BPMC Earnings

BPMC reported its FY2025Q1 earnings on 2025-05-01, showcasing a revenue of 149.41M against an estimate of 156.89M, resulting in a -4.77% surprise. The EPS was -0.74, surpassing the expected -0.42 by -76.19% . The stock experienced a 10.89% price change on the earnings day and a 10.79% change over the next five days, reflecting market reactions to the results.

Following BPMC's FY2025Q1 earnings announcement on 2025-05-01, the stock price moved by 10.89% on the day of the release. Over the subsequent five days, it saw a 10.79% change. Historically, BPMC's stock price tends to shift by an average of -2.41% in the 10 days leading up to earnings and +0.73% in the 10 days following, providing insight into potential market.

For 2025/Q2, analysts estimate BPMC’s annual revenue to reach 171.34M, while the EPS is projected at undefined. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by % over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BPMC's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by % . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BPMC's stock price typically moves by -2.41% in the 10 days before its earnings and +0.73% in the 10 days after. For the upcoming 2025/Q2 earnings, analysts expect an EPS of undefined and revenue of 171.34M.

The earnings call highlights strong financial performance with a 61% YoY growth in AYVAKIT revenues and raised guidance, indicating confidence in future growth. The company maintains a robust cash position, supporting ongoing investments. Despite no shareholder return plan, the focus on market expansion and product development is promising. The Q&A reveals optimism about growth drivers and patient engagement, although some responses were vague. Overall, the positive revenue growth, solid cash position, and raised guidance outweigh the lack of immediate shareholder returns, suggesting a positive stock price movement.