La cadena de opciones muestra datos clave de las opciones de acciones de ZIM Integrated Shipping a varios precios de ejercicio y fechas de vencimiento. Los operadores utilizan esta información para analizar posibles operaciones y evaluar el sentimiento del mercado para ZIM Integrated Shipping..

ZIM Integrated Shipping (NYSE:ZIM) Bolsa, Cadena de Opciones

ZIM Integrated Shipping

ZIM Integrated Shipping Services Ltd is an asset-light container liner shipping company. It offers tailored services, including land transportation and logistical services, specialized shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. Its services include Cargo Services, Digital Services, Schedules, and Shipping Trades and Lines. Geographically, it derives a majority of its revenue from the Pacific trade region.

New,York,,Usa,-,15,May,2020:,Trip.com,Mobile,App

Earnings

News

Pre-Market Outlook

Markets

Trading Ideas

PAYX

SOHU

TCOM

Aquí tienes cinco acciones estadounidenses que podrían llamar la atención de los inversores este lunes: TCOM, PAYX, ZIM, SOHU y GSL.

5 acciones en el foco este lunes: TCOM, PAYX, ZIM, SOHU y GSL

Long Ideas

ABIO

PANW

Aquí tienes cinco acciones estadounidenses que podrían llamar la atención de los inversores este lunes: EL, ZIM, ABIO, FN y PANW.

5 acciones en el foco este lunes: EL, ZIM, ABIO, FN y PANW

<a href="https://s27.q4cdn.com/906368049/files/News/2025/Zacks_SCR_Research_07312025_LEXX_Vandermosten.pdf" title="https://s27.q4cdn.com/906368049/files/News/2025/Zacks_SCR_Research_07312025_LEXX_Vandermosten.pdf">https://s27.q4cdn.com/906368049/files/News/2025/Zacks_SCR_Research_07312025_LEXX_Vandermosten.pdf</a>

Analyst Ratings

LEXX

Watching Lexaria Bioscience; Zacks Small-Cap Research Gives Stock $8 Price Valuation

<a href="https://www.bloomberg.com/news/articles/2025-07-31/fox-buys-one-third-stake-in-indycar-series-owner-penske">https://www.bloomberg.com/news/articles/2025-07-31/fox-buys-one-third-stake-in-indycar-series-owner-penske</a>

General

FOXA

'Fox Buys One-Third Stake in IndyCar Series-Owner Penske'- Bloomberg

WIIM

ALGM

Allegro MicroSystems shares are trading lower. The company reported Q1 financial results.

Arrow Electronic shares are trading lower after the company reported Q2 financial results and issued Q3 adjusted EPS guidance and GAAP EPS guidance below estimates.

SKYX Platforms Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYX#NASDAQ">SKYX</a>) ("SKYX" or the "Company"), a highly disruptive smart home platform technology company with over 97 issued and pending patents globally and a growing portfolio of over 60 lighting and home décor websites, with a mission to make homes and buildings become smart, safe, and advanced as the new standard, today announced record pre-audited financial results for the second quarter ended June 30, 2025, with revenues of $23.1 million, compared to $20.1 million in the first quarter of 2025.
SKYX achieved 6 consistent quarters with revenue growth from first quarter 2024 through second quarter 2025, reporting:
<ul>
<li>$19 million in the first quarter 2024</li>
<li>$21.4 million in the second quarter 2024</li>
<li>$22.2 million in the third quarter 2024</li>
<li>$23.7 million in the fourth quarter 2024</li>
<li>$20.1 million in the first quarter 2025</li>
<li>$23.1 million in the second quarter 2025</li>
</ul>

SKYX

SKYX Platforms Reports Pre-Audited Q2 Revenues Of $23.1M Vs $21.4M Last Year

Hilton Grand Vacations shares are trading lower after the company reported worse-than-expected Q2 financial results.

