BNP Paribas Exane Stock Recommendations and Price Targets

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

Date	Company Name	Action	Current Price	Price Target	Rating
7/24/2026	JDSPY JD Sports Fashion	Upgrade	$1.00		Neutral ➝ Outperform
7/24/2026	WBRBY Wienerberger	Downgrade	$5.00		Neutral
7/24/2026	ROL Rollins	Lower Price Target	$39.00	$63.00 ➝ $44.00	Neutral ➝ Neutral
7/22/2026	NKE NIKE	Reiterated Rating	$42.00		Underperform ➝ Underperform
7/21/2026	RTOXF Rotork	Downgrade	$6.00		Outperform ➝ Neutral
7/21/2026	V Visa	Upgrade	$355.00		Strong-Buy
7/20/2026	CLX Clorox	Lower Price Target	$96.00	$97.00 ➝ $95.00	Neutral ➝ Neutral
7/17/2026	AHEXY Adecco	Upgrade	$13.00		Hold ➝ Strong-Buy
7/16/2026	PNR Pentair	Reiterated Rating	$63.00	$75.00 ➝ $64.00	Underperform ➝ Underperform
7/15/2026	HAS Hasbro	Lower Price Target	$89.00	$117.00 ➝ $114.00	Outperform ➝ Outperform
7/14/2026	F Ford Motor	Boost Price Target	$14.00	$13.00 ➝ $14.00	Neutral ➝ Neutral
7/14/2026	CMCSA Comcast	Lower Price Target	$22.00	$25.00 ➝ $22.00	Underperform ➝ Underperform
7/14/2026	HRL Hormel Foods	Boost Price Target	$25.00	$26.00 ➝ $27.00	Neutral ➝ Neutral
7/14/2026	CABO Cable One	Upgrade	$38.00	$60.00 ➝ $40.00	Underperform ➝ Neutral
7/14/2026	VZ Verizon Communications	Lower Price Target	$46.00	$46.00 ➝ $44.00	Neutral ➝ Neutral
7/14/2026	VIK Viking	Reiterated Rating	$101.00	$104.00 ➝ $121.00	Outperform ➝ Outperform
7/14/2026	CHTR Charter Communications	Lower Price Target	$123.00	$150.00 ➝ $120.00	Underperform ➝ Underperform
7/13/2026	NAVN Navan	Boost Price Target	$23.00	$27.00 ➝ $30.00	Outperform ➝ Outperform
7/13/2026	FPRUY Fraport	Upgrade	$42.00		Outperform
7/13/2026	WHR Whirlpool	Initiated Coverage	$37.00	$43.00	Neutral ➝ Neutral
7/13/2026	WST West Pharmaceutical Services	Initiated Coverage	$329.00	$447.00	Outperform
7/9/2026	SSLLF Siltronic	Upgrade	$92.00		Outperform
7/8/2026	APEMY Aperam	Downgrade	$54.00		Hold ➝ Strong Sell
7/8/2026	ANIOY Acerinox	Downgrade	$10.00		Neutral ➝ Underperform
7/8/2026	RIVN Rivian Automotive	Boost Price Target	$16.00	$22.00 ➝ $24.00	Outperform ➝ Outperform
7/8/2026	CMC Commercial Metals	Upgrade	$69.00	$75.00	Neutral ➝ Outperform
7/8/2026	PEP PepsiCo	Lower Price Target	$137.00	$195.00 ➝ $183.00	Outperform ➝ Outperform
7/7/2026	DSRLF DiaSorin	Downgrade	$80.00		Neutral ➝ Underperform
7/6/2026	EROC ERock	Set Price Target	$11.00	$22.00	Outperform
7/2/2026	GIS General Mills	Boost Price Target	$36.00	$37.00 ➝ $38.00	Neutral ➝ Neutral
7/1/2026	UNBLF Unibail-Rodamco-Westfield	Initiated Coverage	$117.00		Outperform ➝ Outperform
7/1/2026	TTBXF Tritax Big Box REIT	Initiated Coverage	$2.00		Outperform
