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BNP Paribas Exane

BNP Paribas Exane Analyst Recommendations & Stock Picks

View the latest stock recommendations issued by analysts at BNP Paribas Exane. This page tracks publicly reported analyst upgrades and downgrades, buy/hold/sell ratings, and price target changes for publicly traded companies. All data is compiled from credible public sources and updated regularly to reflect new insights from BNP Paribas Exane's equity research team. MarketBeat is not affiliated with or endorsed by BNP Paribas Exane.

Average Return
00.00% 12-Month ROI
Total Ratings
722 Last 12 Months
Buy Ratings
268 Last 12 Months
Sell Ratings
140 Last 12 Months
Companies Covered
397 Last 12 Months
MarketRank™ evaluates a company based on dividend strength, earnings, valuation, analysts forecasts, and more.
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Media sentiment refers to the percentage of positive news stories versus negative news stories a company has received in the past week.
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Analyst consensus is the average investment recommendation among Wall Street research analysts.
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Analyst ConsensusUpgrade to All Access to use the All Ratings Filter
CompanyCurrent PriceReport DateAnalystActionPrice TargetRating12-Month Recommendation ROIDetails
Best Buy Co., Inc. stock logo
BBY
Best Buy
$78.16
+0.3%
5/29/2026 Boost Price Target$74.00 ➝ $76.00NeutralView details for BNP Paribas Exane rating of Best Buy (NYSE:BBY) on 5/29/2026
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$116.44
5/29/2026Boost Price Target$88.00 ➝ $98.00UnderperformView details for BNP Paribas Exane rating of Dollar Tree (NASDAQ:DLTR) on 5/29/2026
Nextpower Inc. stock logo
NXT
Nextpower
$156.40
5/29/2026Boost Price Target$177.00 ➝ $182.00OutperformView details for BNP Paribas Exane rating of Nextpower (NASDAQ:NXT) on 5/29/2026
Rolls-Royce Holdings PLC stock logo
RYCEY
Rolls-Royce Holdings PLC
$17.95
5/29/2026 Initiated CoverageOutperformView details for BNP Paribas Exane rating of Rolls-Royce Holdings PLC (OTCMKTS:RYCEY) on 5/29/2026
Amphenol Corporation stock logo
APH
Amphenol
$148.41
-0.2%
5/28/2026 Boost Price Target$195.00 ➝ $200.00OutperformView details for BNP Paribas Exane rating of Amphenol (NYSE:APH) on 5/28/2026
Synopsys, Inc. stock logo
SNPS
Synopsys
$475.62
5/28/2026Boost Price Target$425.00 ➝ $450.00UnderperformView details for BNP Paribas Exane rating of Synopsys (NASDAQ:SNPS) on 5/28/2026
United Microelectronics Corporation stock logo
UMC
United Microelectronics
$22.15
-0.1%
5/28/2026 Reiterated RatingNeutralUnderperformView details for BNP Paribas Exane rating of United Microelectronics (NYSE:UMC) on 5/28/2026
Parsons Corporation stock logo
PSN
Parsons
$59.08
0.0%
5/27/2026Set Price Target$65.00OutperformView details for BNP Paribas Exane rating of Parsons (NYSE:PSN) on 5/27/2026
AutoZone, Inc. stock logo
AZO
AutoZone
$2,936.42
+0.0%
5/27/2026 Lower Price Target$4,478.00 ➝ $3,979.00OutperformView details for BNP Paribas Exane rating of AutoZone (NYSE:AZO) on 5/27/2026
Booz Allen Hamilton Holding Corporation stock logo
BAH
Booz Allen Hamilton
$79.17
0.0%
5/27/2026 Initiated Coverage$80.00NeutralView details for BNP Paribas Exane rating of Booz Allen Hamilton (NYSE:BAH) on 5/27/2026
