BNP Paribas Exane Stock Recommendations and Price Targets

This is a list of recent ratings by BNP Paribas Exane.

DateCompany NameActionCurrent
Price
Price
Target
Rating
12/3/2025
HON
Honeywell International
Initiated Coverage$192.00 $195.00Neutral
12/3/2025
CRWD
CrowdStrike
Boost Price Target$513.00$350.00 ➝ $450.00Neutral ➝ Neutral
12/2/2025
PYPL
PayPal
Lower Price Target$62.00$71.00 ➝ $69.00Neutral ➝ Neutral
12/1/2025
TOST
Toast
Upgrade$35.00 $40.00Neutral ➝ Outperform
12/1/2025
KMB
Kimberly-Clark
Lower Price Target$105.00$127.00 ➝ $110.00Neutral ➝ Neutral
11/26/2025
BBY
Best Buy
Lower Price Target$74.00$69.00 ➝ $68.00Neutral ➝ Neutral
11/24/2025
NAVN
Navan
Initiated Coverage$15.00 $24.00Outperform
11/24/2025
MOS
Mosaic
Lower Price Target$24.00$43.00 ➝ $35.00Outperform ➝ Outperform
11/24/2025
IP
International Paper
Upgrade$39.00 $44.00Underperform ➝ Outperform
11/24/2025
ETSY
Etsy
Initiated Coverage$52.00Neutral
11/24/2025
NGG
National Grid Transco
Downgrade$76.00Outperform ➝ Underperform
11/24/2025
CF
CF Industries
Lower Price Target$80.00$90.00 ➝ $80.00Neutral ➝ Neutral
11/24/2025
EBAY
eBay
Initiated Coverage$82.00Neutral
11/24/2025
ABNB
Airbnb
Initiated Coverage$121.00Neutral
11/24/2025
SHOP
Shopify
Initiated Coverage$162.00Neutral
11/24/2025
AMZN
Amazon.com
Initiated Coverage$229.00Outperform
11/24/2025
EXPE
Expedia Group
Initiated Coverage$258.00Neutral
11/24/2025
GOOGL
Alphabet
Initiated Coverage$318.00 $355.00Outperform
11/24/2025
META
Meta Platforms
Initiated Coverage$662.00 $800.00Outperform
11/24/2025
BKNG
Booking
Initiated Coverage$5,027.00 $6,100.00Outperform
11/21/2025
APTV
Aptiv
Boost Price Target$76.00$100.00 ➝ $107.00
11/21/2025
HOLX
Hologic
Downgrade$75.00 $79.00Outperform ➝ Neutral
11/20/2025
ALAB
Astera Labs
Initiated Coverage$153.00 $225.00Outperform
11/19/2025
HD
Home Depot
Lower Price Target$351.00$391.00 ➝ $353.00Neutral ➝ Neutral
11/18/2025
KTOS
Kratos Defense & Security Solutions
Initiated Coverage$78.00 $80.00Neutral
11/18/2025
RTX
RTX
Initiated Coverage$171.00 $210.00Outperform
11/18/2025
NVDA
NVIDIA
Boost Price Target$183.00$240.00 ➝ $250.00Outperform ➝ Outperform
11/18/2025
BA
Boeing
Initiated Coverage$202.00 $150.00Underperform
11/18/2025
HWM
Howmet Aerospace
Initiated Coverage$196.00 $240.00Outperform
11/18/2025
AVAV
AeroVironment
Initiated Coverage$287.00 $355.00Outperform
11/18/2025
LHX
L3Harris Technologies
Initiated Coverage$281.00 $290.00Neutral
11/18/2025
GE
GE Aerospace
Initiated Coverage$291.00Underperform
11/18/2025
HEI
Heico
Initiated Coverage$316.00 $330.00Neutral
11/18/2025
GD
General Dynamics
Initiated Coverage$341.00 $410.00Outperform
11/18/2025
LMT
Lockheed Martin