7/1/2026	CTPVF CTP	Initiated Coverage	$16.00		Outperform
7/1/2026	GECFF Gecina	Initiated Coverage	$82.00		Neutral ➝ Underperform
7/1/2026	KLPEF Klepierre	Initiated Coverage	$43.00		Neutral ➝ Neutral
7/1/2026	SEGXF SEGRO	Initiated Coverage	$13.00		Underperform ➝ Neutral
7/1/2026	SSSAF Shurgard Self Storage	Initiated Coverage	$29.00		Outperform
7/1/2026	TAGOF TAG Immobilien	Initiated Coverage	$16.00		Outperform ➝ Outperform
7/1/2026	CRL Charles River Laboratories International	Set Price Target	$226.00	$250.00
7/1/2026	MOS Mosaic	Lower Price Target	$22.00	$29.00 ➝ $27.00	Outperform ➝ Outperform
7/1/2026	NKE NIKE	Reiterated Rating	$42.00	$23.00	Underperform ➝ Underperform
7/1/2026	ARE Alexandria Real Estate Equities	Boost Price Target	$51.00	$44.00 ➝ $45.00	Underperform ➝ Underperform
7/1/2026	PANW Palo Alto Networks	Boost Price Target	$324.00	$330.00 ➝ $380.00	Outperform ➝ Outperform
6/30/2026	HONA Honeywell Aerospace	Initiated Coverage	$204.00	$245.00	Neutral
6/30/2026	KHC Kraft Heinz	Boost Price Target	$26.00	$17.00 ➝ $19.00	Underperform ➝ Underperform
6/30/2026	BX Blackstone	Lower Price Target	$130.00	$126.00 ➝ $125.00	Neutral ➝ Neutral
6/30/2026	HONA Honeywell Aerospace	Initiated Coverage	$204.00	$245.00	Neutral
6/29/2026	HRI Herc	Initiated Coverage	$162.00	$160.00	Neutral
6/29/2026	URI United Rentals	Upgrade	$1,140.00	$1,320.00	Neutral ➝ Outperform
6/29/2026	STRNY Severn Trent	Initiated Coverage	$41.00		Neutral
6/29/2026	PEGRF Pennon Group	Initiated Coverage	$6.00		Outperform
6/29/2026	UUGRY United Utilities Group	Initiated Coverage	$36.00		Outperform
6/29/2026	EQPT EquipmentShare.com	Initiated Coverage	$19.00	$22.00	Neutral
6/29/2026	INIO Innio	Initiated Coverage	$26.00	$48.00	Outperform
6/29/2026	HRI Herc	Initiated Coverage	$162.00	$160.00	Neutral
6/26/2026	ACN Accenture	Lower Price Target	$147.00	$180.00 ➝ $130.00	Neutral ➝ Neutral
6/25/2026	CASY Casey's General Stores	Lower Price Target	$862.00	$1,032.00 ➝ $995.00	Outperform ➝ Outperform
6/23/2026	NKE NIKE	Reiterated Rating	$42.00		Underperform ➝ Underperform
6/23/2026	BLK BlackRock	Boost Price Target	$1,055.00	$1,300.00 ➝ $1,350.00	Outperform ➝ Outperform
6/19/2026	HCMLY Holcim	Upgrade	$18.00		Neutral ➝ Outperform
6/18/2026	BSY Bentley Systems	Initiated Coverage	$31.00	$40.00	Outperform
6/18/2026	MNGPF Man Group	Upgrade	$4.00		Neutral ➝ Outperform
6/18/2026	BSY Bentley Systems	Initiated Coverage	$31.00	$40.00	Outperform
6/18/2026	FCX Freeport-McMoRan	Boost Price Target	$63.00	$71.00 ➝ $82.00	Outperform ➝ Outperform
6/18/2026	NEM Newmont	Lower Price Target	$93.00	$128.00 ➝ $111.00	Neutral ➝ Neutral
