Gilead Sciences seen as strong long-term buy after pullback, driven by HIV and oncology growth.

Gilead Sciences is rated a 'Buy' due to its strong long-term value following a significant stock pullback. The company’s core HIV treatments, especially Biktarvy and Yeztugo, drive 72% of sales with Yeztugo expected to hit $1 billion annually. Management raised revenue growth guidance for 2026 to 5.5%, supported by HIV franchise strength and oncology momentum with Trodelvy. Gilead maintains a solid balance sheet, low debt, and a 2.65% dividend, providing strategic flexibility for future growth.