Initiated Coverage$448.00 $550.00Outperform
11/18/2025
NOC
Northrop Grumman
Initiated Coverage$553.00 $710.00Outperform
11/18/2025
TDG
Transdigm Group
Initiated Coverage$1,358.00 $1,775.00Outperform
11/17/2025
CTVA
Corteva
Boost Price Target$66.00$70.00 ➝ $72.00Neutral ➝ Neutral
11/13/2025
CSCO
Cisco Systems
Boost Price Target$78.00$76.00 ➝ $86.00Outperform ➝ Outperform
11/7/2025
DDOG
Datadog
Boost Price Target$153.00$160.00 ➝ $210.00
11/5/2025
FISV
Fiserv
Reiterated Rating$66.00 $62.00Outperform ➝ Neutral
11/5/2025
SWKS
Skyworks Solutions
Boost Price Target$69.00$71.00 ➝ $73.00Neutral ➝ Neutral
11/4/2025
CMCSA
Comcast
Upgrade$27.00 $28.00Underperform ➝ Neutral
11/4/2025
CLX
Clorox
Lower Price Target$105.00$110.00 ➝ $103.00Underperform ➝ Underperform
11/4/2025
CHTR
Charter Communications
Lower Price Target$200.00$255.00 ➝ $200.00Underperform ➝ Underperform
11/4/2025
ADI
Analog Devices
Initiated Coverage$277.00 $300.00Outperform
11/3/2025
PHIN
PHINIA
Upgrade$54.00 $63.00Neutral ➝ Outperform
11/3/2025
AMZN
Amazon.com
Boost Price Target$229.00$264.00 ➝ $289.00Outperform ➝ Outperform
11/3/2025
GOOGL
Alphabet
Boost Price Target$318.00$247.00 ➝ $281.00Neutral ➝ Neutral
11/3/2025
MSFT
Microsoft
Boost Price Target$481.00$630.00 ➝ $632.00Outperform
10/30/2025
KHC
Kraft Heinz
Lower Price Target$25.00$29.00 ➝ $26.00
10/30/2025
KLAC
KLA
Boost Price Target$1,208.00$820.00 ➝ $1,200.00Neutral ➝ Neutral
10/29/2025
PYPL
PayPal
Boost Price Target$62.00$69.00 ➝ $71.00Neutral ➝ Neutral
10/29/2025
APTV
Aptiv
Boost Price Target$76.00$83.00 ➝ $100.00
10/29/2025
STX
Seagate Technology
Lower Price Target$266.00$240.00 ➝ $230.00Neutral ➝ Neutral
10/28/2025
ARE
Alexandria Real Estate Equities
Lower Price Target$47.00$82.00 ➝ $72.00Underperform ➝ Underperform
10/27/2025
EGP
EastGroup Properties
Upgrade$180.00 $207.00Neutral ➝ Outperform
10/27/2025
NTRA
Natera
Upgrade$242.00 $172.00Underperform ➝ Neutral
10/24/2025
GFS
GlobalFoundries
Initiated Coverage$38.00 $45.00Outperform
10/24/2025
INTC
Intel
Boost Price Target$40.00$19.00 ➝ $30.00Underperform ➝ Underperform
10/24/2025
BX
Blackstone
Lower Price Target$151.00$178.00 ➝ $167.00Neutral ➝ Neutral
10/23/2025
LRCX
Lam Research
Boost Price Target$157.00$80.00 ➝ $140.00Neutral
10/21/2025
TEF
Telefonica
Initiated Coverage$4.00 $4.20Underperform
10/21/2025
VOD
Vodafone Group
Initiated Coverage$13.00 $8.00Underperform
10/21/2025
FLNC
Fluence Energy
Reiterated Rating$23.00 $9.00Neutral ➝ Underperform
10/21/2025
AMRC
Ameresco
Reiterated Rating$34.00 $40.00Outperform ➝ Neutral
10/21/2025
VZ
Verizon Communications
Downgrade$41.00 $44.00Outperform ➝ Neutral
10/21/2025
SMR
NuScale Power
Downgrade$23.00Neutral ➝ Underperform
