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 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'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 (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.
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) 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.
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.
Bristol Myers partners with Bain Capital to launch a new autoimmune-focused biotech, out-licensing five key immunology assets.
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.
BMY gears up for Q2 results as growth drugs partially offset legacy declines, cost cuts kick in and new launches gain traction. We recommend investors to wait and watch for now.
BMY rises 6.3% in a month as investors pin hopes on new drugs to offset pressure from pipeline and patent losses.
Bristol Myers (BMY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.