Amgen vs Gilead Sciences
Explore a detailed comparison between Amgen Inc. and Gilead Sciences Inc., examining their distinct business models, financial performance, and relevant market context. This page provides an accessible overview for those seeking to understand key differences and similarities between these two prominent biotechnology companies. Educational content, not financial advice.
Explore a detailed comparison between Amgen Inc. and Gilead Sciences Inc., examining their distinct business models, financial performance, and relevant market context. This page provides an accessibl...
Why It's Moving
Amgen Outshines Broader Market as Shares Climb Ahead of Earnings
- Stock rose while broader indices fell, highlighting resilience amid sector volatility and anticipation for key results.
- Upcoming quarterly earnings projected at $9.47B in revenue, up 4.2% year-over-year, with full-year outlook showing 7.16% EPS growth.
- Attractive valuation with Forward P/E of 14.97 below industry average of 20.82, drawing optimism despite mixed technical signals.
Gilead Strikes U.S. Deal to Cut Drug Costs, Bolstering Innovation Amid Dividend Boost.
- Board approved 2.6% quarterly dividend increase to $0.79 per share starting Q1 2025, payable March 28, underscoring strong cash flow generation.
- Pact with U.S. government aims to reduce drug costs while protecting U.S.-based R&D; CEO Daniel O'Day calls it essential for healthcare's future, with manageable 2026 impact.
- Recent Phase 3 ARTISTRY-2 trial success shows new HIV regimen non-inferior to standard care, paving way for regulatory filings and simplified treatments.
Amgen Outshines Broader Market as Shares Climb Ahead of Earnings
- Stock rose while broader indices fell, highlighting resilience amid sector volatility and anticipation for key results.
- Upcoming quarterly earnings projected at $9.47B in revenue, up 4.2% year-over-year, with full-year outlook showing 7.16% EPS growth.
- Attractive valuation with Forward P/E of 14.97 below industry average of 20.82, drawing optimism despite mixed technical signals.
Gilead Strikes U.S. Deal to Cut Drug Costs, Bolstering Innovation Amid Dividend Boost.
- Board approved 2.6% quarterly dividend increase to $0.79 per share starting Q1 2025, payable March 28, underscoring strong cash flow generation.
- Pact with U.S. government aims to reduce drug costs while protecting U.S.-based R&D; CEO Daniel O'Day calls it essential for healthcare's future, with manageable 2026 impact.
- Recent Phase 3 ARTISTRY-2 trial success shows new HIV regimen non-inferior to standard care, paving way for regulatory filings and simplified treatments.
Investment Analysis
Amgen
AMGN
Pros
- Amgen maintains a robust oncology portfolio with blockbuster drugs like Lumakras driving consistent revenue growth.
- Rare disease franchise, including Tepezza, provides high-margin recurring revenues and shields against generic erosion.
- Strong balance sheet supports dividend growth and strategic acquisitions amid pipeline advancements.
Considerations
- Biosimilar competition erodes sales of key blockbusters such as Enbrel and Prolia.
- High R&D expenses pressure margins despite obesity drug progress in early stages.
- Regulatory delays in novel assets like MariTide expose pipeline execution risks.
Gilead Sciences
GILD
Pros
- Dominant HIV franchise with Yeztugo launch momentum bolsters market share alongside Descovy's 45% penetration.
- Attractive valuation at forward P/E of 14.19 trades at discount to industry peers.
- Expanding oncology pipeline nears key regulatory milestones for sustained growth.
Considerations
- Upcoming quarterly EPS projected to decline 1.58% year-over-year amid flat revenue.
- Recent insider sales signal potential short-term concerns over performance.
- Modest consensus price target implies limited near-term upside from current levels.
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Amgen (AMGN) Next Earnings Date
Amgen Inc. (AMGN) is scheduled to report its next earnings on February 3, 2026, after market close. This release will cover the fiscal quarter ending December 2025. Dates are estimates based on historical patterns and may be subject to confirmation by the company.
Gilead Sciences (GILD) Next Earnings Date
Gilead Sciences (GILD) is scheduled to report its next earnings on February 10, 2026. This release will cover results for the fourth quarter of 2025 (Q4 2025). The date aligns with consensus estimates from multiple analyst sources, following the company's pattern of early February releases for year-end quarters.
Amgen (AMGN) Next Earnings Date
Amgen Inc. (AMGN) is scheduled to report its next earnings on February 3, 2026, after market close. This release will cover the fiscal quarter ending December 2025. Dates are estimates based on historical patterns and may be subject to confirmation by the company.
Gilead Sciences (GILD) Next Earnings Date
Gilead Sciences (GILD) is scheduled to report its next earnings on February 10, 2026. This release will cover results for the fourth quarter of 2025 (Q4 2025). The date aligns with consensus estimates from multiple analyst sources, following the company's pattern of early February releases for year-end quarters.
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Explore BasketWhich Baskets Do They Appear In?
Hypertension Therapy Innovators
This carefully selected group of stocks represents companies at the forefront of developing breakthrough treatments for hypertension, a condition affecting over a billion people worldwide. Following AstraZeneca's groundbreaking trial results, these pharmaceutical innovators are positioned to potentially transform cardiovascular medicine and address a massive unmet medical need.
Published: July 15, 2025
Explore BasketNext-Gen Multiple Myeloma Treatments
Discover biotech companies at the forefront of revolutionary cancer treatments. These carefully selected stocks represent innovators developing cutting-edge immunotherapies for multiple myeloma, a common blood cancer with significant unmet medical needs.
Published: July 3, 2025
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Discover companies at the forefront of medical breakthroughs and healthcare innovation. This collection of biotech stocks has been carefully selected by our professional analysts for their growth potential and contributions to revolutionary treatments.
Published: May 29, 2025
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