Banco BBVA Argentina S.A.

NYSE:BBAR Aktierapport

Börsvärde: US$3.7b

Banco BBVA Argentina Framtida tillväxt

Future kriterier kontrolleras 5/6

Banco BBVA Argentina förväntas öka intäkter och intäkter med 34.4% respektive 23.4% per år. EPS förväntas tillväxt med 49.6% per år. Avkastningen på eget kapital förväntas bli 19.1% om 3 år.

Viktig information

34.4%

Tillväxttakt i vinsten

49.57%

Tillväxttakt för EPS

Banks vinsttillväxt7.0%
Intäkternas tillväxttakt23.4%
Framtida avkastning på eget kapital19.06%
Bevakning av analytiker

Good

Senast uppdaterad08 Aug 2026

Senaste uppdateringarna om framtida tillväxt

Inga uppdateringar

Recent updates

Seeking Alpha • Jun 18

BBVA Argentina: Good Operating Performance, But Premium Valuation Makes Me Cautious

Summary BBVA Argentina maintains strong credit growth and operational improvements but faces rising credit costs and earnings volatility. BBAR's net interest income and fee income grew 27% and 28% YoY, respectively, with cost-to-income ratio improving to 51%. Non-performing loans increased to 5.6%, though BBAR's asset quality remains better than peers; ROE is expected to reach low to mid-teens in 2026. I maintain a 'Hold' rating on BBAR given fair valuation, improved ROE outlook, but uncertainty from upcoming 2027 presidential elections. Read the full article on Seeking Alpha
Seeking Alpha • Feb 26

Banco BBVA Argentina:  Why Banks Are Not The Best Option For The Argentine Play

Summary Banco BBVA Argentina faces challenges as Argentine banks must revert to traditional banking amid economic normalization and increased local bank market share. President Milei's devaluation and fiscal reforms led to financial surplus, reduced inflation, and significant recovery in Argentine debt and stock market performance. Understanding Argentina's unique macroeconomic context and banking sector dynamics is crucial for evaluating BBVA's operating environment and future challenges. Fiscal balance and reduced public spending are non-negotiable for the current administration, significantly impacting the banking sector and investment landscape. Read the full article on Seeking Alpha
Seeking Alpha • Dec 23

BBVA Argentina Is The Best 2025 Buy: Leveraging On Milei's Miracle

Summary BBVA Argentina (BBAR) is poised for significant growth due to Argentina's economic recovery under President Javier Milei's liberal policies, benefiting from stabilized currency and reduced inflation. Milei's reforms, including cutting public spending, reducing taxes, and stabilizing the Argentinian Peso, have led to a dramatic improvement in Argentina's economic indicators. BBAR has shown impressive financial performance, with substantial increases in loans, deposits, and reduced non-performing loans, indicating a strong foundation for future growth. Despite some risks, such as political instability and carry trade issues, BBAR remains a strong investment with a projected high CAGR and solid fundamentals. Read the full article on Seeking Alpha
Seeking Alpha • Nov 21

Banco BBVA Argentina: Not The Best Play Among Argentine Banks

Summary Banco BBVA Argentina S.A. is expected to benefit from Argentina's economic reforms, but has weaker fundamentals compared to peers, making it a less attractive investment. The bank's loan-to-deposit ratio is conservative at 66%, providing room for loan growth, but its operating efficiency and profitability lag competitors. Despite a favorable macroeconomic backdrop, BBVA Argentina's recent performance has been mixed, with declining net interest income and higher efficiency ratios. Although BBAR stock offers an attractive dividend yield, its earnings volatility and potential dividend cuts reduce its appeal for income investors. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Banco BBVA Argentina: Let Your Winners Run

Summary Argentina's improving economy and inflation trends support a bullish outlook for BBVA Argentina. BBVA Argentina's strong earnings growth, improved efficiency ratio, and prudent risk management indicate robust financial health and potential for further stock price appreciation. Increased consumer confidence and privatization efforts under Milei's economic reforms bolster the bank's lending activities and overall profitability. Shares are a buy with a price target of $14. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

