Bristol-Myers Squibb Company

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +75

Bristol Myers (BMY) Reports Q1 Earnings: What Key Metrics Have to Say

AI-generated analysis

Bristol Myers Squibb (BMY) reported first-quarter earnings that exceeded Wall Street expectations, driven by strong growth in key pharmaceuticals like Eliquis and newer cancer therapies. The company posted adjusted earnings of $1.58 per share, surpassing the analyst consensus of $1.42, while revenue reached $11.49 billion...

Bullish Signals

  • Adjusted earnings hit $1.58/share, beating estimates.
  • Revenue reached $11.49 billion, surpassing targets.
  • Shares rose 4% on strong performance.
  • Eliquis sales grew 16% to $4.14 billion.
  • New cancer medicines offset older product declines.
  • Growth portfolio sales jumped 12% to $6.23B.
  • Reaffirmed 2026 revenue guidance of $46-47.5B.
  • AI will accelerate drug ID by 50%.
  • Cost savings target of $2B on track.
  • Investment in new medicines and dividends supported.

Bearish Signals

  • Legacy drug Revlimid faces steep generic competition.
  • Opdivo sales fell 5% to $2.15B, missing estimates.
  • Inventory normalization uncertainty for Opdivo remains.
  • Reblozyl performance declined amidst mixed growth drivers.
  • Future stock depends on H2 2026 study results.
2
Bullish +65

Bristol-Myers Squibb stock gains on positive Sotyktu data and solid Q2 figures

AI-generated analysis

Bristol-Myers Squibb (BMY) shares gained momentum following the release of positive two-year clinical trial data for its immunology drug Sotyktu in psoriatic arthritis. The Phase 3 POETYK PsA-2 study and its open-label extension demonstrated durable efficacy and a consistent safety profile, with results presented at...

Bullish Signals

  • Q2 2026 revenue rose 6% to $12.97B.
  • Non-GAAP EPS beat estimates at $2.04.
  • Sotyktu trial data shows durable efficacy.
  • Eliquis revenue grew 22% to $4.48B.
  • Dividend maintained at $0.63 with 39% payout.

Bearish Signals

  • Legacy portfolio fell 4% to $5.42B due to generic erosion.
  • Stock trades 12.4% above GF Value, limiting upside.
3
Bullish +62

AbbVie (ABBV) vs Bristol Myers (BMY): Which is a Better Stock to Buy?

Company update AI-generated analysis

The article compares AbbVie (ABBV) and Bristol Myers Squibb (BMY), concluding that while AbbVie has successfully transitioned from Humira with faster revenue growth of 10.20% versus BMY's 5.70%, BMY offers a significantly more attractive valuation. Bristol Myers trades at a forward price-to-earnings multiple of 9.36x...

Bullish Signals

  • Trades at forward P/E of 9.36x.
  • Converts 18.87% revenue to net profit.
  • Shares up 35.23% in last year.
  • Offers robust 4.10% dividend yield.
  • Achieves high 46.60% return on equity.

Bearish Signals

  • Patent cliffs for Eliquis/Revlimid threaten revenue.
  • Hedge fund stakes dropped from $5.97B to $4.79B.
4
Slightly Bullish +12

Erste Group Bank Has Pessimistic View of BMY FY2027 Earnings

AI-generated analysis

Erste Group Bank analyst H. Engel has lowered its full-year 2027 earnings per share (EPS) forecast for Bristol Myers Squibb to $6.10, down from a previous estimate of $6.12. This adjustment places the company below the broader consensus estimate of $6.34. The report was issued...

Bullish Signals

  • Q1 EPS $1.58 beat consensus $1.42.
  • Net margin 15.01% and ROE 64.87%.
  • Revenue $11.49B up 2.6% year-over-year.
  • Institutional investors increased holdings in Q4.
  • AQR stake surged 172.6% to 16M shares.
  • Dividend yield 4.2% with 70.79% payout.

Bearish Signals

  • Erste Group lowered FY2027 EPS forecast to $6.10.
  • Cantor Fitzgerald target price of $54.00 below current price.
  • Bank of America reduced objective from $67.00 to $66.00.
5
Somewhat Bullish +50

Global Data for BioNTech and Bristol Myers Squibb’s PD-L1xVEGF-A Bispecific Pumitamig Shows Encouraging Efficacy in Patients with Non-Small Cell Lung Cancer in ROSETTA Lung ...

