Banco BBVA Argentina S.A.

BASE:BBAR Lagerbericht

Marktkapitalisierung: AR$6.0t

Banco BBVA Argentina Zukünftiges Wachstum

Future Kriterienprüfungen 5/6

Banco BBVA Argentina wird ein jährliches Gewinn- und Umsatzwachstum von 34.8% bzw. 24.2% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 48.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 19.1% betragen.

Wichtige Informationen

34.8%

Wachstumsrate der Gewinne

48.68%

EPS-Wachstumsrate

Banks Gewinnwachstum12.3%
Wachstumsrate der Einnahmen24.2%
Zukünftige Eigenkapitalrendite19.14%
Analystenabdeckung

Low

Zuletzt aktualisiert27 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update • Jun 17

BBAR: Upcoming Dividend Decision And Bylaw Changes Will Support Virtuous Credit Cycle

Analysts have nudged their fair value estimate for Banco BBVA Argentina slightly higher to ARS 16,259.81 from ARS 16,252.79, citing updated assumptions on the discount rate, revenue growth, profit margins, and future P/E. What’s in the News for Banco BBVA Argentina A board meeting is scheduled for May 15, 2026 to consider a potential dividend payment, according to company disclosures.
Narrativ-Update • Jun 03

BBAR: Upcoming Dividend Decisions And Bylaw Changes Will Shape Balanced Outlook

Analysts have adjusted their price target for Banco BBVA Argentina to ARS 10,033.33 from ARS 9,733.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower expected future P/E multiple. What's in the News A board meeting is scheduled for May 15, 2026 to consider a potential dividend payment, according to company disclosures.
Narrativ-Update • May 19

BBAR: Upcoming Governance Decisions And Dividend Proposal Will Support Virtuous Credit Cycle

Analysts have trimmed their price target for Banco BBVA Argentina to ARS16,253 from ARS16,805, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News A board meeting is scheduled for April 28, 2026, to vote on replacing Adriana María Fernández de Melero with Lorenzo de Cristóbal de Nicolás on the CNV/BCRA Audit Committee, highlighting upcoming changes in oversight roles (Key Developments).
Narrativ-Update • Apr 29

BBAR: Proposed Cash Or In Kind Dividend Will Support Future Upside Potential

Analysts have trimmed their price target on Banco BBVA Argentina to ARS 9,733 from ARS 10,033, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E levels. What's in the News Banco BBVA Argentina reported a class action lawsuit filed by Asociación Civil por los Consumidores y el Medio Ambiente, focused on alleged lack of disclosure of exchange rates and potential overcharges or commissions on certain foreign currency credit card conversions to US dollars.
Narrativ-Update • Apr 14

BBAR: Higher Profitability And Proposed Dividend Will Support Future Upside Potential

Analysts have maintained their ARS 10,033 price target for Banco BBVA Argentina, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which leave their overall valuation view unchanged. What's in the News Banco BBVA Argentina disclosed a class action lawsuit filed by Asociación Civil por los Consumidores y el Medio Ambiente (ACYMA), which alleges the bank did not properly disclose exchange rates and may have applied overcharges or commissions when converting certain foreign currency transactions into US dollars for credit card settlements.
Narrativ-Update • Mar 31

BBAR: Higher Profitability And Planned Dividend Will Support Future Upside Potential

Analysts have held Banco BBVA Argentina's fair value estimate steady at ARS 10,033 per share, citing a combination of a slightly lower discount rate, more moderate revenue growth assumptions around 24.35%, a higher projected profit margin near 16.88%, and a small adjustment in the future P/E estimate as the key drivers behind the unchanged price target. What's in the News Board meeting scheduled for March 4, 2026, to consider calling the Annual Ordinary and Extraordinary General Shareholders' Meeting for April 28, 2026, at 3:00 p.m. in Buenos Aires, to be held exclusively in person at Av. Córdoba 111, 1st floor, which is not the registered office (Key Developments).
Narrativ-Update • Mar 17

BBAR: Dividend Proposal And Lower Discount Rate Will Support Future Upside

Analysts have kept their ARS 25,308 price target for Banco BBVA Argentina unchanged, noting only small tweaks in assumptions for discount rate, revenue growth, profit margin and future P/E that did not materially shift their overall valuation view. What's in the News A board meeting is scheduled for March 4, 2026, with an agenda that includes calling the Annual Ordinary and Extraordinary General Shareholders Meeting for April 28, 2026, in Buenos Aires (Key Developments).
Narrativ-Update • Mar 03

