Is Bristol-Myers Squibb's Stock Rally Justified? Bull Vs. Bear Analysts On Q2 Earnings
Is Bristol-Myers Squibb's Stock Rally Justified? Bull Vs. Bear Analysts On Q2 Earnings
Bristol-Myers Squibb Co (NYSE:BMY) on Friday reported upbeat second-quarter results.
週五,Bristol-Myers Squibb Co (紐交所股票代碼:BMY) 報告了樂觀的第二季度業績。
The report came amid an exciting earnings season. Here are some key analyst takeaways.
這份報告出現在一個令人興奮的收益季節。以下是一些分析師的主要印象。
Barclays On Bristol-Myers Squibb
巴克萊銀行對施貴寶公司的看法
Analyst Carter Gould downgraded the rating to Underweight, while maintaining the price target at $41.
分析師卡特·古爾德將評級下調爲淡減,同時維持股票價格目標爲41美元。
Gould explained the downgrade, stating that the recent rally in Bristol-Myers Squibb's stock, "despite little movement in underlying post-2025 fundamentals," appears to be "an over-reaction to the IRA news."
古爾德解釋說,最近施貴寶公司股票的上漲,"儘管後續2025年基本面的波動很小",似乎是"對IRA新聞的過度反應。"
The company second-quarter beat was "at best mixed, if not low-quality – driven by legacy products and stocking dynamics," the analyst stated. Bristol-Myers Squibb's persistent broader challenge remains the same, which is "eroding top-line and EPS post-2026 with lack of visibility on when and where that trend will stop," he further wrote.
分析師表示,該公司第二季度的表現"最好也是低質量的,如果不是由遺留產品和年底進貨的因素推動,那就是由於推出新產品的收入高增長而推動。"施貴寶公司持續面臨着相同的廣泛挑戰,即"繼續蠶食 2026 年後的營業收入和每股收益,缺乏關於這種趨勢何時何地停止的預見性"。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
Goldman Sachs On Bristol-Myers Squibb
高盛對施貴寶公司的看法
Analyst Chris Shibutani reiterated a Buy rating, while raising the price target from $55 to $57.
分析師克里斯·渋伊塔尼重申了買入評級,將價格目標從55美元上調至57美元。
The rally in Bristol-Myers Squibb's stock was due to a "satisfying mix of company specific factors – including a better mix of operational achievements and a more reassuring tone with which uncertainties impacting the forward outlook were discussed," Shibutani said. The company's revenue beats came from "a cadre of newer launch products, less so from the mature portfolio," he added.
渋伊塔尼表示,施貴寶公司股票的上漲是由於"令人滿意的公司特定要素 - 包括更好的運營成就組合,以及對影響前瞻性前景的不確定因素的更令人放心的口吻"。該公司的收入增長主要來自於"一批較新的推出產品,而不是成熟產品組合。"
"The guidance raise messages less uncertainty, as the boundaries of mature product decline scenarios seem increasingly better understood," the analyst wrote. "Certain growth product (Camzyos, Reblozyl, Breyanzi) continue to demonstrate outperformance potential over the intermediate/longer term," he further stated.
分析師寫道,"指導提高消息減少了不確定性,因爲成熟產品衰退情景的邊界似乎越來越清晰"。"某些增長產品(肯茲酚、Reblozyl、Breyanzi)繼續表現出中長期的超額表現潛力",他繼續表示。
BMY Price Action: Shares of Bristol-Myers Squibb were up 0.56% to $50.73 at the time of publication on Monday.
截至週一發佈時,施貴寶公司股票上漲了0.56%,報50.73美元。
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Photo: Shutterstock
Photo: shutterstock