← Analyst Upside

AU · rank #6 · 2026-10-26

BNP

GPW · PLN · $6.20B (USD)

SignalStrong Buy4.3strength 4.3 / 10
verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
-0.496
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
+3.7%
Momentum acceleration
3-month minus 12-month momentum.
-2.92%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.14
Gross margin TTM+100.0%
52w high$174.80
Market cap (USD)$6.20B

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 commercial bank offering retail, corporate, and SME financial services backed by the BNP Paribas group.

Rationale

The quant signal is validated by 100% positive 30-day EPS revisions and unanimous analyst agreement, underpinned by solid Q2 2026 net profit of PLN 600 million and peer-superior asset quality.

Material risks

  • 1Sovereign rating pressures and macro volatility in Poland, reflected in Fitch's negative outlook constraining the bank's issuer rating.
  • 2Net interest income compression and persistent headwinds in financed-asset revenue, which fell 4% year-over-year in H1 2026.

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