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AMGN vs BMY
Which Stock Would AI Choose? Amgen (AMGN) vs. Bristol-Myers Squibb (BMY) Stock Comparison
Key Takeaways
- AMGN reported Q2 2026 revenue of $10.1 billion (up 10% year-over-year) with raised full-year guidance, driven by double-digit growth in key products including Imdelltra and Repatha.
- BMY delivered Q2 2026 revenue of $13.0 billion (up 6%) and raised its 2026 outlook to $49.0–50.0 billion, supported by 15% growth in its Growth Portfolio offsetting legacy product declines.
- AMGN shares have shown stronger long-term total returns (over 100% over five years) compared with BMY, though both stocks posted solid one-year gains exceeding 35% amid sector rotation.
- BMY maintains a higher dividend yield near 4% and trades at a lower forward P/E, while AMGN benefits from a broader innovative pipeline and recent FDA updates for Imdelltra.
- Recent pipeline catalysts include positive overall survival data for AMGN’s Imdelltra combination and durable efficacy results for BMY’s Sotyktu in psoriatic arthritis.
- BMY has initiated patent litigation against AMGN regarding a proposed Opdivo biosimilar, highlighting competitive dynamics in oncology.
Introduction
Amgen (AMGN) and Bristol-Myers Squibb (BMY) represent two established players in the biopharmaceutical sector, each with diversified portfolios spanning oncology, cardiology, and immunology. This comparison examines their recent financial performance, pipeline developments, and market positioning to assist investors evaluating relative value within the healthcare space. The analysis focuses on observable metrics such as revenue trends, earnings revisions, and product momentum that may influence institutional and retail decision-making in the current environment.
AMGN Overview and Recent Performance
Amgen develops and commercializes therapies in oncology, cardiovascular disease, and inflammation. In recent weeks, the company reported second-quarter results that exceeded consensus estimates, with revenue reaching $10.1 billion and adjusted earnings per share of $6.29. Management raised full-year 2026 revenue guidance to a range of $38.2–39.4 billion and non-GAAP EPS to $22.30–23.50. Product momentum remained robust, with Imdelltra sales surging 115% and Repatha growing 37%. Recent regulatory progress includes FDA approval for reduced monitoring time for the first two doses of Imdelltra, alongside positive Phase 3 overall survival data in first-line extensive-stage small cell lung cancer when combined with durvalumab. Share price action reflected these developments alongside broader sector volatility, with the stock trading near $385–387 and maintaining a market capitalization above $208 billion.
BMY Overview and Recent Performance
Bristol-Myers Squibb focuses on oncology, hematology, immunology, and cardiovascular therapies. The company posted second-quarter 2026 revenue of $13.0 billion, a 6% increase, with its Growth Portfolio advancing 15%. Adjusted EPS rose to $2.04. Management subsequently lifted full-year revenue guidance to $49.0–50.0 billion and non-GAAP EPS to $6.75–7.00. Key contributors included Opdivo, Reblozyl, and Camzyos. Pipeline updates featured two-year data demonstrating durable efficacy and consistent safety for Sotyktu in psoriatic arthritis, plus progress with CAR-T candidates. The stock has traded around $63, supporting a market capitalization near $129 billion and a dividend yield approaching 4%. Recent activity also included announcement of the next quarterly dividend.
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Head-to-Head Comparison
Amgen operates with a more concentrated focus on innovative biologics and recently launched assets, whereas Bristol-Myers Squibb balances a larger legacy portfolio with an expanding Growth Portfolio. Revenue scale favors BMY on an absolute basis, yet AMGN has delivered higher percentage growth in select quarters and stronger five-year total returns. Valuation metrics show BMY trading at a lower forward P/E with a higher dividend yield, offering income-oriented appeal, while AMGN commands a premium reflecting pipeline breadth and recent regulatory tailwinds. Sector exposure overlaps in oncology, but AMGN’s cardiovascular franchise (Repatha) and BMY’s hematology and immunology assets create distinct risk-return profiles. Patent litigation initiated by BMY against AMGN over an Opdivo biosimilar introduces a competitive overlay not present in prior periods. Market sentiment for both names has responded to earnings beats and clinical readouts rather than macroeconomic shifts alone.
Tickeron AI Verdict
Based on trend consistency, earnings momentum, and relative positioning, Tickeron’s AI models currently assign a modest probabilistic edge to AMGN. Factors include sustained product-level growth, recent regulatory catalysts, and stronger historical total returns, though BMY’s valuation discount and dividend support remain relevant considerations for income-focused strategies. This assessment reflects observable data patterns rather than forward projections.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMGN is a Buy and BMY is a Hold.
