Bristol-Myers Squibb Company (BMY)
Bristol Myers Squibb: Why I'm Pounding The Table On This Buying Opportunity
Bristol Myers Squibb is trading at a generational bargain, near 7x earnings, with a compelling 5.6% dividend yield and strong cash flow. Recent Q2 results beat expectations, and management is focused on growth initiatives, including AI-driven drug discovery and new partnerships. Despite near-term earnings declines, due to patent expirations, AI and pipeline opportunities offer potential upside not priced into the stock.
Bristol-Myers Squibb: Buy The Weakness
Bristol-Myers Squibb faces political pressure on U.S. drug prices, but I see the risk as manageable given its strong fundamentals. The company's growth portfolio now exceeds half of revenue, offsetting legacy drug declines, and trades at a compelling single-digit P/E ratio. Robust cash flow supports a nearly 6% dividend yield and ongoing share repurchases, while debt remains manageable and on track for reduction.
Bristol-Myers Squibb: Declines Have Gone Too Far
Bristol-Myers Squibb's sales are stabilizing, with Q2 net sales up 1% YoY and growth portfolio drugs like Camzyos and Breyanzi showing strong momentum. Despite margin compression and profitability concerns, operating cash flow surged 70% YoY, supporting continued capital returns to shareholders. The company raised its full-year top-line guidance, signaling less severe declines than feared, though profitability remains pressured.
Bristol-Myers Squibb: No Respect For Blowout Earnings - Buy The Richer Dividend Yields
BMY's double-beat FQ2'25 performance and raised FY2025 guidance have been met with much skepticism, as observed in the steep pullback post earnings. This is despite the Growth Portfolio comprising over 50% of its overall revenues, with further expansion likely thanks to its intensified R&D, partnerships, and M&A efforts. BMY's discounted valuations present a deep-value buying opportunity, with patient investors well rewarded with rich dividend yields, pending growth acceleration.
Bristol-Myers Q2 Earnings Review: Solid Quarter, But Incoming CMO Must Fix Pipeline
Bristol-Myers Squibb Company beat Q2 2025 revenue expectations and raised full-year guidance, but EPS guidance was lowered and shares remain under pressure. The company's growth portfolio is expanding, but heavy reliance on Eliquis and Opdivo, both facing patent expiries, clouds the outlook. Key upcoming data catalysts and a new CMO offer hope, yet recent drug launches and acquisitions have underperformed expectations.
Bristol-Myers Squibb: Growth Is Taking Its Own Time (Rating Downgrade)
Bristol-Myers Squibb's Q2 2025 results were a mixed bag, with revenues showing signs of recovery while earnings saw a pullback. A reduction in earnings guidance on IPRD charges was another disappointment, though early signs of the performance of acquired treatment Cobenfy are positive. Underwhelming earnings since last year, along with revenues that are still coming back in form could explain the loss of price momentum for BMY despite otherwise healthy stock metrics.
Bristol-Myers Squibb Company (BMY) Q2 2025 Earnings Call Transcript
Bristol-Myers Squibb Company (NYSE:BMY ) Q2 2025 Earnings Conference Call July 31, 2025 8:00 AM ET Company Participants Adam Lenkowsky - Executive VP & Chief Commercialization Officer Christopher S. Boerner - CEO & Chairman Chuck Triano - Corporate Participant David V.
Bristol Myers (BMY) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Bristol Myers (BMY) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Bristol Myers Squibb (BMY) Q2 Earnings and Revenues Top Estimates
Bristol Myers Squibb (BMY) came out with quarterly earnings of $1.46 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $2.07 per share a year ago.
How Will Bristol Myers Squibb Stock React To Its Upcoming Earnings?
Bristol Myers Squibb (NYSE:BMY) is scheduled to release its earnings report on Thursday, July 31, 2025. For event-driven traders, examining historical stock performance around earnings announcements can provide valuable insights.
Will Collaboration With Bain Capital Help BMY Advance Its Pipeline?
Bristol Myers partners with Bain Capital to launch a new autoimmune-focused biotech, out-licensing five key immunology assets.
Bristol Myers Squibb and Bain Capital Form New Immunology Company
The company will begin with five potential treatments for autoimmune diseases in-licensed from Bristol Myers Squibb, which will retain 20% equity in the new company.
