Bristol-Myers Squibb Company

NYSE:BMY 주식 리포트

시가총액: US$132.4b

Bristol-Myers Squibb 향후 성장

Future 기준 점검 1/6

Bristol-Myers Squibb 의 수익과 수익은 각각 연간 7.3% 및 6.9% 감소할 것으로 예상됩니다. EPS는 연간 3.9% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 34.5% 로 예상됩니다.

핵심 정보

-6.9%

이익 성장률

-3.92%

EPS 성장률

Pharmaceuticals 이익 성장18.2%
매출 성장률-7.3%
향후 자기자본이익률34.51%
애널리스트 커버리지

Good

마지막 업데이트05 Aug 2026

최근 향후 성장 업데이트

분석 기사 • 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

분석 기사 • 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...
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.

이익 및 매출 성장 예측

NYSE:BMY - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: BMY 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -6.9%).

수익 vs 시장: BMY 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -6.9%).

고성장 수익: BMY 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: BMY 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -7.3%).

고성장 매출: BMY 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -7.3%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BMY의 자본 수익률은 3년 후 34.5%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/11 05:04
종가2026/08/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Bristol-Myers Squibb Company는 45명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ToungArgus Research Company
Emily FieldBarclays
Charles ButlerBarclays