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Bristol-Myers Squibb Company (BMY) Stock Analysis

Breakout setup

SellVALUE-TRAP 1/5Moderate Confidence

Healthcare · Drug Manufacturers - General

Sell if holding. Multiple concerning factors at $58.33: Leverage penalty (D/E 2.3): -1.5; Concentration risk — Geographic: United States (69.0%).

Bristol-Myers Squibb discovers, develops, and markets innovative medicines across oncology, hematology, immunology, cardiovascular, and neuroscience, generating $48.2B in total 2025 revenues. The US accounts for 69% of revenues with key products including Eliquis, Opdivo,... Read more

$58.33+2.1% A.UpsideScore 6.2/10#4 of 16 Drug Manufacturers - General
QualityF-score7 / 9FCF yield8.42%
IncomeYield4.40%(5y avg 3.93%)Payout70.03%
Stop $55.49Target $59.56(resistance)A.R:R 0.0:1

Sell if holding. Multiple concerning factors at $58.33: Leverage penalty (D/E 2.3): -1.5; Concentration risk — Geographic: United States (69.0%). Chart setup: Golden cross, above all MAs, RSI 53, MACD bullish. Score 6.2/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 72d clear, semi cycle peak clear, materials cycle peak clear). Fails on news legal. Suitability: conservative.

Recent Developments — Bristol-Myers Squibb Company

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.7 in RISK_OFF)
Sector modifier (Healthcare): +0.5
High-quality business
Risks
Concentration risk — Geographic: United States (69.0%)
Leverage penalty (D/E 2.3): -1.5
Consecutive earnings misses (2)

Key Metrics

P/E (TTM)16.1
P/E (Fwd)9.3
Mkt Cap$117.0B
EV/EBITDA8.1
Profit Mgn15.0%
ROE38.7%
Rev Growth2.6%
Beta0.26
Dividend4.40%
Rating analysts36

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C1.10bearish
IV39%normal

Concentration Risks(10-K Item 1A)

  • HIGHGeographicUnited States69%
    10-K Item 1: 'United States| 69 | %'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Revenue Growth
3.1
Earnings Growth
3.8
GatesNEWS LEGALA.R:R UPSIDE_EXHAUSTED (upside=0.0%)Momentum 6.9>=5.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 72d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Conservative
RSI
53 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $55.41Resistance $60.78

Price Targets

$55
$60
A.Upside+2.1%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! NEWS:LEGAL

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-30 (72d)

Verdict History

reverse chrono — latest first
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Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BMY stock a buy right now?

Sell if holding. Multiple concerning factors at $58.33: Leverage penalty (D/E 2.3): -1.5; Concentration risk — Geographic: United States (69.0%). Chart setup: Golden cross, above all MAs, RSI 53, MACD bullish. Prior stop was $55.49. Score 6.2/10, moderate confidence.

What is the BMY stock price target?

Take-profit target: $59.56 (+2.1% upside). Prior stop was $55.49. Stop-loss: $55.49.

What are the risks of investing in BMY?

Concentration risk — Geographic: United States (69.0%); Leverage penalty (D/E 2.3): -1.5; Consecutive earnings misses (2).

Is BMY overvalued or undervalued?

Bristol-Myers Squibb Company trades at a P/E of 16.1 (forward 9.3). TrendMatrix value score: 8.8/10. Verdict: Sell.

What do analysts say about BMY?

36 analysts cover BMY with a consensus score of 3.5/5.

What does Bristol-Myers Squibb Company do?Bristol-Myers Squibb discovers, develops, and markets innovative medicines across oncology, hematology, immunology,...

Bristol-Myers Squibb discovers, develops, and markets innovative medicines across oncology, hematology, immunology, cardiovascular, and neuroscience, generating $48.2B in total 2025 revenues. The US accounts for 69% of revenues with key products including Eliquis, Opdivo, Revlimid, and growth portfolio drugs. Multiple products face patent expiry pressures and the IRA's maximum fair price for Eliquis took effect January 1, 2026.

Related stocks: LLY (Eli Lilly and Company) · NVO (Novo Nordisk A/S) · GILD (Gilead Sciences, Inc.) · AZN (AstraZeneca PLC) · GSK (GSK plc)