Update shared on12 Sep 2025
Fair value Decreased 18%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.
- Increased risk of a negative feedback loop impacting the financial sector, including Banco BBVA Argentina.
- Elevated cost of funding expected to put pressure on net interest margins.
- Rising uncertainty anticipated to suppress demand for credit products.
- Recent bank management guidance potentially obsolete given rapid macro challenges.
Valuation Changes
Summary of Valuation Changes for Banco BBVA Argentina
- The Consensus Analyst Price Target has significantly fallen from ARS11747 to ARS9663.
- The Future P/E for Banco BBVA Argentina has significantly fallen from 15.87x to 13.32x.
- The Consensus Revenue Growth forecasts for Banco BBVA Argentina has fallen slightly from 30.5% per annum to 29.4% per annum.
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