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Upturn AI Summary - About
Bristol-Myers Squibb Company(BMY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BMY
10/23/2026: BMY (4-star) is currently NOT-A-BUY. Pass it for now.
Bristol-Myers Squibb is a major global biopharmaceutical company that operates with a focus on oncology, immunology, and cardiovascular medicine. The company has a leading position in the industry, supported by a strong portfolio of specialty drugs and a history of successful large-scale acquisitions that help refresh its pipeline. Its primary investment story revolves around transitioning from legacy products to newer growth drivers like Camzyos and its expanding neuroscience portfolio. However, investors should be aware of risks such as intense competition from peers, patent expirations, and potential drug pricing regulation. The stock may suit dividend-focused and value-oriented investors, though close monitoring of clinical pipeline progress and regulatory news remains essential.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company is currently in a transition phase, making it less of a pure growth play until new product launches scale. |
| Momentum investor | Weak fit | The stock has faced volatility and lacks the sustained upward price momentum often sought by these investors. |
| Value investor | Strong fit | The stock often trades at low P/E multiples relative to its sector, offering potential value for contrarian investors. |
| Dividend investor | Strong fit | BMY offers a reliable and competitive dividend yield, making it suitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While established, the pharmaceutical sector's inherent regulatory and patent risks contribute to moderate volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Pharmaceutical stocks can fluctuate significantly based on clinical trial results and regulatory news. |
| Valuation risk | Low | The stock generally trades at valuation levels that do not reflect extreme growth expectations. |
| Competition risk (oncology) | High | Intense competition, particularly from Merck's Keytruda, remains a constant pressure on BMY's major oncology assets. |
| Business quality | Strong | BMY possesses a durable, high-margin portfolio and a strong R&D history. |
| Dividend income | Strong | The company has a long-standing commitment to dividend payments and growth. |
| Execution risk | Medium / high | Successfully managing the transition from legacy drugs to new pipeline revenue is critical for future performance. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 31.96% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 125.59B USD | Price to earnings Ratio 13.54 | 1Y Target Price 65.42 |
Price to earnings Ratio 13.54 | 1Y Target Price 65.42 | ||
Volume (30-day avg) 13.5M shares | Beta 0.18 | 52 Weeks Range 40.71 - 67.94 | Updated Date 10/24/2026 |
52 Weeks Range 40.71 - 67.94 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 3.98% | Basic EPS (TTM) 4.54 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Oncology | Includes major revenue drivers like Opdivo and various hematology treatments. | This is the primary engine of the company and drives most of the profit. |
| Cardiovascular | Eliquis and newer assets like Camzyos. | A stable source of cash flow but currently facing long-term patent concerns. |
| Immunology | Treatments for immune-mediated diseases. | A critical growth area for diversifying the company's revenue base. |
| Geography | Global sales with significant exposure to the US, Europe, and Japan. | US market exposure is the most important factor for revenue and pricing trends. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When Before Market | Estimate 1.28 | Actual - |
Profitability
Profit Margin 18.87% | Operating Margin (TTM) 34.42% |
Management Effectiveness
Return on Assets (TTM) 10.72% | Return on Equity (TTM) 46.6% |
Valuation
Trailing PE 13.54 | Forward PE 9.86 | Enterprise Value 165.56B | Price to Sales(TTM) 2.55 |
Enterprise Value 165.56B | Price to Sales(TTM) 2.55 | ||
Enterprise Value to Revenue 3.37 | Enterprise Value to EBITDA 9.85 | Shares Outstanding 2.04B | Shares Floating 2.04B |
Shares Outstanding 2.04B | Shares Floating 2.04B | ||
Percent Insiders 0.1 | Percent Institutions 84.84 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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