BMY Stock Recent News

Bristol-Myers Squibb Company appears deeply undervalued, despite business headwinds and revenue declines from legacy products facing generic competition. The market is already pricing in revenue and EPS declines, but current valuation multiples—like a forward P/E below 7x—are excessively discounted. Even with conservative assumptions of 5% annual revenue decline and no terminal growth, fair value estimates show over 20% upside potential.

I reiterate my buy rating on Bristol-Myers, seeing significant undervaluation despite persistent weak technicals and sector underperformance. BMY's strong earnings beats, high free cash flow yield, and nearly 6% dividend make it a compelling income play, even amid pipeline concerns. Valuation is attractive: a sub-7x forward P/E and high dividend yield more than discount muted growth and generic competition risks.

Despite socio-economic challenges and pressure from the generic versions of Revlimid and Abraxane, Bristol-Myers Squibb Company's financial position continues to improve. It raised its 2025 diluted EPS guidance from $6.55-$6.85 to $6.7-$7, as well as revenue expectations from $45.5 billion to $45.8-$46.8 billion. Bristol-Myers Squibb's key franchises remain oncology and cardiovascular, primarily due to the strong performance of Opdivo, Camzyos, and Reblozyl.

Focus on high-quality, dividend-paying stocks with temporary setbacks, offering both value and income for patient investors. Bristol-Myers Squibb is deeply undervalued, carries a 5.3% yield, strong profitability, and a promising neurodegenerative drug pipeline. Rexford Industrial Realty offers a 5% yield, benefits from supply-constrained Southern California industrial markets, and trades far below historical valuation.

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Dividend stocks are facing many big risks. The high interest rates, trade war, and AI revolution could lead to many dividend cuts. I discuss what this all means for dividend investors.

PRINCETON, N.J.--(BUSINESS WIRE)---- $BMY #ASCO--BMS to Present Data at ASCO® 2025 Highlighting Differentiated Research Platform of Oncology Treatments and Innovative Research Pipeline.

Long-term bond yields continue to rise. But investors looking for income can still find plenty of attractive opportunities with dividend-paying stocks that have healthy yields. “23 stocks pay huge dividends. They should be a better bet than treasuries.” —Barron's Weekly. Interviewed by Barron's, Steven Wieting, strategist at Citi-Wealth, noted that growing dividends are tangible benefits for shareholders and hallmarks of companies with strong balance sheets. “Nobody can fake a dividend,” he said.

PRINCETON, N.J.--(BUSINESS WIRE)--Bristol Myers Squibb to Participate in the Bernstein 41st Annual Strategic Decisions Conference.

At current levels, we believe AMGN scores above BMY, buoyed by solid fundamentals and recent positive estimate revisions.