After hours

BP p.l.c.

BP · NYSE

Analyst Consensus

Hold

15 analysts

$45

Current

—

Low

$48

Average

—

High

Average target implies +7.90% versus the current price.

Analyst Ratings Synthesis

Consensus is Hold from 15 analysts, with a mean target of $47.5. The supplied consensus gives neither low nor high target, so target clustering and dispersion cannot be measured; it also names no most- or least-bullish analyst. No attributable rating or target revisions are reported for the past week. The substantive debate visible in the research is operational: the second-quarter beat, stronger refining margins, hydrocarbon realizations, trading and $3 billion sequential net-debt reduction support improvement, while lower production and BP’s reiterated weak fiscal 2026 upstream outlook challenge durability. Portfolio-sale execution adds another source of disagreement.

Rating Actions

No individual rating actions have been captured for BPyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

B OF A GLBL RES

BERENBERG BANK

CITIGROUP

EDWARD JONES

JEFFERIES & CO.

JP MORGAN SECUR

MORGAN STANLEY

PIPER SANDLER

RAYMOND JAMES

RBC CAPITAL

SANFORD BERNSTE

SCOTIABANK

TD SECURITIES

WELLS FARGO SEC

ZACKS RESEARCH

Symbol: BP
Type: Stock
Sector: Energy
Industry: Integrated oil Companies
Country: Europe
Exchange: NYSE

BP Plc operates as an integrated oil and gas company. It operates through the following segments: Upstream, Downstream and Rosneft. The Upstream segment engages in the oil and natural gas exploration, field development and production, midstream transportation, storage and processing and marketing and trade of natural gas, including liquefied natural gas and power and natural gas liquids. The Downstream segment refines, manufactures, markets, transports, supplies, and trades crude oil, petroleum, petrochemicals products and related services to wholesale and retail customers. The Rosneft segment engages in investment activities. The company was founded by William Knox D'Arcy on April 14, 1909 and is headquartered in London, the United Kingdom.

Key Issues

Bullish view

The second-quarter beat shows that stronger refining margins, hydrocarbon realizations and trading can support earnings and cash flow even when production is weak.

Bearish view

Lower production and BP’s continued expectation of weak upstream production in fiscal 2026 could limit the durability of the improvement and leave earnings exposed to operating shortfalls.