| BMY |
Report |
Non-GAAP EPS |
BEAT |
pred ~$1.67 vs. cons $1.60 |
MEDIUM |
| BMY |
Report |
Revenue |
IN-LINE |
pred ~$11.82B vs. cons $11.74B |
MEDIUM |
| BMY |
Report |
Eliquis worldwide revenue |
IN-LINE |
pred ~$3.84B vs. cons $3.81B |
LOW |
| BMY |
Guide |
FY2026 revenue guidance |
BETTER |
guide ~$47.2B vs. cons $46.8B (FY2026) |
MEDIUM |
| BMY |
Guide |
FY2026 non-GAAP EPS guidance |
BETTER |
guide ~$6.30 vs. cons $6.20 (FY2026) |
MEDIUM |
| BMY |
Guide |
FY2026 Eliquis worldwide growth outlook |
UNCHANGED |
guide ~12.5% vs. cons 12.5% (FY2026) |
MEDIUM |
| BMY |
Guide |
FY2026 non-GAAP gross-margin outlook |
UNCHANGED |
guide ~69.5% vs. cons 69.5% (FY2026) |
MEDIUM |
| BMY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| BMY |
Return |
5-day cumulative residual |
+3.4% (FOLLOW-THROUGH) |
A ~$0.07 EPS beat versus $1.60 consensus plus an implied FY2026 EPS guide of ~$6.30 versus $6.20 should support upward full-year estimates; maintained Eliquis growth of ~12.5% versus 12.5% consensus limits concern that the expected inventory reversal reflects weaker demand. |
MEDIUM |