Market Cap
$184.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | HSBC | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 5, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Aug 5, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 29, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 27, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 21, 2026 | Leerink Partners | DOWNGRADE | Market Perform | 49% |
| Jul 8, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 7, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 7, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 21 | 7 | 0 | 0 | 81% | |
| Aug 1, 2026 | 9 | 21 | 7 | 0 | 0 | 81% | |
| Jul 1, 2026 | 10 | 20 | 7 | 0 | 0 | 81% | |
| Jun 1, 2026 | 11 | 21 | 7 | 0 | 0 | 82% | |
| May 1, 2026 | 11 | 20 | 8 | 0 | 0 | 79% | |
| Apr 1, 2026 | 11 | 20 | 8 | 0 | 0 | 79% | |
| Mar 1, 2026 | 10 | 20 | 8 | 0 | 0 | 79% | |
| Feb 1, 2026 | 10 | 20 | 7 | 0 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.15 | $1.90–$2.68 | -13.1% | -0.2% | 6↑ 14↓ | $7.8B | 22 |
| Next Q | $2.19 | $1.92–$3.13 | 17.7% | -0.2% | 3↑ 16↓ | $8.1B | 20 |
| Current FY | $-0.43 | $-0.62–$-0.02 | -105.2% | -0.5% | 24↑ 2↓ | $30.7B | 27 |
| Next FY | $9.89 | $9.19–$11.10 | 2419.9% | -0.0% | 19↑ 6↓ | $32.7B | 26 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.148 | — |
| 7d ago | $2.148 | — |
| 30d ago | $2.152 | -0.004 |
| 60d ago | $2.202 | -0.054 |
| 90d ago | $2.076 | +0.072 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 121,844,108 | $15.4B | 14.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 81,091,734 | $10.2B | 9.7% | — |
| FMR LLC | 66,870,816 | $8.4B | 8.0% | — |
| STATE STREET CORP | 61,216,552 | $7.7B | 7.3% | — |
| Capital World Investors | 40,988,975 | $5.2B | 4.9% | — |
| Invesco Ltd. | 39,819,151 | $5.0B | 4.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 35,316,168 | $4.5B | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 30,065,642 | $3.8B | 3.6% | — |
| MORGAN STANLEY | 24,004,354 | $3.0B | 2.9% | — |
| DODGE & COX | 23,677,567 | $3.0B | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 21,965,555 | — | $2.8B |
| JPMORGAN CHASE & CO | TRIM | 33,992,410 | 20,820,621 | -38.7% | $2.6B |
| Capital Research Global Investors | TRIM | 27,127,533 | 19,393,296 | -28.5% | $2.5B |
| PeakShares LLC | NEW | — | 7,920 | — | $1.0B |
| Boston Partners | ADD | 4,255,122 | 6,017,958 | +41.4% | $761.6M |
| Qube Research & Technologies Ltd | DOUBLED | 121,052 | 3,086,166 | +2449.5% | $389.9M |
| CITIGROUP INC | ADD | 2,300,271 | 2,969,159 | +29.1% | $375.1M |
| ProShare Advisors LLC | ADD | 1,811,223 | 2,829,082 | +56.2% | $357.4M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 1,966,938 | 2,536,332 | +28.9% | $320.4M |
| D. E. Shaw & Co., Inc. | DOUBLED | 200,919 | 2,294,789 | +1042.1% | $289.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Burkhart Erin | SVP, Controllership | TAX W/H | 768 | $152.67 | $117.3K |
| Sep 22, 2026 | Burkhart Erin | SVP, Controllership | EXERCISE | 2,223 | — | — |
| Sep 15, 2026 | Dickinson Andrew D | Chief Financial Officer | SELL | 3,000 | $145.29 | $435.9K |
| Sep 15, 2026 | Mercier Johanna | Chief Comm & Corp Aff Officer | SELL | 600 | $145.29 | $87.2K |
| Sep 15, 2026 | Mercier Johanna | Chief Comm & Corp Aff Officer | SELL | 800 | $144.46 | $115.6K |
| Sep 15, 2026 | Mercier Johanna | Chief Comm & Corp Aff Officer | SELL | 1,600 | $143.69 | $229.9K |
| Sep 10, 2026 | Dickinson Andrew D | Chief Financial Officer | TAX W/H | 1,347 | $144.81 | $195.1K |
| Sep 10, 2026 | Dickinson Andrew D | Chief Financial Officer | EXERCISE | 2,797 | — | — |
| Sep 10, 2026 | O'Day Daniel Patrick | Chairman & CEO | EXERCISE | 8,780 | — | — |
| Sep 10, 2026 | Berger Dietmar | Chief Medical Officer | TAX W/H | 263 | $144.81 | $38.1K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Gilead Sciences Inc | Sep 7, 2026(29d) |
| May 6, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Gilead Sciences Inc | Jun 22, 2026(48d) |
| May 6, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Gilead Sciences Inc | Jun 22, 2026(48d) |
| Jan 27, 2026 | Joshua Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Gilead Sciences Inc | Feb 27, 2026(32d) |