NYSE:BMY

Bristol Myers Squibb (BMY)

60.16
-0.58 (0.95%)
as of Jul 20, 2026, 8:00:00 pm Market Open.
160 watching
0
Investor Insights
star iconJul 20, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Bristol Myers Squibb (BMY-N) has garnered mixed reviews from experts, highlighting both its potential and setbacks. While some analysts praise its solid dividend yield, promising drug pipeline, and recent earnings performance that exceeded expectations, others express concerns regarding the disappointing sales of its Cobenfy drug. Recent financial results indicate a modest sales growth of 3% and a significant 18% increase in its growth portfolio, albeit with a downturn in legacy drugs. Additionally, the company's management has raised its revenue guidance for 2025, which provides a glimmer of optimism for future performance. Overall, there is cautious optimism about a possible rebound if the growth portfolio continues to outperform older products.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Undervalued
review icon
Similar
EliLilly, LLY
DON'T BUY
Lost its patent protection on its major drug, Plavix. Looking at other companies where they have lost their patent rights, there is a major sell off, but it takes a while before the company can replace the lost revenue.
HOLD
This would be in that category of very large US companies that haven't done much for a while. Starting to look interesting. Valuation is not bad. Good place to hide defensively.
DON'T BUY
From a technical point of view, it does not look good. Could see downside risk to about the $20 level. Fair market value is about $40/45, but it is technically weak. Would be nervous in a recession.
DON'T BUY
In the major pharmaceutical companies you see low multiple stocks yielding 4/5% and it may look like a good bet. Use caution as it is a risky bet. Revenues over the last couple of years have been under pressure. On this one, about 3/4 of their earnings is being paid out in dividends.
PAST TOP PICK
(A Top Pick Feb 23/05. Up 1.5%.) Has a fat dividend over 5%. Was troubled with patents coming off some major drugs. That's out of the stock now. Decent pipeline.
PAST TOP PICK
(Past Top Pick Nov 3/04. Up 1%.) Likes the health care sector and the drug makers have been under fire for years and this company has weathered the storm quite well. Decent dividend yield. Solid earnings.
TOP PICK
A big boring drug company which has not performed well for the last few years. Has been going sideways. Yielding 4.6%. He's waiting for the new pipeline to kick in. It's an exciting pipeline and they have some new drugs out.
BUY
Pharmaceutical stocks in general have been poor performers and valuations have become more reasonable, so is probably OK to start looking at them. Prefers Bristol Myers as you get a nice size dividend as they wait for a pick up.
BUY
Yields over 5%. Had problems a few years ago, but is beginning to turn them around.
TOP PICK
Drug stocks all declined in sympathy when Merck pulled their Vioxx. Dividend yield of nearly 5%.
BUY
Wouldn't invest in pharmaceuticals, but this company has a good global diversification.
DON'T BUY
Has a very large dividend and investors may have bought the stock for this reason but not sure how sustainable the dividend is. In a legal situation with a patent dispute. Revenue growth next year is expected to be minus. Very expensive.
DON'T BUY
The drug sector has been going through a selloff for many months. He can find nothing in this sector that is performing well.
BUY
Probably better positioned than some of the other pharmaceutical companies in terms of product life cycle. Probably a pretty good buy at this price.
PAST TOP PICK
(Past top pick May 14/04. No change.) Pharmaceutical stocks packed well in a rising interest rate environment. 4% yield.
Showing 166 to 180 of 221 entries