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BMBMY

Bristol-Myers Squibb Company

$BMY·$122B·Drug Manufacturers - General·Healthcare
$59.75-1.4%YTD+13.8%1Y+37.7%
Price updated 8h ago·X counts updated 5d ago
BMBMY
$BMYBristol-Myers Squibb Company
$59.75-1.35%232 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BMY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

232X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BMY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

Bristol Myers pushes to new highs with the demographic-tailwind framing and posts positive Phase 2 QUINTESSENTIAL topline for the GPRC5D CAR-T. One skeptic questions the statistical-significance claim without a control arm; RNA's $15M milestone under the BMY collab confirms deal traction.

Read what X is saying about $BMY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BMY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A big pharma pushing to new highs with Camzyos growing and a GPRC5D CAR-T Phase 2 win — Oct 29 is the catalyst.

Bristol-Myers Squibb is a diversified pharma with the usual patent-cliff debate as context — but the 2026 story has been the pipeline actually working: Camzyos reaccelerating in cardiovascular, a positive Phase 2 topline for the GPRC5D CAR-T (QUINTESSENTIAL), and partnership milestones (RNA's $15M under the BMY collab) confirming business-development traction.

  • The P&L is modest but reliably beating: Q2 revenue grew 2.6% YoY to $11.5B at a 28% operating margin, with EPS beats of 27% and 11% on the last two prints — these are the kinds of surprises that come from disciplined cost management on top of resilient revenue.
  • The pipeline wins add forward optionality: the GPRC5D CAR-T Phase 2 success in multiple myeloma, Camzyos's continued growth in hypertrophic cardiomyopathy, and partnership-trial milestones together argue that the post-cliff earnings trajectory is improving before the cliff actually bites.

At 71% of its 52-week range going into Oct 29 earnings, the setup is quietly bullish. A clean beat with reaffirmed FY27 EPS guide plus any CAR-T registration pathway color is the trigger; a Camzyos sequential-decel or any Phase 3 safety signal from the pipeline is where the trajectory flips to cooling.

Agrees with X sentimentThe demographic-tailwind framing is marketing-grade, but the specific pipeline wins (Camzyos, CAR-T Phase 2, RNA milestone) are grounded. The skeptic's point on statistical significance without a control arm is valid — Phase 2 single-arm readouts are suggestive, not confirmatory.

What to watch: Oct 29 Q3 earnings — Camzyos revenue growth, pipeline readout commentary, operating margin, and FY27 guide. 20%+ EPS beat plus reaffirmed guide is the trigger; a Camzyos decel is the first warning sign.

On the calendar: 2026-10-29 — Q3 earnings

event ahead 30dpipeline wins

Read the AI verdict on $BMY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Large pharma with key oncology (Revlimid, Opdivo) and cardiovascular drugs, managing significant patent-cliff headwinds.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - General sits in its cycle right now — and what that implies for $BMY.

Drug Manufacturers - General · Healthcare

No material change from last week — GLP-1 duopoly (LLY/NVO) drives premium valuations while patent-cliff management defines the rest: ABBV migraine franchise win strengthens post-Humira portfolio.

What this means for $BMY

Partial — Large pharma with key oncology (Revlimid, Opdivo) and cardiovascular drugs, managing significant patent-cliff headwinds.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+14.5%YTD
+36.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
25.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
39.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
68.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$2.04$1.60+27.5%
Q1 2026Apr 30, 2026$1.58$1.42+11.3%
Q4 2025Feb 5, 2026$1.26$1.23+2.4%
Q3 2025Oct 30, 2025$1.63$1.52+7.2%
Next earningsThu, Oct 29·consensus EPS $1.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$11.5B+2.6%70.2%28.5%$1.31$757.0M
Q4 FY25$12.5B+1.3%67.2%11.4%$0.53$1.6B
Q3 FY25$12.2B+2.8%71.9%29.8%$1.08$6.0B
Q2 FY25$12.3B+0.6%65.8%33.6%$0.64$3.6B

Forward consensus

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$49.7B$49.0B – $50.0B$6.95$6.39 – $7.1919
FY27$48.3B$47.2B – $49.9B$6.60$5.99 – $7.4719
FY28$41.7B$38.3B – $44.6B$5.57$4.42 – $6.4722
FY29$37.9B$36.7B – $39.0B$5.08$4.85 – $5.2614
FY30$37.4B$36.2B – $38.5B$5.04$4.82 – $5.2211

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.66%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+0.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 9Cristian MassacesiEVP,Chief Med Offr,Head of Dev6.2K sh$403KSellAug 25Phil M HolzerSVP and Controller500 sh$34K
+ 24 other (10 awards · 7 exempts · 6 inkinds · 1 other) in window

See when $BMY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

BMY (BMY) reported financial results for second quarter of 2026 via 8-K Item 2.02, filed 2026-07-30. Full financials are in the attached press release (Exhibit 99.1). Quarterly earnings contain headline P&L, balance sheet, and guidance. Investors should review the exhibit for revenue, margins, EPS, and any updates to full-year outlook.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
AI summary

Bristol-Myers Squibb (BMY) held its 2026 Annual Meeting of Shareholders on May 5, 2026, at which all 11 director nominees were elected. Additional proposals voted on at the meeting are described in the filing. BMY is a large-cap biopharmaceutical company with a broad portfolio of oncology, cardiovascular, and immunology drugs.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Bristol-Myers Squibb (BMY) reported Q1 2026 financial results on April 30, 2026. Items 2.02 and 7.01 cover the earnings press release and investor webcast disclosure under Regulation FD, respectively. BMY is a major biopharmaceutical company with key products including Revlimid (loss-of-exclusivity), Eliquis, Opdivo, and Camzyos.

+ 8 other (3 11-Ks · 2 13Gs · 2 10-Qs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bristol-Myers Squibb vs. Johnson & Johnson: Which Healthcare Stock Is a Better Buy in 2026?fool.com·8h agoBristol Myers Squibb's 4.2% Dividend Yield Comes With a Trade-Off Investors Should Know247wallst.com·15h agoA $600,000 Dividend Portfolio Has a $52,900 Tax Problem. Here’s the Roth Solution247wallst.com·2d agoThese 4 Dividend Stocks Passed the 2020 Stress Test. Are They Buys in Now October?247wallst.com·3d agoBristol Myers Squibb Company (BMY) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·3d ago

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Voices on X · last 7 days

No standout posts about $BMY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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