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BMYBristol Myers Squibb

$64.83-2.98%Real quote · delayedPharma

🏛️ Company factsSEC filings + FINRA official data

Annual revenue $48.2B · latest quarter up 5.7% YoY · profitable (FY net income $7.1B) · short activity above its recent average — bears adding.

FY revenue

$48.2B

2025-12

Latest Q YoY

+5.7%

Gross margin

19.2%

FY net income

$7.1B

Diluted EPS

$3.47

Short volume

58%

20d avg 51.6% · shorts building

🐋 5%+ ownership filings (last 180d)

The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.

2026-08-07passive (13G)STATE STREET CORP
2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
2026-03-26passive (13G)VANGUARD GROUP INC

🎯 Market expectations

Expectation reliability High · 79/100

Nasdaq analyst consensus · the pre-news baseline

Next quarter (Sep 2026) consensus$1.68Estimate range $1.59 ~ $1.75 · 9 analysts

History: actual vs consensusavg +14.4%

Jun 2026$2.04 vs $1.59+28.3%
Mar 2026$1.58 vs $1.44+9.72%
Dec 2025$1.26 vs $1.15+9.57%
Sep 2025$1.63 vs $1.48+10.14%

The takeaway

This company habitually beats by +14.4% — the next report has to clear that bar to count as good news.

Analyst estimates, not our forecast · not investment advice

What's moving this stock lately

2 direct · 1 2nd-order · 0 thematic

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

#1▲1%DirectBristol Myers Squibb Presents Data Up to Five Years Reinforcing the Long-Term Efficacy and Safety of Camzyos (mavacamten) in Symptomatic Obstructive Hypertrophic Cardiomyopathy (oHCM) at the European Society of Cardiology (ESC) Congress 202610d ago
Camzyos is a key growth driver; five-year data bolsters long-term confidence and stickiness, but is confirmatory and modest against a ~$48B revenue base.
Impact chain →
Also named: CYTK
#2▼0.51%2nd-orderRevolution Medicines: Strong Buy RASONQUE FDA Approval And Zoldonrasib PDAC Expansions9d ago
Its Krazati (adagrasib, acquired via Mirati) competes with RVMD's pipeline in KRAS, but is a negligible slice of BMS's total revenue.
Impact chain →
Also named: RVMD · AMGN
#3▲0.5%DirectBMY 10-Q — Quarterly report40d ago
Consistent beats (avg +14.4% over four quarters) and 4-0 upward analyst revisions underscore momentum, though the 10-Q filing itself is largely anticipated.
Impact chain →
Also named: PFE · MRK

🕰️ Price × news · engine report card

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