10/21/2025
REXR
Rexford Industrial Realty
Reiterated Rating$41.00 $47.00Outperform ➝ Neutral
10/21/2025
GOOGL
Alphabet
Boost Price Target$318.00$187.00 ➝ $247.00Neutral ➝ Neutral
10/20/2025
LULU
lululemon athletica
Upgrade$184.00 $146.00Underperform ➝ Neutral
10/17/2025
CLX
Clorox
Lower Price Target$105.00$118.00 ➝ $110.00Underperform ➝ Underperform
10/17/2025
GS
The Goldman Sachs Group
Boost Price Target$837.00$685.00 ➝ $775.00Neutral ➝ Neutral
10/16/2025
TSLA
Tesla
Initiated Coverage$455.00 $307.00Underperform
10/13/2025
CIEN
Ciena
Upgrade$195.00 $185.00Neutral ➝ Outperform
10/13/2025
MU
Micron Technology
Upgrade$227.00 $270.00Underperform ➝ Outperform
10/10/2025
TS
Tenaris
Reiterated Rating$41.00Outperform ➝ Neutral
10/10/2025
FTI
TechnipFMC
Upgrade$47.00 $47.00Neutral ➝ Outperform
10/9/2025
BLK
BlackRock
Boost Price Target$1,075.00$1,160.00 ➝ $1,265.00Outperform ➝ Outperform
10/8/2025
IP
International Paper
Lower Price Target$39.00$42.10 ➝ $40.40Underperform ➝ Underperform
10/6/2025
KLAR
Klarna Group
Initiated Coverage$33.00 $46.00Neutral
10/6/2025
PEP
PepsiCo
Lower Price Target$147.00$152.00 ➝ $150.00Neutral ➝ Neutral
10/6/2025
TMUS
T-Mobile US
Boost Price Target$208.00$290.00 ➝ $305.00Outperform ➝ Outperform
10/2/2025
CDNS
Cadence Design Systems
Initiated Coverage$337.00 $400.00Outperform
10/1/2025
LW
Lamb Weston
Boost Price Target$60.00$64.00 ➝ $66.00Outperform ➝ Outperform
10/1/2025
ARE
Alexandria Real Estate Equities
Reiterated Rating$47.00Neutral ➝ Underperform
9/29/2025
UDR
United Dominion Realty Trust
Downgrade$35.00Outperform ➝ Neutral
9/29/2025
EQR
Equity Residential
Downgrade$62.00Outperform ➝ Neutral
9/29/2025
MAA
Mid-America Apartment Communities
Downgrade$133.00Neutral ➝ Underperform
9/29/2025
BX
Blackstone
Boost Price Target$151.00$166.00 ➝ $178.00Neutral ➝ Neutral
9/29/2025
AVB
AvalonBay Communities
Downgrade$179.00Outperform ➝ Neutral
9/29/2025
ESS
Essex Property Trust
Downgrade$257.00Outperform ➝ Neutral
9/26/2025
KMX
CarMax
Lower Price Target$39.00$52.00 ➝ $35.00Underperform ➝ Underperform
9/26/2025
DKS
DICK'S Sporting Goods
Initiated Coverage$226.00 $177.00Underperform
9/25/2025
FCX
Freeport-McMoRan
Lower Price Target$45.00$56.00 ➝ $52.00Outperform ➝ Outperform
9/25/2025
ANET
Arista Networks
Upgrade$128.00 $172.00Neutral ➝ Outperform
9/24/2025
ACN
Accenture
Lower Price Target$269.00$300.00 ➝ $255.00Neutral ➝ Neutral
9/24/2025
AZO
AutoZone
Boost Price Target$3,839.00$4,155.00 ➝ $4,811.00Outperform ➝ Outperform
9/23/2025
TTE
TotalEnergies
Reiterated Rating$67.00Outperform ➝ Neutral
9/23/2025
PG
Procter & Gamble
Lower Price Target$145.00$177.00 ➝ $172.00Outperform ➝ Outperform