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
1/23/2026
GE
GE Aerospace
Lower Price Target$295.00$305.00 ➝ $290.00Underperform ➝ Underperform
1/23/2026
LULU
lululemon athletica
Lower Price Target$193.00$230.00 ➝ $206.00Neutral ➝ Neutral
1/22/2026
WWW
Wolverine World Wide
Set Price Target$17.00 $19.00Outperform ➝ Neutral
1/22/2026
TXN
Texas Instruments
Set Price Target$197.00 $190.00Underperform ➝ Neutral
1/22/2026
ON
ON Semiconductor
Set Price Target$61.00 $62.00Underperform ➝ Neutral
1/22/2026
MCHP
Microchip Technology
Upgrade$75.00 $90.00Neutral ➝ Outperform
1/22/2026
NOW
ServiceNow
Lower Price Target$136.00$186.00 ➝ $120.00Neutral ➝ Neutral
1/21/2026
DLTR
Dollar Tree
Downgrade$125.00 $87.00Underperform
1/21/2026
WKCMF
Wacker Chemie
Upgrade$84.00Neutral
1/21/2026
STX
Seagate Technology
Upgrade$358.00 $380.00Neutral ➝ Outperform
1/21/2026
DLTR
Dollar Tree
Downgrade$125.00Neutral ➝ Underperform
1/21/2026
KHC
Kraft Heinz
Downgrade$24.00 $22.00Neutral ➝ Underperform
1/21/2026
CF
CF Industries
Boost Price Target$92.00$80.00 ➝ $90.00Neutral ➝ Neutral
1/21/2026
PLD
Prologis
Boost Price Target$126.00$129.00 ➝ $140.00Outperform ➝ Outperform
1/21/2026
SWKS
Skyworks Solutions
Lower Price Target$60.00$73.00 ➝ $60.00Neutral ➝ Neutral
1/20/2026
CASY
Casey's General Stores
Initiated Coverage$617.00 $730.00Outperform
1/20/2026
ANCTF
Alimentation Couche-Tard
Initiated Coverage$55.00Neutral
1/20/2026
LBTSF
Almirall
Downgrade$15.00Neutral
1/20/2026
FLUIF
Fluidra
Upgrade$30.00Outperform
1/20/2026
FIS
Fidelity National Information Services
Lower Price Target$59.00$60.00 ➝ $55.00Underperform ➝ Underperform
1/16/2026
TAP
Molson Coors Beverage
Downgrade$49.00 $40.00Hold ➝ Strong Sell
1/16/2026
MNST
Monster Beverage
Upgrade$81.00 $77.00Underperform ➝ Neutral
1/16/2026
PEP
PepsiCo
Upgrade$146.00 $179.00Hold ➝ Outperform
1/16/2026
TAP
Molson Coors Beverage
Reiterated Rating$49.00 $40.00Neutral ➝ Underperform
1/16/2026
BF.B
Brown-Forman
Reiterated Rating$27.00 $24.00Neutral ➝ Underperform
1/16/2026
BF.B
Brown-Forman
Upgrade$27.00Strong Sell
1/16/2026
TMUS
T-Mobile US
Lower Price Target$188.00$300.00 ➝ $275.00Outperform ➝ Outperform
1/16/2026
CLX
Clorox
Lower Price Target$113.00$103.00 ➝ $101.00Underperform ➝ Underperform
1/16/2026
GS
The Goldman Sachs Group
Boost Price Target$931.00$775.00 ➝ $970.00Neutral ➝ Neutral
1/16/2026
MS
Morgan Stanley
Boost Price Target$182.00$170.00 ➝ $195.00
1/16/2026
PG
Procter & Gamble
Lower Price Target$150.00$172.00 ➝ $164.00Outperform ➝ Outperform
1/15/2026
OS
OneStream
Downgrade$24.00 $24.00Outperform ➝ Hold
1/15/2026
IOT
Samsara
Upgrade$32.00 $40.00Neutral ➝ Outperform
1/15/2026
BWXT
BWX Technologies
Initiated Coverage$206.00 $215.00Neutral
1/15/2026
DDOG
Datadog
Lower Price Target$137.00$210.00 ➝ $175.00Outperform ➝ Outperform
1/15/2026
BLK
BlackRock
Boost Price Target$1,122.00$1,290.00 ➝ $1,300.00Outperform ➝ Outperform
1/15/2026
BWXT
BWX Technologies
Upgrade$206.00Hold
1/14/2026
CSGP
CoStar Group
Initiated Coverage$66.00 $64.00Neutral
1/14/2026
TTD
Trade Desk
Initiated Coverage$34.00 $40.00Neutral
1/14/2026
ZG
Zillow Group
Initiated Coverage$68.00 $85.00Outperform
1/14/2026
DASH
DoorDash
Initiated Coverage$209.00 $280.00Outperform
1/14/2026
UBER
Uber Technologies
Initiated Coverage$82.00 $108.00Outperform
1/14/2026
SNAP
Snap
Initiated Coverage$8.00Strong Sell
1/14/2026
CART
Maplebear
Initiated Coverage$40.00 $41.00Underperform
1/14/2026
SNAP
Snap
Initiated Coverage$8.00 $8.00Underperform
1/14/2026
CART
Maplebear
Upgrade$40.00Strong Sell
1/14/2026
CSGP
CoStar Group
Upgrade$66.00Hold
1/14/2026
