Wednesday, January 7, 2026

As We've Said -- Gilead Is A "Screaming Buy" At These Prices... But Don't Trust Us, Just Listen To UBS And Morgan Stanley And HSBC And Mizuho And Wells Fargo.


As ever, you are responsible for doing your own due diligence -- but that is exactly what these five venerable Wall Street experts have done -- for their clients. . . and they all think the markets are undervaluing Gilead's prospects by at least 15-20% over the next 12 to 24 months. [We've covered this company for over a decade now -- and it will be a biopharma outperformer, almost always. The prior Hep C successes prove this.]

As I say, do go read it all here, but that lil' story is likely just an AI-generated cut and paste job -- made from/of existing bankers' notes to clients. Still the consensus value is worthy of serious reflection, here in early 2026:

. . .UBS reiterated a "buy" on GILD and raised its price target to $145 (from $112), implying roughly a 19.5% upside from the prior close.

Multiple firms also bumped targets (HSBC, Mizuho, Morgan Stanley, Wells Fargo), and MarketBeat shows a consensus "Moderate Buy" with an average price target of $133.

Gilead beat Q3 estimates with $2.47 EPS (vs. $2.16) and $7.77B revenue (vs. $7.42B), and set FY2025 guidance of $8.05–$8.25 EPS versus analyst expectations near $7.95. . . .


Onward, shaking my head -- at our nearly 80 year old, somnambulant would-be strong-man. . . geez -- such tiny, silly hands -- and such incompetently evil advice and help, surrounding him. Out.

नमस्ते

No comments: