| GILD |
Report |
Product sales excluding Veklury |
BEAT |
pred ~$7.23B vs. cons $7.13B. |
MEDIUM |
| GILD |
Report |
Yeztugo sales |
BEAT |
pred ~$235M vs. cons $220M. |
MEDIUM |
| GILD |
Report |
Trodelvy sales |
IN-LINE |
pred ~$415M vs. cons $411M. |
MEDIUM |
| GILD |
Guide |
FY26 product sales |
UNCHANGED |
guide ~$30.20B vs. cons $30.20B (FY26). |
HIGH |
| GILD |
Guide |
FY26 Yeztugo sales |
LOWER |
guide ~$1.00B vs. cons $1.05B (FY26). |
MEDIUM |
| GILD |
Guide |
FY26 reported non-GAAP EPS |
LOWER |
guide ~$(0.85) vs. cons ~$(0.75) (FY26). |
HIGH |
| GILD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| GILD |
Return |
5-day cumulative residual |
+0.3% (FADE) |
A ~+$1.5% day-1 residual should fade toward ~+0.3% by day 5: a Yeztugo/product-sales beat supports the initial move, but unchanged $30.20B sales guidance and retained ~$1.00B Yeztugo outlook leave FY26/FY27 revenue and normalized-EPS estimates without enough upward revision for sustained follow-through. |
MEDIUM |