AI-generated analysis

BioNTech and Bristol Myers Squibb have announced encouraging interim Phase 2 data from the global ROSETTA Lung-02 clinical trial for pumitamig, a PD-L1xVEGF-A bispecific immunomodulator. The combination of pumitamig with chemotherapy demonstrated robust antitumor activity in patients with previously untreated advanced non-small cell lung cancer...

Bullish Signals

  • Robust antitumor activity in NSCLC across all PD-L1 levels.
  • Lower doses achieved high response rates: 63.6% non-squamous and 72.7% squamous.
  • Perfect interim disease control rate of 100% in all patients.
  • Manageable safety with only 9.3% discontinuation rate due to low adverse events.
  • Advancing global Phase 3 program with two additional pivotal trials enrolling.

Bearish Signals

  • Only rapid oral abstract presented; full publication pending.
  • 100% response limited to narrow TPS ≥ 50% subgroup.
  • 20.9% bleeding rate highlights VEGF-A inhibition vascular risks.
  • 48.8% suffered grade ≥ 3 adverse events burden.
  • 9.3% discontinued due to pumitamig toxicity concerns.
6
Bullish +65

Bristol Myers Squibb stock heads into pipeline catalyst week

Clinical trial results Company update Regulatory submission AI-generated analysis

Bristol Myers Squibb is entering a critical week focused on late-stage clinical pipeline catalysts, following the announcement of positive Phase 3 results for admilparant in idiopathic pulmonary fibrosis (IPF) on October 12. The company's ALOFT-IPF trial demonstrated that a 60-milligram dose of the oral lysophosphatidic...

Bullish Signals

  • Admilparant showed significant lung capacity improvement vs placebo at Week 52.
  • Admilparant had low adverse event discontinuations similar to placebo.
  • Positive Phase 3 admilparant results signal strong 2026 pipeline momentum.
  • RYZ101 and arlo-cel secured positive interim or final Phase 3 results.
7
Somewhat Bullish +35

Bristol Myers Squibb stock: Revenue outlook rises as pipeline advances

Clinical trial results Earnings report Guidance lowered AI-generated analysis

Bristol Myers Squibb reported a strong third-quarter performance with revenue rising 7% year-over-year to $13.07 billion, surpassing analyst expectations of $12.75 billion. The company's Growth Portfolio drove significant momentum, with Eliquis revenue surging 25% to $4.69 billion, while the Legacy Portfolio grew 1% despite headwinds...

Bullish Signals

  • Q3 revenue beat expectations at $13.07 billion.
  • Eliquis sales surged 25% to $4.69 billion.
  • Raised full-year 2026 guidance to $49.75–$50.25 billion.

Bearish Signals

  • EPS guidance lowered to $6.35–$6.55 due to acquisition charges.
  • Gross margin fell to 68.4% from 72.9% amid mix changes.
8
Bullish +55

Bristol Myers Squibb stock: Q3 sales beat lifts 2026 outlook

Earnings report Financial outlook Guidance raised AI-generated analysis

Bristol Myers Squibb reported third-quarter 2026 results that exceeded analyst expectations, driven by strong performance across its Growth and Legacy portfolios. The company posted revenue of USD 13.07 billion, a 7 percent year-over-year increase that surpassed the consensus estimate of USD 12.72 billion. Adjusted earnings...

Bullish Signals

  • Q3 revenue hit $13.07B, up 7% year-over-year.

Bearish Signals

  • Guidance lowered to $6.35-$6.55 due to acquired R&D charges.
  • Gross margin fell to 68.4% from 72.9%.
  • Contract termination charge impacted adjusted gross margin.
9
Somewhat Bullish +35

Bristol Myers Squibb (BMY) Stock Looks Below Fair Value Following A 41% Run

Drug approval Earnings report Financial outlook AI-generated analysis

Bristol-Myers Squibb (BMY) shares have appreciated approximately 40.5% over the past three years, driven by positive data for key therapies and a robust pipeline. The stock recently closed at US$62.91, prompting analysts to evaluate whether this valuation is supported by the company's long-term cash generation...

Bullish Signals

  • Share price rose 40.5% over three years.
  • Camzyos trials and ZENBEXUS approvals boost cash flow.
  • Analysts see 21% undervaluation if platforms succeed.

