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Bristol-Myers Squibb Company (BMY) Growth Portfolio Driving Earnings Growth

Bristol-Myers Squibb Company (NYSE:BMY) is one of the best long-term stocks to invest in for retirement. On February 10, Bernstein SocGen Group reiterated its Market Perform rating and $58 price target on Bristol-Myers Squibb Company (NYSE:BMY) following strong fourth-quarter results, with revenue of $12.5 billion and EPS of $1.26 both beating consensus.

The firm highlighted growth from BMY’s portfolio, particularly Eliquis, which provides near-term support ahead of loss-of-exclusivity pressures, and pointed to a backloaded year of pipeline readouts: especially Cobenfy/Milvexian, Admilparant, and CELMoDs—as critical drivers for the company’s 2026 outlook.

On February 6, Wells Fargo raised its price target on Bristol-Myers Squibb Company to $60 from $55 while keeping an Equal Weight rating, citing potential upside to 2026 guidance as the company’s growth portfolio could outperform expectations.

The firm highlighted strength from Eliquis and upcoming pipeline readouts for CelMoDs, LPA1, Milvexian, and Cobenfy, while noting slower growth for Opdivo and continued demand for Orencia, Yervoy, Camzyos, Breyanzi, and Reblozyl.

On February 5, Bristol-Myers Squibb Company (NYSE:BMY) reiterated real momentum in its Growth Portfolio. A strengthened balance sheet continues to provide strategic flexibility to invest in growth drivers.

The remarks follow solid fourth-quarter and fiscal 2025 results, as the company benefited from a differentiated pipeline with multiple pivotal readouts. Fourth quarter revenues were up 1% to $12.5 billion, driven by a 16% increase in Growth Portfolio revenues to $7.4 billion. Full-year revenues totaled $48.2 billion as Growth Portfolio revenues increased 17% to $26.4 billion.

Fourth-quarter earnings reached $1.26, and full-year earnings rose to $6.15, compared to $1.15 in 2024. Key drivers behind the better-than-expected results included the immuno-oncology portfolio, as Breyanzi revenues surged 82% while Camzyos jumped 77%.

“2026 is data-rich, and we are advancing a truly differentiated pipeline with multiple pivotal readouts expected in the back half of the year. Our core business is strong and growing, and we have the potential to achieve industry-leading, sustainable growth into the 2030s and beyond,” said CEO Christopher Boerner.

Bristol Myers Squibb (NYSE:BMY) is a global biopharmaceutical company that discovers, develops, and delivers innovative medicines to treat serious diseases. Focused on oncology, hematology, immunology, and cardiovascular diseases, it produces both small-molecule drugs and biologics.

While we acknowledge the potential of BMY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BMY and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: Top 10 Materials Stocks to Buy According to Analysts and 10 Best Organic Food and Farming Stocks to Buy Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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