Gilead Sciences, Inc. (GILD) — closed signal from October 31, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on January 29, 2026 — +16.7% at the close.
Predicted vs. what happened
What happened
Reached its target in 84 days.
The thesis — published October 31, 2025
Gilead beat expectations and now thinks HIV sales will grow about 5% this year. Sales of Veklury fell 60% compared to last year, which drags results. The stock looks beaten down and could bounce back as investors see steadier HIV trends over the next 0-3 months. Still, progress in cancer drugs and any pricing news are key. Consider buying in small steps and wait for signs that more buyers are stepping in.
Primary drivers
- Company now expects HIV sales to grow about 5% this year.
- Shares look beaten down, which can set up a short-term bounce.
- Sales of Veklury fell sharply, which weighs on total results.
- Big, stable company that can hold up better in choppy markets.
How it played out
GILD: target reached in 84 days
On 2025-10-31, Lyra published GILD at $119.56 with expected growth of 12% and a target of $133.02. The thesis pointed to HIV sales growth of about 5% this year, a stock that looked beaten down, a sharp Veklury sales drop of 60%, and the support of a big, stable company in choppy markets.
Inside the window, GILD reached the target. It peaked at $141.71 on 2026-01-27, with a peak gain of 18.5%, and it took 84 days to get there. The stock ended the window at $139.55. The published thesis played out.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.