Shared on 18 Dec 25

Fair value Increased 0.40%

BNP: Digital And Defense Finance Will Shape Balanced Long-Term Risk Reward

BNP Paribas's analyst fair value estimate has been nudged higher to EUR 88.66 from EUR 88.31, as analysts temper top line growth expectations while slightly improving profit margin assumptions following a series of modest price target cuts across the Street. Analyst Commentary Street research on BNP Paribas has turned more mixed, with several houses trimming price targets and one recent downgrade, even as the bank's earnings resilience keeps long term value intact in many models.

Shared on 04 Dec 25

Fair value Increased 0.20%

BNP: Digital Finance Expansion Will Drive Long-Term Upside Despite Recent Caution

BNP Paribas's analyst price target has been modestly reduced, with fair value edging down toward the high EUR 80s as analysts factor in a wave of slightly lower Street targets and more cautious rating stances, notably the recent moves to the EUR 87 to EUR 92 range and a downgrade to Hold. Analyst Commentary Recent Street research reflects a more balanced but slightly cautious stance on BNP Paribas, with incremental adjustments to price targets indicating tempered expectations for upside while still acknowledging the group’s solid fundamentals.

Shared on 20 Nov 25

Fair value Decreased 1.76%

BNP: Exposure To Digital Finance And Defense Deals Will Drive Long-Term Resilience

Analysts have slightly lowered their price targets for BNP Paribas. The consensus fair value has decreased from €89.72 to €88.13, reflecting updated expectations around modest revenue growth and profit margins.

Shared on 05 Nov 25

Fair value Decreased 1.49%

BNP: Shares Will Benefit From Defensive Exposure Amid Policy Changes And Industry Collaboration

The analyst price target for BNP Paribas has been revised downward by analysts, decreasing from approximately €91.07 to €89.72. This revision is attributed to modestly weaker revenue growth projections and slightly lower future profit margins in their updated outlook.

Shared on 22 Oct 25

Fair value Decreased 1.10%

BNP Paribas’s analyst price target has been revised downward by approximately €1 to €91. Analysts are factoring in slightly lower revenue growth expectations and sector headwinds, despite stable discount rates and improved profit margin forecasts.

Shared on 27 Aug 25

Analyst sentiment on BNP Paribas remains divided, with modest upward price target revisions from bullish analysts reflecting stable fundamentals, while bearish views cite limited near-term growth, resulting in a slight consensus price target decrease from €92.08 to €91.14. Analyst Commentary Bullish analysts cite continued outperformance despite only modest price target increases, reflecting stable earnings and operational resilience.

Shared on 01 May 25

Fair value Increased 4.58%

Shared on 23 Apr 25

Fair value Increased 0.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.091%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 1.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 2.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 8.03%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Analyst Commentary Highlights Mixed Outlook and Slight Price Target Reduction for BNP Paribas

BNP: Digital And Defense Finance Will Shape Balanced Long-Term Risk Reward

BNP: Digital Finance Expansion Will Drive Long-Term Upside Despite Recent Caution

BNP: Exposure To Digital Finance And Defense Deals Will Drive Long-Term Resilience

BNP: Shares Will Benefit From Defensive Exposure Amid Policy Changes And Industry Collaboration

Shared on 22 Oct 25

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