BP p.l.c.

LSE:BP. 주식 리포트

시가총액: UK£89.7b

BP 향후 성장

Future 기준 점검 1/6

BP 의 수익은 연간 0.1% 감소할 것으로 예상되는 반면, 연간 수익은 10.1% 로 증가할 것으로 예상됩니다. EPS는 연간 12.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.2% 로 예상됩니다.

핵심 정보

10.1%

이익 성장률

12.27%

EPS 성장률

Oil and Gas 이익 성장8.8%
매출 성장률-0.1%
향후 자기자본이익률15.18%
애널리스트 커버리지

Good

마지막 업데이트01 May 2026

최근 향후 성장 업데이트

Recent updates

BP.: Future Returns Will Reflect Middle East Supply Risks And Higher Oil Prices

Analysts have lifted their fair value estimate for BP, with the updated price target moving from £5.69 to £6.04. Recent research highlights higher profit margin assumptions, a slightly adjusted discount rate and a modestly lower future P/E multiple, supported by a series of recent upgrades and price target increases across major firms.

Upstream Reliability And Cost Resets Will Support Stronger Long Term Earnings Quality

Catalysts About BP BP is an integrated energy company involved in oil and gas production, refining, trading and lower carbon energy businesses. What are the underlying business or industry changes driving this perspective?

BP.: Future Returns Will Reflect Middle East Supply Risks And Mixed Oil Outlook

Analysts have lifted their average price target on BP by £0.58, citing updated views on fair value, revenue growth assumptions, discount rates and future P/E levels, as reflected in a series of recent target raises and rating changes across major banks. Analyst Commentary Recent research on BP shows a mix of optimism and caution, with price targets adjusted in both directions and several rating changes across major banks.

BP.: Future Returns Will Depend On Elevated Middle East Oil Supply Risks

Narrative Update The analyst price target for BP has been raised by £0.22. Analysts point to higher oil and gas price assumptions, tighter projected crude balances, and stronger valuation support for integrated energy majors as the key drivers of their updated view.

BP.: Future Returns Will Reflect Mixed Oil Cycle Risks And CEO Transition

Our updated view lifts BP's fair value estimate slightly, supported by a higher blended analyst price target moving toward the £5.20 to £5.40 range as several firms cite valuation support for integrated oil names despite a mix of recent upgrades, downgrades, and target tweaks. Analyst Commentary Recent Street research on BP shows a split view, with some major firms lifting targets and others turning more cautious as they reassess risks around commodities, capital allocation, and leadership changes.

BP.: Future Returns Will Reflect Portfolio Sales Refining Strength And CEO Transition

Analysts have trimmed their average price target on BP by £0.10, citing more cautious revenue growth assumptions, a slightly higher discount rate, and continued sector wide downgrades that have only been partially offset by firmer margin expectations. Analyst Commentary Recent Street research on BP points to a mixed backdrop, with several downgrades and price target cuts offset by a smaller group of more constructive voices focusing on balance sheet strength and refining exposure.

Broker Revenue Forecasts For BP p.l.c. (LON:BP.) Are Surging Higher

Feb 11
Broker Revenue Forecasts For BP p.l.c. (LON:BP.) Are Surging Higher

BP.: Future Returns Will Balance Portfolio Sales Softer Crude And Leadership Change

Analysts have trimmed their BP price targets by a few dollars or pence overall, reflecting slightly lower fair value estimates and revenue growth assumptions. This has been partially offset by a small uplift in expected profit margins and future P/E, as firms reassess the company around a softer crude outlook, refining tailwinds, and an upcoming CEO transition.

BP.: Future Returns Will Reflect Portfolio Sales Crude Outlook And Leadership Change

Analysts have slightly trimmed their blended price target for BP by adjusting revenue growth and margin assumptions and by applying a marginally higher future P/E. This reflects mixed recent research, with some firms cutting targets in light of a bearish crude outlook and the CEO transition, while others have lifted targets based on balance sheet strength and the refreshed company strategy.

