Bristol-Myers Squibb Co.

Bristol-Myers Squibb Co.

Bristol-Myers Squibb (BMY) is a large, diversified biopharmaceutical company with a market cap of about $90.7bn. Investors should know it combines an established portfolio of marketed medicinesβ€”particularly in oncology, haematology and immunologyβ€”with a deep pipeline and substantial R&D spending. Key revenue drivers include immuno‑oncology and speciality medicines, though some legacy products face generic competition as patents expire. The 2019 Celgene acquisition broadened product mix but increased leverage, making cash generation and debt management important considerations. Regulatory outcomes, trial results and competitive approvals can move the share price materially. BMY typically pays a dividend, which may appeal to income‑minded investors, but dividends and share values can fall. This summary is for educational purposes only and not personalised advice; always consider your risk tolerance and do further research or speak to a financial adviser before investing.

Why It's Moving

Bristol-Myers Squibb Co.

BMY Faces Analyst Warnings of 13% Downside Despite Recent Upgrades and Strong 2026 Guidance

Bristol-Myers Squibb stock is under pressure from analyst cautions highlighting a 13% downside risk, driven by looming patent losses and revenue headwinds through 2028. Investors are weighing this against upbeat upgrades from UBS and BofA, plus FY26 guidance beating estimates on earnings and sales.
Sentiment:
πŸŒ‹Volatile
  • UBS upgraded BMY to Buy with a $65 target, spotlighting a favorable risk/reward into late 2026 from 3-4 major pipeline catalysts that could drive 25%+ upside.
  • Company guided FY26 adjusted EPS at $6.05-$6.35 and revenues $46-47.5B, topping analyst forecasts and signaling resilience amid challenges.
  • BofA and Guggenheim Buy ratings emphasize R&D pipeline strength, recent dividend hike to $0.63 quarterly, and advances in lymphoma therapies like Breyanzi.

When is the next earnings date for Bristol-Myers Squibb Co. (BMY)?

Bristol Myers Squibb's next earnings date is estimated for April 23-30, 2026, aligning with the company's historical late-April reporting pattern for first-quarter results. This release will cover the Q1 2026 quarter (January-March). Note that the exact date remains unconfirmed by the company as of early March 2026.

Stock Performance Snapshot

Hold

Analyst Rating

Analysts suggest keeping Bristol-Myers Squibb's stock as it is, with a target price of $53.53.

Above Average

Financial Health

Bristol-Myers Squibb is performing well with strong profits, cash flow, and high revenue.

Average

Dividend

Bristol-Myers Squibb's dividend yield of 3.09% is decent for investors interested in dividend income. If you invested $1000 you would be paid $18.60 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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Why You’ll Want to Watch This Stock

πŸ“ˆ

Oncology-led revenue engine

BMY’s oncology and haematology drugs drive sales and headline growth, though trial outcomes and competition can cause swings in performance.

⚑

Pipeline and R&D programme

A substantial pipeline offers upside if trials succeed, but R&D failures and regulatory delays are common and can affect value.

🌍

Cash flow and balance

Established medicines and partnerships support cash flow, yet patent cliffs and post-acquisition debt make balance-sheet management important.

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