NYSE:BMY

Bristol Myers Squibb (BMY)

58.56
+1.04 (1.81%)
as of Jun 29, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 29, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Bristol Myers Squibb (BMY-N) has received mixed reviews from experts, indicating potential strengths in its drug pipeline and dividends but also raising concerns about disappointing sales in certain areas, particularly regarding its Cobenfy drug. Some experts emphasize the company's growth portfolio, which has shown an impressive 18% year-over-year increase, while others voice caution due to declining sales from its legacy drugs. Despite some hesitations, recent earnings results exceeded expectations, with EPS and sales both surpassing estimates, leading to a raised revenue guidance for 2025. The sentiment suggests that the stock may have a chance to rebound if newer products continue to outperform older ones, though individual opinions vary significantly, highlighting a diversity of perspectives on the future performance of the stock.

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Consensus
Mixed
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Valuation
Undervalued
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Lilly,LLY
TOP PICK
Good yield, but also selling close to its absolute low since 1982. In the meantime everything is happily bubbling along for the company. Excellent upside potential. Partially defensive but also partly aggressive.
PAST TOP PICK
(A Top Pick April 6/10. Up 8.38%.) One of the few drug companies with a good pipeline. A medium size major so has room to grow. Recently got FDA approval for a cancer/melanoma drug. This could be a blockbuster drug.
COMMENT
A good company but prefers Johnson and Johnson (JNJ-N) for the longer term. Pays a good dividend. Strong franchise.
TOP PICK
Likes the US health care pharmaceuticals in general. This one has a nice yield. Selling at a low valuation.
PAST TOP PICK
(A Top Pick Jan 28/10. Up 13.26%.) People don’t like drug companies as many of them have patent cliffs where a lot of their big drugs are coming off patent. This one has a good pipeline of good and promising drugs.
TOP PICK
Good pipeline and a large amount of cash that can be used for acquisitions. Expects they will continue to raise their 4.8% dividend.
TOP PICK
Likes the healthcare area. Cheap compared to the rest of the market. Investors are starting to come into it realizing that negativity towards drug companies had been overdone. Built up a war chest of $3 billion. 5.25% yield.
DON'T BUY
Very cheap on any value metrics but has had a very hard time. Did very well when they had blockbuster drugs but those drugs have come off and it is hard to get them replaced. Prefers Johnson & Johnson (JNJ-N) because it is not a pure pharmaceutical company.
SELL
(Market Call Minute) A drug coming off Patent in 2012 represents 27% of revenues.
TOP PICK
In a trading range of about $22-$28. At $23 or lower it’s a Buy. 5.5% yield. Has a better pipeline of pharmaceutical products than a lot of other competitors. If you got it at these prices and that one up to $25-$26, he would pare it back.
TOP PICK
Likes the pharma space, which has been beaten up badly. What intrigues him is the pill popping baby boomers. Has one of the best profiles on patent expiries. Less than 6% dividend.
DON'T BUY
Not thrilled with the entire pharmaceutical industry.
BUY
(Market Call Minute.) Has a really good dividend yield and have got past their problems of patent expiries and regulatory issues.
HOLD
Pfizer (PFE-N) has a better product pipeline and a higher growth rate. Recently, the stock has been outperforming Pfizer. He thinks they are for sale and is waiting for the right partner to come along. If you own, hold on for the moment.
DON'T BUY
Had many problems in the past with pipeline, patent lawsuits. Now reaching the point where it is a turnaround story. Doesn't see anything happening in the near term that will boost their profitability or the outlook of the company.
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