Bristol-Myers Squibb (BMY) Aperçu de l'action
Bristol-Myers Squibb Company découvre, développe, concède sous licence, fabrique, commercialise, distribue et vend des produits biopharmaceutiques dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 1/6 |
| Performances passées | 4/6 |
| Santé financière | 3/6 |
| Dividendes | 6/6 |
Récompenses
Analyse des risques
BMY Community Fair Values
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Analyst Price Targets
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Bristol-Myers Squibb Company Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$62.09 |
| Plus haut sur 52 semaines | US$62.89 |
| Plus bas sur 52 semaines | US$42.52 |
| Bêta | 0.24 |
| Variation sur 1 mois | 7.95% |
| Variation sur 3 mois | 7.46% |
| Variation sur 1 an | 28.21% |
| Variation sur 3 ans | 1.11% |
| Variation sur 5 ans | -8.52% |
| Évolution depuis l'introduction en bourse | 2,805.86% |
Nouvelles et mises à jour récentes
Recent updates
Bristol-Myers Squibb: Cash Flow Machine, Outsized Growth Portfolio, And Inflation Beating Incomes
Summary BMY’s growth portfolio now comprises 54.1% of revenues and delivered +9% YoY growth in FQ1’26 against the legacy portfolio's slower erosion, supporting further upside to the currently conservative FY2026 guidance. Strategic partnerships with Jiangsu Hengrui, accretive M&As, and strong uptake of Opdivo Qvantig underpin the company's multi-pronged portfolio renewal efforts, despite the near-term IPRD noise. BMY's intermediate-term top/bottom-line growth prospects are likely to underwhelm due to LOE risks from Eliquis/Opdivo, albeit with secure dividend payouts at 39.2% of free cash flow. I reiterate my Buy rating for patient, income-oriented investors, with the recommendation to accumulate at yields above 4.2% for an inflation beating income thesis. Read the full article on Seeking Alpha
BMY: Late Stage Pipeline Wins And Policy Risks Will Drive Re Rating
Analysts slightly revised their average price target for Bristol-Myers Squibb stock, reflecting updated views on a modestly softer revenue outlook, stable fair value near $75.00, and largely unchanged long term margin and P/E assumptions following recent commentary on Medicare negotiation risk. Analyst Commentary Bristol-Myers Squibb continues to attract mixed but constructive attention from Wall Street, with recent notes focusing on Medicare negotiation risk, price target fine-tuning, and how current valuation lines up with long term earnings power.Bristol Myers Squibb (BMY) Stock Could Be 10.7% Undervalued After Kidney Cancer Trial Expansion
Bristol-Myers Squibb (BMY) stock is back in focus after the company expanded its kidney cancer trial through a clinical collaboration with Arcus Biosciences, adding new casdatifan arms to the ROSETTA RCC-208 study. See our latest analysis for Bristol-Myers Squibb. The kidney cancer trial expansion comes after a mixed period for Bristol-Myers Squibb, with the share price at $56.24, a year to date share price return of 5.2%, and a 1 year total shareholder return of 21.35%. This suggests...BMY: Late Stage Milvexian Readouts And Pipeline Wins Will Drive Re Rating
Analysts have raised the average Bristol-Myers Squibb price target by a few dollars, citing a series of recent upward revisions into the $60 to $70 range. These revisions reflect ongoing debate around macro risks, healthcare sector positioning, and upcoming Milvexian Phase III data.
BMY: Pipeline Execution And Macro Shifts Will Shape Future Risk Balance
Analysts now see Bristol-Myers Squibb’s fair value edging down by $0.08 to $62.96, as they factor in slightly weaker revenue growth and profit margin assumptions alongside a higher future P/E, even as recent Street price target moves reflect mixed views on the stock’s pipeline and macro setup. Analyst Commentary Recent Street commentary on Bristol-Myers Squibb highlights a wide range of views on execution risk, pipeline delivery and how those factors may feed into valuation over the next few years.BMY: Upcoming Late Stage Readouts Will Drive Potential Re Rating Opportunity
Analysts have made only a modest adjustment to their Bristol-Myers Squibb outlook, with small changes to revenue and profitability assumptions feeding into updated price targets that cluster in a wide range from about $60 to $75. This reflects differing views on the pipeline and upcoming Milvexian data as potential drivers for the story.BMY: Pipeline Progress And Sector Shifts Will Shape Future Risk Balance
Analysts have raised the implied fair value for Bristol-Myers Squibb to $63.04 from $59.91, reflecting a series of recent price target increases based on slightly less severe revenue contraction expectations, a modest improvement in projected profit margins, and support from pipeline-related research updates across multiple firms. Analyst Commentary Recent research has focused on how Bristol-Myers Squibb balances patent expirations on key products with progress in its pipeline and late stage programs, and how that mix feeds into valuation, execution risk, and potential growth beyond current revenue headwinds.
