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BTBTI

British American Tobacco p.l.c.

$BTI·$128B·Tobacco·Consumer Defensive
$58.73-0.9%YTD+4.9%1Y+6.1%
Mentions · last 7 days
2026-07-30: 57 posts2026-07-31: 15 posts2026-08-01: 6 posts2026-08-02: 13 posts2026-08-03: 27 posts2026-08-04: 17 posts2026-08-05: 10 posts145
Price updated 2m ago·X counts updated 21h ago
BTBTI
$BTIBritish American Tobacco p.l.c.
$58.73-0.91%145 posts
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 $BTI, 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 numbersCooling offAI verdict · as of 2026-08-06

Catching its breath after a run — could pick back up or fade from here.

British American Tobacco keeps compounding a ~7% dividend yield — Vuse and Velo modernization is the growth engine.

British American Tobacco is the global cigarette-and-modern-oral-nicotine leader — Camel, Newport, Lucky Strike combustibles, plus Vuse (vapor) and Velo (nicotine pouches) in the reduced-risk-products bucket. The tape has been quietly OK (up 6% T12M) as the yield-plus-reduced-risk-modernization story keeps working.

The setup:

  • Revenue is stable-to-mildly-declining: Q2 revenue was essentially flat YoY at $12.3B — combustible declines being offset by Vuse/Velo growth.
  • Margins are extraordinary: 60% gross margin and 38% operating margin — the tobacco moat still works even at this scale.
  • The dividend is the real thesis: ~7% yield with a genuine long-dated dividend commitment — this is the highest yield in mega-cap tobacco after Altria.
  • Valuation is cheap: ~15x trailing P/E — the tobacco discount reflects ESG concerns and the long-cycle terminal risk, but the FCF math works.
  • Positioning is neutral: 54% of the 52-week range and flat versus both the 50-day and 200-day — a tape that isn't moving on any print.
  • Beat cadence has been mixed: last four surprises included a -116% Q4 25 blow-up (large one-time item) — the P&L can swing.

Feb 2027 next full-year earnings decide the tape — clear Vuse/Velo growth acceleration AND continued combustible-revenue stabilization keeps the tape working toward $65+; any modern-oral-nicotine regulatory noise or a dividend-cut signal cools this back to $52.

What to watch: Feb 2027 next full-year earnings — Vuse/Velo growth acceleration AND continued combustible-revenue stabilization keeps this working toward $65+; any modern-oral-nicotine regulatory noise or a dividend-cut signal cools this back to $52.

On the calendar: 2027-02-11 — Q4 2026/full-year earnings

Read the AI verdict + X sentiment for $BTI

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What it does

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

Global tobacco group selling cigarettes, vapor products, heated tobacco, and nicotine pouches across 180+ markets under Camel, Lucky Strike, and Vuse.

Industry overviewAI analysisGenerated by AI from underlying data

Where Tobacco sits in its cycle right now — and what that implies for $BTI.

Tobacco · Consumer Defensive

No material change from last week — the market's trajectory under China's tightening e-cigarette regulations determines RLX's volume and pricing, while ISPR's OEM device technology for nicotine..

Industry benchmark

6-name peer basket
+0.5%YTD
+7.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
15.0How 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
7.6%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
37.6%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
5.7%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
3.7Same 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
13.4%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
60.2%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
0.1Total 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 2026Jul 30, 2026$2.25$2.21+1.8%
Q4 2025Feb 12, 2026$2.55$2.50+2.0%
Q2 2025Jul 31, 2025$2.79$2.24+24.6%
Q4 2024Feb 12, 2025$-0.40$2.44-116.4%
Next earningsThu, Feb 11·consensus EPS $2.63

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$12.3B-0.1%59.1%38.2%$1.47$2.5B
Q4 FY25$13.5B-2.2%83.4%36.4%$1.45$3.6B
Q2 FY25$12.1B-10.2%83.6%42.0%$2.05$2.2B
Q4 FY24$13.5B-8.5%83.2%-11.3%$-0.66$6.5B

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.1B$26.0B – $26.4B$3.60$3.49 – $3.666
FY27$27.1B$26.9B – $27.3B$3.89$3.77 – $3.958
FY28$28.1B$27.9B – $28.4B$4.21$4.18 – $4.276
FY29$29.9B$29.7B – $30.2B$4.66$4.62 – $4.727
FY30$32.9B$32.7B – $33.2B$5.40$5.35 – $5.467

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.0.6×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.54%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.-2.8%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.+0.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% 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.β0.135-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.

+ 52 other (45 6-Ks · 2 13Gs · 1 8-A12B · 1 11-K) in window

Recent news

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

British American Tobacco p.l.c. (BTI) Q2 2026 Earnings Call Transcriptseekingalpha.com·1d agoBritish American Tobacco: The Right Kind Of Growthseekingalpha.com·6d agoBritish American Tobacco p.l.c. (BTI) Q2 2026 Earnings Call Transcriptseekingalpha.com·7d agoBritish American Tobacco H1 Earnings Call Highlightsmarketbeat.com·8d agoBritish American Tobacco p.l.c. $BTI Shares Purchased by Cetera Investment Advisersdefenseworld.net·11d ago

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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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