| BMY |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.65 vs. cons $1.60 |
MEDIUM |
| BMY |
Report |
Total revenue (Q2 2026) |
IN-LINE |
pred ~$11.91B vs. cons $11.86B |
MEDIUM |
| BMY |
Report |
Eliquis revenue (Q2 2026) |
BEAT |
pred ~$4.05B vs. cons $4.00B |
MEDIUM |
| BMY |
Guide |
Adjusted EPS guidance |
BETTER |
guide ~$6.35 midpoint ($6.20-$6.50) vs. cons $6.34 (FY2026) |
MEDIUM |
| BMY |
Guide |
Revenue guidance |
UNCHANGED |
guide ~$47.30B midpoint ($46.80B-$47.80B) vs. cons $47.30B (FY2026) |
MEDIUM |
| BMY |
Guide |
Eliquis worldwide revenue growth guidance |
BETTER |
guide ~12.5% midpoint (10%-15%) vs. cons 12.0% (FY2026) |
LOW |
| BMY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.3% |
— |
MEDIUM |
| BMY |
Return |
5-day cumulative residual |
+1.0% (FADE) |
The EPS beat and modest guidance improvement should support the initial reaction, but the FY2026 guide midpoint remains approximately at the ~$6.34 consensus and provides limited revision upside. As analysts roll forward, accelerating legacy-product erosion and mix pressure are likely to restrain 2027 estimates, causing part of the day-1 gain to fade. |
MEDIUM |