| GILD |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$7.55B vs. cons $7.37B |
MEDIUM |
| GILD |
Report |
Yeztugo (lenacapavir PrEP) Sales (Q2 2026) |
BEAT |
pred ~$300M vs. cons $260M |
MEDIUM |
| GILD |
Report |
Trodelvy Sales (Q2 2026) |
BEAT |
pred ~$460M vs. cons $438M |
MEDIUM |
| GILD |
Guide |
FY2026 Total Product Sales Guidance |
BETTER |
guide ~$30.4B-$30.8B vs. cons $30.2B (FY2026) |
MEDIUM |
| GILD |
Guide |
FY2026 Yeztugo Sales Guidance |
BETTER |
guide ~$1.1B-$1.2B vs. cons $1.0B (FY2026) |
MEDIUM |
| GILD |
Guide |
FY2026 Underlying (ex-IPR&D charge) Non-GAAP EPS |
UNCHANGED |
guide ~$8.40-$8.60 (implied ex-charge) vs. cons $8.45 (FY2026) |
LOW |
| GILD |
Guide |
FY2026 HIV Franchise Growth Guidance |
BETTER |
guide ~8%-9% vs. cons ~8% (FY2026) |
LOW |
| GILD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| GILD |
Return |
5-day cumulative residual |
+3.0% (FOLLOW-THROUGH) |
Headline GAAP/non-GAAP EPS loss (~$7/share, already flagged and priced by sophisticated holders) is one-time IPR&D noise, so the market should look through it to a base-business beat (revenue, Yeztugo acceleration, Trodelvy post-approval launch strength) plus a raised FY product-sales and Yeztugo guide; as sell-side models get rebuilt ex-charges over the following days, price targets and estimates should be revised up rather than trimmed, supporting continued buying rather than a fade. Residual risk is that mainstream/retail reaction to the giant GAAP loss headline causes an initial overreaction that needs a day or two to reverse, but underlying fundamentals (HIV durability to 2036, Trodelvy label expansion, imminent BIC/LEN PDUFA, favorable CA Supreme Court ruling) argue for follow-through rather than fade over the week. |
LOW |