Mizuho Securities Keeps Buy Rating on Gilead Sciences with $131 Target

Gilead Sciences (GILD) received a buy rating from Mizuho Securities with a price target of $131.00. Analyst Salim Syed has a 38.87% success rate and an average return of -6.4%. The company has a strong buy consensus with a price target consensus of $124.50, a 5.24% upside from current levels.

Gilead Sciences (GILD), a leading biotechnology company, has received a boost in analyst sentiment with Mizuho Securities raising its price target to $131.00, up from $117.00. The firm maintains an Outperform rating on the stock [1]. This move comes amidst strong performance and promising pipeline developments.

The price target increase is driven by higher sales estimates for anito-cel, Gilead’s treatment for relapsed/refractory multiple myeloma. Mizuho now models approximately $6 billion in peak worldwide unadjusted end-user sales for the therapy, a significant increase from its previous estimate of $3.4 billion [1]. The potential launch of anito-cel in 2026 for fourth-line and later treatment, with possible earlier line indications to follow, is seen as a substantial opportunity by the firm.

Additionally, the inclusion of Yeztugo, a new HIV prevention drug approved in June 2025, has contributed to the price target revision. Mizuho models approximately $8 billion in worldwide peak unadjusted sales for Yeztugo, higher than the consensus estimate of about $5 billion [1]. CEO Daniel O’Day has expressed confidence in the drug’s favorable insurance coverage, despite potential policy changes [2].

Gilead’s second-quarter performance, with total sales reaching $7.1 billion and earnings per share at $1.97, has also led to several adjustments in stock price targets by major financial firms. BofA Securities raised its target to $140, Morgan Stanley to $143, and RBC Capital to $98, reflecting analysts’ confidence in Gilead’s financial health and strategic direction [1].

With a strong buy consensus and a price target consensus of $124.50, a 5.24% upside from current levels, Gilead Sciences remains a favored stock among investors. The company's robust pipeline and recent performance underscore its potential for growth and profitability.

References:
[1] https://www.investing.com/news/analyst-ratings/gilead-sciences-stock-price-target-raised-to-131-from-117-at-mizuho-93CH-4197279
[2] https://www.bloomberg.com/news/articles/2025-08-15/gilead-sciences-ceo-says-hiv-prevention-drug-offers-clear-value