Repligen (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGEN#NASDAQ">RGEN</a>) has been in a steady downtrend for over 1400 days. Adhishthana principles suggest the weakness is likely to continue. Here&#8217;s a breakdown of the stock's current structure.
<h3 class="wp-block-heading">Monthly Chart: Cakra Breakout and Himalayan Formation</h3>
According to Adhishthana principles, a stock typically breaks out of its Cakra pattern in Phase 9, which starts a strong upward move. This marks the beginning of the Himalayan Formation, a rally that leads to a peak followed by a decline.
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1200" height="848" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31085509/RGEN-Stock-Monthly-chart-Adhishthana-.png" alt="Fig.1 Repligen Stock Himalayan Formation (Source: Adhishthana.com )" class="wp-image-16706" style="width:630px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31085509/RGEN-Stock-Monthly-chart-Adhishthana-.png 1200w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31085509/RGEN-Stock-Monthly-chart-Adhishthana--300x212.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31085509/RGEN-Stock-Monthly-chart-Adhishthana--1024x724.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31085509/RGEN-Stock-Monthly-chart-Adhishthana--768x543.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /><figcaption class="wp-element-caption">Fig.1 Repligen Stock Himalayan Formation (Source: Adhishthana.com )</figcaption></figure>
Repligen followed this exact sequence. The stock broke out in Phase 9 and rallied by ~100%. That momentum accelerated in Phase 10 with a steep ~429% rally. Usually, a peak is expected between the 18th and 23rd bars of Phase 10. However, Repligen defied that. Confirming that the ascent was still underway with no peak in sight.
<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">&#8220;The 18th interval is expected to be the level of peak formation; if not, then the 23rd interval. If this phase concludes without forming the peak, it is anticipated to occur in the following phases.&#8221; — Adhishthana: The Principles That Govern Wealth, Time &amp; Tragedy
</blockquote>
In Phase 11, the stock initially climbed another ~100 percent but finally peaked at $327. Since then, it has entered the descent leg of the Himalayan formation, dropping to $122 and showing continued weakness for over 1400 days. 
The target for the descent is still not achieved, and the stock shall continue its current structure throughout its current phase 12. 
<h3 class="wp-block-heading">Weekly Chart: Weak Guna Triads Forcing Consolidation</h3>
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1200" height="450" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31090543/Rgen-Weekly-Chart-Adhishthana-.png" alt="Fig.2 Repligen Stock Weekly Chart (Source: Adhishthana.com )" class="wp-image-16708" style="width:840px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31090543/Rgen-Weekly-Chart-Adhishthana-.png 1200w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31090543/Rgen-Weekly-Chart-Adhishthana--300x113.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31090543/Rgen-Weekly-Chart-Adhishthana--1024x384.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31090543/Rgen-Weekly-Chart-Adhishthana--768x288.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /><figcaption class="wp-element-caption">Fig.2 Repligen Stock Weekly Chart (Source: Adhishthana.com )</figcaption></figure>
Phases 14, 15, and 16 form the Guna Triads, which determine whether a stock can achieve Nirvana in Phase 18. For this to happen, the triads must show Satoguna, a clean and sustained bullish structure.
<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">&#8220;A lack of noticeable Satoguna in any of the triads leads to no Nirvana in Phase 18.&#8221; — Adhishthana: The Principles That Govern Wealth, Time &amp; Tragedy
</blockquote>
Repligen&#8217;s triads lacked Satoguna, signaling that a Nirvana move is unlikely. The stock has already started showing bearish tendencies in Phase 18, which will last until July 26, 2026. 
Its weekly chart mirrors the structure seen in West Fraser Timber, which you can read more about here: <a href="https://www.benzinga.com/markets/equities/25/07/46723495/west-fraser-timber-stock-may-face-prolonged-weakness-ahead" target="_blank" rel="noreferrer noopener">West Fraser Timber May Face Prolonged Weakness Ahead</a>
<h3 class="wp-block-heading">Investor Outlook</h3>
With the descent from the Himalayan formation underway and weak triads in place, the current trend appears set to continue. While some may view the dip as a value-buy opportunity, the lack of a near-term rally structure makes that case less convincing.
Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga&#8217;s reporting and has not been edited for content or accuracy.

