BNP Paribas SA

ENXTPA:BNP 株式レポート

時価総額：€122.8b

BNP Paribas 将来の成長

Future 基準チェック /16

BNP Paribas利益と収益がそれぞれ年間7.7%と5.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12% 8.1%なると予測されています。

主要情報

7.7%

収益成長率

8.09%

EPS成長率

Banks 収益成長8.8%
収益成長率5.5%
将来の株主資本利益率12.03%
アナリストカバレッジ

Good

最終更新日31 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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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新しいナラティブ • 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.

業績と収益の成長予測

ENXTPA:BNP - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: BNPの予測収益成長率 (年間7.7% ) は 貯蓄率 ( 2.6% ) を上回っています。

収益対市場: BNPの収益 ( 7.7% ) French市場 ( 13% ) よりも低い成長が予測されています。

高成長収益: BNPの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BNPの収益 ( 5.5% ) French市場 ( 5.9% ) よりも低い成長が予測されています。

高い収益成長: BNPの収益 ( 5.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BNPの 自己資本利益率 は、3年後には低くなると予測されています ( 12 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/13 22:00
終値2026/08/13 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

BNP Paribas SA 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Javier Esteban LarioBanco de Sabadell. S.A.
Ignacio Mendez TerrosoBanco Santander
Kirishanthan VijayarajahBarclays