CACI International, Inc. stock logo
CACI
CACI International
$512.85
-0.1%
5/27/2026 Initiated Coverage$550.00NeutralView details for BNP Paribas Exane rating of CACI International (NYSE:CACI) on 5/27/2026
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$127.93
+0.1%
5/27/2026 Initiated Coverage$165.00OutperformView details for BNP Paribas Exane rating of Leidos (NYSE:LDOS) on 5/27/2026
The Mosaic Company stock logo
MOS
Mosaic
$23.93
+0.1%
5/27/2026 Lower Price Target$33.00 ➝ $30.00OutperformView details for BNP Paribas Exane rating of Mosaic (NYSE:MOS) on 5/27/2026
Science Applications International Corporation stock logo
SAIC
Science Applications International
$104.20
5/27/2026 Initiated Coverage$95.00NeutralView details for BNP Paribas Exane rating of Science Applications International (NASDAQ:SAIC) on 5/27/2026
Celsius Holdings Inc. stock logo
CELH
Celsius
$33.27
5/26/2026Reiterated Rating$70.00 ➝ $57.00OutperformView details for BNP Paribas Exane rating of Celsius (NASDAQ:CELH) on 5/26/2026
Amentum Holdings, Inc. stock logo
AMTM
Amentum
$23.25
+0.1%
5/26/2026Initiated Coverage$22.00UnderperformView details for BNP Paribas Exane rating of Amentum (NYSE:AMTM) on 5/26/2026
Seaport Therapeutics, Inc. stock logo
SPTX
Seaport Therapeutics
$18.19
5/26/2026 DowngradeMarket PerformView details for BNP Paribas Exane rating of Seaport Therapeutics (NASDAQ:SPTX) on 5/26/2026
Amentum Holdings, Inc. stock logo
AMTM
Amentum
$23.25
+0.1%
5/26/2026UpgradeStrong SellView details for BNP Paribas Exane rating of Amentum (NYSE:AMTM) on 5/26/2026
Parsons Corporation stock logo
PSN
Parsons
$59.08
0.0%
5/26/2026 Initiated CoverageUnderperformView details for BNP Paribas Exane rating of Parsons (NYSE:PSN) on 5/26/2026
Nordson Corporation stock logo
NDSN
Nordson
$287.33
5/22/2026Boost Price Target$285.00 ➝ $290.00NeutralView details for BNP Paribas Exane rating of Nordson (NASDAQ:NDSN) on 5/22/2026
Public Storage stock logo
PSA
Public Storage
$304.01
+0.1%
5/22/2026 Boost Price Target$331.00 ➝ $335.00OutperformView details for BNP Paribas Exane rating of Public Storage (NYSE:PSA) on 5/22/2026
Walmart Inc. stock logo
WMT
Walmart
$115.75
5/22/2026Lower Price Target$147.00 ➝ $146.00OutperformView details for BNP Paribas Exane rating of Walmart (NASDAQ:WMT) on 5/22/2026
RWE AG stock logo
RWEOY
RWE
$63.44
5/21/2026 DowngradeOutperformNeutralView details for BNP Paribas Exane rating of RWE (OTCMKTS:RWEOY) on 5/21/2026
Conagra Brands stock logo
CAG
Conagra Brands
$13.29
+0.1%
5/21/2026Lower Price Target$16.00 ➝ $14.00NeutralView details for BNP Paribas Exane rating of Conagra Brands (NYSE:CAG) on 5/21/2026
Hasbro, Inc. stock logo
HAS
Hasbro
$86.17
5/21/2026Boost Price Target$115.00 ➝ $117.00OutperformView details for BNP Paribas Exane rating of Hasbro (NASDAQ:HAS) on 5/21/2026
Intuit Inc. stock logo
INTU
Intuit
$331.53
5/21/2026 Lower Price Target$463.00 ➝ $315.00NeutralView details for BNP Paribas Exane rating of Intuit (NASDAQ:INTU) on 5/21/2026
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$214.45
+0.0%
5/21/2026 Lower Price Target$228.00 ➝ $202.00UnderperformView details for BNP Paribas Exane rating of Lowe’s Companies (NYSE:LOW) on 5/21/2026
NVIDIA Corporation stock logo
NVDA
NVIDIA
$211.14
