BMY Earnings
Thursday, Apr 30 2026
EPS Estimate
$1.42
$1.23 – $1.53
Revenue Estimate
$10.9B
Current Price
$59.39
Our Position
bullishFDA approves Sotyktu for psoriatic arthritis indication
structured data
est. revisions falling
(-2.0pp / 30d)
Sotyktu label broadening accelerates revenue from an asset already generating cash, reducing approval risk and enabling faster commercial scaling than pipeline molecules. Psoriatic arthritis is a ~$10B global market with limited oral options; this approval positions Sotyktu as a differentiated entrant in an underserved segment and offsets near-term generic Revlimid pressure.
Watch: Next major catalyst is August 17 FDA decision on iberdomide for relapsed/refractory multiple myeloma—a first-in-class opportunity worth $13B+ globally that could reshape BMY's growth profile.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.3%
P/E Ratio
17.4
Est. Revisions (30d)
-1.8% 4up/9dn
Analyst Target (mean)
$63 $40–$75 +6%
Options P/C Ratio
0.18
Est. Dispersion
21% 23 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, Two Sigma, D.E. Shaw, Renaissance, Bridgewater
Recent Activity
insider trades
50 transactions
Other
·
SHANAHAN KARIN (Officer)
·3,307 shares
Sell
·
ELKINS DAVID VINCENT (Chief Financial Officer)
·30,000 shares
·$1,850,016
Other
·
PLENGE ROBERT M (Officer)
·17,501 shares
Other
·
MEYERS GREGORY SCOTT (Chief Technology Officer)
·25,892 shares
Other
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SHANAHAN KARIN (Officer)
·25,501 shares
45 more
Other
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LENKOWSKY ADAM
·24,071 shr
Other
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GALLMAN CARI
·6,980 shr
Other
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HOCH LYNELLE BAUMGARDNER
·8,192 shr
Other
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POOLE AHN AMANDA
·6,436 shr
Other
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HOLZER PHIL M
·6,191 shr
Other
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SHORT BARTIE WENDY
·5,883 shr
Other
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BOERNER CHRISTOPHER S
·71,537 shr
Other
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ELKINS DAVID VINCENT
·62,982 shr
Other
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HICKEY BENJAMIN J
·3,286 shr
Other
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HICKEY BENJAMIN J
·10,079 shr
Other
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MEYERS GREGORY SCOTT
·2,543 shr
Other
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MEYERS GREGORY SCOTT
·6,281 shr
Other
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SHANAHAN KARIN
·6,281 shr
Other
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BOERNER CHRISTOPHER S
·2,964 shr
Other
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GALLMAN CARI
·4,558 shr
Sell
·
ELKINS DAVID VINCENT
·56,000 shr
·$2,650,480
Other
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SHORT BARTIE WENDY
·1,235 shr
Other
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GALLMAN CARI
·1,061 shr
Sell
·
SHORT BARTIE WENDY
·378 shr
·$16,719
Other
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SHORT BARTIE WENDY
·738 shr
Other
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SHORT BARTIE WENDY
·8,040 shr
Other
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BOERNER CHRISTOPHER S
·62,720 shr
Sell
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HICKEY BENJAMIN J
·97 shr
·$3,702
Buy
·
HIRAWAT SAMIT
·4,250 shr
·$202,215
Other
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SHANAHAN KARIN
·3,306 shr
Other
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PLENGE ROBERT M
·11,255 shr
Other
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HIRAWAT SAMIT
·44,098 shr
Other
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MEYERS GREGORY SCOTT
·23,150 shr
Other
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SHANAHAN KARIN
·20,423 shr
Other
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LENKOWSKY ADAM
·16,684 shr
Other
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GALLMAN CARI
·7,588 shr
Other
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HOCH LYNELLE BAUMGARDNER
·7,446 shr
Other
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POOLE AHN AMANDA
·7,164 shr
Other
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HOLZER PHIL M
·7,140 shr
Other
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BOERNER CHRISTOPHER S
·60,034 shr
Other
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LEUNG SANDRA
·48,718 shr
Other
·
ELKINS DAVID VINCENT
·69,517 shr
Other
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HICKEY BENJAMIN J
·3,286 shr
Buy
·
BOERNER CHRISTOPHER S
·2,000 shr
·$110,096
Buy
·
HIRAWAT SAMIT
·1,823 shr
·$100,000
Other
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HICKEY BENJAMIN J
·10,078 shr
Sell
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HOLZER PHIL M
·700 shr
·$38,930
Buy
·
HIRAWAT SAMIT
·1,830 shr
·$100,055
Other
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GALLMAN CARI
·4,558 shr
Other
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GALLMAN CARI
·1,061 shr
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