The Motley Fool
27 Sept 2026, 22:00 UTC · 4h ago
Verdict
Headline takes no side. We score BMY +0.80 across four claims — strongly bullish.
+0.80strongly bullish
More positive than 88% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 1 new · 3 priced in
Novo Nordisk expects 2026 adjusted sales to range from flat to down 6% at constant exchange rates.
Priced inanalysis of guidance released earlier in the year
So whatThis guidance represents a significant deceleration from the 6.4% growth seen in FY2025, likely pressuring the current 9.47 P/E multiple.
More negative than 95% of claims this week
Bristol Myers Squibb raised its full-year revenue guidance to a range of $49.0 billion to $50.0 billion.
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Priced inraised outlook in July
So whatThe high end of the guide implies at least a 3.7% increase over FY2025 revenue of $48.2 billion.
More positive than 87% of claims this week
Bristol Myers Squibb will provide Eliquis free to the Medicaid program starting January 1, 2026.
Priced inagreement reached in December 2025
So whatThe loss of Medicaid revenue for a key product will create a headwind for net margins starting in Q1 2026.
More negative than 77% of claims this week
Novo Nordisk's U.S.-listed shares fell nearly 8% on September 21 following its Capital Markets Day long-term plans.
Newevent occurred Sept 21, article published Sept 27
So whatMarket rejection of the long-term strategy suggests investors are discounting future growth pipelines beyond the current GLP-1 success.
More negative than 69% of claims this week
Which stocks this story touches
More positive than 88% of ticker scores this week
The company raised its revenue outlook, returned to net income from a loss, and shares are up over 35% over the past year.
More negative than 77% of ticker scores this week
The company expects flat to declining sales, shares have fallen over 30% in a year, and investors reacted negatively to its long-term plans.
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BMY hasn't traded since this ran. Last close $62.86 (Sep 25); the reaction starts at the next open.
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