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📈 Economy · Next Week

Bristol-Myers Squibb (NYSE: BMY) beats Q2 2026 adjusted Non-GAAP EPS consensus of approx. $1.65 per share (July 30, 2026; confirmed by BMS press release)

Hit ✦ AI-generated prediction Published on 27. July 2026 · Predicted for 30. July 2026 · Based on: Historical Cycle
Probability
60%

BMS reports on July 30, 2026. Non-GAAP EPS consensus estimated at approximately $1.65 (extrapolated from Q1 2026 result and core product growth trajectory: Eliquis, Opdivo, Breyanzi). BMS has beaten EPS consensus for four consecutive quarters. Growing oncology pipeline (Opdualag, Camzyos, Breyanzi) offsets the fading Revlimid exclusivity tailwind. No Polymarket market; own estimate 60% (discount applied for consensus uncertainty).

Data basis for this prediction
  • BMS Q2 2026 Earnings Date: 30. Juli 2026 (BMS Investor Relations, 27.07.2026)
  • BMS: 4 aufeinanderfolgende EPS-Beats (Referenzwert Analystenberichte)
  • Breyanzi Q1 2026 Umsatz: stark wachsendes CAR-T-Segment (BMS IR)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit
BMS meldete am 30. Juli 2026 einen Non-GAAP-EPS von 2,04 USD – weit über dem Konsens von ca. 1,59–1,61 USD (und damit erst recht über der in der Vorhersage angenommenen Konsensschätzung von ~1,65 USD). Das entspricht einem Beat von rund +0,43 USD bzw. ~27 %. Treiber waren das Wachstumsportfolio (+14 % ex-FX auf 7,6 Mrd. USD), insbesondere Eliquis und Opdivo. Der Jahresausblick für Non-GAAP-EPS wurde daraufhin von 6,05–6,35 USD auf 6,75–7,00 USD angehoben. Quellen: BMS-Pressemitteilung (news.bms.com), Investing.com, Yahoo Finance/Zacks.
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S&P 500 (^GSPC) closes above 7,450 points on 30 September 2026 (confirmed by NYSE closing price or Bloomberg by 30 September 2026)

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Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.

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