BP.: Future Returns Will Reflect Portfolio Reset Divestments And Leadership Transition

Analysts have trimmed their overall price expectations for BP, reflected in a slightly lower fair value estimate and a modestly higher future P/E assumption. Recent target cuts and rating changes are balancing more upbeat views that reference an unchanged or higher price target across both US$ and £ share lines.

BP.: Future Returns Will Reflect Portfolio Streamlining And Ongoing Divestment Execution

Analysts have modestly increased their price target on BP, reflecting a slightly higher fair value and improved long term earnings multiple assumptions, supported by recent target hikes to $40 in the U.S. and above 500 GBp in London, as they point to the company’s strategic reset, portfolio simplification, and still attractive valuation. Analyst Commentary Bullish analysts highlight that BP's strategy reset, with a sharper focus on portfolio simplification and divestment of non core assets, is starting to resonate in higher price targets and improved confidence in long term earnings growth.

BP.: Future Returns Will Reflect Portfolio Pruning And Execution Risks Amid Sector Uncertainty

We raise our BP price target modestly, reflecting analysts' series of upward revisions to both U.S. dollar targets toward $40 and U.K. listings toward the 520 to 525 GBp range, supported by a view that BP's strategic reset, portfolio pruning, and persistent valuation discount improve the risk and reward profile for the shares. Analyst Commentary Street research has turned incrementally more constructive on BP, with a series of target price increases in both U.S. dollar and sterling terms reflecting improved confidence in the company’s strategic reset, portfolio actions, and capital return potential.

BP.: Shares Will Reflect Reset Strategy And Portfolio Streamlining Amid Sector Uncertainty

Analysts have modestly raised their price targets for BP, with upward revisions to $40 and 525 GBp. This reflects confidence in the company's refreshed strategy and improved risk-reward outlook. Analyst Commentary Recent street research reflects a generally optimistic yet nuanced outlook for BP's shares, with price target increases from several firms.

BP's (LON:BP.) Soft Earnings Are Actually Better Than They Appear

Nov 11
BP's (LON:BP.) Soft Earnings Are Actually Better Than They Appear

BP.: Shares Will Reflect Improved Profit Potential Amid Mixed Sector Sentiment

Analysts have raised their price target for BP, increasing fair value estimates by approximately $0.13 per share. They cite improved growth prospects, stronger profitability, and confidence in the company's strategic direction and valuation.

Upstream Discoveries and Capital Returns Will Influence Global Energy Markets Ahead

Analysts have modestly increased their price targets for BP, citing improving profit margins and positive sector dynamics. Recent updates reflect a rise from £4.58 to £4.59 and from $36 to $40, according to current street research.

Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy Markets

Analysts have raised BP's price target, with recent updates reflecting an increase from $36 to $40 and from 440 GBp to 460 GBp. This change is attributed to improving execution and the company's potential to close its valuation gap with peers. Analyst Commentary Recent research coverage reflects a wave of optimistic sentiment toward BP, though some analysts maintain a more cautious outlook.

Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy Markets

Analysts have raised BP’s price target from £4.44 to £4.51, citing improved earnings, a positive outlook on upstream growth after the Bumerangue Block discovery, and confidence in valuation convergence with peers. Analyst Commentary Bullish analysts cite BP’s attractive valuation relative to European supermajor peers, expecting the valuation gap to narrow.

BP p.l.c.'s (LON:BP.) Low P/S No Reason For Excitement

Sep 25
BP p.l.c.'s (LON:BP.) Low P/S No Reason For Excitement

Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy Markets

Analysts have raised BP’s price target to £4.43, citing its strong recent results, attractive valuation relative to peers, operational improvements, and the positive impact of the Bumerangue Block discovery. Analyst Commentary Bullish analysts highlight BP's relative strength in recent IOC results, supported by its unique mix of growth options, resource depth, and sustainable shareholder returns.

BP p.l.c. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Aug 07
BP p.l.c. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy Markets

Buoyed by stronger-than-expected margins and improved outlook for core refining and integrated oil operations, analysts have raised BP’s consensus price target from £4.24 to £5.37. Analyst Commentary Bullish analysts are increasing earnings estimates for BP driven by stronger-than-expected margins, particularly in the most recent quarter.

