Key Takeaways BMY beat on Q4 earnings and sales, sending shares up 7.6% as the growth portfolio delivered 60% of revenues.Bristol Myers Squibb's growth brands led by Opdivo, Reblozyl, Breyanzi and Camzyos posted digit gains.BMY expects legacy sales to keep sliding in 2026, even as Eliquis demand grows and pipeline readouts loom.Bristol Myers Squibb (BMY) has strengthened its near-term outlook following robust fourth-quarter 2025 results reported on Feb. 5, 2026. The stock rose 7.6% post-earnings, closing at ...

Bates points to AI biotech In Silico as a prime example of how AI can overturn development in this way. In Silico has reported an average time of 13 months from project initiation to candidate selection in a 2025 Nature Medicine paper published on the company’s AI-developed drug rentosertib. In a Phase IIa idiopathic pulmonary fibrosis (IPF) study (NCT05938920), the drug was found to be safe and indicated positive signals in increasing lung function.Pharma companies look for several capabilities in AI, says ...

Bristol-Myers Squibb Company (NYSE:BMY) is included among the 10 Most Profitable Undervalued Stocks to Buy Guggenheim Raises its Price Target on Bristol-Myers Squibb Company (BMY) to $72 and Reiterates a Buy Rating On February 6, 2026, Guggenheim raised its price target on Bristol-Myers Squibb Company (NYSE:BMY) to $72 from $62 and reiterated a Buy rating. The firm significantly increased its estimated probability of success for iber/mezi to 90% from 33% and lifted its success odds for milvexian in SSP t ...

古根海姆将施贵宝的目标价从62美元上调至72美元，维持"买入"评级。(格隆汇) ...

Core Insights - Bristol Myers Squibb has signed an agreement with Evinova to optimize clinical trials using Evinova's AI-native clinical development platform, specifically the Cost Optimizer module [1][2] - The partnership aims to enhance decision-making, identify productivity opportunities, and create more efficient trial designs to accelerate innovation and improve experiences for sites and patients [2][3] Evinova's AI-Native Platform - Evinova's platform utilizes agentic AI to enhance study design, streamline processes, and ensure seamless digital data flow in compliance with USDM standards [4] - The platform has delivered hundreds of millions of dollars in multi-year savings for customers, showcasing its effectiveness in clinical development [4] Unified Trial Solution - Evinova's Unified Trial Solution integrates essential study elements to create a connected trial experience for sponsors, sites, and patients, incorporating eCOA with telehealth and remote patient monitoring [5] - This solution aims to improve data collection for novel endpoints and innovative trial designs while reducing friction points [5] Proven Outcomes - Evinova's solutions have demonstrated significant improvements, including up to 60% enhancement in patient experience, a 6-month acceleration in trial delivery, and a 32% reduction in costs [8][9] - The platform is designed to accelerate timelines, reduce costs, improve data quality, and enhance patient experiences [6]

Core Viewpoint - Morgan Stanley analyst Terence Flynn has raised the price target for Bristol Myers (BMY) to $40 from $37 while maintaining an Underweight rating on the shares [1] Revenue and EPS Guidance - The 2026 revenue and EPS guidance for Bristol Myers came in above consensus expectations [1] - This positive outlook was primarily driven by a higher than expected guidance for Eliquis [1]

We recently published 12 Stocks Jim Cramer Talked About.  Bristol Myers Squibb Company (NYSE:BMY) is one of the stocks that Jim Cramer talked about. Bristol Myers Squibb Company (NYSE:BMY) is one of the largest pharmaceutical companies in the world. Its shares are up by 7.5% over the past year and by 15.4% year-to-date. Piper Sandler bumped its Bristol Myers Squibb Company (NYSE:BMY) share price target to $66 from $62 and kept an Overweight rating on the shares in late January. The pharma company’s drug p ...

It has been one year since I last covered Bristol-Myers Squibb ( BMY ), rating the stock a Hold . That article followed Q4 2024 earnings, when investors were spooked by declining 2025Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as i ...

Core Viewpoint - Morgan Stanley maintains an "Underweight" rating for Bristol-Myers Squibb, advising investors to hold the stock, which is priced around $61.46 [1][6] Company Strategy - Bristol-Myers Squibb's "focused execution" strategy in 2025 has positively influenced its outlook for 2026, emphasizing newer brands and late-stage pipeline catalysts while managing costs to counteract loss-of-exclusivity challenges [2] Financial Performance - In Q4 2025, Bristol-Myers Squibb reported a strong performance with a growth portfolio increase of 15% year-over-year, which nearly offset a $4 billion revenue decline from its legacy portfolio [3][6] - The total revenue for Q4 remained stable at approximately $12.5 billion, with a stock price increase of 3.44% to $61.57 [4][6] Market Data - The stock has fluctuated between $59.77 and $61.86, with a market capitalization of about $125.34 billion, and has seen a 52-week high of $63.33 and a low of $42.52 [4][5] - Trading volume stands at 5.4 million shares, indicating active market participation despite the "Underweight" rating [5]

CFO David Elkins reported fourth-quarter total revenue was flat year-over-year at approximately $12.5 billion. Growth portfolio revenue increased 15% to $7.4 billion and represented close to 60% of total revenue in the quarter. Elkins attributed the performance to growth from Reblozyl, Breyanzi, Camzyos, and the company’s immuno-oncology portfolio, supported by early launches of Cobenfy and Opdivo Subcutaneous.Chair and CEO Chris Boerner said the company closed 2025 with “strong fourth quarter performance,” ...