| BMY |
Report |
Opdivo Revenue (Q2 2026) |
BEAT |
pred ~$2.55B vs. cons $2.461B (Visible Alpha, Jul 29, 2026) |
MEDIUM |
| BMY |
Report |
Eliquis Revenue (Q2 2026) |
MISS |
pred ~$3.85B vs. cons $3.968B (Visible Alpha, Jul 29, 2026) |
MEDIUM |
| BMY |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$11.80B vs. cons $11.73B (Visible Alpha, Jul 29, 2026) |
MEDIUM |
| BMY |
Guide |
FY 2026 Revenue (full year) |
LOWER |
guide mid ~$47.0B vs. cons $47.45B (Visible Alpha, Jul 29, 2026) |
MEDIUM |
| BMY |
Guide |
FY 2026 Non-GAAP EPS (full year) |
BETTER |
guide mid ~$6.53 vs. cons $6.34 (Visible Alpha, Jul 29, 2026) |
MEDIUM |
| BMY |
Guide |
Qualitative: Opdivo inventory normalization commentary |
LOWER |
Confirm partial normalization with cautious language vs. consensus expectation of full recovery |
MEDIUM |
| BMY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| BMY |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
STABILIZE — EPS guide raise offsets revenue estimate drift lower; Opdivo normalization narrative supports the stock but Eliquis trajectory concerns and revenue guide top below consensus cap upside |
MEDIUM |