NYSE:BMY

Bristol Myers Squibb (BMY)

64.72
+0.57 (0.89%)
as of Aug 7, 2026, 8:00:00 pm Market Open.
160 watching
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Investor Insights
star iconAug 9, 2026, 12:00 am

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

Bristol Myers Squibb (BMY) has received mixed reviews from various experts, reflecting a combination of cautious optimism and disappointment regarding its drug pipeline and overall performance. Highlighted is the stock's impressive +19% growth this year, alongside its strong cash flow generation expected to reach $11 billion this year and $15 billion by 2027, all while offering a substantial dividend yield over 4%. However, concerns have been raised about the underwhelming sales performance of the Cobenfy drug, with some experts recommending a more cautious approach as they await positive news regarding its prospects. Overall, the company’s recent earnings performance surpassed expectations, showcasing a solid 3% sales growth and a promising outlook for its growth portfolio, which could help restore investor confidence if it continues to outperform legacy offerings.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
Eli Lilly, LLY
BUY
Trades at 9x earnings. Has a great pipeline of drugs. Pays a great dividend.
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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.
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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.
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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.
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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.
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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 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.

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