Argentina's Financial Normalization Will Fuel Digital Lending Growth

Analysts have lowered their price target for Banco BBVA Argentina to ARS9663, citing heightened macroeconomic and sector uncertainty—including elevated funding costs and suppressed credit demand—which has diminished confidence in the bank's near-term outlook. Analyst Commentary Lowered confidence in sector fundamentals due to adverse electoral outcomes driving greater macroeconomic uncertainty.

Upward revisions to both revenue growth forecasts and net profit margin expectations for Banco BBVA Argentina have driven a notable increase in its consensus analyst price target from ARS10020 to ARS11747. Valuation Changes Summary of Valuation Changes for Banco BBVA Argentina The Consensus Analyst Price Target has significantly risen from ARS10020 to ARS11747.

The upward revision in Banco BBVA Argentina's price target reflects sharply improved revenue growth forecasts and a higher expected future P/E multiple, resulting in a new consensus target of ARS10,020. What's in the News Board approved a dividend payment of AR$ 89.413.163.000, adjusted to December 31, 2024 value.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from 11.0% to 3.0% and increased profit margin from 37.8% to 47.3%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from 35.1% to 10.5% and increased profit margin from 28.0% to 37.9%.