BP (LON:BP.) Is Doing The Right Things To Multiply Its Share Price

Aug 04
BP (LON:BP.) Is Doing The Right Things To Multiply Its Share Price

Are Investors Undervaluing BP p.l.c. (LON:BP.) By 47%?

Jul 05
Are Investors Undervaluing BP p.l.c. (LON:BP.) By 47%?

These 4 Measures Indicate That BP (LON:BP.) Is Using Debt Extensively

Jun 20
These 4 Measures Indicate That BP (LON:BP.) Is Using Debt Extensively
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Completion Of Eight Biogas Plants And New Assets In Iraq Will Strengthen Future Prospects

BP's strategic optimization and divestment of non-competitive assets aim to enhance capital allocation, improving net margins and long-term earnings.

이익 및 매출 성장 예측

LSE:BP. - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028199,9339,76112,33728,00210
12/31/2027199,09110,59312,39427,75513
12/31/2026228,71315,31812,14829,15410
3/31/2026193,0053,20911,40724,519N/A
12/31/2025187,6375411,27224,493N/A
9/30/2025186,0101,51710,66724,318N/A
6/30/2025184,8065628,59023,293N/A
3/31/2025185,408-1,19610,19225,122N/A
12/31/2024187,38639012,00027,297N/A
9/30/2024192,6962,72013,59629,247N/A
6/30/2024199,1347,37216,34931,233N/A
3/31/2024201,0799,29314,55229,426N/A
12/31/2023208,35115,23817,75432,039N/A
9/30/2023226,39125,67022,49936,233N/A
6/30/2023227,54018,64922,39135,774N/A
3/31/2023246,02226,11427,74840,344N/A
12/31/2022239,067-2,48828,86340,932N/A
9/30/2022220,870-10,96522,33233,477N/A
6/30/2022202,318-11,34720,47831,165N/A
3/31/2022171,248-17,48715,25725,713N/A
12/31/2021156,4317,56312,72523,612N/A
9/30/2021133,8756,5958,72819,765N/A
6/30/2021124,2278,6908,02618,993N/A
3/31/2021109,193-11,2755,76917,319N/A
12/31/2020105,672-20,306-14412,162N/A
9/30/2020149,126-21,6454,17617,496N/A
6/30/2020190,905-21,9443,65118,348N/A
3/31/2020242,072-3,2745,91421,426N/A
12/31/2019158,1094,025N/A25,770N/A
9/30/2019281,6444,772N/A24,996N/A
6/30/2019292,7108,870N/A25,032N/A
3/31/2019295,3139,847N/A24,523N/A
12/31/2018297,5339,382N/A22,873N/A
9/30/2018289,0348,643N/A21,947N/A
6/30/2018269,5867,063N/A21,879N/A
3/31/2018250,8424,408N/A20,463N/A
12/31/2017238,4333,388N/A18,931N/A
9/30/2017222,2593,858N/A15,456N/A
6/30/2017209,5253,709N/A11,940N/A
3/31/2017199,5452,146N/A10,933N/A
12/31/2016182,325114N/A10,691N/A
9/30/2016180,811-3,691N/A14,069N/A
6/30/2016189,890-5,265N/A16,744N/A
3/31/2016205,584-9,669N/A19,147N/A
12/31/2015222,243-6,484N/A19,133N/A
9/30/2015247,531-7,584N/A20,574N/A
6/30/2015285,521-6,340N/A24,790N/A

애널리스트 향후 성장 전망

수입 대 저축률: BP. 의 연간 예상 수익 증가율(10.1%)이 saving rate(3.2%)보다 높습니다.

수익 vs 시장: BP. 의 연간 수익(10.1%)이 UK 시장(12.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: BP. 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: BP. 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.1%).

고성장 매출: BP. 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -0.1%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BP.의 자본 수익률은 3년 후 15.2%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 04:45
종가2026/05/01 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

BP p.l.c.는 53명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John EadeArgus Research Company
William SeleskyArgus Research Company
Alejandro VigilBanco Santander