5/21/2026 Boost Price Target$270.00 ➝ $285.00OutperformView details for BNP Paribas Exane rating of NVIDIA (NASDAQ:NVDA) on 5/21/2026
The Home Depot, Inc. stock logo
HD
Home Depot
$317.41
+0.1%
5/19/2026Lower Price Target$348.00 ➝ $325.00NeutralView details for BNP Paribas Exane rating of Home Depot (NYSE:HD) on 5/19/2026
Equity Residential stock logo
EQR
Equity Residential
$65.48
+0.0%
5/18/2026 Boost Price Target$68.00 ➝ $70.00NeutralView details for BNP Paribas Exane rating of Equity Residential (NYSE:EQR) on 5/18/2026
Starbucks Corporation stock logo
SBUX
Starbucks
$99.16
5/14/2026Initiated CoverageUnderperformView details for BNP Paribas Exane rating of Starbucks (NASDAQ:SBUX) on 5/14/2026
Brightstar Lottery stock logo
BRSL
Brightstar Lottery
$11.24
+0.0%
5/14/2026 Initiated Coverage$12.60NeutralView details for BNP Paribas Exane rating of Brightstar Lottery (NYSE:BRSL) on 5/14/2026
Flutter Entertainment PLC stock logo
FLUT
Flutter Entertainment
$97.00
+0.0%
5/14/2026 Initiated Coverage$80.00UnderperformView details for BNP Paribas Exane rating of Flutter Entertainment (NYSE:FLUT) on 5/14/2026
DraftKings Inc. stock logo
DKNG
DraftKings
$24.49
5/14/2026 Initiated Coverage$20.00NeutralUnderperformView details for BNP Paribas Exane rating of DraftKings (NASDAQ:DKNG) on 5/14/2026
Brightstar Lottery stock logo
BRSL
Brightstar Lottery
$11.24
+0.0%
5/14/2026 UpgradeHoldView details for BNP Paribas Exane rating of Brightstar Lottery (NYSE:BRSL) on 5/14/2026
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$120.42
5/14/2026 Boost Price Target$87.00 ➝ $132.00OutperformView details for BNP Paribas Exane rating of Cisco Systems (NASDAQ:CSCO) on 5/14/2026
DraftKings Inc. stock logo
DKNG
DraftKings
$24.49
5/14/2026 UpgradeStrong SellView details for BNP Paribas Exane rating of DraftKings (NASDAQ:DKNG) on 5/14/2026
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$42.99
+0.0%
5/14/2026 Lower Price Target$40.00 ➝ $37.00UnderperformView details for BNP Paribas Exane rating of Fidelity National Information Services (NYSE:FIS) on 5/14/2026
Flutter Entertainment PLC stock logo
FLUT
Flutter Entertainment
$97.00
+0.0%
5/14/2026 UpgradeStrong SellView details for BNP Paribas Exane rating of Flutter Entertainment (NYSE:FLUT) on 5/14/2026
GE Aerospace stock logo
GE
GE Aerospace
$323.45
-0.1%
5/14/2026 Lower Price Target$300.00 ➝ $270.00UnderperformView details for BNP Paribas Exane rating of GE Aerospace (NYSE:GE) on 5/14/2026
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
Medline stock logo
MDLN
Medline
$36.56
5/14/2026Lower Price Target$49.00 ➝ $40.00NeutralView details for BNP Paribas Exane rating of Medline (NASDAQ:MDLN) on 5/14/2026
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$1,259.32
+0.1%
5/14/2026 Lower Price Target$1,800.00 ➝ $1,750.00OutperformView details for BNP Paribas Exane rating of Transdigm Group (NYSE:TDG) on 5/14/2026
Nextpower Inc. stock logo
NXT
Nextpower
$156.40
5/13/2026Boost Price Target$145.00 ➝ $177.00OutperformView details for BNP Paribas Exane rating of Nextpower (NASDAQ:NXT) on 5/13/2026
Under Armour, Inc. stock logo
UAA
Under Armour
$5.88
+0.1%
5/13/2026Lower Price Target$7.00 ➝ $5.00NeutralView details for BNP Paribas Exane rating of Under Armour (NYSE:UAA) on 5/13/2026
Zebra Technologies Corporation stock logo
ZBRA
Zebra Technologies
$243.63