AMGN | BMY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 73 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 8 Undervalued | 42 Fair valued | |
PROFIT vs RISK RATING 1..100 | 10 | 81 | |
SMR RATING 1..100 | 15 | 22 | |
PRICE GROWTH RATING 1..100 | 44 | 46 | |
P/E GROWTH RATING 1..100 | 27 | 65 | |
SEASONALITY SCORE 1..100 | 75 | 55 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AMGN's Valuation (8) in the Biotechnology industry is somewhat better than the same rating for BMY (42) in the Pharmaceuticals Major industry. This means that AMGN’s stock grew somewhat faster than BMY’s over the last 12 months.
AMGN's Profit vs Risk Rating (10) in the Biotechnology industry is significantly better than the same rating for BMY (81) in the Pharmaceuticals Major industry. This means that AMGN’s stock grew significantly faster than BMY’s over the last 12 months.
AMGN's SMR Rating (15) in the Biotechnology industry is in the same range as BMY (22) in the Pharmaceuticals Major industry. This means that AMGN’s stock grew similarly to BMY’s over the last 12 months.
AMGN's Price Growth Rating (44) in the Biotechnology industry is in the same range as BMY (46) in the Pharmaceuticals Major industry. This means that AMGN’s stock grew similarly to BMY’s over the last 12 months.
AMGN's P/E Growth Rating (27) in the Biotechnology industry is somewhat better than the same rating for BMY (65) in the Pharmaceuticals Major industry. This means that AMGN’s stock grew somewhat faster than BMY’s over the last 12 months.
| AMGN | BMY | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 63% | 4 days ago 47% |
| Stochastic ODDS (%) | 4 days ago 49% | 4 days ago 53% |
| Momentum ODDS (%) | 4 days ago 59% | 4 days ago 56% |
| MACD ODDS (%) | 4 days ago 67% | 6 days ago 45% |
| TrendWeek ODDS (%) | 4 days ago 49% | 4 days ago 53% |
| TrendMonth ODDS (%) | 4 days ago 47% | 4 days ago 55% |
| Advances ODDS (%) | 7 days ago 61% | 8 days ago 56% |
| Declines ODDS (%) | 4 days ago 47% | 5 days ago 53% |
| BollingerBands ODDS (%) | 4 days ago 66% | 4 days ago 57% |
| Aroon ODDS (%) | 4 days ago 47% | 4 days ago 54% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMGN’s FA Score shows that 4 FA rating(s) are green while BMY’s FA Score has 1 green FA rating(s).
- AMGN’s FA Score: 4 green, 1 red.
- BMY’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMGN’s TA Score shows that 6 TA indicator(s) are bullish while BMY’s TA Score has 4 bullish TA indicator(s).
- AMGN’s TA Score: 6 bullish, 4 bearish.
- BMY’s TA Score: 4 bullish, 6 bearish.
Price Growth
AMGN (@Pharmaceuticals: Major) experienced а -2.79% price change this week, while BMY (@Pharmaceuticals: Major) price change was -1.71% for the same time period.
The average weekly price growth across all stocks in the @Pharmaceuticals: Major industry was -4.10%. For the same industry, the average monthly price growth was -6.54%, and the average quarterly price growth was +8.15%.
Reported Earning Dates
AMGN is expected to report earnings on Nov 03, 2026.
BMY is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Pharmaceuticals: Major (-4.10% weekly)The Major Pharmaceuticals industry includes companies that are involved in various processes of creating drugs to treat/prevent diseases. These companies engage in research, testing and manufacturing, as well as the distribution of pharmaceuticals into markets. Johnson & Johnson, Merck & Co., Inc., Pfizer Inc. and Novartis are among the largest companies in this category.
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AMGN and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMGN has been loosely correlated with BIIB. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if AMGN jumps, then BIIB could also see price increases.
| Ticker / NAME | Correlation To AMGN | 1D Price Change % | ||
|---|---|---|---|---|
| AMGN | 100% | -1.04% | ||
| BIIB - AMGN | 62% Loosely correlated | -1.32% | ||
| GILD - AMGN | 52% Loosely correlated | -1.87% | ||
| PFE - AMGN | 51% Loosely correlated | -1.14% | ||
| ABBV - AMGN | 48% Loosely correlated | +1.11% | ||
| MRK - AMGN | 47% Loosely correlated | +0.34% | ||
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BMY and
Correlation & Price change
A.I.dvisor indicates that over the last year, BMY has been loosely correlated with AMGN. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if BMY jumps, then AMGN could also see price increases.
| Ticker / NAME | Correlation To BMY | 1D Price Change % | ||
|---|---|---|---|---|
| BMY | 100% | +0.53% | ||
| AMGN - BMY | 57% Loosely correlated | -1.04% | ||
| PFE - BMY | 57% Loosely correlated | -1.14% | ||
| GSK - BMY | 53% Loosely correlated | -0.32% | ||
| ABBV - BMY | 51% Loosely correlated | +1.11% | ||
| NVS - BMY | 51% Loosely correlated | -0.04% | ||
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