Equities

Technicals

Opinion

Signals

RGEN

Repligen Stock Outlook: Risk Skewed To The Downside Through 2026

Trinity Industries shares are trading lower after the company reported worse-than-expected Q2 financial results.

Wall Street's most powerful tech giants are rewriting the <a href="http://www.benzinga.com/topic/magnificent-seven">rules of market dominance</a>.
What Happened: The so-called Magnificent Seven tech giants surged to a record-breaking $19.4 trillion in combined market value Thursday morning. This latest surge is reshaping the very structure of the S&amp;P 500—leaving investors stunned.
<ul class="wp-block-list">
<li>MAGS ETF is moving fast.<a href="https://www.benzinga.com/quote/MAGS"> Track live prices here</a>.</li>
</ul>
Indeed, <a href="https://www.benzinga.com/markets/market-summary/25/07/46759024/nasdaq-surges-over-1-microsoft-posts-upbeat-earnings">blowout earnings reports from</a> Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>) and Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) helped propel the overall valuation. 
The group—which also includes Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and Tesla Inc., (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)—now makes up 35% of the S&amp;P 500's total value, a new all-time high for index concentration.
The combined market cap is now above China's entire economy, which was worth $18.7 trillion in 2024, according to the World Bank.
At $19.4 trillion, the group is nearly as large as the Eurozone and U.K. economies combined—$16.4 trillion and $3.6 trillion, respectively.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>Market Cap (USD)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Nvidia Corp.</td>
<td>$4.42 trillion</td>
</tr>
<tr>
<td>Microsoft Corp.</td>
<td>$4.04 trillion</td>
</tr>
<tr>
<td>Apple Inc.</td>
<td>$3.12 trillion</td>
</tr>
<tr>
<td>Amazon.com Inc.</td>
<td>$2.47 trillion</td>
</tr>
<tr>
<td>Alphabet Inc.</td>
<td>$2.35 trillion</td>
</tr>
<tr>
<td>Meta Platforms Inc.</td>
<td>$1.97 trillion</td>
</tr>
<tr>
<td>Tesla Inc.</td>
<td>$1.03 trillion</td>
</tr>
</tbody>
</table>
</figure>
<h2 class="wp-block-heading">AI Tailwind Fuels Microsoft, Meta</h2>
Shares of Meta Platforms rallied over 12% during Thursday&#8217;s morning trading in New York, while Microsoft rose 6%, with the latter topping $4 trillion value for the first time. 
Microsoft's gains were driven by robust AI momentum. 
Goldman Sachs analyst Kash Rangan said the company's performance "validates our thesis that AI percolates up the stack." 
He highlighted that Azure Databricks and OpenAI use cases are scaling rapidly, while CapEx surged 58% to over $88 billion without eroding margins. 
He sees Microsoft "well-positioned to capitalize on this shift and drive earnings reacceleration." to drive another cycle of earnings reacceleration, citing upside from OpenAI revenue sharing and cross-selling across its ecosystem.
Goldman Sachs raised Microsoft&#8217;s 12-month price target from $550 to $630, implying a 17% surge from current levels.
Bank of America's Brad Sills echoed that view, calling Microsoft a clear "AI beneficiary" across infrastructure and applications. He raised the firm's price objective to $640 from $515.
Meta's stock also climbed following its earnings beat and strong guidance. 
Goldman Sachs analyst Eric Sheridan said AI is driving upside in ad engagement, monetization and operating performance. 
"Instagram video watch time is up 20% YoY globally, and AI ad tools like Advantage+ are scaling fast," he said, highlighting the company's resilience even as expenses rise.
Goldman raised Meta&#8217;s 12-month price target from $775 to $830, stating that "visibility into 2026 and beyond topline growth will be critical" as Meta invests in long-term initiatives like its Superintelligence Lab and spatial computing projects.
Bank of America's Justin Post also remained bullish, saying Meta's growing ad capabilities and AI strength "reinforce our confidence" in the stock's long-term trajectory.
Now Read:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/economic-data/25/07/46755543/inflation-pce-june-tariffs-trump-powell-interest-rates">Trump&#8217;s Inflation Honeymoon Is Over—And Powell&#8217;s Patience Pays Off </a></li>
</ul>
Image: Shutterstock

