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BP ( (BP) ) has issued an update.
BP reported its fourth-quarter and full-year 2025 results on 10 February 2026, showing underlying replacement cost profit of $7.5 billion for the year and $1.5 billion for the quarter, supported by $24.5 billion in operating cash flow despite lower oil prices and a quarterly reported loss of $3.4 billion driven by impairments and inventory effects. Operationally, BP posted record upstream plant reliability of 96.1%, record refining availability of 96.3%, broadly flat underlying production, seven major project start-ups, and a reserves replacement ratio of 90%, while its customer businesses delivered their strongest underlying earnings since 2019.
Strategically, BP advanced its divestment program with expected proceeds from completed and announced asset sales now above $11 billion, including an agreement to sell a 65% stake in Castrol and the disposal of Netherlands retail, U.S. onshore wind and certain U.S. midstream interests, and it raised its structural cost-reduction target to $5.5–6.5 billion by end-2027. The board moved to suspend share buybacks and channel all excess cash into debt reduction to reinforce the balance sheet and fund a pipeline of upstream oil and gas opportunities, as interim CEO Carol Howle highlighted the Bumerangue discovery in Brazil and flagged leadership transition with Meg O’Neill set to become CEO in April, framing these steps as positioning BP for long-term value growth and improved shareholder returns.
The most recent analyst rating on (BP) stock is a Hold with a $38.00 price target. To see the full list of analyst forecasts on BP stock, see the BP Stock Forecast page.
Spark’s Take on BP Stock
According to Spark, TipRanks’ AI Analyst, BP is a Neutral.
BP’s overall stock score reflects a company with strong operational performance and positive earnings call sentiment, offset by high leverage and valuation concerns. The financial performance indicates recovery with revenue growth, but profitability and leverage remain challenges. Technical analysis shows bullish momentum, while the high P/E ratio suggests potential overvaluation. The positive earnings call sentiment underscores confidence in strategic direction, contributing to the overall score.
To see Spark’s full report on BP stock, click here.
More about BP
BP p.l.c. is a global integrated energy company headquartered in London, operating across upstream oil and gas exploration and production, refining and marketing, and customer-facing businesses such as fuels, lubricants and convenience. It competes with other major oil companies worldwide and is increasingly focused on capital discipline, portfolio high-grading and balance sheet strength within a weaker oil price environment.
Average Trading Volume: 8,121,475
Technical Sentiment Signal: Buy
Current Market Cap: $100.6B
For a thorough assessment of BP stock, go to TipRanks’ Stock Analysis page.