Bristol-Myers Squibb

Aging Demographics And Genomics Will Drive Healthcare Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Jul 24

Updated

04 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-12.2%

7D

6.0%

Loading

1Y

-12.2%

7D

6.0%

You can edit this narrative until Sep 5 10:15 AM. Then, changes will post as Updates.

Author's Valuation

US$531.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Sep 25

Analysts maintained a cautious outlook on Bristol-Myers Squibb due to muted Cobenfy prescription trends and pipeline execution concerns, partially offset by optimism for upcoming Alzheimer’s data and future optionality, resulting in the consensus price target remaining steady at $53.00. Analyst Commentary Bearish analysts point to recent moderation in Cobenfy prescriptions for schizophrenia and maintain low growth expectations for this indication in the second half of 2025.

Shared on 07 May 25

Fair value Decreased 7.26%

Shared on 30 Apr 25

Fair value Decreased 1.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 8.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 0.96%

AnalystConsensusTarget Fair Value

US$53

1.6% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-5.85%

Pharma revenue growth rate

0.68%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$9.23b

Earnings '28

x

14.37x

PE Ratio '28

=

US$132.72b

Market Cap '28

US$132.72b

Market Cap '28

/

2.06b

No. shares '28

=

US$64.51

Share Price '28

US$64.51 Share Price '28

Discounted to 2025 @ 6.78% p.a.

=

US$52.99

Fair Value '25