A Look At Gilead Sciences (GILD) Valuation After JP Morgan Conference HIV Pipeline Update

Simply Wall St.01-14

Gilead Sciences (GILD) is back in focus after management used the J.P. Morgan Healthcare Conference to spotlight its broad HIV portfolio, upcoming 2026 regulatory milestones, and potential launches ...

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Morgan Healthcare Conference to spotlight its broad HIV portfolio, upcoming 2026 regulatory milestones, and potential launches ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-gild/gilead-sciences/news/a-look-at-gilead-sciences-gild-valuation-after-jp-morgan-con\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999015952.SGD","symbol_name":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-gild/gilead-sciences/news/a-look-at-gilead-sciences-gild-valuation-after-jp-morgan-con","article_id":"2603631566","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/29002-main-header/1756252861953"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-gild/gilead-sciences/news/a-look-at-gilead-sciences-gild-valuation-after-jp-morgan-con","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603631566","pubTimestamp":1768348207,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Gilead Sciences (GILD) is back in focus after management used the J.P. 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Morgan Healthcare Conference to spotlight its broad HIV portfolio, upcoming 2026 regulatory milestones, and potential launches for both treatment and prevention options. See our latest analysis for Gilead Sciences. Those HIV focused comments and recent licensing deals arrive after a 1 year total shareholder return of 37.54% and a 5 year total shareholder return of 119.96%, while the 3 month share price return of 2.92% suggests momentum has been building rather than fading. If Gilead’s pipeline has caught your attention, it can be useful to see what else is on offer across larger drug makers and biotech, starting with healthcare stocks. With Gilead posting a 120% 5-year total return, positive annual revenue and net income growth, and trading about 10% below the average analyst price target, the key question is whether there is still a buying opportunity here or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 8.2% Undervalued Against a last close of US$121.76, the most followed narrative points to a higher fair value, framing Gilead Sciences as undervalued based on its own cash flow outlook.  The launch and scaling of innovative products (Yeztugo, Trodelvy first-line, Livdelzi) position Gilead to deliver a more favorable product mix and premium pricing, driving higher gross margins and improving long-term earnings trajectory as portfolio diversification reduces overexposure to legacy products.  Read the complete narrative. Curious what sits behind that higher fair value line? The narrative focuses on measured revenue growth, higher profit margins, and a richer future earnings multiple to explain the difference. Result: Fair Value of $132.57 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on Gilead converting its HIV-heavy revenue base and mixed oncology results into durable earnings, while managing policy and pricing pressure that could limit growth. Find out about the key risks to this Gilead Sciences narrative.  Build Your Own Gilead Sciences Narrative If you see the story differently or want to test your own assumptions against the numbers, you can build a personalized view of Gilead in minutes, starting with Do it your way. A great starting point for your Gilead Sciences research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Gilead is on your radar, do not stop there. Widen your watchlist with a few targeted stock ideas that match how you like to invest.  Target potential value plays by checking out these 884 undervalued stocks based on cash flows that may offer more appealing prices relative to their cash flow profiles. Ride advances in automation and data by scanning these 25 AI penny stocks that are building their businesses around artificial intelligence. Strengthen your income focus by reviewing these 13 dividend stocks with yields > 3% that already provide yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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