BMY stock sentiment todayBristol-Myers Squibb Company
Sentiment verdict
Gossip first, financials second — NEUTRAL at 65% confidence.
Last updated · cached analysis, refreshes periodically
BMY
Bristol-Myers Squibb CompanyBMY is a high-yield value play caught in a high-stakes transition from aging blockbusters to a new $10B+ acquisition-led pipeline.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
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Price · last 12 months
Gossip
The narrative is dominated by the 'patent cliff' for Revlimid and Eliquis, offset by recent M&A optimism (Karuna, RayzeBio) and a steady dividend yield that attracts income investors.
- ·Schizophrenia drug KarXT potential
- ·Erosion of Revlimid revenues
- ·Medicare price negotiation impacts
- ·Aggressive M&A strategy to replenish pipeline
Financial
Strong cash flow generation supports a 3.8%+ dividend yield, but the balance sheet is pressured by recent multi-billion dollar acquisitions and a debt-to-equity ratio higher than historical norms.
- ·Forward P/E around 7.5x (Deep Value)
- ·Dividend Yield ~3.85%
- ·Operating Margin ~18-20%
- ·Revenue growth projected low single digits
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Strong conviction — insiders and patient capital are backing this.
- ·62% of the tracked holder base is patient capital (pensions, indexers, insurers).
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Loss of exclusivity (LOE) for key drugs Eliquis and Opdivo by 2028
- ·Integration risk of recent expensive acquisitions
- ·Legislative pressure from the Inflation Reduction Act (IRA)
Peer temperature
How direct competitors stack up against BMY right now.
- HOTMRKMerck & Co.
HOTTER — Keytruda remains the dominant oncology asset with better short-term growth prospects and a cleaner balance sheet.
See full analysis → - COLDPFEPfizer Inc.
COLDER — Struggling with a steeper post-COVID revenue collapse and deeper execution uncertainty despite a higher yield.
See full analysis → - NEUTRALABVAbbVie Inc.
HOTTER — Successfully navigating its own patent cliff (Humira) better than anticipated with Skyrizi and Rinvoq growth.
See full analysis →
- BMY+0.1%
- MRK+2.9%
- PFE+7.0%
- ABV—
Analyst price target
Consensus average of 21 analysts · median 65.00
Source: StockAnalysis.com · updated 2026-10-30
AI-generated analysis for informational purposes only. Not financial advice.