Update shared on27 Aug 2025
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.
- Upward price target revisions from several analysts indicate confidence in BNP Paribas’s underlying business fundamentals.
- Concerns from bearish analysts highlight limited near-term growth potential, prompting a downgrade to underperform.
- Market consensus appears split, with upward price revisions accompanied by neutral or slightly cautious ratings, such as Equal Weight.
- Adjustments largely reflect incremental improvements rather than significant shifts in outlook or underlying financial metrics.
What's in the News
- Keefe Bruyette downgraded BNP Paribas to Underperform from Market Perform, citing limited near-term growth potential, with a price target of EUR 89 (Periodicals).
- BNP Paribas has provided earnings guidance for 2025, expecting net profit above EUR 12.2 billion, driven by over 5% revenue acceleration in the second half, excluding AXA IM (Key Developments).
- The group is undergoing significant governance adaptation, consolidating Commercial & Personal Banking across major eurozone markets (France, Italy, Belgium, Luxembourg), restructuring the CIB division, and boosting the IPS division after transformative acquisitions, including AXA IM; these changes aim to accelerate growth and enhance client offerings (Key Developments).
- BNP Paribas was appointed as joint corporate broker to Hays plc, expanding its client engagement in the corporate broking space (Key Developments).
- The company completed a share buyback, repurchasing 14,025,914 shares (1.24% of capital) for EUR 1,084 million between May and June 2025 (Key Developments).
Valuation Changes
Summary of Valuation Changes for BNP Paribas
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €92.08 to €91.14.
- The Future P/E for BNP Paribas remained effectively unchanged, moving only marginally from 10.26x to 10.16x.
- The Net Profit Margin for BNP Paribas remained effectively unchanged, moving only marginally from 23.80% to 23.78%.
Disclaimer
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