← Analyst Upside
AU · rank #5 · 2026-10-23
BNP
GPW · PLN · $6.28B (USD)
SignalStrong Buy6.1strength 6.1 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | -0.424 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.54 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $170.47 | +4.1% |
| Momentum acceleration 3-month minus 12-month momentum. | -2.01% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.14 |
| Gross margin TTM | +100.0% |
| 52w high | $174.80 |
| Market cap (USD) | $6.28B |
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. operates as a diversified Polish bank offering retail, corporate, and SME banking services supported by the global BNP Paribas group.
Rationale
Perfect 100% 30-day EPS revision agreement and positive earnings adjustments are backed by PLN 600 million in Q2 2026 net profit and maintained net interest margins.
Material risks
- 1Sovereign rating pressure from Poland's A+ negative outlook could constrain bank valuation multiples and increase borrowing costs.
- 2Top-line revenue compression, evidenced by Q2 2026 banking activity income falling 3.3% year-over-year alongside a 2% drop in financed assets.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed