Update shared on 05 Nov 2025
Fair value Decreased 1.49%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.
Analyst Commentary
Recent street research presents a mix of optimism and caution from market observers regarding BNP Paribas, with revisions to price targets and ratings reflecting evolving expectations on growth, profitability, and valuation. Below, the central bullish and bearish themes from the analyst community are summarized.
Bullish Takeaways- Bullish analysts continue to see upside for BNP Paribas shares. Price targets remain well above current trading levels despite recent downward revisions.
- Some analysts have maintained their Outperform ratings, signifying confidence in the bank’s underlying execution and potential to exceed near-term expectations.
- Raising of certain price targets in recent months suggests there is still faith in BNP Paribas’ longer-term growth prospects by select market watchers.
- The relative stability of earnings projections, despite modest revenue growth adjustments, is viewed as a sign of resilience in core operations.
- Bearish analysts have expressed concerns over limited near-term growth potential, leading to downgrades in ratings and reductions in price targets.
- Several research notes highlight tightening profit margins, prompting a more cautious valuation outlook for the stock.
- Multiple price target reductions in quick succession highlight skepticism on whether the company can maintain previous growth trajectories.
- Downgrades to Neutral or Hold ratings indicate a broad consensus that further outperformance may be difficult without clearer earnings momentum.
What's in the News
- BNP Paribas has relaxed its policy on not financing "controversial weapons", now allowing work with certain defense firms as Europe increases its rearmament efforts (Financial Times).
- The bank is part of a consortium of ten major lenders exploring the issuance of stablecoins pegged to G7 currencies (Reuters).
- BNP Paribas assisted BlackRock's HPS Investment Partners in financing loans to firms now accused of fabricating collateral, leading to claims totaling over $500 million (Wall Street Journal).
- BNP Paribas was recently downgraded to Underperform from Market Perform by Keefe Bruyette, citing limited near-term growth and assigning an €89 price target (Keefe Bruyette via news reports).
Valuation Changes
- Consensus Analyst Price Target has fallen modestly from €91.07 to €89.72, reflecting a slightly more cautious outlook.
- Discount Rate remains unchanged at 12.1%, indicating that analysts' risk assessment for BNP Paribas is stable.
- Revenue Growth projection has decreased slightly from 7.63% to 7.49%.
- Net Profit Margin forecast is marginally lower, moving from 24.62% to 24.40%.
- Future P/E multiple has declined from 9.82x to 9.57x, suggesting a modest reduction in expected future earnings valuation.
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.