6/18/2026	PTC PTC	Initiated Coverage	$119.00	$130.00	Neutral
6/18/2026	EFX Equifax	Lower Price Target	$172.00	$195.00 ➝ $185.00	Neutral ➝ Neutral
6/18/2026	ACN Accenture	Lower Price Target	$147.00	$210.00 ➝ $180.00	Neutral ➝ Neutral
6/18/2026	ADSK Autodesk	Initiated Coverage	$210.00	$295.00	Outperform
6/17/2026	TNXXF Talanx	Upgrade	$117.00		Outperform
6/17/2026	SCRYY Scor	Downgrade	$4.00		Outperform ➝ Neutral
6/16/2026	PLTR Palantir Technologies	Initiated Coverage	$123.00		Underperform
6/15/2026	PDD PDD	Initiated Coverage	$83.00	$89.00	Underperform
6/15/2026	SWONF SoftwareOne	Upgrade	$10.00		Outperform
6/15/2026	HLMAF Halma	Upgrade	$49.00		Outperform
6/15/2026	MOS Mosaic	Lower Price Target	$22.00	$30.00 ➝ $29.00	Outperform ➝ Outperform
6/15/2026	PDD PDD	Upgrade	$83.00		Strong Sell
6/15/2026	CF CF Industries	Lower Price Target	$125.00	$140.00 ➝ $120.00	Neutral ➝ Neutral
6/10/2026	SCABY Svenska Cellulosa Aktiebolaget SCA (publ)	Initiated Coverage	$11.00		Neutral
6/10/2026	SEOAY Stora Enso Oyj	Initiated Coverage	$11.00		Neutral ➝ Neutral
6/9/2026	TATYY Tate & Lyle	Downgrade	$30.00		Neutral
6/9/2026	BZLFY Bunzl	Upgrade	$18.00		Neutral ➝ Outperform
6/8/2026	BXDC Blackstone Digital Infrastructure Trust	Initiated Coverage	$21.00	$26.00	Outperform
6/8/2026	COO Cooper Companies	Lower Price Target	$70.00	$95.00 ➝ $92.00	Outperform ➝ Outperform
6/5/2026	TSLA Tesla	Downgrade	$313.00		Hold ➝ Underperform
6/5/2026	FISV Fiserv	Downgrade	$51.00	$46.00	Neutral ➝ Underperform
6/5/2026	BLHWF BELIMO	Upgrade	$1,200.00		Outperform
6/5/2026	BF.B Brown-Forman	Boost Price Target	$26.00	$19.00 ➝ $20.00	Underperform ➝ Underperform
6/5/2026	LULU lululemon athletica	Downgrade	$114.00	$88.00	Neutral ➝ Underperform
6/4/2026	VEEV Veeva Systems	Reiterated Rating	$186.00	$285.00	Outperform ➝ Outperform
6/4/2026	SHAK Shake Shack	Lower Price Target	$57.00	$100.00 ➝ $77.00	Outperform ➝ Outperform
6/4/2026	CRWD CrowdStrike	Boost Price Target	$183.00	$100.00 ➝ $130.00	Neutral ➝ Neutral
6/4/2026	FIVE Five Below	Boost Price Target	$203.00	$262.00 ➝ $291.00	Outperform ➝ Outperform
6/3/2026	TAP Molson Coors Beverage	Lower Price Target	$41.00	$36.00 ➝ $35.00	Underperform ➝ Underperform
6/3/2026	DG Dollar General	Lower Price Target	$117.00	$144.00 ➝ $113.00	Neutral ➝ Neutral
6/3/2026	PANW Palo Alto Networks	Boost Price Target	$324.00	$220.00 ➝ $330.00	Outperform ➝ Outperform
6/2/2026	CRWKF Cranswick	Upgrade	$72.00		Neutral ➝ Outperform
6/2/2026	META Meta Platforms	Initiated Coverage	$595.00		Outperform
6/2/2026	OPTU Optimum Communications	Upgrade	$1.00		Underperform ➝ Neutral
6/2/2026	OCTV Octave Intelligence	Initiated Coverage	$16.00	$25.00	Outperform