BBAR: Lower Discount Rate Will Support Higher Future Earnings Multiple

Analysts have maintained their ARS 25,308 price target for Banco BBVA Argentina, noting that changes to discount rate, revenue growth, profit margin, and future P/E assumptions in their updated models offset one another. Valuation Changes Fair Value: ARS 25,308 remains unchanged in the updated model, with offsetting shifts across key inputs.
Narrativ-Update • Feb 16

BBAR: Lower Discount Rate And Conservative P/E Assumptions Will Support Upside Potential

Analysts have updated their view on Banco BBVA Argentina, lifting the ARS price target to ARS 10,033, supported by a lower discount rate, slightly higher revenue growth and profit margin assumptions, and a reduced forward P/E multiple. What's in the News U.S. banks including JPMorgan, Citi, and Bank of America have set aside a planned US$20b bailout package for Argentina and are instead focusing on a smaller, short term loan package for the government (Wall Street Journal) The original plan reportedly included a US$20b currency swap with the U.S. Treasury Department and a separate US$20b bank led debt facility aimed at supporting President Javier Milei's pro reform agenda (Wall Street Journal) Banco BBVA Argentina is mentioned alongside other publicly traded Argentine banks such as Grupo Financiero Galicia, Banco Macro, and Grupo Supervielle in connection with this funding shift (Wall Street Journal) Valuation Changes Fair Value: ARS 10,033 is unchanged, indicating the updated assumptions lead to the same overall valuation estimate as before.
Narrativ-Update • Feb 02

BBAR: Weaker Capital Profile And Loan Exposure Will Temper Credit Repricing Potential

Analysts have trimmed their price target on Banco BBVA Argentina to US$15, citing a comparatively weaker profitability outlook, a lower Tier 1 ratio at 18% and higher loan exposure versus peers as key factors behind the shift. Analyst Commentary Recent research highlights a cautious stance on Banco BBVA Argentina, with the latest initiation at a Sell rating and a US$15 price target reinforcing the view that the shares carry meaningful execution and balance sheet risks relative to peers.
Narrativ-Update • Jan 19

BBAR: Election Outcome Will Support Healthier Credit Cycle And Repricing Potential

Analysts have raised their fair value estimate for Banco BBVA Argentina from ARS 8,540 to ARS 10,033. This reflects mixed recent research, with some analysts seeing potential for improved credit growth, while others point to profitability constraints and capital ratios as key risks.
Narrativ-Update • Jan 05

BBAR: Election Reset Will Support Healthier Credit Cycle Despite Capital Concerns

The analyst price target for Banco BBVA Argentina has moved from ARS 15,200 to ARS 25,308 as analysts weigh improved growth expectations, a higher assumed discount rate, and a richer future P/E multiple against concerns about profitability and capital strength. Analyst Commentary Recent Street research on Banco BBVA Argentina shows a split view, with some bullish analysts leaning into Argentina's political reset and potential for renewed credit growth, while others remain cautious on profitability and capital strength.
Narrativ-Update • Dec 18

BBAR: Reduced Political Risk Will Support Virtuous Credit Cycle Into 2027

Analysts have modestly raised their price target on Banco BBVA Argentina, with fair value increasing from ARS 16,396 to ARS 16,805. They cite improved revenue growth expectations and a more supportive post election banking backdrop, despite ongoing concerns around profitability and capital ratios.
Narrativ-Update • Dec 04

BBAR: Reduced Political Risk Will Drive Virtuous Credit Cycle Through 2027

Analysts have nudged their price target for Banco BBVA Argentina slightly higher to about $16,400 from roughly $16,300, reflecting expectations for stronger revenue growth and profitability, even as they factor in a higher discount rate amid mixed views on the bank's competitive position and capital strength. Analyst Commentary Analyst opinions on Banco BBVA Argentina remain divided, with recent recommendation changes reflecting shifting views on the country risk backdrop, the bank's capital position, and its ability to translate macro stabilization into sustainable earnings growth.
Narrativ-Update • Nov 19

BBAR: Reduced Election Risk Will Drive Renewed Credit Cycle Through 2027

The analyst price target for Banco BBVA Argentina has been raised significantly from ARS 11,606 to ARS 16,295. Analysts cite improved economic conditions and stronger growth prospects as factors supporting a higher valuation.
Narrativ-Update • Nov 05

BBAR: Shares Will Benefit From Reduced Political Risk After Recent Election

Analysts have raised their price target for Banco BBVA Argentina from ARS 7,817 to ARS 11,606. They cite renewed optimism in the bank's growth prospects following recent election results, which are expected to reduce risk and support a stronger credit cycle.
Narrativ-Update • Oct 21

