NYSE:BP

BP PLC (BP)

42.67
-1.05 (2.40%)
as of Jun 9, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

BP PLC has recently experienced a significant upward movement in its stock price, which leads some analysts to suggest that it may be a prudent decision to sell and secure profits at this juncture. Critics express skepticism toward the company's strategy, particularly its heavy investments in alternative energies; they argue that BP should have concentrated on its core competencies in oil and gas instead. This commentary reflects a broader concern about the company's direction and the efficacy of its past spending. Some experts believe that there are better investment opportunities available in the energy sector, such as Canadian Natural Resources Limited, which is recommended as a preferable alternative. Overall, opinions are mixed, with a clear split between those who view the recent price surge as an opportunity to capitalize on gains and others who advocate for a strategic shift back to traditional energy operations.

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Consensus
Sell
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Valuation
Overvalued
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Similar
CNRL, CNQ
BUY ON WEAKNESS
Had issues with Deep Horizon in the Gulf and took impairments and write downs over the years. Now long in BP in funds. Cheaper of the peers. Good name to own. Exposure to the British pound as well which has some upsides.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly With Brent oil prices back over $70, the future of oil looks brighter -- especially as the global economy continues to re-open. Shares are trading at 1.1x book value, with a PEG ratio of under 0.6 (good value relative to growth potential). It pays a great dividend, backed by a payout ratio of 45% of cash flow. We would buy this with a stop loss at $20, looking to achieve $32 -- upside potential over 14% (although with such a good yield, we might just trailing up the stop). Yield 4.67% (Analysts’ price target is $31.57)
PAST TOP PICK
(A Top Pick Jun 11/19, Down 38%) The stock has recovered. It has proven to be so volatile. He is lightening up on his energy exposure. You may want to hold it for another year or two to get into a more normalized environment.
PAST TOP PICK
(A Top Pick May 07/19, Down 45%) BP will be profitable this year because of its downstream operations. They're also cutting edge with their renewable energy division. The dividend will be safe for 12 months, but Brent oil will eventually need to rise for the dividend to survive longer.
DON'T BUY

A super major energy company. Their growth and capital allocation don't make this compelling at all. EOG-N is much better and will snap back better after this oil sell-down.

PAST TOP PICK
(A Top Pick Dec 27/18, Up 3%) Oil prices continue to struggle, but BP pays a big, safe dividend. They generate great return on capital even at current oil prices. They also run fuel stations in Europe and sell natural gas products, not just oil. They're a leader in using data to make equipment use efficient.
TOP PICK
Their business is optimized at below-$50/barrel oil while energy prices are slowing creeping higher. Safe dividend over 5% and there's growth ahead. (Analysts’ price target is $50.32)
TOP PICK
Huge cash flow. They made a big acquisiton of BHP in 2018 and their timing was impeccable. Pays a 5.5% yield that'll grow. They're a big investor in renewables. A cheap stock at 11x earnings. (Analysts’ price target is $50.32)
HOLD
Looks fine and doesn't see downside risk. Hold and collect the yield or add now.
PAST TOP PICK
(A Top Pick Dec 27/18, Up 14%) BP is how he plays oil. It's the gold standard in oil operations. They've focussed on cost and discipline, using technology to improve recoveries and cost overruns. Even with $50-60 oil, they'll double their cash flow within five years. Pays a safe 6% dividend.
BUY
He owns this one and he likes their lack of exposure to WCS oil prices. It is good value here and he expects to see them continue to grow. He would prefer them to SU-T for this reason. Yield 5.8%
BUY
We had oil oversupply which pushed down prices. At these levels BP has an attractive yield. Good reserves and balance sheet. He's happy with their current levels.
TOP PICK
The oil price is nearing its bottom, he thinks. $45 is the marginal cost of U.S. shale production. BP uses new technology and data to reduce their costs and boost productivity. Even if the oil price stays within $45-65, he thinks BP will still bring on more production. They can increase their free cash flow. Pays a decent yield. (Analysts’ price target is $49.30)
BUY

BP recently made a big acquisition that the market liked. Its balance sheet is reasonable and its last earnings results were good. It recently increased its dividend. Oil is finding a level at $70 or higher, which is good for BP.

BUY

He still likes it. They got their cost structure down. It is a free cash flower with a 5% dividend. The dividend will remain if oil drops to $50. The balance sheet is in good shape.

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