Movement Alert|BP Falls 3.2% in Regular Trading, Bank of America Cuts Target Price as Shell Evaluates Potential Acquisition

Market Focus06-24

On June 24, BP declined 3.2% in regular trading, trading at $38.06/share, with turnover of $33.84 million, amid broad weakness across the integrated oil and gas sector.

On the news front, Bank of America lowered its target price on BP from $37 to $35, while also cutting Shell's target from $95 to $89, reflecting a more bearish outlook on the sector. Separately, sources indicated that Shell has been working with advisors to evaluate the feasibility of acquiring BP, though it is reportedly waiting for BP's share price and oil prices to decline further before making any decision. The discussions remain at an early stage, and Shell may ultimately opt for share buybacks and smaller deals instead.

BP's stock has fallen nearly one-third over the past 12 months, pressured by investor skepticism toward its energy transition strategy, a trade war initiated by the U.S., and OPEC+ accelerating production increases that have weighed on crude prices. Within the Integrated Oil & Gas sector, declines were widespread: Petrobras fell 3.88%, Occidental fell 3.29%, Exxon Mobil fell 2.84%, Chevron fell 2.45%, and Shell fell 2.28%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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