Analyst Commentary Highlights Lowered Price Target and Ongoing Challenges for Banco BBVA Argentina

Banco BBVA Argentina's analyst price target has been lowered from ARS 9,663 to ARS 7,817. Analysts cite recent macroeconomic challenges and expectations of softer bank fundamentals following a sector-wide downgrade to Neutral.
Narrativ-Update • Sep 12

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.
Narrativ-Update • Aug 22

Argentina's Expected 55% GDP Growth Will Open Up Banking Opportunities

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.
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Neues Narrativ • Jan 19

Easing FX Restrictions And Lower PAIS Tax Will Boost Investment

Economic recovery signs and easing FX restrictions could drive revenue growth and improve net margins through increased investment.

Gewinn- und Umsatzwachstumsprognosen

BASE:BBAR - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (ARS Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20287,665,5501,173,480N/AN/A5
12/31/20276,196,381910,376N/AN/A5
12/31/20264,832,112677,406N/AN/A3
3/31/20263,146,824224,407-5,471,739-5,252,478N/A
12/31/20253,138,950249,991-7,367,554-7,150,721N/A
9/30/20253,410,353311,147-8,790,944-8,507,987N/A
6/30/20253,551,224407,387-8,209,936-8,000,050N/A
3/31/20254,045,358511,202-7,618,712-7,415,941N/A
12/31/20244,666,235464,684-7,021,198-6,804,768N/A
9/30/20245,329,856482,082-6,439,015-6,338,232N/A
6/30/20245,466,203380,515-6,911,980-6,774,068N/A
3/31/20245,198,105346,684-7,586,395-7,464,091N/A
12/31/20234,323,085358,311-6,742,591-6,650,807N/A
9/30/20233,302,871331,370-5,808,115-5,731,295N/A
6/30/20232,581,586325,055-3,899,373-3,838,287N/A
3/31/20231,837,313241,681-2,654,260-2,598,245N/A
12/31/20221,290,492183,153-2,150,466-2,099,364N/A
9/30/2022705,17375,267-645,111-625,062N/A
6/30/2022552,35158,009-319,837-298,825N/A
3/31/2022380,00823,421-16,072799N/A
12/31/2021295,78418,308232,059247,726N/A
9/30/2021239,31629,380-303,432-296,109N/A
6/30/2021205,79028,622-280,501-274,559N/A
3/31/2021167,03620,004-247,103-242,287N/A
12/31/2020290,80729,551-271,509-262,255N/A
9/30/2020137,19511,810-213,316-209,262N/A
6/30/2020130,87814,131-137,480-133,860N/A
3/31/2020130,49016,717-27,763-24,359N/A
12/31/2019128,21419,711N/A14,231N/A
9/30/2019127,73313,523N/A109,523N/A
6/30/2019111,2468,782N/A19,089N/A
3/31/201983,8391,295N/A7,900N/A
12/31/201862,670-2,292N/A29,723N/A
9/30/201841,2185,487N/A-80,864N/A
6/30/201836,7373,860N/A-61,773N/A
3/31/201835,4192,907N/A-40,789N/A
12/31/201751,4472,929N/A-70,072N/A
9/30/201721,2683,676N/A-26,865N/A
6/30/201719,0623,228N/A-1,377N/A
3/31/201716,1823,020N/A10,729N/A
12/31/201615,2583,644N/A21,114N/A
9/30/201615,1454,250N/A21,633N/A
6/30/201614,5534,315N/A17,345N/A
3/31/201613,4084,019N/A14,667N/A
12/31/201512,6743,784N/A13,059N/A
9/30/201511,7203,411N/A3,930N/A
6/30/201510,9933,041N/A5,022N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: BBARDas prognostizierte Gewinnwachstum (34.8% pro Jahr) liegt über der Sparquote (8.9%).

Ertrag vs. Markt: BBARDie Erträge des Unternehmens (34.8% pro Jahr) werden voraussichtlich schneller wachsen als der Markt AR (32.7% pro Jahr).

Hohe Wachstumserträge: BBAREs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: BBARDie Einnahmen des Unternehmens (24.2% pro Jahr) werden voraussichtlich schneller wachsen als der Markt AR (14% pro Jahr).

Hohe Wachstumseinnahmen: BBARDie Einnahmen des Unternehmens (24.2% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: BBARDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (19.1%).

Wachstumsunternehmen entdecken

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/28 13:40
Aktienkurs zum Tagesende2026/06/26 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Banco BBVA Argentina S.A. wird von 9 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Lucas RamirezBofA Global Research
Brian FloresCitigroup Inc
Daer LabartaDeutsche Bank