Greenlight Capital Announces Q2 2025 Trades: New Positions in FLR and VSCO, Exit From VTRS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 16 2025
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Source: Benzinga
Greenlight Capital's Q2 2025 Trades: The hedge fund, led by David Einhorn, has initiated new positions in Fluor Corp. and Victoria’s Secret & Co., while exiting its stake in Varex Imaging Corp. It also adjusted existing holdings, increasing stakes in Albireo Pharma and Amgen, and reducing investments in Activision Blizzard and Bristol Myers Squibb.
Investment Strategy Insights: These trades reflect Greenlight Capital's dynamic investment strategy, indicating confidence in the future performance of Fluor and Victoria’s Secret, while suggesting a cautious outlook on Varex Imaging and other reduced holdings.
Analyst Views on BMY
Wall Street analysts forecast BMY stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BMY is 52.67 USD with a low forecast of 36.00 USD and a high forecast of 68.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
6 Buy
11 Hold
1 Sell
Moderate Buy
Current: 56.620
Low
36.00
Averages
52.67
High
68.00
Current: 56.620
Low
36.00
Averages
52.67
High
68.00
About BMY
Bristol-Myers Squibb Company is a global biopharmaceutical company. It is engaged in the discovery, development and delivery of transformational medicines for patients facing serious diseases in areas: oncology, hematology, immunology, cardiovascular, neuroscience and other areas. Its growth portfolio includes Opdivo (nivolumab), Opdivo Qvantig (nivolumab and hyaluronidase-nvhy), Yervoy (ipilimumab), Reblozyl (luspatercept-aamt), Opdualag (nivolumab and relatlimab-rmbw), Breyanzi (lisocabtagene maraleucel), Camzyos (mavacamten), Zeposia (ozanimod), Abecma (idecabtagene vicleucel), and Sotyktu (deucravacitinib). Its other growth products include Onureg, Inrebic, and Empliciti. Its legacy portfolio includes Eliquis (apixaban), Revlimid (lenalidomide), Pomalyst/Imnovid (pomalidomide), Sprycel (dasatinib), and Abraxane (paclitaxel albumin-bound particles for injectable suspension). Opdivo (nivolumab) is a fully human monoclonal antibody that binds to the PD-1 on T and NKT cells.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
