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
10/23/2026
TSCO
Tractor Supply
Boost Price Target$33.00$34.00 ➝ $38.00Outperform ➝ Outperform
10/23/2026
GGG
Graco
Lower Price Target$67.00$95.00 ➝ $85.00Outperform ➝ Outperform
10/23/2026
DECK
Deckers Outdoor
Lower Price Target$81.00$184.00 ➝ $122.00Outperform ➝ Outperform
10/23/2026
PG
Procter & Gamble
Boost Price Target$161.00$177.00 ➝ $189.00Outperform ➝ Outperform
10/22/2026
TSLA
Tesla
Upgrade$372.00$266.00 ➝ $420.00Underperform ➝ Neutral
10/21/2026
ADC
Agree Realty
Lower Price Target$67.00$84.00 ➝ $74.00Neutral ➝ Neutral
10/21/2026
HAS
Hasbro
Reiterated Rating$117.00$116.00 ➝ $127.00Outperform ➝ Outperform
10/21/2026
GE
GE Aerospace
Lower Price Target$286.00$305.00 ➝ $280.00Underperform ➝ Underperform
10/21/2026
NOC
Northrop Grumman
Boost Price Target$551.00$540.00 ➝ $600.00Outperform ➝ Outperform
10/19/2026
CRWV
CoreWeave
Reiterated Rating$54.00 $117.00Outperform ➝ Outperform
10/19/2026
ELROF
Elior Group
Downgrade$3.00Neutral
10/16/2026
KMB
Kimberly-Clark
Boost Price Target$110.00$101.00 ➝ $110.00Neutral ➝ Neutral
10/15/2026
BLK
BlackRock
Boost Price Target$1,117.00$1,370.00 ➝ $1,430.00Outperform ➝ Outperform
10/14/2026
VYLR
Vylor
Initiated Coverage$74.00 $75.00Neutral
10/14/2026
VYLR
Vylor
Initiated Coverage$74.00 $75.00Neutral
10/14/2026
VYLR
Vylor
Initiated Coverage$74.00 $75.00Neutral
10/14/2026
ANET
Arista Networks
Upgrade$172.00Strong-Buy
10/12/2026
RDY
Dr. Reddy's Laboratories
Upgrade$13.00 $14.80Outperform
10/9/2026
LEVI
Levi Strauss & Co.
Reiterated Rating$21.00 $35.00Outperform ➝ Outperform
10/9/2026
BRBR
BellRing Brands
Initiated Coverage$10.00 $12.00Outperform
10/9/2026
MAC
Macerich
Initiated Coverage$24.00 $28.00Outperform
10/9/2026
PEP
PepsiCo
Lower Price Target$136.00$161.00 ➝ $157.00Outperform ➝ Outperform
10/9/2026
SPG
Simon Property Group
Initiated Coverage$212.00 $222.00Neutral
10/8/2026
KTOS
Kratos Defense & Security Solutions
Upgrade$39.00Neutral ➝ Outperform
10/8/2026
DT
Dynatrace
Upgrade$64.00 $75.00Neutral ➝ Outperform
10/7/2026
HRL
Hormel Foods
Reiterated Rating$21.00$26.00 ➝ $23.00Neutral ➝ Neutral
10/7/2026
FLO
Flowers Foods
Lower Price Target$6.00$6.50 ➝ $5.00Underperform ➝ Underperform
10/7/2026
E
ENI
Downgrade$62.00 $56.30Outperform ➝ Neutral
10/7/2026
MLSPF
Melrose Industries
Upgrade$6.00Underperform ➝ Neutral
10/7/2026
KR
Kroger
Upgrade$67.00 $72.00Neutral ➝ Outperform
10/7/2026
ZS
Zscaler
Reiterated Rating$255.00$230.00 ➝ $250.00Outperform ➝ Outperform
10/6/2026
CACI
CACI International
Downgrade$634.00$675.00 ➝ $540.00Neutral ➝ Underperform
10/6/2026
AMTM
Amentum
