Recently, Zacks.com users have been paying close attention to Bristol Myers (BMY). This makes it worthwhile to examine what the stock has in store.
BMY edges past MRK as generic headwinds bite, but new drug launches, cost cuts and a stronger 2026 outlook tilt the investment case in its favor.
Bristol-Myers: I'm Buying Post Earnings
FDA accepts and grants priority review to Bristol Myers' NDA for iberdomide combo in relapsed or refractory multiple myeloma. A decision is due on Aug. 17, 2026.
BMYs 2025 results highlight a shifting revenue mix as 17% growth in newer drugs offsets legacy declines, with more erosion expected in 2026.
Markets in 2026 are rewarding selectivity rather than size alone. Mega-cap leadership has narrowed, volatility has resurfaced, and investors are searching for a framework that can adapt to rotation. A barbell strategy that pairs AI enablers outside the Magnificent 7 with high-quality income names offers needed flexibility.
Zacks.com users have recently been watching Bristol Myers (BMY) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
BMY's legacy drugs see sharp generic erosion in 2026, but Eliquis growth and guidance shape expectations as competition heats up in oncology.
BMY jumps after strong Q4 2025 results as its growth portfolio drives beats, lifts sentiment and offsets generic pressure on legacy drugs.
Bristol-Myers Squibb is upgraded to Buy as its growth portfolio now offsets legacy declines, validating a bullish contrarian thesis. BMY's 2026 guidance and Q4 2025 results exceeded consensus, with management consistently under-promising and over-delivering, setting up strong risk/reward. Patent cliffs for Eliquis and Opdivo loom in 2028, but a robust pipeline—seven registrational readouts in 2026—offers multiple upside catalysts.
Bristol-Myers Squibb Company (BMY) Q4 2025 Earnings Call Transcript
Weekly Jobless Claims Exceed Expectations.