Bristol Myers Squibb (BMY)
NYSEHealth CareDrug Manufacturers - GeneralSnapshot 2026-07-08
$57.98+2.25%
Close 2026-07-07 · 1-day change
Reading BMY? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track BMY free→NYSEHealth CareDrug Manufacturers - GeneralSnapshot 2026-07-08
Reading BMY? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track BMY free→Bristol Myers Squibb grows revenue around $46.6 billion in 2026. Earnings per share reach about $6.20. Profit margins stay near 69.5%. The company benefits from strong drug pipelines and partnerships.
Revenue growth could slow below analyst expectations. Profit margins might compress due to rising costs. Innovation risks and competition could hurt future earnings.
The market prices in about -3% revenue growth and the stock trades roughly 11% below our fair value near $65. We see potential for modest growth and margin stability above these expectations.
Breaks if: EPS falls below $5.90 in FY26
Bristol Myers Squibb is reaffirming its 2026 financial guidance with revenues and EPS trending toward the upper end of the provided ranges.
Stated in 2 of last 2 quarters. Revenue guidance for 2026 is $46.0 billion to $47.5 billion, and EPS guidance is $6.05 to $6.35. Despite reaffirming guidance, the financials show a net income decline from $2.2 billion in 2025-Q3 to a loss of $548 million in 2025-Q4, indicating limited progress toward the upper end of guidance.
Breaks if: gross margin falls below 67% in FY26
Bristol Myers Squibb aims to maintain its gross margin guidance of approximately 69% to 70% for 2026.
Breaks if: major clinical trial failures or partnership dissolutions
Breaks if: annual revenue falls below $45 billion in FY26
Bristol Myers Squibb is reaffirming its 2026 financial guidance with revenues and EPS trending toward the upper end of the provided ranges.
Stated in 2 of last 2 quarters. Revenue guidance for 2026 is $46.0 billion to $47.5 billion, and EPS guidance is $6.05 to $6.35. Despite reaffirming guidance, the financials show a net income decline from $2.2 billion in 2025-Q3 to a loss of $548 million in 2025-Q4, indicating limited progress toward the upper end of guidance.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Bristol Myers Squibb is reaffirming its 2026 financial guidance with total revenues and diluted EPS trending toward the upper end of the ranges.”
“Non-GAAP EPS range of $6.05 to $6.35.”
“Bristol Myers Squibb is reaffirming its 2026 financial guidance with total revenues and diluted EPS trending toward the upper end of the ranges.”
“Non-GAAP EPS range of $6.05 to $6.35.”