Update shared on 22 Oct 2025
Fair value Decreased 1.10%Analyst Commentary Highlights Mixed Outlook and Slight Price Target Reduction for BNP Paribas
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.
Analyst Commentary
Analyst opinions regarding BNP Paribas reflect a range of perspectives on the company’s valuation, growth potential, and market execution. Recent research adjustments highlight both confidence in the bank’s strategies and concerns about near-term challenges.
Bullish Takeaways
- Bullish analysts have raised their price targets, reflecting continued confidence in BNP Paribas’s underlying business fundamentals.
- Improved profit margin forecasts have contributed to higher valuations from some research firms. This indicates expectations of efficient expense management.
- Maintained positive ratings signal that BNP Paribas’s long-term growth strategy remains intact, despite broader sector volatility.
- Some upward price target revisions suggest that recent financial performance has exceeded certain expectations of market execution.
Bearish Takeaways
- Bearish analysts have lowered their price targets, underlining caution around persistent sector headwinds and lower anticipated revenue growth.
- Recent downgrades point to limited near-term growth potential and uncertainty regarding the pace of recovery in the banking sector.
- Ratings have been revised downward by some research firms. These reflect concerns about the company’s ability to achieve previous growth projections.
- The volatility in target prices shows a lack of consensus on BNP Paribas’s near-term execution, particularly amid broader economic uncertainty.
What's in the News
- Ten major banks, including BNP Paribas, are exploring the issuance of stablecoins pegged to G7 currencies as part of a broader group initiative. (Reuters)
- BNP Paribas has relaxed its policy on not financing "controversial weapons," now allowing support for companies whose activities are authorized under major international agreements. (Financial Times)
- Keefe Bruyette has downgraded BNP Paribas to Underperform from Market Perform, citing limited near-term growth potential and setting a price target of EUR 89. (Keefe Bruyette)
Valuation Changes
- Consensus Analyst Fair Value has fallen slightly from €92.08 to €91.07.
- Discount Rate remains unchanged at 12.1%.
- Revenue Growth expectations have decreased marginally from 7.72% to 7.63%.
- Net Profit Margin is now forecast to improve, rising from 23.88% to 24.62%.
- Future P/E ratio has declined from 10.21x to 9.82x, which reflects lower price expectations relative to projected earnings.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.