Bristol Myers Squibb (BMY) — What Changed

Material changes in the AI committee's view · 28 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-08-01 MINOR
▼ Agreement Shift

BMY's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).

50.00 → 42.90 (-7.1)

2026-08-01 MINOR
▼ Score Change

BMY's Committee score moved from 57.92 to 56.17 (-1.75, 1 day(s) apart).

57.92 → 56.17 (-1.8)

2026-07-31 MINOR
▲ Agreement Shift

BMY's Committee agreement moved from 42.90% to 50.00% (+7.10pp, 1 day(s) apart).

42.90 → 50.00 (+7.1)

2026-07-31 MINOR
▲ Score Change

BMY's Committee score moved from 54.47 to 57.92 (+3.45, 1 day(s) apart).

54.47 → 57.92 (+3.5)

2026-07-30 MAJOR
▼ Agreement Shift

BMY's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-30 MAJOR
▼ Score Change

BMY's Committee score moved from 63.70 to 54.47 (-9.23, 1 day(s) apart).

63.70 → 54.47 (-9.2)

2026-07-30 MATERIAL
— Conviction Change

BMY's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-30 MAJOR
— Rating Change

BMY moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-28 MINOR
▼ Score Change

BMY's Committee score moved from 64.61 to 63.70 (-0.91, 1 day(s) apart).

64.61 → 63.70 (-0.9)

2026-07-18 MINOR
▼ Score Change

BMY's Committee score moved from 56.61 to 55.18 (-1.43, 1 day(s) apart).

56.61 → 55.18 (-1.4)

2026-07-17 MINOR
▼ Score Change

BMY's Committee score moved from 56.92 to 56.61 (-0.31, 1 day(s) apart).

56.92 → 56.61 (-0.3)

2026-07-15 MAJOR
▼ Agreement Shift

BMY's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-15 MAJOR
▼ Score Change

BMY's Committee score moved from 65.69 to 56.92 (-8.77, 1 day(s) apart).

65.69 → 56.92 (-8.8)

2026-07-15 MATERIAL
— Conviction Change

BMY's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-15 MAJOR
— Rating Change

BMY moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-14 MATERIAL
▼ Agreement Shift

BMY's Committee agreement moved from 71.40% to 60.00% (-11.40pp, 1 day(s) apart).

71.40 → 60.00 (-11.4)

2026-07-14 MATERIAL
▲ Score Change

BMY's Committee score moved from 60.08 to 65.69 (+5.61, 1 day(s) apart).

60.08 → 65.69 (+5.6)

2026-07-14 MATERIAL
— Conviction Change

BMY's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-13 MATERIAL
▲ Agreement Shift

BMY's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-13 MAJOR
— Rating Change

BMY moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-13 MINOR
▼ Score Change

BMY's Committee score moved from 59.78 to 59.46 (-0.32, 1 day(s) apart).

59.78 → 59.46 (-0.3)

2026-07-11 MAJOR
▲ Agreement Shift

BMY's Committee agreement moved from 57.10% to 80.00% (+22.90pp, 1 day(s) apart).

57.10 → 80.00 (+22.9)

2026-07-11 MAJOR
▲ Score Change

BMY's Committee score moved from 59.78 to 69.69 (+9.91, 1 day(s) apart).

59.78 → 69.69 (+9.9)

2026-07-11 MAJOR
— Conviction Change

BMY's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-11 MAJOR
— Rating Change

BMY moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-10 MAJOR
▼ Agreement Shift

BMY's Committee agreement moved from 100.00% to 71.40% (-28.60pp, 3 day(s) apart).

100.00 → 71.40 (-28.6)

2026-07-10 MAJOR
▼ Score Change

BMY's Committee score moved from 70.52 to 60.08 (-10.44, 3 day(s) apart).

70.52 → 60.08 (-10.4)

2026-07-10 MATERIAL
— Conviction Change

BMY's Committee conviction moved from unanimous to contested (3 day(s) apart).

unanimous → contested

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →