ANALYST-DOWNGRADE ·Filed Oct 5, 2026
Leerink Partners double downgrade: Outperform → Market Perform
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Executive Summary
Leerink Partners double downgrade: Outperform → Market Perform
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
15 (43%)
Hold
18
Sell / Strong Sell
2
Total Analysts
24
Mean PT
$66.71
Median PT
$68.00
High PT
$82.00
Low PT
$40.00
Current Price
$61.15
Implied Upside
+9.1%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-10-05 | Leerink Partners | downgrade | Market Perform | $59.00 |
| 2026-09-16 | Piper Sandler | reiterate | Overweight | $82.00 |
| 2026-09-10 | HSBC | maintain | Hold | $65.00 |
| 2026-08-05 | Argus Research | upgrade | Buy | $75.00 |
| 2026-08-03 | Citigroup | maintain | Neutral | — |
| 2026-07-31 | RBC Capital | maintain | Sector Perform | $64.00 |
| 2026-07-31 | JP Morgan | maintain | Overweight | $73.00 |
| 2026-07-31 | Cantor Fitzgerald | maintain | Neutral | — |
| 2026-07-31 | Wells Fargo | maintain | Equal-Weight | — |
| 2026-07-31 | Guggenheim | maintain | Buy | — |
Firm Track Record — Leerink Partners
Leerink Partners accuracy: 49% on 257 calls | avg return: 4.3%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 10 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Jefferies | 100% | 3/3 | 10.4% | top tier |
| Goldman Sachs | 100% | 2/2 | 10.3% | top tier |
| TD Cowen | 100% | 2/2 | 17.5% | top tier |
| BMO Capital | 80% | 4/5 | 10.2% | top tier |
| Cantor Fitzgerald | 80% | 4/5 | 6.7% | top tier |
| Morgan Stanley | 67% | 2/3 | 0.6% | top tier |
| UBS | 50% | 1/2 | 1.2% | below average |
| Citigroup | 40% | 2/5 | 6.4% | below average |
| Barclays | 40% | 2/5 | 16.9% | below average |
| Wells Fargo | 25% | 1/4 | -2% | below average |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $1.73 | $1.59 — $1.92 | $12.7B | ↑0 ↓0 |
| +1y | $6.56 | $5.87 — $7.63 | $48.2B | ↑1 ↓0 |
| +1q | $1.60 | $1.28 — $1.71 | $12.7B | ↑0 ↓0 |
| 0y | $6.95 | $6.80 — $7.15 | $49.8B | ↑1 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 2 sells
Institutional
Envestnet Portfolio Solutions, Inc. — add (26%)
Institutional
Allianz Asset Management GmbH — add (65.2%)
Institutional
INTECH INVESTMENT MANAGEMENT LLC — trim (-32.4%)
Short Interest
Short: 2,551,374 | Exempt: 1,589 | TRF Vol: 3,813,745 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
Investment Themes
Biotech & Drug Discovery
Documents Analyzed
Report based on filing metadata.
6 reports for BMY
100% Hit rate best @ T+20▲ +6.33%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 13d ago | ANALYST-DOWNGRADE | — | awaiting T+20 | — | — |
Aug 17, 2026 8w ago | Institutional Cluster | $64.63 $63.73 | ▼ −1.39% | ▲ +0.58% | $59.75 (−7.55%) |
Aug 5, 2026 10w ago | ANALYST-UPGRADE | $63.63 $67.66 | ▲ +6.33% | ▲ +6.93% | $59.75 (−6.10%) |
Jul 30, 2026 11w ago | 8-K | $64.86 $66.95 | ▲ +3.22% | ▼ −0.74% | $59.75 (−7.88%) |
Mar 25, 2026 29w ago | DEFA14A | $59.39 $58.71 | ▼ −1.15% | ▼ −11.81% | $59.75 (+0.61%) |
Feb 26, 2026 33w ago | Court Ruling | $61.08 $59.39 | ▼ −2.77% | ▲ +3.63% | $59.75 (−2.17%) |
Showing 6 of 6
US Market Status
Market Closed — Opens in 6h 33m
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