Analyst Color

Large Cap

Macro Economic Events

Sector ETFs

Economics

Tech

ETFs

AAPL

AMZN

GOOGL

MSFT

NVDA

TSLA

Magnificent Seven Now Worth Over $19 Trillion—And They Make Up 35% Of The S&P 500

Teledyne Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDY#NYSE">TDY</a>) has outperformed the market over the past 20 years by 5.98% on an annualized basis producing an average annual return of 14.55%. Currently, Teledyne Technologies has a market capitalization of $25.82 billion. 
Buying $1000 In TDY: If an investor had bought $1000 of TDY stock 20 years ago, it would be worth $15,103.12 today based on a price of $550.59 for TDY at the time of writing.
<h3>Teledyne Technologies's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753973120_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 20 Years Ago, You Would Have This Much Today

SIMO

Silicon Motion Technology shares are trading higher after the company reported better-than-expected Q2 financial results.

Raymond James analyst Brian Vaccaro maintains Wingstop (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WING#NASDAQ">WING</a>) with a Outperform and raises the price target from $400 to $420.

Price Target

WING

Raymond James Maintains Outperform on Wingstop, Raises Price Target to $420

<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="900" height="600" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31091524/Transsion-0731-900x600-1.png" alt="" class="wp-image-16711" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31091524/Transsion-0731-900x600-1.png 900w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31091524/Transsion-0731-900x600-1-300x200.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31091524/Transsion-0731-900x600-1-768x512.png 768w" sizes="(max-width: 900px) 100vw, 900px" /></figure>
The budget smartphone maker is reportedly considering a Hong Kong IPO to complement its existing listing on Shanghai's STAR Market
<h4 class="wp-block-heading">Key Takeaways:</h4>
<ul class="wp-block-list">
<li>Shanghai-listed Transsion is reportedly weighing a second IPO in Hong Kong that could raise up to $1 billion</li>
<li>The budget smartphone maker rose to prominence by tapping the underserved African market, but its revenue began to contract last year as it faces growing competition</li>
</ul>
When it comes to fundraising, timing is everything. But budget cellphone maker&nbsp;Shenzhen Transsion Holdings Co. Ltd.&nbsp;(688036.SH) apparently hasn't learned that lesson, based on the timing of new reports that it's considering a second listing in Hong Kong to complement its existing listing on Shanghai's STAR Market.
The company is one of China's least-known cellphone superstars due to its focus on budget models under the Tecno, Infinix and Itel brands that typically sell for $100 to $200. The company quietly built up a dominant presence in Africa, before bursting onto the global leaderboard in 2023 when it became one of the world's five biggest manufacturers with its expansion into other developing markets.
But lately Transsion has fallen on hard times as China's other cellphone makers start to challenge it in Africa, and it stumbles in some of its newer markets. Making matters worse, the company was sued by global telecoms chip giant Qualcomm last year, and its longtime CFO also disappeared briefly last September under worrisome circumstances.
Such conditions hardly make the company look like a strong candidate for a Hong Kong IPO right now. But that's exactly what it appears to be doing, based on a&nbsp;<a href="https://www.chinadailyhk.com/article/616360">Bloomberg report</a>&nbsp;last week that the company is talking with advisors about a potential Hong Kong listing that could raise about $1 billion.
While its own circumstances hardly look encouraging, Transsion is undoubtedly encouraged by a red-hot Hong Kong IPO market that has been especially kind lately to Chinese companies seeking second listings to complement existing ones on domestic A-share markets in Shanghai and Shenzhen. That group is led by electric vehicle (EV) battery maker CATL, which was Hong Kong's biggest IPO this year when it raised more than $4 billion in May.
Like CATL, Transsion was a strong growth story at the time of its Shanghai listing in 2019, banking on its domination of an African market neglected by many of its peers. The company's stock is currently more than double its IPO price, though at one point it was up as much as six times, as investors applauded its rapid rise.
