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BPBP

BP p.l.c.

$BP·$119B·Oil & Gas Integrated·Energy
$42.44-4.1%YTD+20.9%1Y+30.6%
Mentions · last 7 days
2026-07-29: 116 posts2026-07-30: 152 posts2026-07-31: 177 posts2026-08-01: 154 posts2026-08-02: 112 posts2026-08-03: 123 posts2026-08-04: 142 posts984+6%
Price updated 4h ago·X counts updated 4h ago
BPBP
$BPBP p.l.c.
$42.44-4.11%984 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-08-04

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Q2 print today for a $52B revenue oil major — the X chatter is entirely a Solana memecoin community, so the equity signal comes entirely from the print itself.

BP is one of the five integrated-oil supermajors, with upstream production across the North Sea, US Gulf, and international basins plus downstream refining and marketing. The X sample under $BP is dominated by the Barking Puppy Solana memecoin community with essentially no discussion of the actual oil major — so the read here comes from the fundamentals into today's earnings print.

The setup landing today:

  • The Q1 print set a strong base: EPS of $1.24 vs the $0.91 estimate was a 36% beat on $52.3B of revenue — refining margins and Permian-style production discipline drove the operational strength, which is the specific reason the shorts have been unwilling to press.
  • The Gelsenkirchen sale on August 3 trimmed BP's refinery holdings to five sites — this is the ongoing portfolio simplification story that has been the modest re-rating catalyst through 2026, and shrinking the refining footprint improves both capital efficiency and ESG optics.
  • The political-risk overlay is real and today: Trump's warning to oil executives to "get your retail prices down NOW" is the specific overhang for downstream margins that could reset the refined-products tightness story that lifted Exxon and Chevron. It applies to BP US operations too.
  • The stock trades at a discount to Chevron and Exxon on comp multiples, which reflects both the smaller-scale downstream and the memory of the 2020 dividend cut — that discount is partially closable if today's print confirms operational strength continues.

The forward setup: today's Q2 print. Beat on refining margins plus commentary that downstream tightness continues plus any additional portfolio simplification is what extends the modest re-rating higher; a miss combined with any Trump-driven retail-pricing pressure showing up in the guide is what breaks the recent tape lower.

What to watch: Today's Q2 earnings — refining segment margins, upstream production trajectory, and any comment on political/retail-pricing pressure. Beat plus continued tightness commentary extends the re-rating; a miss with retail-price pressure guidance breaks the recent tape.

On the calendar: 2026-08-04 — Q2 earnings today

off target sentiment samplepolitical pricing pressure

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment95 posts analyzed · as of 2026-08-04

BP chatter on X is dominated not by British Petroleum but by the Barking Puppy meme-coin community, led by figures publicly tied to Kevin Gill (called AMC bottom at $0.95). The dominant thread stacks a $4M market cap, dev burning most of the supply, and community-first framing versus 'Kenny.' Bulls call it 'basically free' with trillion-dollar mcap potential, tied loosely to the same movement behind $GME and $AMC ape culture. Skeptics are essentially absent; this is a pure community-loyalty coin conversation with heavy Roaring Kitty and Kevin Gill references. Tone is meme-cult bullish.

Read the AI verdict + X sentiment for $BP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Integrated global oil and gas major with a growing low-carbon portfolio spanning LNG, offshore wind, hydrogen, and EV charging.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Integrated sits in its cycle right now — and what that implies for $BP.

Oil & Gas Integrated · Energy

No material change from last week — sanctions easing would add 1-2 mb/d of Iranian supply, pressuring Brent and compressing integrated margins.

What this means for $BP

Partial — Integrated global oil and gas major with a growing low-carbon portfolio spanning LNG, offshore wind, hydrogen, and EV charging; partial earnings exposure to oil & gas integrated demand dynamics through its product portfolio.

Industry benchmark

16-name peer basket
+40.4%YTD
+49.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$2.22$1.87+18.7%
Q1 2026Apr 28, 2026$1.24$0.91+36.3%
Q4 2025Feb 10, 2026$0.60$0.57+5.3%
Q3 2025Nov 4, 2025$0.85$0.72+18.1%
Next earningsTue, Nov 3·consensus EPS $1.48

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$52.3B+11.4%24.2%15.2%$1.50$-381.4M
Q4 FY25$47.4B+3.6%16.2%6.3%$-1.32$4.1B
Q3 FY25$48.4B+2.5%18.3%9.0%$0.45$4.6B
Q2 FY25$46.6B-1.4%18.3%8.9%$0.62$3.0B

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$206.4B$178.2B – $234.6B$5.53$4.74 – $7.057
FY27$189.1B$167.8B – $210.3B$4.00$3.59 – $4.557
FY28$200.3B$170.6B – $227.2B$3.79$3.06 – $4.454
FY29$204.7B$174.3B – $232.1B$3.56$2.87 – $4.183
FY30$206.9B$176.2B – $234.6B$3.57$2.88 – $4.196

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.76%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 71.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today14.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 32 other (25 6-Ks · 2 13Fs · 1 6-K/A · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BP CEO Says Interest in North Sea Business In Strongyoutube.com·15h agoBP Q2 Earnings Beat Estimates on Strong Refining Margins & Pricingzacks.com·17h agoBP: The Turnaround Is Ahead Of Scheduleseekingalpha.com·17h ago5 Things to Know Before the Stock Market Opens on Tuesdayinvestopedia.com·17h agoChevron, Exxon Making Too Much From Surging Oil, Trump Says. BP Profit More Than Doubles.barrons.com·18h ago

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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