| GILD |
Report |
Total revenue |
BEAT |
pred ~$7.55B vs. cons $7.37B |
MEDIUM |
| GILD |
Report |
Underlying (ex-IPR&D) non-GAAP EPS |
BEAT |
pred ~$2.15 vs. cons ~$2.00 (ex the ~$(7.07) IPR&D-distorted reported loss) |
MEDIUM |
| GILD |
Report |
Yeztugo (lenacapavir PrEP) revenue |
BEAT |
pred ~$235M vs. cons ~$200M |
MEDIUM |
| GILD |
Guide |
FY26 ex-Veklury product sales |
BETTER |
guide ~$29.8-30.0B vs. cons ~$29.6B (FY26) |
MEDIUM |
| GILD |
Guide |
FY26 Yeztugo target |
UNCHANGED |
guide ~$1.0-1.1B vs. cons ~$1.0B (FY26) |
MEDIUM |
| GILD |
Guide |
FY26 HIV franchise growth |
BETTER |
guide ~8-9% vs. cons ~8% (FY26) |
LOW |
| GILD |
Guide |
FY26 underlying (ex-IPR&D) non-GAAP EPS |
UNCHANGED |
guide ~$8.45-8.85 vs. cons ~$8.65 (FY26) |
MEDIUM |
| GILD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| GILD |
Return |
5-day cumulative residual |
+2.5% (STABILIZE) |
A modest revenue/underlying-EPS beat plus a small ex-Veklury guide raise and Yeztugo ramp de-risking (ISLEND positive, court win) supports an initial pop that largely holds. But GILD is a low-beta defensive already ~+8% off July lows into an elevated raised bar, and the optically ugly IPR&D-driven reported loss caps enthusiasm; out-period estimate math is roughly neutral (revenue up, no big underlying-EPS revision), so the residual stabilizes rather than follows through strongly or fades. |
MEDIUM |