DASH
DoorDash
Upgrade$209.00Strong-Buy
1/14/2026
TTD
Trade Desk
Upgrade$34.00Hold
1/14/2026
UBER
Uber Technologies
Upgrade$82.00Strong-Buy
1/14/2026
Z
Zillow Group
Upgrade$70.00Strong-Buy
1/14/2026
ZG
Zillow Group
Upgrade$68.00Strong-Buy
1/14/2026
PPG
PPG Industries
Lower Price Target$113.00$113.00 ➝ $112.00Neutral ➝ Neutral
1/13/2026
SRBEF
VusionGroup
Downgrade$151.00Neutral
1/13/2026
FDX
FedEx
Set Price Target$304.00 $280.00Neutral
1/13/2026
FDX
FedEx
Downgrade$304.00 $280.00Outperform ➝ Neutral
1/13/2026
UPS
United Parcel Service
Downgrade$107.00 $85.00Neutral ➝ Underperform
1/13/2026
IFF
International Flavors & Fragrances
Lower Price Target$74.00$91.00 ➝ $89.00Outperform ➝ Outperform
1/12/2026
PDRDF
Pernod Ricard
Downgrade$88.00Underperform
1/12/2026
SCRYY
Scor
Upgrade$3.00Neutral ➝ Outperform
1/12/2026
HEINY
Heineken
Downgrade$40.00Outperform ➝ Hold
1/12/2026
MDLN
Medline
Initiated Coverage$45.00 $38.00Neutral
1/12/2026
CABGY
Carlsberg AS
Upgrade$27.00Hold ➝ Strong-Buy
1/12/2026
PRNDY
Pernod Ricard
Downgrade$18.00Hold ➝ Strong Sell
1/12/2026
MDLN
Medline
Upgrade$45.00Hold
1/12/2026
BX
Blackstone
Lower Price Target$150.00$167.00 ➝ $156.00Neutral ➝ Neutral
1/8/2026
UL
Unilever
Set Price Target$67.00 $71.00Outperform ➝ Neutral
1/8/2026
LOGI
Logitech International
Downgrade$94.00 $106.00Outperform ➝ Neutral
1/8/2026
GD
General Dynamics
Boost Price Target$364.00$410.00 ➝ $420.00Outperform ➝ Outperform
1/8/2026
GE
GE Aerospace
Boost Price Target$295.00$275.00 ➝ $305.00Underperform ➝ Underperform
1/8/2026
LMT
Lockheed Martin
Boost Price Target$582.00$550.00 ➝ $570.00Outperform ➝ Outperform
1/7/2026
PNR
Pentair
Downgrade$108.00 $90.00Hold ➝ Strong Sell
1/7/2026
XYZ
Block
Upgrade$66.00 $83.00Hold ➝ Outperform
1/7/2026
PNR
Pentair
Reiterated Rating$108.00 $90.00Neutral ➝ Underperform
1/6/2026
WCN
Waste Connections
Initiated Coverage$171.00Outperform
1/6/2026
WCN
Waste Connections
UpgradeC$235.00Strong-Buy
1/6/2026
WCN
Waste Connections
Upgrade$171.00Strong-Buy
1/5/2026
BZLFY
Bunzl
Downgrade$14.00Neutral
1/5/2026
ERFSF
Eurofins Scient
Upgrade$83.00Outperform
1/5/2026
IKTSY
Intertek Gp
Upgrade$62.00Hold
1/2/2026
NUE
Nucor
Boost Price Target$178.00$165.00 ➝ $185.00Outperform ➝ Outperform
12/23/2025
PSA
Public Storage
Lower Price Target$279.00$329.00 ➝ $315.00
12/22/2025
LW
Lamb Weston
Set Price Target$44.00 $48.00
12/22/2025
LW
Lamb Weston
Downgrade$44.00Strong-Buy ➝ Hold
12/22/2025
LW
Lamb Weston
Downgrade$44.00Outperform ➝ Neutral
12/19/2025
NKE
NIKE
Lower Price Target$65.00$38.00 ➝ $35.00Underperform ➝ Underperform
12/19/2025
CMCSA
Comcast
Boost Price Target$29.00$28.00 ➝ $30.00Neutral ➝ Neutral
12/16/2025
KHC
Kraft Heinz
Lower Price Target$24.00$26.00 ➝ $25.00Neutral ➝ Neutral
12/12/2025
LULU
lululemon athletica
Boost Price Target$193.00$146.00 ➝ $230.00Neutral ➝ Neutral
12/11/2025
STLA
Stellantis
Downgrade$10.00Hold ➝ Strong Sell
12/11/2025
RACE
Ferrari
Upgrade$340.00Strong-Buy
12/10/2025
AZO
AutoZone
Lower Price Target$3,784.00$4,811.00 ➝ $4,268.00Outperform ➝ Outperform
12/10/2025
LYG
Lloyds Banking Group
Downgrade$6.00Strong-Buy ➝ Hold
12/9/2025
KTB
Kontoor Brands
Set Price Target$59.00 $50.00
12/9/2025
KTB
Kontoor Brands
Upgrade$59.00Strong Sell
12/9/2025
SKFRY
AB SKF
Upgrade$28.00Hold
12/9/2025
OTIS
Otis Worldwide
Upgrade$91.00 $105.00Neutral ➝ Outperform
12/8/2025
XOM
Exxon Mobil
Upgrade$135.00 $114.00Underperform ➝ Neutral
12/8/2025
DAL
Delta Air Lines
Boost Price Target$67.00$70.00 ➝ $85.00Outperform ➝ Outperform
12/8/2025
LUV
Southwest Airlines
Boost Price Target$42.00$19.00 ➝ $24.00Underperform ➝ Underperform