Bristol-Myers Squibb Company

NYSE:BMY Rapport sur les actions

Capitalisation boursière : US$132.2b

Bristol-Myers Squibb Croissance future

Future contrôle des critères 1/6

Le chiffre d'affaires et le bénéfice de Bristol-Myers Squibb devraient diminuer respectivement de 7.3% et de 6.9% par an. Le BPA devrait diminuer de 3.9% par an. Le rendement des capitaux propres devrait être de 34.5% dans 3 ans.

Informations clés

-6.9%

Taux de croissance des bénéfices

-3.92%

Taux de croissance du BPA

Pharmaceuticals croissance des bénéfices18.2%
Taux de croissance des recettes-7.3%
Rendement futur des capitaux propres34.51%
Couverture par les analystes

Good

Dernière mise à jour05 Aug 2026

Mises à jour récentes de la croissance future

Article d’analyse • Aug 02

Bristol-Myers Squibb Company Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Bristol-Myers Squibb Company ( NYSE:BMY ) investors will be delighted, with the company turning in some strong numbers...

Recent updates

Article d’analyse • Aug 02

Bristol-Myers Squibb Company Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Bristol-Myers Squibb Company ( NYSE:BMY ) investors will be delighted, with the company turning in some strong numbers...
Mise à jour du récit • Jul 31

BMY: Q2 Execution And Late Stage Pipeline Will Drive Re Rating

Analysts have lifted the fair value estimate for Bristol-Myers Squibb to $80 from $75, citing recent price target increases into the low to mid $70s and a consistent focus on the company's Q2 results and pipeline potential as key factors supporting the updated view. Analyst Commentary Recent Street research on Bristol-Myers Squibb highlights a cluster of higher price targets following Q2 results.
Seeking Alpha • Jul 30

Bristol Myers Squibb: Upgrading To Buy On Positive Q2 Earnings, Long-Term Outlook

Summary Bristol Myers Squibb delivered strong Q2 2026 results, with revenue and EPS both exceeding expectations and robust cash flow performance. BMY’s forward P/E of ~9.2x and P/S of ~2.6x, combined with a ~4% dividend yield, suggest the stock is undervalued versus Big Pharma peers. While legacy portfolio revenues decline due to patent expiries, the growth portfolio is gaining traction, though some assets have underperformed expectations. I upgrade BMY to Buy, citing a promising late-stage pipeline and confidence that new launches will offset Eliquis’s eventual revenue loss. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 16

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.
Article d’analyse • Jun 16

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...
Mise à jour du récit • Jun 02

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.
Mise à jour du récit • May 18

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.
Mise à jour du récit • May 03

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.
Mise à jour du récit • Apr 19

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.
Mise à jour du récit • Apr 04

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.
Mise à jour du récit • Mar 21

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.
Mise à jour du récit • Mar 06

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.
Mise à jour du récit • Feb 20

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.
Article d’analyse • Feb 18

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...
Mise à jour du récit • Feb 06

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.
Mise à jour du récit • Jan 23

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.
Mise à jour du récit • Jan 08

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.
Mise à jour du récit • Dec 25

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.
Mise à jour du récit • Dec 11

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.
Mise à jour du récit • Sep 04

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.

Prévisions de croissance des bénéfices et des revenus

NYSE:BMY - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202842,0348,96212,99514,56022
12/31/202748,13010,51713,56615,36925
12/31/202649,84711,17611,21115,05223
6/30/202649,1869,28211,44012,782N/A
3/31/202648,4827,27511,90813,306N/A
12/31/202548,1947,05412,84514,156N/A
9/30/202548,0346,03915,30216,621N/A
6/30/202547,7045,04914,57815,901N/A
3/31/202547,6365,41913,08614,310N/A
12/31/202448,300-8,94813,94215,190N/A
9/30/202447,435-7,25813,80315,003N/A
6/30/202446,509-6,54112,94514,163N/A
3/31/202445,534-6,14812,50913,724N/A
12/31/202345,0068,02512,65113,860N/A
9/30/202344,9358,28511,46812,914N/A
6/30/202345,1877,96310,49911,850N/A
3/31/202345,8487,31110,86012,224N/A
12/31/202246,1596,32711,94813,066N/A
9/30/202246,7386,67712,94613,817N/A
6/30/202247,1446,61714,50215,396N/A
3/31/202246,9606,25115,34716,195N/A
12/31/202146,3856,99415,23416,207N/A
9/30/202145,468-5,40514,56915,505N/A
6/30/202144,384-5,07911,68712,506N/A
3/31/202142,810-6,21913,21513,939N/A
12/31/202042,518-9,01513,29914,052N/A
9/30/202039,395-4412,15712,878N/A
6/30/202034,862-56312,40913,167N/A
3/31/202031,006954N/A10,757N/A
12/31/201926,1453,439N/A8,210N/A
9/30/201924,1735,655N/A8,458N/A
6/30/201923,8576,203N/A7,181N/A
3/31/201923,2885,144N/A6,155N/A
12/31/201822,5614,920N/A7,066N/A
9/30/201822,0371,432N/A4,628N/A
6/30/201821,600376N/A5,062N/A
3/31/201821,040919N/A5,589N/A
12/31/201720,7761,007N/A5,275N/A
9/30/201720,5704,229N/A5,601N/A
6/30/201720,2384,586N/A5,292N/A
3/31/201719,9654,836N/A4,147N/A
12/31/201619,4274,457N/A3,058N/A
9/30/201618,4713,366N/A2,226N/A
6/30/201617,6182,870N/A1,346N/A
3/31/201616,9101,574N/A978N/A
12/31/201516,5601,565N/A2,105N/A
9/30/201516,5311,775N/A1,793N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de BMY devraient diminuer au cours des 3 prochaines années ( -6.9% par an).

Bénéfices vs marché: Les bénéfices de BMY devraient diminuer au cours des 3 prochaines années ( -6.9% par an).

Croissance élevée des bénéfices: Les bénéfices de BMY devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Les revenus de BMY devraient diminuer au cours des 3 prochaines années ( -7.3% par an).

Croissance élevée des revenus: Les revenus de BMY devraient diminuer au cours des 3 prochaines années ( -7.3% par an).

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de BMY devrait être élevé dans 3 ans ( 34.5 %)

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/10 10:54
Cours de l'action en fin de journée2026/08/10 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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. 25 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.

AnalysteInstitution
David ToungArgus Research Company
Emily FieldBarclays
Charles ButlerBarclays