The stock has been a relative underperformer more recently, down 21% this year, after its revenue began to contract in the second half of 2024. The stock now trades at a price-to-earnings (P/E) ratio of 19, which is just a third of the 54 for&nbsp;Xiaomi&nbsp;(1810.HK), its closest publicly traded rival, whose shares have soared lately on excitement about its entry to the EV market. Industry giant&nbsp;Apple&nbsp;(AAPL.US) trades at a more reasonable ratio of 33, which is still nearly double Transsion's figure.
Smartphone makers in general are coming under pressure due to stiff competition and slowing growth in the global market. Transsion seems especially vulnerable due to its heavy reliance on low-end models that typically carry low margins. Its equally heavy reliance on Africa is also another weak spot, as Xiaomi and&nbsp;Honor, a brand that was previously part of Huawei, move aggressively into the market.
<h4 class="wp-block-heading">Contracting revenue</h4>
Transsion's revenue was growing rapidly as recently as the first half of last year, when it rose 38% year-on-year to 34.6 billion yuan ($4.82 billion). But then the figure suddenly started contracting in the second half of the year, falling 8.3% during that six-month period. The contraction accelerated in the first quarter of this year, when the company reported its revenue tumbled 25.5% to 13 billion yuan from 17.4 billion yuan a year earlier.
Its profit tanked by an even larger 70% year-on-year in the first quarter to 497 million yuan, as its gross margin slipped to 19.3% from 21.4% a year earlier. By comparison, Xiaomi's margin was a higher 22.8% in the first quarter, while Apple's product gross margin was even higher at 35.9%.
Transsion's focus on the bottom end of the market is undoubtedly responsible for its lower margins. But another factor is probably the Qualcomm lawsuit, which the U.S. chip giant brought against Transsion in July last year. Media reports indicated that lawsuit was settled in January, meaning Transsion is probably paying some additional royalties to Qualcomm as part of that agreement, which is driving up its costs and eroding its margins.
A look at trends in the company's various major markets also shows erosion across the board. The company's shipments in Africa fell 5% in the first quarter, as its share of the market dropped to 47% from 52% a year earlier, ending seven straight quarters of growth, according to Canalys. Its shipments fell by an even bigger 20% in Southeast Asia during the quarter, dropping its market share to 18% from 15% a year earlier. Things were even worse in the Middle East, where its market share dropped to 16% from 22% a year earlier as its shipments tumbled 30%.
IDC analyst Will Wong said intense competition and rising RAM prices were both factors undercutting Transsion's performance, and noted the company is moving away from a strategy of "growth at any cost" to pursue models with higher profit margins. He added he expects the company's situation to improve in the second half of the year, which could potentially provide some more positive momentum if it proceeds with a Hong Kong IPO.
Last but not least, the&nbsp;<a href="https://thebambooworks.com/transsion-dodges-bullet-with-cfos-release-after-two-week-detention/">brief disappearance</a>&nbsp;of the company's longtime CFO for a couple of weeks last September was also a slight cause for concern. The quick resurfacing of Xiao Yonghui was a relief for the company, leading many to suspect he was being questioned in relation to someone else suspected of a crime. Still, it's never good to have one of your top executives go in cognito for any extended period.
At the end of the day, a Hong Kong IPO by Transsion would offer investors a new entry to China's cellphone manufacturing machine, since right now most major players except for Xiaomi are still private. But it's not exactly the best choice due to its low-end focus and eroding sales and profits. That means the company might have to price its shares at a discount to their Shanghai-listed counterparts if it hopes to raise $1 billion.
Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga&#8217;s reporting and has not been edited for content or accuracy.

Asia

IPOs

Global

Stumbling Transsion Reportedly Weighing A Dual Listing In Hong Kong - But Is The Timing Right?

NSIT

Insight Enterprises shares are trading lower after the company reported worse-than-expected Q2 financial results.

