over-year and gross margins expanding to 79.8%, yet the company's reported earnings are heavily distorted by a massive $10.4B IPR&D impairment that halved e...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 10.2% year-over-year to $7.8B in Q2 2026 with gross margin at 79.8%, but a $10.4B impairment swung operating margin to -133.2% and EPS to -$8.45, masking an adjusted operating margin near 40%.
Gilead is expected to launch four new products in 2026, including anito-cel CAR T-cell therapy with a 96% response rate, awaiting FDA approval.
Gilead's HIV business, led by treatments like Biktarvy, remains a significant revenue driver, with lenacapavir receiving funding for expanded access.
The acquisition of Arcellx enhances Gilead's oncology pipeline, indicating a strategic shift beyond its traditional HIV focus.
Recent large acquisitions may complicate integration, risking financial performance and investor confidence.
The success of new products like Yeztugo and anito-cel is not guaranteed, and any sales shortfall could compress stock prices.
Significant investments in acquisitions have led to high debt, raising concerns in a rising interest rate environment.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | -$6.75+6.9% vs -$7.25 | $7.8B+5.5% vs $7.4B |
Q2 2026 May 7, 2026 | $2.03+6.3% vs $1.91 | $7.0B+0.7% vs $6.9B |
Q1 2026 Feb 10, 2026 | $1.86+2.8% vs $1.81 | $7.9B+3.1% vs $7.7B |
Q4 2025 Oct 30, 2025 | $2.47+16.0% vs $2.13 | $7.8B+4.3% vs $7.4B |
Bristol Myers' growth portfolio and pipeline advances offer multiple ways to offset legacy-product erosion, while valuation and leverage remain key factors.
MEXICO CITY--(BUSINESS WIRE)-- #Gilead--AIDS Healthcare Foundation (AHF), the world's largest HIV care provider, welcomes a new agreement between Gilead Sciences and the Pan American Health Organization (PAHO) that could expand access to lenacapavir for HIV prevention in 14 countries across Latin America. The agreement represents a positive step toward expanding access in the region and a victory for civil society. AHF was among the first organizations to mobilize around concerns that the initial Gilead-.
Recently, Zacks.com users have been paying close attention to Gilead (GILD). This makes it worthwhile to examine what the stock has in store.
GILD's PAHO deal expands twice-yearly lenacapavir access across Latin America and the Caribbean, adding 14 countries to its global access strategy.
Benchmark GILD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Gilead Sciences, Inc. (GILD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $152.67 | $189.55B | 22.52 | 2.39% | 28.9% | 40.66% | 2.09% | |
| $265.32 | $468.77B | 111.95 | 8.57% | 9.81% | — | — | |
| $62.25 | $127.12B | 18.04 | -0.22% | 18.87% | 46.69% | — | |
| $410.24 | $221.41B | 28.83 | 9.92% | 22.93% | 89.32% | — | |
| $225.36 | $33.3B | 25.52 | 1.39% | 8.39% | 4.52% | — | |
| $803.90 | $82.82B | 19.38 | 0.99% | 27.86% | 18.49% | — |
Gilead Sciences, Inc. (GILD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Gilead Sciences, Inc. (GILD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
May 20, 2026·SEC
May 7, 2026·SEC
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Gilead Sciences, Inc. (GILD) stock FAQ — growth, dividends, profitability & financials explained
Gilead Sciences, Inc. (GILD) reported $30.46B in revenue for fiscal year 2025. This represents a 91086% increase from $33.4M in 1996.
Gilead Sciences, Inc. (GILD) grew revenue by 2.4% over the past year. Growth has been modest.
Gilead Sciences, Inc. (GILD) reported a net loss of $3.24B for fiscal year 2025.
Yes, Gilead Sciences, Inc. (GILD) pays a dividend with a yield of 2.09%. This makes it attractive for income-focused investors.
Gilead Sciences, Inc. (GILD) has a return on equity (ROE) of 40.7%. This is excellent, indicating efficient use of shareholder capital.
Gilead Sciences, Inc. (GILD) generated $13.20B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