Upgrade$22.00$21.00 ➝ $20.00Underperform ➝ Neutral
10/6/2026
PCAR
PACCAR
Lower Price Target$107.00$136.00 ➝ $107.00Neutral ➝ Neutral
10/6/2026
HONA
Honeywell Aerospace
Lower Price Target$163.00$210.00 ➝ $160.00Neutral ➝ Neutral
10/6/2026
HWM
Howmet Aerospace
Lower Price Target$186.00$345.00 ➝ $310.00Outperform ➝ Outperform
10/6/2026
NOC
Northrop Grumman
Lower Price Target$551.00$640.00 ➝ $540.00Outperform ➝ Outperform
10/5/2026
NVDA
NVIDIA
Reiterated Rating$211.00 $345.00Outperform ➝ Outperform
10/5/2026
MSFT
Microsoft
Downgrade$525.00Strong-Buy ➝ Hold
10/5/2026
GFS
GlobalFoundries
Downgrade$44.00 $51.00Outperform ➝ Neutral
10/5/2026
GFS
GlobalFoundries
Upgrade$44.00Hold
10/5/2026
NVDA
NVIDIA
Upgrade$211.00Strong-Buy
10/2/2026
NKE
NIKE
Set Price Target$37.00$23.00 ➝ $19.00Underperform ➝ Underperform
10/2/2026
SSPPF
SSP Group
Upgrade$3.00Neutral
10/2/2026
MKC
McCormick & Company, Incorporated
Lower Price Target$48.00$75.00 ➝ $65.00Outperform ➝ Outperform
10/1/2026
SDVKY
Sandvik
Downgrade$35.00Neutral
10/1/2026
KKR
KKR & Co. Inc.
Lower Price Target$91.00$127.00 ➝ $122.00Outperform ➝ Outperform
10/1/2026
SNPS
Synopsys
Boost Price Target$430.00$420.00 ➝ $475.00Neutral ➝ Neutral
9/30/2026
CCL
Carnival
Lower Price Target$26.00$33.00 ➝ $31.00Outperform ➝ Outperform
9/30/2026
KMX
CarMax
Reiterated Rating$52.00$33.00 ➝ $48.00Underperform ➝ Strong Sell
9/30/2026
UPS
United Parcel Service
Lower Price Target$101.00$90.00 ➝ $85.00Underperform ➝ Underperform
9/30/2026
EXPD
Expeditors International of Washington
Initiated Coverage$196.00 $180.00Neutral
9/30/2026
FDX
FedEx
Boost Price Target$299.00$269.80 ➝ $300.00Neutral ➝ Neutral
9/29/2026
EVGGF
Evolution AB (publ)
Downgrade$82.00Outperform ➝ Neutral
9/29/2026
CABO
Cable One
Lower Price Target$5.00$40.00 ➝ $13.00Neutral ➝ Neutral
9/29/2026
ROL
Rollins
Lower Price Target$35.00$44.00 ➝ $35.00Neutral ➝ Neutral
9/29/2026
ARE
Alexandria Real Estate Equities
Lower Price Target$43.00$48.00 ➝ $40.00Underperform ➝ Underperform
9/28/2026
MNST
Monster Beverage
Reiterated Rating$46.00$84.00 ➝ $98.00Neutral ➝ Neutral
9/28/2026
CPRT
Copart
Reiterated Rating$29.00$40.00 ➝ $43.00Outperform ➝ Outperform
9/28/2026
CL
Colgate-Palmolive
Lower Price Target$94.00$101.00 ➝ $97.00Outperform ➝ Outperform
9/24/2026
BWXT
BWX Technologies
Lower Price Target$127.00$190.00 ➝ $165.00Neutral ➝ Neutral
9/24/2026
NBIS
Nebius Group
Upgrade$159.00$260.00 ➝ $399.00Neutral ➝ Outperform
9/24/2026
TSLA
Tesla
Lower Price Target$372.00$280.00 ➝ $268.00Underperform ➝ Underperform
9/24/2026
SNPS
Synopsys
Upgrade$430.00$450.00 ➝ $420.00Underperform ➝ Neutral
9/23/2026
PEP
PepsiCo