Bristol Myers Squibb &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) reported second-quarter 2025 revenues of $12.27 billion, <a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">beating the&nbsp;consensus of $11.31 billion</a>, almost flat year over year.
U.S. sales slipped 3% to $8.5 billion, while international revenues climbed 10% to $3.8 billion, representing an 8% increase when excluding foreign exchange impacts (Ex-FX).
Growth Portfolio revenues of $6.6 billion <a target="_blank" href="https://www.bms.com/assets/bms/us/en-us/pdf/investor-info/doc_financials/quarterly_reports/2025/BMY-Q2-2025-Earnings-Press-Release.pdf" rel="noreferrer noopener">increased</a> 18%, or 17% Ex-FX. Revenue growth was primarily driven by the immuno-oncology (IO) portfolio, Breyanzi, Reblozyl, and Camzyos, reflecting the continued strength of Cobenfy <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">(a schizophrenia drug)</a>.
Also Read: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46400278/is-bristol-myers-squibb-still-an-undervalued-biopharma-play" target="_blank" rel="noreferrer noopener">Is Bristol-Myers Squibb Still An Undervalued Biopharma Play?</a>
Sales of the cancer drug Opdivo increased 7% to $2.56 billion. The arthritis drug Orencia generated sales of $963 million, up 2%. Sales of another cancer drug, Yervoy, increased 16% to $728 million. 
Camzyos (a heart drug) generated sales of $260 million, up 87%. The anemia drug Reblozyl generated $568 million in quarter sales, up 34% from a year ago.
Legacy Portfolio revenues of $5.7 billion decreased 14%, or 15% Ex-FX. Demand increased for Eliquis, offset by expected continued generic impact across the remainder of the Legacy Portfolio and the impacts from the U.S. Medicare Part D redesign.
Bristol-Myers reported adjusted earnings of $1.46 per share, missing the consensus of $1.58. GAAP EPS was 64 cents and non-GAAP EPS was $1.46. Both figures include the net impact of 57 cents due to the Acquired IPRD charge associated with the BioNTech SE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNTX#NASDAQ">BNTX</a>) <a href="https://www.benzinga.com/news/health-care/25/06/45723383/bristol-myers-inks-11-billion-licensing-pact-with-biontech-for-bispecific-cancer-drug" target="_blank" rel="noreferrer noopener">strategic partnership worth $11 billion</a>.
Gross margin decreased from 73.2% to 72.5% on a GAAP basis, and from 75.6% to 72.6% on a non-GAAP basis, primarily due to product mix.
<h2 class="wp-block-heading">Outlook</h2>
Bristol Myers Squibb lowered its fiscal 2025 adjusted earnings guidance from $6.70-$7.00 to $6.35-$6.65 per share compared to the consensus of $6.76.
The US drugmaker raised 2025 sales guidance <a href="https://www.benzinga.com/general/biotech/25/04/44986472/bristol-myers-delivers-upbeat-2025-forecast-after-beating-q1-wall-street-expectations-says-guidance-includes-china-tariffs-impact" target="_blank" rel="noreferrer noopener">from $45.8 billion-$46.8 billion</a> to $46.5 billion-$47.5 billion compared to the consensus of $46.23 billion. It reiterated gross margin guidance of around 72%.
On Monday, Bristol Myers and Bain Capital announced the creation of a new independent biopharmaceutical company focused on developing new therapies for autoimmune diseases.
The newly formed company launches with five immunology assets in-licensed from Bristol Myers and a $300 million financing commitment that <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/b46673552/bristol-myers-squibb-and-bain-capital-create-new-company-dedicated-to-developing-innovative-immuno" rel="noreferrer noopener">Bain Capital led</a>.
Price Action: BMY stock is trading lower by 3.04% to $44.58 at last check Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46748673/jensen-huang-sells-39-million-in-shares-as-nvda-stock-soars-30-in-2025" target="_blank" rel="noreferrer noopener">Jensen Huang Sells $39 Million In Shares As NVDA Stock Soars 30% In 2025</a></li>
</ul>
Photo via Shutterstock

Biotech

Guidance

Health Care

Movers

BNTX

Bristol Myers Cuts Earnings Outlook As Legacy Drugs Face Generic Erosion

UBS analyst Alex Kramm maintains Verisk Analytics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSK#NASDAQ">VRSK</a>) with a Neutral and lowers the price target from $320 to $300.

