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Investor Insights

This summary was created by AI, based on 11 opinions in the last 12 months.

Experts have mixed opinions about Bristol Myers Squibb (BMY-N). Some believe that the company is facing challenges with patent expirations and a need to fill its pipeline, while others are optimistic about its cash flow, dividend yield, and potential for turnaround. The company has made recent acquisitions and partnerships in the oncology and cardio space, but concerns about the drug pipeline and economic sensitivity remain. Overall, Bristol Myers Squibb is seen as a company with potential challenges but also opportunities for growth.

Consensus
Mixed
Valuation
Fair Value
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.

biotechnology / pharmaceutical
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.

biotechnology / pharmaceutical
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)
biotechnology / pharmaceutical
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.

biotechnology / pharmaceutical
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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)
biotechnology / pharmaceutical
BUY

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

biotechnology / pharmaceutical
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.

biotechnology / pharmaceutical
BUY

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

biotechnology / pharmaceutical
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.

biotechnology / pharmaceutical
BUY

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

biotechnology / pharmaceutical
BUY

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

biotechnology / pharmaceutical
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.
biotechnology / pharmaceutical
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.
biotechnology / pharmaceutical
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.
biotechnology / pharmaceutical
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.
biotechnology / pharmaceutical
Showing 1 to 15 of 192 entries

Bristol Myers Squibb(BMY-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 5

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 6

Stockchase rating for Bristol Myers Squibb is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Bristol Myers Squibb(BMY-N) Frequently Asked Questions

What is Bristol Myers Squibb stock symbol?

Bristol Myers Squibb is a American stock, trading under the symbol BMY-N on the New York Stock Exchange (BMY). It is usually referred to as NYSE:BMY or BMY-N

Is Bristol Myers Squibb a buy or a sell?

In the last year, 6 stock analysts published opinions about BMY-N. 5 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Bristol Myers Squibb.

Is Bristol Myers Squibb a good investment or a top pick?

Bristol Myers Squibb was recommended as a Top Pick by on . Read the latest stock experts ratings for Bristol Myers Squibb.

Why is Bristol Myers Squibb stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Bristol Myers Squibb worth watching?

6 stock analysts on Stockchase covered Bristol Myers Squibb In the last year. It is a trending stock that is worth watching.

What is Bristol Myers Squibb stock price?

On 2024-02-26, Bristol Myers Squibb (BMY-N) stock closed at a price of $50.52.