NYSE:BMY

Bristol Myers Squibb (BMY)

55.65
+0.08 (0.14%)
as of Jun 9, 2026, 2:06:11 pm Market Open.
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Bristol Myers Squibb (BMY-N) has garnered mixed reviews from various experts. Many have noted its attractive dividend and promising drug pipeline, while emphasizing its reasonable valuation and wide economic moat. Recent performance metrics were strong, with earnings per share (EPS) and sales exceeding analyst estimates, leading management to revise revenue projections upwards for 2025. However, concerns have also surfaced regarding the declining sales from its legacy portfolio, with some experts expressing disappointment in the performance of its Cobenfy drug and urging caution. Overall, opinions vary significantly, indicating that investors should weigh both the growth potential and the challenges ahead when considering this stock.

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Consensus
Mixed
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Valuation
Undervalued
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PFE
WAIT

Down 23% in the past 6 months. Pays a 5% dividend. Be patient and give the current CEO a chance to turn things around.

TOP PICK

Big on immune oncology and cardio. Technically doesn't look great, but eventually "the train will come along and collect the mail bag". Makes a ton of $$ in NA. Wide moat. Concerns about pipeline, but he thinks it's pretty good. Limited downside. Yield is 4.9%.

Good pricing power. Because products are so specialized, FDA puts them on sort of a fast track.

(Analysts’ price target is $59.92)
COMMENT

In the past quarter, They recently bought 3 companies, including Mirati, a small oncology company, and Karuna who may develop a wonder drug to treat schizophrenia. BMY needs to buy companies, because their top 3 drugs face steep patent cliffs, like a blood-clot drug, accounting for over 61% of 2023 (Jan-Sept)'s sales.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

The company has partnered with a Chinese pharma company for a new drug to lung and breast cancer patients.  They will have exclusive rights outside of China. It trades at 13x earnings and supports a ROE of 26%.  It has a good dividend, backed by a payout ratio under 60% of cash flow.  The company has been prudentially using some cash reserves to aggressively buy back shares and retire debt.  We recommend placing a stop at $44, looking to achieve $63 -- upside potential of 23%.  Yield 4.4% 

(Analysts’ price target is $62.82)
BUY

Disagrees with today's downgrade. BMY will produce $75 billion free cash flow over the next 5 years, which will transform them.

DON'T BUY

They don't have the drug pipeline that they used to have. Also, don't buy a stock only for the dividend.

BUY

Investors have given up on drug stocks, including BMY, but he won't. You must own a drug stock in your portfolio.

COMMENT

It has some real challenges from 2026 to 2030 when some of their drugs will come off patents. They will need to fill their pipeline. This is reflected in the 8X earnings multiple. As for Amgen, it has defensive characteristics but we need to make sure they execute their plans.

BUY

Trades under 9x earnings, has a ton of free cash flow and are buying back stock.

BUY

They have zero economic sensitivity (good) and has enough drugs in the pipeline to beat future estimates. Always pays an above-average dividend.

HOLD
In fine shape, can own it for the next 6-9 months of volatility. The way the market is, owning healthcare is safer than owning other things. Very defensive. He owns JNJ and NVO, but any of these companies will be fine.
DON'T BUY
A leaking boat that you need to bail out of. Their flagship drug, an oncology one, goes off patent in 2028. Their other drugs go off-patent in 2025-6. 80% of their 2021 revenues will be off-patent by 2028. Trades at 23x PE. All drug companies have these issues, but would rather buy a drug company that's less reliant on a key drug and trades cheaper.
BUY
BMY and AbbVie The line is blurred between biotech and pharma. He likes both spaces and both stocks. Aging demographics means more and more drugs. Both are have solid valuations. They pay income but also offer capital appreciation.
BUY
BMY and AbbVie The line is blurred between biotech and pharma. He likes both spaces and both stocks. Aging demographics means more and more drugs. Both are have solid valuations. They pay income but also offer capital appreciation.
BUY
Trades at 9x earnings. Has a great pipeline of drugs. Pays a great dividend.
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