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.
BMY beats Q4 earnings and revenue estimates as its Growth Portfolio jumps 16%, lifting shares despite continued declines in legacy drugs.
Jobless Claims notched their highest weekly print since early December, while BMY, RL, COP & more report earnings.
Bristol Myers Squibb (NYSE:BMY) reported Q4 2025 revenue of $12.5 billion, essentially flat year-over-year, with full-year 2025 revenue reaching $48.2 billion.
Although the revenue and EPS for Bristol Myers (BMY) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Bristol Myers Squibb (BMY) came out with quarterly earnings of $1.26 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $1.67 per share a year ago.
Bristol Myers Squibb issues an especially upbeat outlook for 2026.
Bristol Myers Squibb on Thursday forecast 2026 results above Wall Street estimates, saying that price cuts to its blood thinner Eliquis will help drive up revenue.
BMY leans on fast-growing Reblozyl, now a $2B+ franchise, to fuel results as generics pressure legacy drugs ahead of Q4 earnings.