BMY: 2026 Catalyst Calendar Will Likely Fail To Offset Patent Cliff
Analyst price targets for Bristol-Myers Squibb have moved higher into a broad $60 to $75 range, with analysts pointing to a rich 2026 catalyst calendar, emerging pipeline readouts such as milvexian Phase III data, and relatively lower exposure to AI disruption risks as key supports for the updated views. Analyst Commentary Recent research highlights a mix of optimism and caution around Bristol-Myers Squibb, with the Street focusing on a packed 2026 catalyst calendar, milvexian Phase III data, and a broad set of late stage assets.BMY: 2026 Late Stage Pipeline Catalysts Will Likely Limit Further Upside
The analyst price target for Bristol Myers Squibb has moved higher, with the fair value estimate shifting from $40.67 to $45.67 as analysts point to a richer pipeline of late stage catalysts, a higher projected profit margin, and sector wide support from the appeal of healthcare during a choppy macro backdrop. Analyst Commentary Recent research coverage on Bristol Myers Squibb has tilted more constructive, with several firms lifting price targets into the US$60 to US$75 range and highlighting a dense calendar of late stage readouts through 2026.BMY: 2026 Late-Stage Pipeline Readouts Will Shape Re-Rating Potential
Analysts have lifted their Bristol Myers Squibb fair value estimate from $68.00 to $75.00, citing higher Street price targets and an increased focus on pipeline catalysts such as the Phase III milvexian data and a dense slate of 2026 readouts. Analyst Commentary Recent Street research on Bristol Myers Squibb clusters around a more constructive view of the pipeline, especially the 2026 readout slate and the Phase III milvexian program, with several firms revisiting their valuation frameworks in light of these potential catalysts.BMY: 2026 Pipeline Catalysts And Sector Recovery Will Shape Risk Balance
Our analyst fair value estimate for Bristol Myers Squibb has moved modestly higher to about $60. This reflects how recent price target increases and generally constructive research commentary around the pipeline are starting to offset concerns about upcoming patent expirations.We Like Bristol-Myers Squibb's (NYSE:BMY) Earnings For More Than Just Statutory Profit
Bristol-Myers Squibb Company ( NYSE:BMY ) announced a healthy earnings result recently, and the market rewarded it with...BMY: 2026 Pipeline Readouts And Sector Recovery Will Guide Next Repricing
Our analyst fair value estimate for Bristol Myers Squibb has moved modestly higher to US$58.13 from US$56.26. This reflects updated Street research in which analysts cite a richer mix of potential 2026 pipeline catalysts and a slightly higher assumed future P/E multiple, both of which support recent price target increases across several firms.BMY: 2026 Pipeline Readouts Will Likely Cap Near Term Upside
Analysts have lifted their blended price target on Bristol Myers Squibb by roughly US$2 to reflect higher estimated fair value and profitability, citing a rich set of 2026 pipeline readouts and what they view as underappreciated upside in several late-stage assets. Analyst Commentary Recent Street research on Bristol Myers Squibb points to a mixed but generally constructive stance, with several firms lifting price targets into the US$53 to US$65 range and highlighting what they see as meaningful 2026 data catalysts across eight late stage assets.BMY: Sector Tailwinds And Pipeline Milestones Will Shape Next Share Rerating
Analysts have nudged their price targets for Bristol Myers Squibb higher, with moves such as UBS shifting to a Buy rating with a US$65 target from US$46 and Citi lifting its target to US$53 from US$45. This reflects growing confidence tied to sector tailwinds, improving deal activity, and a refreshed view of the company’s valuation and earnings power.BMY: Sector Perform View Will Limit Upside Despite Upcoming Earnings Focus
