BMY Bristol Myers Squibb Loading... : Bullish and Bearish Analyst Opinions
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16:26
Sep 01
Sep 01
Author questions why Bristol-Myers Squibb's Sotyktu underperformed.
Author questions why Bristol-Myers Squibb's Sotyktu underperformed, casting doubt on the drug's market potential without taking a position.
LOW
21:00
Aug 26
Aug 26
The BMS investment, following Roche and Lilly, signals accelerating AI adoption in pharma and life sciences, a new growth vector for NVIDIA's platform.
HIGH
21:44
Aug 11
Aug 11
Bristol-Myers is an attractive drug holding.
Bristol-Myers Squibb is a pharmaceutical holding the firm owns, presumably offering value or a catalyst on the drug side.
LOW
11:02
Aug 11
Aug 11
BMY LOE cliff; failed AZN deal reported
Author highlights BMY's structural LOE risk (Eliquis and Opdivo patent cliffs), oncology overlap requiring FTC divestitures, and failed AZN deal — framing BMY as an unattractive acquisition target with declining franchise value.
MED
13:07
Aug 08
Aug 08
The tweet lists large-cap pharma companies with high short interest.
The tweet lists large-cap pharma companies with high short interest, citing a Financial Times article, but offers no personal position or directional call.
LOW
23:45
Aug 06
Aug 06
Limited upside, better picks exist
Bristol-Myers Squibb has limited upside after the AstraZeneca merger speculation. While not expensive with a 3.9% yield, there are better alternatives like Johnson & Johnson, suggesting it is time to trim.
MED
12:00
Aug 06
Aug 06
BMY LOE cliff, FTC risk, wrong M&A target
Author argues BMY faces Eliquis/Opdivo LOE cliff, FTC divestiture risk from oncology overlap with AZN, and represents financial engineering rather than growth — cited as the wrong M&A target at $170B+ premium.
MED
12:12
Aug 05
Aug 05
AstraZeneca-Bristol Myers deal discussions denied
Reports a senior AZN source denying AstraZeneca-Bristol Myers deal talks; no directional stance stated.
LOW
12:05
Aug 05
Aug 05
AstraZeneca and Bristol Myers Squibb deny any deal discussions.
AstraZeneca and Bristol Myers Squibb deny any deal discussions, with a senior source stating no deal was ever on the table.
18:00
Aug 04
Aug 04
Bristol Myers took a large, long-term build-to-suit at Alexandria's mega campus, indicating significant commitment to the region and strengthening ARE's income visibility.
HIGH
17:15
Aug 04
Aug 04
Cheap, dividend, pipeline complements oncology.
Bristol-Myers Squibb is exceptionally cheap, has a good dividend yield, and possesses a pipeline that complements AstraZeneca’s oncology focus, particularly in cardiovascular, despite the negative market reaction to the rumored deal.
MED
14:00
Aug 04
Aug 04
Pfizer acknowledges BMS's public guidance on Eliquis growth as a key driver for its own raised revenue guidance.
HIGH
19:37
Aug 03
Aug 03
Author speculates on FTC concerns about a potential AZN-BMY merger citing cultural.
Author speculates on FTC concerns about a potential AZN-BMY merger citing cultural and workforce issues, but offers no personal position or trade call.
LOW
15:57
Aug 03
Aug 03
AstraZeneca and Bristol-Myers Squibb are in preliminary merger talks creating a potential $400B.
AstraZeneca and Bristol-Myers Squibb are in preliminary merger talks creating a potential $400B pharma powerhouse, but the Seeking Alpha rating remains a neutral hold on AZN.
15:10
Aug 03
Aug 03
AstraZeneca and Bristol-Myers Squibb are reportedly considering a $400 billion merger that.
AstraZeneca and Bristol-Myers Squibb are reportedly considering a $400 billion merger that analysts suggest could face significant complications.
15:08
Aug 03
Aug 03
Author notes both Bristol-Myers Squibb and AstraZeneca are down with a laughing emoji.
Author notes both Bristol-Myers Squibb and AstraZeneca are down with a laughing emoji, offering no directional thesis or position.
