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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 Dips Amid AI Cancer Tech Push with Microsoft and Dividend Boost

Bristol-Myers Squibb shares fell 1.9% this week despite unveiling a key collaboration with Microsoft on AI for early lung cancer detection, aiming to sharpen its oncology edge through faster diagnostics and trials. Investors parsed mixed Wall Street views, offset by a raised quarterly dividend signaling confidence in cash flows.
Sentiment:
βš–οΈNeutral
  • AI Collaboration: Teamed up with Microsoft on an AI radiology platform to detect lung cancer earlier, positioning BMY stronger in diagnostics and oncology pipeline acceleration.
  • Dividend Hike: Boosted quarterly payout to $0.63 per share (annualized ~$2.52, 4.6% yield), underscoring robust financial health despite high payout ratio.
  • Analyst Nod: Scotiabank flagged BMY as a top 2026 pick, lifting price target to $60 from $53, fueling optimism amid consensus Hold rating.

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

Bristol-Myers Squibb (BMY) will report its next earnings for the fourth quarter of 2025 on Thursday, February 5, 2026, before the market opens. This date has been officially announced by the company, aligning with analyst estimates and historical patterns. Investors should note the conference call typically follows the release.

Stock Performance Snapshot

Hold

Analyst Rating

Analysts suggest holding Bristol-Myers Squibb's stock due to a slight decline in value expectation.

Above Average

Financial Health

Bristol-Myers Squibb is showing strong revenue and profits, reflecting solid overall financial health.

Average

Dividend

Bristol-Myers Squibb's dividend yield of 4.46% offers a steady return for investors seeking dividends. If you invested $1000 you would be paid $44.80 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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