Bearish Signals

  • Eliquis revenue step-down from 2027 restrains growth assumptions.
  • Stock deemed 121% overvalued by bearish community.
10
Somewhat Bullish +45

Bristol Myers Squibb stock gains support from pediatric Camzyos data

Clinical trial results Drug approval AI-generated analysis

Bristol Myers Squibb (BMY) received positive attention following the presentation of 56-week data from the Phase 3 SCOUT-HCM trial for its drug Camzyos (mavacamten). The study, presented at the Hypertrophic Cardiomyopathy Medical Society Scientific Sessions in Chicago, focused on adolescents aged 12 to under 18...

Bullish Signals

  • SCOUT-HCM trial showed -48.1 mmHg gradient reduction in adolescents.
  • Drug maintained safety with no new signals over 56 weeks.
  • FDA approval extends Camzyos use to adolescents weighing 30kg+.
11
Bullish +65

Bristol Myers Squibb stock extends Camzyos evidence in adolescents

Clinical trial results Drug approval AI-generated analysis

Bristol Myers Squibb presented new 56-week data from the Phase 3 SCOUT-HCM trial on Friday, November 6, at the Hypertrophic Cardiomyopathy Medical Society Scientific Sessions in Chicago. The study focused on adolescents aged 12 to under 18 with symptomatic obstructive hypertrophic cardiomyopathy, extending the drug's...

Bullish Signals

  • Camzyos reduced LVOT gradient by 48.1 mmHg in adolescents after 56 weeks.
  • Phase 3 SCOUT-HCM trial supports pediatric use for patients weighing 30kg+.
  • Switching from placebo showed similar efficacy regardless of prior treatment exposure.
  • No patient had LVEF drop below 50% during the 56-week evaluation.

Bearish Signals

  • Small trial of 44 patients limits generalizability.
  • Study showed 5 adverse events and 2 serious ones.
12
Bullish +65

Bristol Myers Squibb stock: Camzyos data extend pediatric case

Clinical trial results Drug approval AI-generated analysis

Bristol Myers Squibb presented new 56-week clinical data for its drug Camzyos (mavacamten) in pediatric patients with symptomatic obstructive hypertrophic cardiomyopathy at the Hypertrophic Cardiomyopathy Medical Society Scientific Sessions. The Phase 3 SCOUT-HCM trial evaluated the safety and efficacy of the treatment over a longer...

Bullish Signals

  • Phase 3 SCOUT-HCM trial showed consistent efficacy in pediatric patients over 56 weeks.
  • Drug reduced Valsalva gradient by 48.1 mmHg, validating therapeutic impact on HCM.
  • No new safety signals emerged; adverse events remained low for pediatric use.
13
Somewhat Bullish +50

Bristol Myers Squibb’s 4.2% Dividend Yield Comes With a Trade-Off Investors Should Know

Dividend AI-generated analysis

Bristol Myers Squibb (BMY) maintains a 4.2% dividend yield supported by 17 consecutive annual increases and 94 years of payments, though recent growth faces headwinds from patent expirations and significant debt levels. The company reported second-quarter EPS of $2.04, exceeding analyst estimates, and raised its...

Bullish Signals

  • Dividend raised 17th year; payout ratio just 36-37%.
  • Q2 EPS beat $2.04; full-year guidance raised to $6.75-$7.00.
  • Growth Portfolio sales up 15% to $7.56B in Q2.
  • Operating cash flow ~$3.4B/quarter funds dividend and debt reduction.
  • Paid down $1.2B debt; disciplined balance sheet management.

Bearish Signals

  • Eliquis sales projected to drop $1.5-$2B by 2027.
  • Milvexian trial data delayed to Q1 2027.
  • Revlimid and Pomalyst sales fell 49% and 71%.
  • $43.1B debt limits dividend growth vs peers.
14
Bullish +65

Bristol Myers Squibb sets October 29 results date for Bristol Myers Squibb stock

Dividend Earnings report AI-generated analysis

Bristol Myers Squibb (BMY) has announced that it will report its third-quarter financial results on October 29, 2026. This scheduled release serves as a key market checkpoint following the company's strong second-quarter performance in 2026, where revenue reached USD 12.97 billion, representing a 6% increase...

Bullish Signals

  • Revenue grew 6% YoY to USD 12.97 billion.

Bearish Signals

  • Legacy revenue fell 4% to $5.42 billion in Q2.
  • Stock trades 9.09% below its $68.64 52-week high.
15
Slightly Bullish +15

Bristol Myers Squibb (BMY) Stock Trades Below Fair Value As Caution Lingers

Company update Drug approval AI-generated analysis

Bristol-Myers Squibb (BMY) shares recently closed at US$63.88, trading below a Discounted Cash Flow (DCF) model's estimated intrinsic value. The company generated approximately $11.5 billion in free cash flow over the last twelve months, with forecasts projecting a mature profile featuring an initial step-up followed...

