Analysts Boost Gilead Price Targets to $170-$177 Following 5% Q4 Revenue Rise
Gilead reported Q4 2025 revenues up 5% to $7.9B, driven by HIV and liver product growth and U.S. launch of Yeztugo, twice-yearly HIV prevention therapy. Needham, Scotiabank and Bank of America raised Gilead price targets to $170, $177 and $162, maintaining Buy and Outperform ratings and citing 2026 growth prospects.
1. Q4 Financial Results
Gilead reported fiscal Q4 and full year 2025 results on February 10, posting Q4 revenues of $7.9 billion, up 5% year-over-year driven by higher sales of HIV and liver therapies, partially offset by reduced Veklury revenue.
2. Yeztugo Launch and Product Performance
The U.S. launch of Yeztugo, the first twice-yearly HIV prevention therapy, complemented strong performance from Biktarvy and Descovy, highlighting diversification in Gilead’s HIV portfolio.
3. Analyst Price Target Upgrades
Following the earnings release, Needham lifted its price target from $140 to $170 with a Buy rating, Scotiabank raised its target from $140 to $177 with an Outperform rating, and Bank of America increased its target from $154 to $162 while maintaining a Buy rating, noting confidence in 2026 growth and removing prior Yeztugo cannibalization assumptions.