BNP Paribas SA

ENXTPA:BNP 주식 리포트

시가총액: €110.7b

BNP Paribas 향후 성장

Future 기준 점검 2/6

BNP Paribas (는) 각각 연간 8.1% 및 6.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.8% 로 예상됩니다.

핵심 정보

8.1%

이익 성장률

8.41%

EPS 성장률

Banks 이익 성장8.5%
매출 성장률6.3%
향후 자기자본이익률10.80%
애널리스트 커버리지

Good

마지막 업데이트10 Jul 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • Jul 23

Is Now The Time To Put BNP Paribas (EPA:BNP) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
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새로운 내러티브 • 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.

이익 및 매출 성장 예측

ENXTPA:BNP - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202859,09515,384N/AN/A14
12/31/202756,68114,248N/AN/A14
12/31/202654,35513,343N/AN/A15
3/31/202649,08111,786N/AN/AN/A
12/31/202547,93711,52043,69646,571N/A
9/30/202546,87011,041N/AN/AN/A
6/30/202546,31810,86516,07218,288N/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

애널리스트 향후 성장 전망

수입 대 저축률: BNP 의 연간 예상 수익 증가율(8.1%)이 saving rate(2.5%)보다 높습니다.

수익 vs 시장: BNP 의 연간 수익(8.1%)이 French 시장(12.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: BNP 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: BNP 의 수익(연간 6.3%)이 French 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: BNP 의 수익(연간 6.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BNP의 자본 수익률은 3년 후 10.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/10 19:07
종가2026/07/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

BNP Paribas SA는 35명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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