5/13/2026Boost Price Target$365.00 ➝ $370.00OutperformView details for BNP Paribas Exane rating of Zebra Technologies (NASDAQ:ZBRA) on 5/13/2026
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$287.75
5/12/2026 Lower Price Target$407.00 ➝ $393.00OutperformView details for BNP Paribas Exane rating of Constellation Energy (NASDAQ:CEG) on 5/12/2026
The Clorox Company stock logo
CLX
Clorox
$89.98
0.0%
5/12/2026 Lower Price Target$128.00 ➝ $97.00NeutralView details for BNP Paribas Exane rating of Clorox (NYSE:CLX) on 5/12/2026
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$70.30
-0.1%
5/11/2026 DowngradeUnderweightView details for BNP Paribas Exane rating of Uber Technologies (NYSE:UBER) on 5/11/2026
HubSpot, Inc. stock logo
HUBS
HubSpot
$221.08
+0.2%
5/11/2026 Downgrade$210.00OutperformNeutralView details for BNP Paribas Exane rating of HubSpot (NYSE:HUBS) on 5/11/2026
NatWest Group plc stock logo
NWG
NatWest Group
$16.07
+0.2%
5/11/2026 UpgradeHoldStrong-BuyView details for BNP Paribas Exane rating of NatWest Group (NYSE:NWG) on 5/11/2026
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$258.61
+0.1%
5/8/2026Reiterated Rating$265.00 ➝ $340.00OutperformView details for BNP Paribas Exane rating of Howmet Aerospace (NYSE:HWM) on 5/8/2026
Sweetgreen, Inc. stock logo
SG
Sweetgreen
$9.93
-0.4%
5/8/2026Boost Price Target$4.50 ➝ $5.00UnderperformView details for BNP Paribas Exane rating of Sweetgreen (NYSE:SG) on 5/8/2026
Shake Shack, Inc. stock logo
SHAK
Shake Shack
$64.25
-0.1%
5/8/2026Lower Price Target$124.00 ➝ $100.00OutperformView details for BNP Paribas Exane rating of Shake Shack (NYSE:SHAK) on 5/8/2026
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$76.01
-0.1%
5/7/2026 Boost Price Target$85.00 ➝ $95.00View details for BNP Paribas Exane rating of International Flavors & Fragrances (NYSE:IFF) on 5/7/2026
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$24.01
5/7/2026Lower Price Target$18.00 ➝ $17.00View details for BNP Paribas Exane rating of Kraft Heinz (NASDAQ:KHC) on 5/7/2026
Kratos Defense & Security Solutions, Inc. stock logo
KTOS
Kratos Defense & Security Solutions
$64.13
5/7/2026Boost Price Target$80.00 ➝ $85.00NeutralView details for BNP Paribas Exane rating of Kratos Defense & Security Solutions (NASDAQ:KTOS) on 5/7/2026
Prysmian S.p.A. stock logo
PRYMY
Prysmian
$85.37
5/6/2026 Initiated CoverageNeutralView details for BNP Paribas Exane rating of Prysmian (OTCMKTS:PRYMY) on 5/6/2026
Corteva, Inc. stock logo
CTVA
Corteva
$78.41
+0.2%
5/6/2026 Boost Price Target$74.00 ➝ $77.00View details for BNP Paribas Exane rating of Corteva (NYSE:CTVA) on 5/6/2026
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$854.96
5/6/2026 Boost Price Target$1,040.00 ➝ $1,300.00View details for BNP Paribas Exane rating of Lumentum (NASDAQ:LITE) on 5/6/2026
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$451.65
+0.1%
5/6/2026 Boost Price Target$495.00 ➝ $515.00View details for BNP Paribas Exane rating of Rockwell Automation (NYSE:ROK) on 5/6/2026
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$77.85
5/6/2026 Boost Price Target$60.00 ➝ $70.00View details for BNP Paribas Exane rating of Skyworks Solutions (NASDAQ:SWKS) on 5/6/2026
L'Oreal SA stock logo
LRLCY
L'Oreal
$89.32
5/5/2026 UpgradeUnderperformNeutralView details for BNP Paribas Exane rating of L’Oreal (OTCMKTS:LRLCY) on 5/5/2026