Banco BBVA Argentina: The Trend Is Your Friend

Summary Argentinian bank stocks, including Banco BBVA Argentina and Banco Macro, have seen gains of over 100% since the election of Milei in late 2023. Banco BBVA Argentina has shown decent performance despite the challenging macroeconomic environment in Argentina. The macro scene in Argentina is improving, which could lead to further gains for Banco BBVA Argentina. Shares are a buy with a price target range between $11-$14. Read the full article on Seeking Alpha
Seeking Alpha • Jan 05

Banco BBVA Argentina: Caution Warranted Ahead Of More 'Shock Therapy'

Summary Like the rest of the banking sector, Banco BBVA Argentina S.A. is on course for a highly volatile near-term path. The guidance bar also seems a tad high, and the bank may need to reset expectations sooner rather than later. There are compelling reasons to own Banco BBVA Argentina stock long term, but re-rated valuations limit the safety margin. Read the full article on Seeking Alpha
Seeking Alpha • Sep 02

Banco BBVA Argentina: Asymmetric Bet On Argentinean Banking

Summary Banco BBVA Argentina is well positioned to benefit from the ongoing digital transformation in the banking industry and the large unbanked population in Argentina. The upcoming presidential elections in Argentina might lead to a political pendulum swing from left to right, which may favor the country's equity markets. BBAR is a safe and profitable bank with a robust balance sheet structure. It has a well-diversified portfolio of loans funded primarily by time deposits and savings accounts. I give a strong buy rating for BBAR despite being overvalued based on Excess Return calculations. The bank is cheap compared to its LATAM peers. Read the full article on Seeking Alpha
Seeking Alpha • Oct 20

Banco BBVA Argentina goes ex-dividend tomorrow

Banco BBVA Argentina (NYSE:BBAR) had declared $0.017/share dividend. Payable Oct. 31; for shareholders of record Oct. 24; ex-div Oct. 21. See BBAR Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • Aug 23

Banco BBVA Argentina reports Q2 results

Banco BBVA Argentina press release (NYSE:BBAR): Q2 adjusted net income was R$15.9B, 235.8% higher than the R$4.7B reported on 1Q22, and 34.2% higher than the R$11.8B reported on 2Q21. Operating income was R$32B, 10.2% above the R$29B recorded in 1Q22 and 51.9% over the $21.1 billion recorded in 2Q21.
Seeking Alpha • Jan 02

Banco BBVA Argentina Is Trading At A Discount From Historic Earnings

BBAR is an established Argentinian bank with the third largest deposit base. Because the country is in a deep crisis and financially isolated from the world, the financial system is not under heavy macro risk. Because Argentina is an inflationary country, lender risk is also reduced. However, BBAR trades at a small discount from its current earnings and an even bigger discount from historic earnings. If the Argentinian economy continues to recover, BBAR's earnings will return to historic averages.

Prognoser för vinst- och omsättningstillväxt

NYSE:BBAR - Analytikernas framtida uppskattningar och tidigare finansiella data (ARS Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20287,235,7441,256,244N/AN/A6
12/31/20275,957,128954,292N/AN/A6
12/31/20264,670,385713,642N/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

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: BBAR s prognostiserade vinsttillväxt ( 34.4% per år) är över sparkvoten ( 3.7% ).

Resultat vs marknad: BBAR s intäkter ( 34.4% per år) förväntas växa snabbare än marknaden för US ( 17.1% per år).

Höga tillväxtresultat: BBAR s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: BBAR s intäkter ( 23.4% per år) förväntas växa snabbare än US marknaden ( 13% per år).

Hög tillväxtintäkter: BBAR s intäkter ( 23.4% per år) förutspås växa snabbare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: BBAR s avkastning på eget kapital förväntas bli låg om 3 år ( 19.1 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/08/09 01:44
Aktiekurs vid dagens slut2026/08/07 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Banco BBVA Argentina S.A. bevakas av 9 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Lucas RamirezBofA Global Research
Brian FloresCitigroup Inc
Daer LabartaDeutsche Bank