Banco BBVA Argentina S.A.

BASE:BBAR Rapport sur les actions

Capitalisation boursière : AR$6.3t

Banco BBVA Argentina Croissance future

Future contrôle des critères 5/6

Banco BBVA Argentina devrait augmenter ses bénéfices et son chiffre d'affaires de 34.4% et de 23.4% par an respectivement. Le BPA devrait croître de de 49.5% par an. Le rendement des capitaux propres devrait être 19.1% dans 3 ans.

Informations clés

34.4%

Taux de croissance des bénéfices

49.49%

Taux de croissance du BPA

Banks croissance des bénéfices12.1%
Taux de croissance des recettes23.4%
Rendement futur des capitaux propres19.06%
Couverture par les analystes

Good

Dernière mise à jour17 Jul 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Jul 10

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

Analysts have raised the fair value estimate for Banco BBVA Argentina from ARS 25,308 to ARS 29,750, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E that are consistent with recent Street research price target revisions. What’s in the News for Banco BBVA Argentina Banco BBVA Argentina has scheduled a Board meeting for May 15, 2026, with an agenda to consider a potential dividend payment.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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).
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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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Nouveau récit • 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.

Prévisions de croissance des bénéfices et des revenus

BASE:BBAR - Estimations futures des analystes et données financières antérieures (ARS Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20287,161,3151,256,244N/AN/A6
12/31/20275,892,271954,292N/AN/A6
12/31/20264,603,317713,642N/AN/A5
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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BBAR ( 34.4% par an) est supérieure au taux d'épargne ( 8.9% ).

Bénéfices vs marché: Les bénéfices de BBAR ( 34.4% par an) devraient croître plus rapidement que le marché AR ( 33.5% par an).

Croissance élevée des bénéfices: Les bénéfices de BBAR devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de BBAR ( 23.4% par an) devrait croître plus rapidement que le marché AR ( 13.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BBAR ( 23.4% par an) devrait croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de BBAR devrait être faible dans 3 ans ( 19.1 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/19 01:47
Cours de l'action en fin de journée2026/07/17 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Banco BBVA Argentina S.A. est couverte par 9 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Lucas RamirezBofA Global Research
Brian FloresCitigroup Inc
Daer LabartaDeutsche Bank