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$270.64
5/5/2026 Boost Price Target$320.00 ➝ $345.00OutperformView details for BNP Paribas Exane rating of Amazon.com (NASDAQ:AMZN) on 5/5/2026
eBay Inc. stock logo
EBAY
eBay
$109.27
5/5/2026 Boost Price Target$97.00 ➝ $110.00NeutralView details for BNP Paribas Exane rating of eBay (NASDAQ:EBAY) on 5/5/2026
Nucor Corporation stock logo
NUE
Nucor
$250.06
+0.0%
5/4/2026 Boost Price Target$210.00 ➝ $248.00OutperformView details for BNP Paribas Exane rating of Nucor (NYSE:NUE) on 5/4/2026
Amphenol Corporation stock logo
APH
Amphenol
$148.41
-0.2%
5/1/2026 Boost Price Target$185.00 ➝ $195.00View details for BNP Paribas Exane rating of Amphenol (NYSE:APH) on 5/1/2026
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$62.34
5/1/2026 Lower Price Target$95.00 ➝ $88.00View details for BNP Paribas Exane rating of GE HealthCare Technologies (NASDAQ:GEHC) on 5/1/2026
Microsoft Corporation stock logo
MSFT
Microsoft
$450.24
5/1/2026Lower Price Target$556.00 ➝ $555.00OutperformView details for BNP Paribas Exane rating of Microsoft (NASDAQ:MSFT) on 5/1/2026
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$16.30
5/1/2026Reiterated Rating$23.00 ➝ $22.00OutperformView details for BNP Paribas Exane rating of Rivian Automotive (NASDAQ:RIVN) on 5/1/2026
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$31.90
+0.1%
4/30/2026Boost Price Target$37.00 ➝ $39.00NeutralView details for BNP Paribas Exane rating of Chipotle Mexican Grill (NYSE:CMG) on 4/30/2026
Carvana Co. stock logo
CVNA
Carvana
$73.14
+0.2%
4/30/2026 Boost Price Target$77.60 ➝ $85.80View details for BNP Paribas Exane rating of Carvana (NYSE:CVNA) on 4/30/2026
General Dynamics Corporation stock logo
GD
General Dynamics
$346.47
-0.1%
4/30/2026 Lower Price Target$430.00 ➝ $390.00OutperformView details for BNP Paribas Exane rating of General Dynamics (NYSE:GD) on 4/30/2026
Alphabet Inc. stock logo
GOOGL
Alphabet
$380.34
4/30/2026 Boost Price Target$390.00 ➝ $420.00OutperformView details for BNP Paribas Exane rating of Alphabet (NASDAQ:GOOGL) on 4/30/2026
KLA Corporation stock logo
KLAC
KLA
$1,921.71
4/30/2026 Boost Price Target$1,550.00 ➝ $1,700.00NeutralView details for BNP Paribas Exane rating of KLA (NASDAQ:KLAC) on 4/30/2026
PPG Industries, Inc. stock logo
PPG
PPG Industries
$113.05
+0.1%
4/30/2026 Boost Price Target$115.00 ➝ $116.00View details for BNP Paribas Exane rating of PPG Industries (NYSE:PPG) on 4/30/2026
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$251.02
4/29/2026DowngradeNeutralView details for BNP Paribas Exane rating of Qualcomm (NASDAQ:QCOM) on 4/29/2026
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$124.27
+0.0%
4/29/2026 Initiated Coverage$209.00NeutralOutperformView details for BNP Paribas Exane rating of Alibaba Group (NYSE:BABA) on 4/29/2026
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$124.27
+0.0%
4/29/2026 UpgradeStrong-BuyView details for BNP Paribas Exane rating of Alibaba Group (NYSE:BABA) on 4/29/2026
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$321.35
4/29/2026 Boost Price Target$270.00 ➝ $310.00OutperformView details for BNP Paribas Exane rating of NXP Semiconductors (NASDAQ:NXPI) on 4/29/2026
Organon & Co. stock logo
OGN
Organon & Co.