Lower Price Target$136.00$183.00 ➝ $161.00Outperform ➝ Outperform
9/22/2026
NTES
NetEase
Initiated Coverage$119.00 $180.00Outperform
9/22/2026
BILI
Bilibili
Initiated Coverage$13.00 $23.00Outperform
9/22/2026
NTDOY
Nintendo
Initiated Coverage$14.00Neutral
9/22/2026
APH
Amphenol
Boost Price Target$74.00$107.50 ➝ $110.00Outperform ➝ Outperform
9/21/2026
IMIAY
IMI
Downgrade$35.00Neutral
9/21/2026
T
AT&T
Upgrade$21.00$26.00 ➝ $30.00Neutral ➝ Outperform
9/21/2026
STZ
Constellation Brands
Lower Price Target$138.00$115.00 ➝ $110.00Underperform ➝ Underperform
9/21/2026
MTN
Vail Resorts
Downgrade$147.00$151.00 ➝ $135.00Outperform ➝ Neutral
9/18/2026
HMC
Honda Motor
Initiated Coverage$34.00 $34.00Neutral
9/18/2026
TAP
Molson Coors Beverage
Lower Price Target$41.00$34.00 ➝ $33.00Underperform ➝ Underperform
9/18/2026
XMTR
Xometry
Initiated Coverage$89.00 $120.00Outperform
9/18/2026
RDDT
Reddit
Initiated Coverage$144.00 $180.00Neutral
9/18/2026
PH
Parker-Hannifin
Boost Price Target$880.00$1,220.00 ➝ $1,270.00Outperform ➝ Outperform
9/17/2026
FLNC
Fluence Energy
Lower Price Target$6.00$8.00 ➝ $5.00Underperform ➝ Underperform
9/16/2026
OVHFF
OVH Groupe
Upgrade$14.00Outperform
9/16/2026
CRH
CRH
Lower Price Target$85.00$157.00 ➝ $110.00Outperform ➝ Outperform
9/15/2026
LKNCY
Luckin Coffee
Upgrade$32.00 $48.00Outperform
9/11/2026
RH
RH
Reiterated Rating$137.00$90.00 ➝ $81.00Underperform ➝ Underperform
9/11/2026
AME
AMETEK
Boost Price Target$240.00$280.00 ➝ $290.00Outperform ➝ Outperform
9/10/2026
FINMY
Leonardo
Upgrade$27.00Outperform
9/10/2026
BAESY
Bae Systems
Initiated Coverage$103.00 $113.00Neutral
9/9/2026
TLTZY
Tele2
Downgrade$8.00Outperform ➝ Neutral
9/9/2026
TEF
Telefonica
Upgrade$4.00 $4.40Neutral
9/7/2026
TLLXY
Talanx
Downgrade$68.00Neutral
9/4/2026
BZLFY
Bunzl
Downgrade$19.00Outperform ➝ Neutral
9/4/2026
IOT
Samsara
Boost Price Target$45.00$40.00 ➝ $55.00Outperform ➝ Outperform
9/4/2026
LULU
lululemon athletica
Lower Price Target$99.00$88.00 ➝ $44.00Underperform ➝ Underperform
9/4/2026
AVGO
Broadcom
Boost Price Target$322.00$675.00 ➝ $715.00Outperform ➝ Outperform
9/3/2026
WOOF
Petco Health and Wellness
Lower Price Target$2.00$2.34 ➝ $2.11Underperform ➝ Underperform
9/2/2026
SIRI
Sirius XM
Downgrade$28.00Neutral
9/2/2026
RBGLY
Reckitt Benckiser Group
Downgrade$15.00Outperform ➝ Neutral
9/2/2026
LRLCY
L'Oreal
Upgrade$98.00Neutral ➝ Outperform
9/2/2026
TOST
Toast
Downgrade$33.00$38.00 ➝ $35.00Outperform ➝ Neutral
9/2/2026
PANW
Palo Alto Networks
Boost Price Target$381.00$380.00 ➝ $400.00Outperform ➝ Outperform
8/31/2026
GM
General Motors
Boost Price Target$76.00$102.00 ➝ $112.00Outperform ➝ Outperform