Analysts have nudged their fair value estimate for Bristol-Myers Squibb higher to about $38.41 from $35.86, reflecting a modestly richer future earnings multiple despite slightly weaker near term revenue growth and margin assumptions, and a new $45 price target under a Sector Perform view. Analyst Commentary Recent Street commentary frames Bristol-Myers Squibb as a lagging, but not broken, story within large cap biopharma.BMY: Sector Outlook And Policy Shifts Will Shape Next Share Rerating
Analysts have nudged their price target for Bristol-Myers Squibb slightly higher to approximately $54 per share. This reflects a modestly richer future earnings multiple despite expectations for somewhat weaker revenue growth and profit margins, along with a more cautious Sector Perform stance from recent Street research.Aging Demographics And Genomics Will Drive Healthcare Demand
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.Rendement pour les actionnaires
| BMY | US Pharmaceuticals | US Marché | |
|---|---|---|---|
| 7D | 2.2% | 1.9% | -1.0% |
| 1Y | 28.2% | 42.9% | 14.7% |
Rendement vs Industrie: BMY a sous-performé le secteur US Pharmaceuticals qui a rapporté 42.9 % au cours de l'année écoulée.
Rendement vs marché: BMY a dépassé le marché US qui a rapporté 14.7 % au cours de l'année écoulée.
Volatilité des prix
| BMY volatility | |
|---|---|
| BMY Average Weekly Movement | 4.3% |
| Pharmaceuticals Industry Average Movement | 9.2% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: BMY n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de BMY ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1887 | 32,500 | Chris Boerner | www.bms.com |
Bristol-Myers Squibb Company se consacre à la découverte, au développement, à l'obtention de licences, à la fabrication, à la commercialisation, à la distribution et à la vente de produits biopharmaceutiques à l'échelle mondiale. La société propose des produits destinés à des indications en oncologie, en hématologie, en immunologie, en cardiologie et en neurosciences. Parmi ses produits figurent Opdivo pour le traitement du cancer ; Opdivo Qvantig, un inhibiteur de PD-1 administré par voie sous-cutanée pour les tumeurs solides ; Orencia pour le traitement de la polyarthrite rhumatoïde active et de l’arthrite psoriasique ; Yervoy pour le traitement du mélanome inopérable ou métastatique ; Reblozyl pour le traitement de l’anémie ; Breyanzi pour le traitement du lymphome à grandes cellules B récidivant ou réfractaire ; Opdualag pour le traitement du mélanome inopérable ou métastatique ; et Camzyos pour le traitement de la cardiomyopathie hypertrophique obstructive symptomatique.
Bristol-Myers Squibb Company Résumé des fondamentaux
| BMY statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$126.79b |
| Bénéfices(TTM) | US$7.28b |
| Recettes(TTM) | US$48.48b |
Le site BMY est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| BMY compte de résultat (TTM) | |
|---|---|
| Recettes | US$48.48b |
| Coût des recettes | US$13.58b |
| Marge brute | US$34.90b |
| Autres dépenses | US$27.62b |
| Les revenus | US$7.28b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 30, 2026
| Résultat par action (EPS) | 3.56 |
| Marge brute | 71.98% |
| Marge bénéficiaire nette | 15.01% |
| Ratio dettes/capitaux propres | 221.2% |
Quelles ont été les performances à long terme de BMY?
Voir les performances historiques et les comparaisonsDividendes
Le site BMY verse-t-il des dividendes fiables ?
Voir BMY l'historique des dividendes et les indices de référence| Bristol-Myers Squibb dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 02 2026 |
| Date de paiement du dividende | Aug 03 2026 |
| Jours jusqu'au dividende Ex | 24 days |
| Jours jusqu'à la date de paiement du dividende | 8 days |
Le site BMY verse-t-il des dividendes fiables ?
Voir BMY l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/26 03:21 |
| Cours de l'action en fin de journée | 2026/07/24 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Bristol-Myers Squibb Company est couverte par 45 analystes. 26 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Toung | Argus Research Company |
| Emily Field | Barclays |
| Charles Butler | Barclays |