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    Gilead (GILD) Valuation Check as New Yescarta Data Reinforces CAR T Role in Second-Line Lymphoma

    Simply Wall St·12/13/2025 14:29:45
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    Kite, a Gilead Sciences (GILD) company, just released new analysis showing its CAR T therapy Yescarta delivers consistent benefits as a second line option for difficult large B cell lymphoma cases.

    See our latest analysis for Gilead Sciences.

    That stronger oncology story is quietly reshaping how investors see Gilead, with the share price at $120.4 after a softer recent patch but a robust year to date share price return of 31.04 percent, backed by a 1 year total shareholder return of 33.86 percent and an impressive 5 year total shareholder return of 145.3 percent. This suggests that long term momentum is still very much intact.

    If breakthroughs like Yescarta are on your radar, it may be a good time to scan beyond Gilead and explore healthcare stocks for other potential healthcare opportunities.

    With shares still trading at a discount to analyst targets and an intrinsic value implying deeper upside, is Gilead a quietly undervalued cash generator right now, or has the market already priced in oncology-led growth?

    Most Popular Narrative: 7.8% Undervalued

    With Gilead closing at $120.40 against a narrative fair value in the low $130s, the story leans toward upside, driven by extended HIV and oncology cash flows.

    The analysts have a consensus price target of $124.91 for Gilead Sciences based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $143.0, and the most bearish reporting a price target of just $98.0.

    Read the complete narrative.

    Curious how modest top line growth, rising margins and shrinking share count could still justify a richer future earnings multiple than today? The narrative leans on a carefully staged earnings climb, a higher profitability profile and a valuation reset that does not require hyper growth. Want to see exactly how those moving parts add up to that fair value range?

    Result: Fair Value of $130.63 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, policy driven pricing pressure and setbacks in next generation HIV or oncology programs could quickly challenge today’s margin assumptions and potential valuation upside.

    Find out about the key risks to this Gilead Sciences narrative.

    Build Your Own Gilead Sciences Narrative

    If this view does not fully match your thinking, or you would rather dig into the numbers yourself, you can build a personalized narrative in just a few minutes: Do it your way.

    A great starting point for your Gilead Sciences research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.

    Looking for more investment ideas?

    Before you move on, make sure you are not overlooking other compelling opportunities across the market that could complement, or even outperform, your current watchlist.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.