$13.38
+0.3%
4/29/2026Reiterated Rating$12.00 ➝ $14.00OutperformNeutralView details for BNP Paribas Exane rating of Organon & Co. (NYSE:OGN) on 4/29/2026
Starbucks Corporation stock logo
SBUX
Starbucks
$99.16
4/29/2026Boost Price Target$84.00 ➝ $87.00UnderperformView details for BNP Paribas Exane rating of Starbucks (NASDAQ:SBUX) on 4/29/2026
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$879.80
4/29/2026 Boost Price Target$530.00 ➝ $860.00OutperformView details for BNP Paribas Exane rating of Seagate Technology (NASDAQ:STX) on 4/29/2026
Versigent stock logo
VGNT
Versigent
$44.00
-0.3%
4/28/2026 Initiated Coverage$41.00OutperformView details for BNP Paribas Exane rating of Versigent (NYSE:VGNT) on 4/28/2026
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$49.73
+0.1%
4/28/2026 Lower Price Target$50.00 ➝ $44.00UnderperformView details for BNP Paribas Exane rating of Alexandria Real Estate Equities (NYSE:ARE) on 4/28/2026
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$65.70
0.0%
4/28/2026 Lower Price Target$75.00 ➝ $71.00OutperformView details for BNP Paribas Exane rating of Freeport-McMoRan (NYSE:FCX) on 4/28/2026
Organon & Co. stock logo
OGN
Organon & Co.
$13.38
+0.3%
4/28/2026 DowngradeStrong-BuyHoldView details for BNP Paribas Exane rating of Organon & Co. (NYSE:OGN) on 4/28/2026
Tesla, Inc. stock logo
TSLA
Tesla
$435.79
4/27/2026 UpgradeUnderperformNeutralView details for BNP Paribas Exane rating of Tesla (NASDAQ:TSLA) on 4/27/2026
Snap Inc. stock logo
SNAP
Snap
$5.70
-0.1%
4/27/2026 DowngradeNeutralView details for BNP Paribas Exane rating of Snap (NYSE:SNAP) on 4/27/2026
GE Vernova Inc. stock logo
GEV
GE Vernova
$968.81
+0.1%
4/27/2026Downgrade$1,190.00OutperformNeutralView details for BNP Paribas Exane rating of GE Vernova (NYSE:GEV) on 4/27/2026
Equifax, Inc. stock logo
EFX
Equifax
$165.86
+0.0%
4/27/2026 Lower Price Target$210.00 ➝ $195.00NeutralView details for BNP Paribas Exane rating of Equifax (NYSE:EFX) on 4/27/2026
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$189.94
0.0%
4/24/2026 Boost Price Target$196.00 ➝ $224.00OutperformView details for BNP Paribas Exane rating of Digital Realty Trust (NYSE:DLR) on 4/24/2026
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,024.02
-0.2%
4/24/2026 Lower Price Target$970.00 ➝ $940.00NeutralView details for BNP Paribas Exane rating of The Goldman Sachs Group (NYSE:GS) on 4/24/2026
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$529.82
-0.1%
4/24/2026 Lower Price Target$770.00 ➝ $680.00OutperformView details for BNP Paribas Exane rating of Lockheed Martin (NYSE:LMT) on 4/24/2026
Morgan Stanley stock logo
MS
Morgan Stanley
$207.74
-0.1%
4/24/2026 Boost Price Target$195.00 ➝ $205.00NeutralView details for BNP Paribas Exane rating of Morgan Stanley (NYSE:MS) on 4/24/2026
Lam Research Corporation stock logo
LRCX
Lam Research
$318.18
4/23/2026 Boost Price Target$250.00 ➝ $260.00NeutralView details for BNP Paribas Exane rating of Lam Research (NASDAQ:LRCX) on 4/23/2026