LOW
13:50
Aug 03
Aug 03
AstraZeneca investors expressed disapproval of a proposed 400 billion dollar merger.
AstraZeneca investors expressed disapproval of a proposed 400 billion dollar merger with Bristol-Myers Squibb, according to a report from the news wire.
12:45
Aug 03
Aug 03
AstraZeneca and Bristol-Myers Squibb are reportedly considering a $400 billion merger that.
AstraZeneca and Bristol-Myers Squibb are reportedly considering a $400 billion merger that could face significant complications according to an opinion piece.
12:11
Aug 03
Aug 03
US pre-market movers report includes merger talks between AstraZeneca and Bristol-Myers.
US pre-market movers report includes merger talks between AstraZeneca and Bristol-Myers, a GME convertible exchange, a Curium-Lantheus deal, BABA's AI launch, and multiple analyst rating changes across several stocks.
11:47
Aug 03
Aug 03
Premarket movers show mixed results with Atkore surging on acquisition news.
Premarket movers show mixed results with Atkore surging on acquisition news, Bristol-Myers gaining on takeover interest, and several stocks falling on earnings misses or guidance cuts.
11:45
Aug 03
Aug 03
Jefferies analysts question the strategic logic of a potential AstraZeneca and Bristol Myers.
Jefferies analysts question the strategic logic of a potential AstraZeneca and Bristol Myers merger, calling the reported $400 billion pharma megadeal a head scratcher.
11:31
Aug 03
Aug 03
AstraZeneca and Bristol Myers Squibb reportedly held merger talks that would create a nearly.
AstraZeneca and Bristol Myers Squibb reportedly held merger talks that would create a nearly 400 billion dollar pharmaceutical giant.
09:49
Aug 03
Aug 03
Cramer questions whether AstraZeneca's move is a fake out and suggests Bristol-Myers needs help.
Cramer questions whether AstraZeneca's move is a fake out and suggests Bristol-Myers needs help, but offers no explicit position or trade call.
LOW
08:07
Aug 03
Aug 03
Bristol-Myers Squibb shares rise 3.8% in premarket trading following reports of potential deal.
Bristol-Myers Squibb shares rise 3.8% in premarket trading following reports of potential deal talks between the company and AstraZeneca.
07:09
Aug 03
Aug 03
AstraZeneca shares fall over seven percent after reports of preliminary merger talks.
AstraZeneca shares fall over seven percent after reports of preliminary merger talks with Bristol Myers Squibb regarding a possible combination.
01:04
Aug 03
Aug 03
AZN-BMY $400bn tie-up talks reported.
Reports AstraZeneca and Bristol Myers Squibb are in talks over a $400bn combination. Substantive M&A development, but author gives no directional view.
LOW
21:40
Aug 02
Aug 02
AstraZeneca has reportedly explored acquiring Bristol Myers in a potential megadeal that would.
AstraZeneca has reportedly explored acquiring Bristol Myers in a potential megadeal that would create one of the world’s largest drugmakers.
21:23
Aug 02
Aug 02
Rumored BMY-AZN mega merger, no directional view.
The author notes recurring street rumors of a mega merger and identifies BMY and AZN as the pairing; no position or directional call is stated.
LOW
19:17
Aug 02
Aug 02
The tweet is a sarcastic meme about patent cliff exposure at Bristol Myers Squibb.
The tweet is a sarcastic meme about patent cliff exposure at Bristol Myers Squibb, with AstraZeneca mentioned in the quoted context, but no directional position is stated.
LOW
19:14
Aug 02
Aug 02
The author merely lists two pharmaceutical tickers without any directional view or position.
The author merely lists two pharmaceutical tickers without any directional view or position disclosure, so they are indexed as watch.
LOW
About BMY Analyst Coverage
Buzzberg tracks BMY (Bristol Myers Squibb) across 18 sources. 6 bullish vs 0 bearish calls from 28 analysts. Sentiment: predominantly bullish (9%). 68 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: A May MD, Colette Kress, Ted Oakley.