BNP Paribas SA

Informe acción ENXTPA:BNP

Capitalización de mercado: €122.9b

BNP Paribas Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de BNP Paribas de 7.7% y 5.5% por año respectivamente. Se prevé que el BPA crezca en un 8.1% al año. Se espera que la rentabilidad financiera sea de 12% en 3 años.

Información clave

7.7%

Tasa de crecimiento de los beneficios

8.09%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Banks8.8%
Tasa de crecimiento de los ingresos5.5%
Rentabilidad financiera futura12.03%
Cobertura de analistas

Good

Última actualización31 Jul 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Aug 09

BNP: Earnings Strength And Leasing Expansion Will Shape Future Repricing Balance

Analysts have lifted the fair value estimate for BNP Paribas to €116.74 from €113.98, reflecting a series of recent price target increases across the Street that reference a slightly higher profit margin outlook and updated P/E assumptions. Analyst Commentary Recent Street research on BNP Paribas has focused on where the stock should trade rather than on major shifts in ratings.
Actualización de narrativa • Jul 26

BNP: Digital Earnings Momentum And Tokenization Efforts Will Shape Future Repricing Balance

BNP Paribas' updated fair value estimate has moved from €108.27 to €113.98, reflecting analysts' higher price targets in recent research and their rationale around adjusted revenue growth, stronger profit margins and a slightly lower future P/E assumption. Analyst Commentary Recent research on BNP Paribas has focused on a series of upward price target revisions, offering a window into how the market is weighing the bank's execution, growth prospects and current valuation.
Actualización de narrativa • Jul 10

BNP: AI Cybersecurity Demands And Tokenization Trials Will Shape Future Rerating Prospects

The analyst price target for BNP Paribas has increased by about €2.50, with analysts citing slightly adjusted fair value estimates, updated revenue growth assumptions, and a modestly higher future P/E multiple to support the change. Analyst Commentary Recent research on BNP Paribas points to a mix of optimism and caution, with several firms adjusting their price targets within a relatively tight range.
Actualización de narrativa • Jun 18

BNP: AI And Tokenization Advances Will Support Steady Stock Rerating Prospects

The updated analyst narrative for BNP Paribas reflects a slightly higher fair value estimate of €105.75, with the modest move supported by recent price target adjustments from Deutsche Bank and Morgan Stanley, partly offset by a small cut from Citi. Analyst Commentary Recent research on BNP Paribas points to a mixed but generally constructive tone, with several price target tweaks clustering in a relatively narrow range.
Actualización de narrativa • Jun 03

BNP: AI Transformation And Record Q1 Execution Will Support Forward Rerating

Analysts have inched their fair value estimate for BNP Paribas higher from about €103.30 to roughly €105.64, reflecting a cluster of recent price target revisions around €98 to €107 and updated assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research around BNP Paribas clusters in a fairly tight valuation band, with price targets cited between €98 and €107.
Actualización de narrativa • Apr 27

BNP: Stronger Execution And Energy Storage Partnership Will Support Forward Rerating

BNP Paribas' updated analyst price target edges higher to about €103 from roughly €101. Analysts reflect slightly stronger assumptions for revenue growth, profit margins and the future P/E multiple in their models.
Actualización de narrativa • Apr 11

BNP: Higher Conviction In Execution Will Support Forward Rerating

Analyst price targets for BNP Paribas have moved higher into a range of €96 to €106, with several firms citing updated views on the bank's outlook and risk reward profile as the basis for their revised numbers. Analyst Commentary Recent Street research on BNP Paribas clusters around higher price targets in a relatively tight band, suggesting a more constructive view on valuation and execution, while still leaving room for differing opinions on risk and upside.
Actualización de narrativa • Mar 28

BNP: Profitability Actions And Disposals Will Support Higher Forward Rerating

BNP Paribas' analyst fair value has edged up from €100.72 to €101.35, with analysts pointing to recent price target increases into the €96 to €106 range and upgraded ratings, as they factor in slightly higher revenue growth, profit margin assumptions and a modestly higher future P/E multiple. Analyst Commentary Recent research shows a cluster of price target revisions and rating upgrades around BNP Paribas, with several banks setting targets in the €96 to €106 range.
Actualización de narrativa • Mar 12

BNP: Profitability Actions And Disposals Will Support Higher Forward Repricing

Analysts have inched their fair value estimate for BNP Paribas higher, with a small uplift supported by a series of recent price target increases to around €96 to €106 and upgrades to Outperform, Overweight and Buy ratings across several firms. Analyst Commentary Recent research signals a generally constructive stance on BNP Paribas, with several firms adjusting targets into a tight range around €96 to €106 and pairing those moves with upgraded ratings.
Actualización de narrativa • Feb 26

BNP: Profitability Actions And Capital Disposals Will Shape Balanced Forward Outlook

Analysts have nudged their fair value estimate for BNP Paribas higher from €98.87 to €100.66, supported by a series of recent price target increases across banks such as Deutsche Bank, RBC, Citi, Barclays, JPMorgan and UBS, which point to ongoing actions to improve profitability and address capital concerns. Analyst Commentary Recent research updates on BNP Paribas cluster around higher price targets and rating changes, giving you a clearer view of how the Street is thinking about the bank's valuation, execution and capital position.
Actualización de narrativa • Feb 11