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$143.60
+0.0%
4/23/2026 Lower Price Target$172.00 ➝ $165.00OutperformView details for BNP Paribas Exane rating of Procter & Gamble (NYSE:PG) on 4/23/2026
AT&T Inc. stock logo
T
AT&T
$24.80
+0.0%
4/23/2026Lower Price Target$28.00 ➝ $26.00NeutralView details for BNP Paribas Exane rating of AT&T (NYSE:T) on 4/23/2026
GE Aerospace stock logo
GE
GE Aerospace
$323.45
-0.1%
4/22/2026 Boost Price Target$290.00 ➝ $300.00UnderperformView details for BNP Paribas Exane rating of GE Aerospace (NYSE:GE) on 4/22/2026
Genmab A/S Sponsored ADR stock logo
GMAB
Genmab A/S
$26.33
4/22/2026 UpgradeHoldStrong-BuyView details for BNP Paribas Exane rating of Genmab A/S (NASDAQ:GMAB) on 4/22/2026
Keurig Dr Pepper, Inc stock logo
KDP
Keurig Dr Pepper
$30.03
4/22/2026Upgrade$28.00UnderperformNeutralView details for BNP Paribas Exane rating of Keurig Dr Pepper (NASDAQ:KDP) on 4/22/2026

MarketBeat's community ratings are surveys of what our community members think about BNP Paribas Exane and other research firms in the last 90 days. Vote "Outperform" if you believe BNP Paribas Exane's recommendations will outperform the broader market over the long term. Vote "Underperform" if you believe BNP Paribas Exane's recommendations will underperform the broader market over the long term. You may vote once every thirty days.

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COMMUNITY RATINGS
2.6out of 5 (last 90 days)
2.6 of 5 stars
OUTPERFORM VOTES
25 Believe will outperform the market
UNDERPERFORM VOTES
24 Believe will underperform the market

BNP Paribas Exane's equity research team has issued ratings on 394 companies across 23 sectors over the past 12 months, covered by 22 analysts. The BNP Paribas Exane analysts below are listed by number of ratings issued in the last year.

BNP Paribas Exane Stock Coverage by Sector

BNP Paribas Exane concentrates its research most heavily in Computer and Technology (19.9%), Finance (10.4%) and Consumer Staples (7.8%). The chart below shows how BNP Paribas Exane's 396 rated companies are distributed across all 23 sectors it covers.

BNP Paribas Exane - Frequently Asked Questions

BNP Paribas Exane's analysts currently have buy-equivalent ratings on 180 companies. Recent upgrades to buy include Naturgy Energy Group, NatWest Group, Alibaba Group, Genmab A/S and Intel.

BNP Paribas Exane has the deepest coverage in Computer and Technology (19.9% of rated companies), Finance (10.4% of rated companies), Consumer Staples (7.8% of rated companies), Industrials (7.6% of rated companies) and Retail/Wholesale (7.3% of rated companies).

BNP Paribas Exane issued 720 ratings over the last 12 months across 396 companies — an average of roughly 60 rating actions per month. These include boost price target, downgrade, initiated coverage, lower price target, reiterated rating, set price target and upgrade. MarketBeat tracks every rating change as it's published so you can see the most current BNP Paribas Exane analyst actions.