Bristol Myers Squibb (BMY) Buy, Sell or Hold

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Bristol Myers Squibb (BMY)

66.58

-0.37 (0.55%)

as of Aug 28, 2026, 8:00:00 pm Market Open.

162 watching

Investor Insights

Aug 29, 2026, 12:00 am

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

Bristol Myers Squibb (BMY) is currently experiencing a year-to-date increase of 19%, with a stock price trading below 10x price-to-earnings ratio. The company expects to generate $11 billion in free cash flow for this year, projected to rise to $15 billion by 2027. With a solid drug pipeline and a reasonable dividend yield of over 4%, many experts believe there is intrinsic value in the company, despite some mixed opinions. While some analysts express concerns regarding the disappointing sales of the Cobenfy drug, there is cautious optimism about the company's growth portfolio, which has seen substantial year-over-year sales increases. Analysts are intrigued by the potential for a rebound, contingent upon the growth portfolio consistently outperforming legacy products.

Consensus

Mixed

Valuation

Undervalued

Similar

Lilly,LLY

WEAK BUY

A lot of their big drugs are coming off patent, and they will need 5 years to turn around. Meanwhile, collect the 5% dividend as you wait. Be patient. He prefers Eli Lilly.

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

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