NYSE:BMY

Bristol Myers Squibb (BMY)

55.65
+0.08 (0.14%)
as of Jun 9, 2026, 2:06:11 pm Market Open.
161 watching
0
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.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Undervalued
review icon
Similar
PFE
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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

PAST TOP PICK
(A Top Pick Dec 23/21, Up 15.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BMY has triggered its stop at $72. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 15%, when considering the previous recommendation to cover half the position.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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

PAST TOP PICK
(A Top Pick Dec 29/21, Up 21.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BMY is progressing well. To remain disciplined, we recommend trailing up the stop (from $68) to $72.
PAST TOP PICK
(A Top Pick Oct 20/20, Up 30%) Quality company. Concerns have abated. Catalyst coming up with cardio drug in the second half of the year. Not very expensive.
PAST TOP PICK
(A Top Pick Mar 17/22, Up 8%) In the US there's a violent rotation into the drug space that will continue. He models $116, so huge upside.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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

PAST TOP PICK
(A Top Pick Dec 23/21, Up 16.2%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with BMY has achieved its $72.50 objective. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $58) to $68.
TOP PICK
Likes the drug space in general. Model price of $112, up from today's price of around $70, a 61% upside. Buys back a lot of stock. Huge value. No pullback despite market volatility in last 3 months. You get paid to wait, and in USD. Yield is 3.07%. (Analysts’ price target is $73.42)
COMMENT
They have done well recently but he is looking for companies with longer term potential and expiry dates for drug patents. Should have good pipelines. Prefers diabetic care companies since this disease is on the rise. eg. Eli Lilly or Novo Nordisk. Astra Zeneca has a good pipeline in oncology drugs.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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

PAST TOP PICK
(A Top Pick Dec 23/21, Up 10.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BMY is progressing well. We now recommend trailing up the stop (from $54) to $58.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 We reiterate BMY, a $139 billion marketcap pharma player, as a TOP PICK. The recent $13 billion acquisition of a company that focuses on blood cancer treatment has gone well, but analysts have held the stock value back as the drug will lose patent protection in 2023. If you believe in the strength of management this will not be a game changer. Recent reported earnings beat market expectations by 4% and its ROE is over 40%. It pays a good dividend that has grown over 40% over the past three years. We would continue to use $54 as a stop-loss, looking to achieve $72.50 -- over 16% upside. Yield 3.19% (Analysts’ price target is $72.50)
BUY
Likes this pharma. It offers decent dividend growth and the dividend is safe. He holds pharma long term and didn't sell during Covid. Post-Covid, focus will return to non-Covid drugs, like BMY's cancer treatment.
BUY
Up 9.5% for the year, and is benefiting from the expected decree from Washington for Covid booster shots to fight Covid. So, BMY is rising because the entire drug space is rising. They also have a consistent track record, consistent dividend and anti-cancer drug.
COMMENT
They report Friday. He likes the CEO, but isn't sure if this stock can break from the pack.
PAST TOP PICK
(A Top Pick Jan 22/20, Down 8%) Sexier areas of the market pulled money away from the boring companies. Over the next decade, sees a fantastic R&D pipeline of cancer drugs. Tremendous cashflow will be deployed in R&D and acquisitions to augment their growth profile. Stick with it to collect the dividend with some slow growth.
HOLD

Diversified large cap. A lot of businesses working really well. Celgene acquisition diversified their oncology. Main drug is performing well. Trading at 8.5x forward earnings, with low double digit EPS growth. One of his core holdings.

BUY

It was up nearly 4% today during JPMorgan's healthcare conference. BMY delivered good news. Management announced strong early revenue goals for new products, including three new drugs that could hit $4 billion in sales this decade. Their strong pipeline of drugs was bulked by buying Celgene and MyoKardia. They also announced a bullish free cash-flow forecasts for coming years which will buyback shares and pay down debt. For years, this has failed to break out from mid-$60s, but that could change.

Showing 46 to 60 of 221 entries