Gilead Sciences ended the fourth quarter with results that exceeded Wall Street revenue expectations, yet the market responded negatively as investors focused on guidance and margin pressures. Management cited strong growth in its HIV business, including a 53% increase in the HIV prevention portfolio and rapid uptake of the new YES2GO injectable, as key drivers. CEO Daniel O’Day noted, “YES2GO is a transformative medicine that we expect to drive durable, steady, and long-term growth in our HIV prevention business.” However, continued headwinds in cell therapy and a notable drop in operating margin from last year contributed to investor concerns.
The stocks featured in this article have all approached their 52-week highs.
When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.
A number of stocks jumped in the afternoon session after a softer-than-expected inflation report fueled hopes for interest rate cuts by the Federal Reserve. The January Consumer Price Index (CPI), a key measure of inflation, rose by 0.2%, which was less than economists had forecast, with the annual rate cooling to 2.4%. This encouraging data increased market expectations for the Fed to begin cutting interest rates as early as June. The news prompted a rally in Treasuries as their yields fell. While the market's reaction was initially described as a "bumpy ride" due to concerns in other sectors, the favorable inflation data ultimately helped calm Wall Street. Lower inflation is a key prerequisite for the central bank to ease its monetary policy, which is generally supportive of stock valuations.
As of February 13, 2026, the financial markets are witnessing a historic "Great Rotation," where institutional capital is flowing out of overextended technology valuations and into the defensive, high-yield corridors of the healthcare sector. At the center of this movement is Gilead Sciences (Nasdaq: GILD), which has defied its decade-long
Exciting developments are taking place for the stocks in this article.
They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.
Biopharmaceutical company Gilead Sciences (NASDAQ:GILD) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 4.7% year on year to $7.93 billion. On the other hand, the company’s full-year revenue guidance of $29.8 billion at the midpoint came in 1.2% below analysts’ estimates. Its non-GAAP profit of $1.86 per share was 1.9% above analysts’ consensus estimates.
Biopharmaceutical company Gilead Sciences (NASDAQ:GILD) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 5.2% year on year to $7.93 billion. On the other hand, the company’s full-year revenue guidance of $29.8 billion at the midpoint came in 1.2% below analysts’ estimates. Its non-GAAP profit of $1.86 per share was 1.9% above analysts’ consensus estimates.
Date: February 10, 2026 Introduction For years, Gilead Sciences, Inc. (Nasdaq: GILD) was characterized by investors as a "value trap"—a cash-rich biopharma giant that had lost its way after the historic, yet short-lived, success of its Hepatitis C cures. However, as of early 2026, that narrative has shifted dramatically. Gilead has successfully executed a "second [...]
A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance.
Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
Large-cap biopharma offers stable growth and dividends, outperforming the S&P 500 in early 2026. With Gilead up 46% and Pfizer
yielding 6%, the sector remains a key volatility hedge following successful U.S. manufacturing negotiations.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