Bullish Signals

  • Generated $11.5 billion free cash flow last twelve months.
  • Positive EXCALIBER-RRMM data strengthens oncology revenue case.
  • BioNTech partnership drives immuno-oncology leadership potential.

Bearish Signals

  • Share price discounts future cash flow, raising investor caution.
16
Somewhat Bearish -35

Novartis (NVS) and Bristol Myers (BMY) Pause Autoimmune CAR-T Studies ...

Clinical trial results Drug safety AI-generated analysis

On September 1, 2026, Bristol-Myers Squibb (BMY) paused enrollment in its competing CAR-T program, zola-cel, for autoimmune and neurological conditions. The company cited precautionary measures following observations of 'transient and reversible' inflammatory events, explicitly noting that no patient deaths occurred during this period. Unlike Novartis,...

Bullish Signals

  • Safety events were transient and reversible.
  • Trial paused only new enrollment, not all.

Bearish Signals

  • Enrollment paused due to inflammatory events causing delays.
  • Safety issues delayed public disclosure for three months.
  • Hedge fund positions dropped from $5.97B to $4.79B.
17
Bullish +55

Bristol Myers Squibb stock last at USD 61.93, up 0.71 percent in New York trading

Analyst upgrade Dividend AI-generated analysis

Bristol Myers Squibb (BMY) shares traded on the NYSE on September 25, 2026, closing at USD 61.93, representing a gain of 0.71 percent or USD 0.43 from the prior session's reference price. The stock opened at USD 61.75 and fluctuated between an intraday low of...

Bullish Signals

  • Zacks upgraded shares from 'hold' to 'strong buy'.
  • Stock gained 0.71% to USD 61.93.
  • Board declared quarterly dividend of USD 0.63.
18
Somewhat Bullish +45

Bristol Myers Squibb vs. Pfizer: Which Healthcare Stock Is a Better Buy in 2026?

Patent expiry AI-generated analysis

The article compares Bristol Myers Squibb (BMY) and Pfizer, noting BMY's focus on oncology and immunology versus Pfizer's transformation into high-growth areas like obesity. In fiscal year 2025, BMY reported revenue of nearly $48.2 billion, a slight decline of 0.2%, with net income of approximately...

Bullish Signals

  • Raised full-year revenue outlook showing strong management confidence.

Bearish Signals

  • Pricing pressure from government controls could compress margins.
  • Patent expiries and generic competition threaten future revenue growth.
  • Ongoing litigation includes a $6.7 billion legal challenge.
  • High 2.6x debt-to-equity ratio limits financial flexibility.
19
Somewhat Bullish +42

Bristol-Myers Squibb stock holds firm as ORM-6151 setback meets solid Q2 2026 margins

AI-generated analysis

Bristol-Myers Squibb (BMY) shares closed at USD 62.84 on September 17, 2026, trading approximately 8.4% below their 52-week high but well above the low. The company reported strong second-quarter 2026 financial performance with revenue rising 5.7% year-over-year and achieving a profit margin of 25.57%. These...

Bullish Signals

  • Revenue grew 5.7% with 25.57% profit margin in Q2 2026.

Bearish Signals

  • Discontinued ORM-6151 development after Phase 1 data review.
  • Ended $100M program commitment following pipeline asset pivot.
20
Somewhat Bullish +42

Bristol-Myers Squibb stock steadies as ORM-6151 halt offsets strong Q2 results

AI-generated analysis

Bristol-Myers Squibb (BMY) shares closed at USD 62.84 on September 17, 2026, reflecting a mixed market reaction where strong second-quarter financial performance was partially offset by the decision to halt development of the oncology candidate ORM-6151. The company reported Q2 2026 revenue of USD 12.97...

Bullish Signals

  • Q2 2026 revenue hit USD 12.97B, beating estimates by 12.9%.
  • EPS reached USD 2.04, surpassing consensus by USD 0.44.
  • Profit margin expanded to a robust 25.57% in Q2 2026.
  • Board declared fresh cash dividend of USD 0.63 per share.
  • Analysts peg fair value at USD 66.21, suggesting undervaluation.

Bearish Signals

  • Halting ORM-6151 removes potential oncology revenue stream.
  • Discontinuing ORM-6151 loses up to $80M milestones.