Bristol Myers Squibb (BMY) Buy, Sell or Hold

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Bristol Myers Squibb (BMY)

60.16

-0.58 (0.95%)

as of Jul 20, 2026, 8:00:00 pm Market Open.

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Investor Insights

Jul 20, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Bristol Myers Squibb (BMY-N) has garnered mixed reviews from experts, highlighting both its potential and setbacks. While some analysts praise its solid dividend yield, promising drug pipeline, and recent earnings performance that exceeded expectations, others express concerns regarding the disappointing sales of its Cobenfy drug. Recent financial results indicate a modest sales growth of 3% and a significant 18% increase in its growth portfolio, albeit with a downturn in legacy drugs. Additionally, the company's management has raised its revenue guidance for 2025, which provides a glimmer of optimism for future performance. Overall, there is cautious optimism about a possible rebound if the growth portfolio continues to outperform older products.

Consensus

Mixed

Valuation

Undervalued

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EliLilly, LLY

TOP PICK

He liked their Celgene acquisition last year (though the market didn't), because it diversified their exposure to other drugs which have exectued well. Their R&D and core business are doing well. The stock trades at only 8x earnings. There is a disconnect between company performance and the market. It's very cheap and they execute well. (Analysts’ price target is $72.93)

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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 This household pharma player has just made a $13 billion acquisition of a company that focuses on the treatment of irregular heart rhythms -- something that doesn't have another treatment option yet. This will go to diversify the company's success in the cancer treatment field. With an outlook to earnings growth of over 17% next year the Price to Earnings Growth Ratio is just 1.1 -- suggesting good value at these levels. We would trade this with a $54 stop-loss. Yield 3.04% (Analysts’ price target is $73.62)

TOP PICK

There is so much value in drug companies. His model price is $111, or a 90% upside on this one. It may be suffering a little from maybe Biden winning the election. It pays 3% while interest rates are zero. There is not much downside. (Analysts’ price target is $72.79)

BUY

MyoKardia deal: https://www.businesswire.com/news/home/20201005005381/en/Bristol-Myers-Squibb-to-Acquire-MyoKardia-for-13.1-Billion-in-Cash Today BMY announced it's buying MyoKardia (MYOK-Q) ifor US$13.1 billion cash. MyoKardia makes drugs to fight heart disease and heart conditions, including mavacamten, a drug for which they will file an application in Q1-2021. The stock has gotten really cheap. He loves this deal.

TOP PICK

He has a model price over $111 -- a 95% upside opportunity. Yield 3.13% (Analysts’ price target is $66.94)

DON'T BUY

They are focused on the drug side of health care. There is a lot pressure on costs and from a political perspective as well. The company has had a great run as of late, but drugs can be very volatile. He generally favors the equipment and insurance sectors in health care.

TOP PICK

A leading oncology drug producer, trading at 10x earnings and paying a 3% dividend. Many catalysts are coming. They merged with Celgene, a deal which has raised investor expectations, with potentially strong synergies. This could trade at 11x earnings. You can make 20% on this. Holding a healthcare name is key. (Analysts’ price target is $71.64)

COMMENT

BMY vs ABBV? Doesn't own either one of them at the moment. Both stocks will probably do just fine over the next couple of years. Bristol Myers acquisition of Celgene will give them new drug applications. Be cautious on the Canadian tax implication in this acquisition. AbbVie on the other end is struggling with drugs that have been in the pipeline for a number of years and will start to face generic competition. Well managed companies. More comfortable with Bristol Myers.

COMMENT

They're getting a good deal on Celgene. Can't say what he'll do with this stock, but BMY is attractive.

DON'T BUY

It is a complex business with patents that come off, rising class-action lawsuits and rising regulatory threat politically in the US. He views it as a politically vulnerable industry and would suggest there are better things to buy. (Analysts’ price target is $59.00)

COMMENT

Bristol Myers's latest drugs haven't done as well as they thought. GSK has refocused into pharmaceuticals, and they sold off the consumer products division. After 5 years, they have both come to be around the same price. He would prefer GSK.

COMMENT

He started buying BMY-N ahead of the merger discussions with CELG-Q. If the merger fails, holding the buyer is safer as arbitragers unwind hedges. The combined company would be a good cash flow generator, which would help internal growth and debt pay down.

DON'T BUY

Heading into the election cycle, pharma will be under pressure. He prefers being into medical devices. He has a hard time being excited about either CELG or BMY, especially if the market is currently jittery. (Analysts’ price target is $100.33)

DON'T BUY

Acquisition pending, so some analysts aren't allowed to give an opinion while their investment bank is working on the deal. This is in the bucket of US healthcare he doesn't want to own right now. Political risk around drug pricing and lack of pipeline growth.

COMMENT

BMY was going down before their Celgene purchase, which was a good deal (he owned Celgene) at a bargain. BMY didn't do anything particularly wrong; their drugs are doing well. However, Merck is the dominant player in this space with better science, and so is his preferred pick. Better to hold a basket of health stocks though to lessen risk in holding individual health stocks--science keeps changing.

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Bristol Myers Squibb (BMY)