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Source document· February 20, 2026

Merck vs. Bristol Myers: Which Pharma Stock Is a Better Pick in 2026?

View original at finance.yahoo.com
Merck vs. Bristol Myers: Which Pharma Stock Is a Better Pick in 2026? Merck & Co. MRK and Bristol Myers Squibb BMY are major global drugmakers with expansive, diversified portfolios…
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  • Zacks Consensus Estimate for BMY's 2026 sales implies year-over-year decrease of 2.32%

    80% confidence

  • Phase III pipeline has almost tripled since 2021

    80% confidence

  • Keytruda will lose patient exclusivity in 2028

    80% confidence

  • Annual revenue guidance of $46.0-$47.5 billion for 2026

    80% confidence

  • Legacy Portfolio sales expected to decline 12-16% in 2026

    80% confidence

  • Expects over $70 billion of potential non-risk-adjusted commercial opportunity for the current pipeline by the mid-2030s

    80% confidence

  • Positioned to launch around 20 drugs over the next few years, with many having blockbuster potential

    80% confidence

  • Achieved approximately $1 billion in savings in 2025

    80% confidence

  • Operating expenses expected to decline in 2026, supporting margin expansion

    80% confidence

  • BMY's relatively attractive valuation and more favorable 2026 outlook position it as the more compelling investment choice versus MRK at present

    80% confidence

  • Expects headwind of approximately $2.5 billion from generic competition in 2026

    80% confidence

  • Zacks Consensus Estimate for MRK's 2026 sales implies year-over-year increase of 2.59%

    80% confidence

  • Keytruda targets peak sales of $35 billion by 2028

    80% confidence

  • Zacks Consensus Estimate for MRK's 2026 EPS suggests decline of 38.75%

    80% confidence

  • Targeting $2 billion in annualized cost savings by the end of 2027

    80% confidence

  • Zacks Consensus Estimate for BMY's 2026 EPS suggests increase of 0.33%

    80% confidence
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High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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