BNP: Profitability Actions And Disposals Will Guide Balanced Forward Risk Reward

Analysts have raised their price target on BNP Paribas by about €5, citing updated assumptions around fair value, revenue growth, profit margin and future P/E. Recent target increases and upgrades from major banks are also described as supporting factors for the move.
Actualización de narrativa • Jan 26

BNP: Profitability Measures And Disposals Will Shape Balanced Longer Term Risk Reward

The updated analyst price target for BNP Paribas reflects a higher fair value estimate of €93.87 from €90.24. This is supported by recent target increases from banks such as Barclays, Deutsche Bank, Citi, JPMorgan and UBS, which point to analysts focusing on profitability measures, disposals and a slightly higher assumed future P/E multiple.
Actualización de narrativa • Jan 11

BNP: Profitability Rebuild And Capital Actions Will Shape Balanced Long-Term Risk Reward

Narrative Update The analyst price target for BNP Paribas has moved higher, with the fair value estimate shifting from €88.66 to €90.24. Analysts attribute this change to efforts to improve profitability in underperforming units, ongoing disposals, and updated assumptions on margins and future P/E.
Actualización de narrativa • Dec 18

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.
Actualización de narrativa • Dec 04

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.
Actualización de narrativa • Nov 20

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.
Actualización de narrativa • Nov 05

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.
Actualización de narrativa • Oct 22

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.
Actualización de narrativa • Aug 27

Digital Banking And Sustainable Finance Will Expand Distribution Network

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.
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Nueva narrativa • Nov 07

Capitalizing On Climate And Tech, Transforming Through Decisive Acquisitions For Dynamic Growth

Revenue growth expected from corporate client financing in climate and technology transitions, leveraging CIB demand and Capital Markets Union opportunities.

Previsiones de crecimiento de beneficios e ingresos

ENXTPA:BNP - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202859,79316,056N/AN/A13
12/31/202757,26014,480N/AN/A13
12/31/202654,87313,498N/AN/A14
6/30/202651,25612,76724,26227,277N/A
3/31/202649,08111,786N/AN/AN/A
12/31/202547,93711,52043,69646,571N/A
9/30/202546,74410,984N/AN/AN/A
6/30/202546,19210,80816,07218,288N/A
3/31/202546,13910,916N/AN/AN/A
12/31/202445,73810,843-99,512-97,376N/A
9/30/202444,47410,298N/AN/AN/A
6/30/202444,10910,091-106,646-104,576N/A
3/31/202443,3458,741N/AN/AN/A
12/31/202342,8247,351-36,457-34,241N/A
9/30/202343,0267,248N/AN/AN/A
6/30/202342,6277,224-65,650-63,092N/A
3/31/202342,6968,463N/AN/AN/A
12/31/202242,4738,586-55,366-52,837N/A
9/30/202241,5258,612N/AN/AN/A
6/30/202241,7698,478-30,348-27,920N/A
3/31/202242,1918,513N/AN/AN/A
12/31/202141,6258,33240,71242,376N/A
9/30/202140,1667,954N/AN/AN/A
6/30/202139,1557,34580,97781,900N/A
3/31/202138,2226,511N/AN/AN/A
12/31/202037,4146,247138,551139,324N/A
9/30/202040,3226,876N/AN/AN/A
6/30/202040,6496,92087,61389,153N/A
3/31/202041,5937,093N/AN/AN/A
12/31/201942,9637,745N/A-50,837N/A
9/30/201941,6077,360N/AN/AN/A
6/30/201941,5517,460N/A-50,143N/A
3/31/201941,0397,506N/AN/AN/A
12/31/201840,1107,159N/A-518N/A
9/30/201840,6897,281N/AN/AN/A
6/30/201840,7897,202N/A-33,008N/A
3/31/201840,3217,211N/AN/AN/A
1/1/201840,7427,537N/A28,967N/A
9/30/201740,7277,414N/AN/AN/A
6/30/201740,5007,341N/A102,386N/A
3/31/201740,7557,538N/AN/AN/A
12/31/201640,1377,470N/A25,661N/A
9/30/201640,3396,748N/AN/AN/A
6/30/201639,9776,688N/A51,036N/A
3/31/201640,0426,466N/AN/AN/A
12/31/201540,1376,385N/A20,325N/A
9/30/201539,5346,895N/AN/AN/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (7.7% al año) de BNP es superior a la tasa de ahorro (2.6%).

Beneficios vs. Mercado: Se prevé que los beneficios (7.7% al año) de BNP crezcan menos que el mercado French (13% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de BNP crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (5.5% al año) de BNP crezcan más despacio que el mercado de French (5.9% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.5% al año) de BNP crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de BNP sea baja dentro de 3 años (12%).

Descubre empresas en crecimiento

7D

1Y

7D

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7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/17 09:59
Precio de las acciones al final del día2026/08/14 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

BNP Paribas SA está cubierta por 35 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Javier Esteban LarioBanco de Sabadell. S.A.
Ignacio Mendez TerrosoBanco Santander
Kirishanthan VijayarajahBarclays