VRSK

UBS Maintains Neutral on Verisk Analytics, Lowers Price Target to $300

Raymond James analyst David Long maintains UMB Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UMBF#NASDAQ">UMBF</a>) with a Strong Buy and raises the price target from $135 to $138.

UMBF

Raymond James Maintains Strong Buy on UMB Financial, Raises Price Target to $138

UBS analyst Peter Grom maintains Scotts Miracle Gro (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMG#NYSE">SMG</a>) with a Neutral and lowers the price target from $71 to $68.

UBS Maintains Neutral on Scotts Miracle Gro, Lowers Price Target to $68

Raymond James analyst Matt Roberts maintains Silgan Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLGN#NYSE">SLGN</a>) with a Strong Buy and lowers the price target from $64 to $60.

SLGN

Raymond James Maintains Strong Buy on Silgan Hldgs, Lowers Price Target to $60

<a href="https://x.com/nydfs/status/1950926282348224653?s=46&amp;t=dtUiyC3dUs5yGRgT9qYHWg">https://x.com/nydfs/status/1950926282348224653?s=46&amp;t=dtUiyC3dUs5yGRgT9qYHWg</a>

AFRM

PYPL

SEZL

NYDFS Posts On X "Today, DFS issued a Request for Information (RFI) to Buy Now, Pay Later (BNPL) providers and other financial institutions operating across New York State, setting the stage for new regulations in coming months..."

Press Releases

ZIM Reports Financial Results for the Third Quarter of 2024; Raises Full Year 2024 Guidance

Dividends

ZIM Updates on Withholding Tax Procedures on December 2024 Regular and Special Cash Dividends

ZIM to Release Fourth Quarter and Full Year 2024 Results on Wednesday, March 12, 2025

ZIM Reports Financial Results for the Fourth Quarter and the Full Year of 2024

ZIM Updates on Withholding Tax Procedures on April 2025 Cash Dividend

Commodities

ZIM Announces New Long-Term Chartering Agreements for Ten 11,500 TEU LNG Dual-Fueled Vessels

ZIM to Release First Quarter 2025 Results on Monday, May 19, 2025

ZIM Reports Financial Results for the First Quarter of 2025

ZIM Updates on Withholding Tax Procedures on June 2025 Cash Dividend

ZIM to Release Second Quarter 2025 Results on Wednesday, August 20, 2025

Capital Clean Energy Carriers Corp. - Common Share

Capital Clean Energy

Costamare Bulkers Holdings Limited Common Stock

Costamare Bulkers Hldgs

Costamare Inc. Common Stock $0.0001 par value

Costamare

Danaos

Diana Shipping

EuroDry

Euroholdings

Euroseas

Globus Maritime

Genco Shipping & Trading Limited Ordinary Shares New (Marshall Islands)

Genco Shipping & Trading

Golden Ocean Group Limited - Common Stock

Golden Ocean Group

Global Ship Lease Inc New Class A Common Shares

Global Ship Lease

Himalaya Shipping

High-Trend International Group - Class A Ordinary Shares

High-Trend International

Kirby

Matson

Intercont (Cayman) Limited - Ordinary shares

Intercont (Cayman)

Navios Maritime Partners LP Common Units Representing Limited Partner Interests

Navios Maritime Partners

Pangaea Logistics Solutions Ltd. - Common Stock

Pangaea Logistics Solns

Pyxis Tankers

Safe Bulkers, Inc Common Stock ($0.001 par value)

Safe Bulkers

Star Bulk Carriers

Seanergy Maritime Holdings Corp. - Common Stock

Seanergy Maritime Hldgs

Toro

Vantage

ZIM Integrated Shipping Services Ltd. Ordinary Shares

Comments

ZIM Integrated Shipping

ZIM Integrated Shipping (ZIM) Opciones

Loading...

Noticias

SOCIO/CONTRIBUIDOR

BENZINGA GLOBAL