2026년 2월 11일 · Unknown · financial · 출처 Yahoo Finance
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What Changed in the BNP Paribas Price Target Model
The updated fair value for BNP Paribas now sits at about €98.87, up from about €93.87, with only small tweaks to the revenue growth input at about 7.21% and profit margin assumption at about 25.18%, while the discount rate is unchanged at 12.3%. Those shifts mirror how several banks have recently revisited their views on the bank's execution and earnings power, nudging their own targets higher while keeping core risk assumptions steady. To stay on top of how this narrative evolves from here, continue reading to see how you can track these kinds of model updates over time.
Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value BNP Paribas.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
Several firms, including Citi, RBC Capital, Barclays and Deutsche Bank, have recently raised their price targets on BNP Paribas. This aligns with the higher fair value in the updated model you saw above. UBS moved to a Buy rating with a €103 price target, and JPMorgan upgraded to Overweight with a €102 price target. These moves suggest that these firms view the current execution and earnings profile as supportive of higher valuation levels. JPMorgan highlighted BNP Paribas' measures around the profitability of underperforming businesses and disposals aimed at addressing market concerns on capital. This ties directly into analyst views on cost control and balance sheet discipline. Across these recent notes, the common thread is a more constructive stance on BNP Paribas' ability to deliver on its plan. The upgrades and higher targets point to improving sentiment on growth prospects and execution quality.
🐻 Bearish Takeaways
The available research summaries focus on upgrades and price target increases, so explicit bearish calls are limited. Even bullish analysts, however, may still be mindful of valuation, the scope for further upside and near term risks that are not detailed in these brief excerpts. Because the detailed reservations are not provided in the snippets, it is reasonable to treat these targets from UBS, JPMorgan, Citi, RBC Capital, Barclays and Deutsche Bank as one input among many. They do not represent a complete picture of all potential risks to BNP Paribas' valuation and growth story.
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Story Continues
ENXTPA:BNP 1-Year Stock Price Chart
What's in the News
BNP Paribas plans to appeal an October jury verdict after a judge certified the decision. The bank considers the outcome flawed in fact and law, stresses that it relates to three specific plaintiffs, and says it is prepared and confident in its arguments on appeal. The bank argues that the legal standards applied at trial relied on an erroneous interpretation of relevant Swiss law. It maintains that a full review of the facts should lead to dismissal of the case and cautions against drawing broader conclusions from the verdict. The Board of BNP Paribas is scheduled to meet on 27 October 2025 to examine the Group's results for the third quarter of 2025. This will be a key date for anyone tracking the bank's upcoming financial disclosures.
How This Changes the Fair Value For BNP Paribas
Fair value: moved from about €93.87 to about €98.87, representing a modest upward adjustment in the modelled estimate. Discount rate: held steady at 12.3%, so the risk assumptions used to value future cash flows are unchanged. Revenue growth: tweaked from about 7.17% to about 7.21%, indicating a very small shift in the growth input. Profit margin: adjusted from about 25.08% to about 25.18%, reflecting a slight change in the profitability assumption. Future P/E: moved from about 9.85x to about 9.56x, indicating a small reduction in the multiple applied to projected earnings.
🔔 Never Miss an Update: Follow The Narrative
Narratives are investor written stories that connect the numbers to a clear view on a company. They link a business description and thesis to forecasts for revenue, earnings and margins, and then to a fair value estimate. On Simply Wall St, within the Community page used by millions of investors, Narratives help you compare fair value to the current price and are updated automatically when new news or earnings arrive.
If you want the full story behind the latest fair value update for BNP Paribas, you can read the original Narrative on our Community page here and keep on top of how the thesis changes over time. Head over to the Simply Wall St Community and follow the Narrative on BNP Paribas to stay up to date on:
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Sim…