← Analyst Upside
AU · rank #7 · 2026-09-11
BNP
GPW · PLN · $6.11B (USD)
SignalHold
verdict · CAUTION
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | -0.850 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.25 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $154.68 | +1.9% |
| Momentum acceleration 3-month minus 12-month momentum. | -13.15% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | — |
| Gross margin TTM | +100.0% |
| 52w high | $164.60 |
| Market cap (USD) | $6.11B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
BNP Paribas Bank Polska S.A. is a universal Polish lender providing retail, corporate, and institutional banking services across Poland.
Rationale
A sharp 59.8% sequential recovery in Q2 2026 net profit driven by stable net interest margins and rising fee income justifies the 100% positive analyst revision agreement.
Material risks
- 1Regulatory and tax volatility in Poland, notably the recent hike in the bank corporate income tax rate from 19% to 30% that has already significantly dragged down year-over-year profitability.
- 2Legal liabilities and margin compression stemming from domestic interest rate cuts and European Court of Justice rulings on loan portfolios.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.
OpenAI
Caution
Claude
Caution
Gemini
Proceed