NYSE:BMY

Bristol Myers Squibb (BMY)

58.56
+1.04 (1.81%)
as of Jun 29, 2026, 8:00:00 pm Market Open.
160 watching
0
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.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Undervalued
review icon
Similar
Lilly,LLY
DON'T BUY
Demographics are good for pharmaceuticals but over the last 16 months, they have been terrible performers. Probably were over owned as defensive stocks. Has a number of drugs coming off patent. Avoiding this sector.
BUY
Large, US pharmaceutical stocks typically do well in a rising interest rate environment. Has suffered a lot of market price weakness recently and is now attractive. Also attractive in their cash flow model. 4 1/2% dividend yield.
TOP PICK
4 1/2 percent yield. Underperform the other big pharma stocks because of accounting issues which they have now got out-of-the-way. A big part of their portfolio will be subject to competition from generic drugs but have a great pipeline of new drugs.
DON'T BUY
Pays over 4% dividends. Has had its share of screw ups over the last couple of years. Doesn't have a lot of faith in the management. Would prefer owning a Pfizer or a European one.
TOP PICK
About 25% below what it's worth. Have a very good record of growing their earnings. Healthy return on equity of 14%.
BUY
Big pharma stocks should do well in this market. Historically, they do well when rates start to move up. Very attractive yield.
DON'T BUY
Big-cap pharmas have been quite a disappointment. Have had some problems with channel stuffing. Looks cheap on an earnings basis but prefers others.
SELL
Continuing to underperform. Dividend yield of over 4%, but feels there's valuation risk.
DON'T BUY
Drug stocks are not acting well. A weak stock in a weak market is not good.
HOLD
Valuation is getting a little high. Their pipeline is still a "show me" story.
DON'T BUY
Pharmaceuticals stocks have recently rallied but probably because of defensive moves rather than growth. A little bit skeptical. Would like to see earnings growth in relation to the valuations.
TOP PICK
Big pharma have been under pressure, but also seeing a really strong trend in biotechs. Has a broad product line. High dividend yield. Decent multiple.
BUY
Looks like momentum is coming back. All drugs look pretty good.
DON'T BUY
Fairly large dividend yield. There has been speculation that the dividend could be trimmed. Not a fan of management. Prefers Pfizer.
WEAK BUY
Their model price is just a couple of dollars over the current price. Prefers Amgen.
Showing 181 to 195 of 221 entries