Milei's Election Impact: Javier Milei's victory in Argentina's midterm elections has led to a significant surge in the country's stocks and bonds, reflecting increased investor confidence and a potential reduction in political risk.
Legislative Power and Reforms: With his coalition securing 41% of the vote, Milei is positioned to implement extensive libertarian reforms, including government spending cuts and tax system overhauls, bolstered by a substantial increase in congressional representation.
U.S. Support and Economic Outlook: The U.S. Treasury Secretary praised Milei's mandate as a success of U.S. policy in Latin America, highlighting the potential for increased private sector investment and economic freedom in Argentina.
Stock Market Reactions: Following the election results, several Argentine stocks listed in the U.S. experienced dramatic gains, with some rising over 34%, indicating strong market enthusiasm for Milei's economic agenda.
Wall Street analysts forecast BBAR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BBAR is 16.00 USD with a low forecast of 15.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
Wall Street analysts forecast BBAR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BBAR is 16.00 USD with a low forecast of 15.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
1 Hold
1 Sell
Hold
Current: 18.100
Low
15.00
Averages
16.00
High
18.00
Current: 18.100
Low
15.00
Averages
16.00
High
18.00
UBS
Neutral
initiated
$18
2025-11-19
Reason
UBS
Price Target
$18
AI Analysis
2025-11-19
initiated
Neutral
Reason
UBS initiated coverage of Banco BBVA Argentina with a Neutral rating and $18 price target. The firm believes the Argentine banking sector is at an "inflection point" after years of inflation, tight capital controls, and negative real interest rates. UBS is taking a "somewhat conservative approach" on the group, putting its only Buy rating on Banco Macro due to its better capital position, "resilient" franchise and potentially lower credit quality risk.
Goldman Sachs
Sell
initiated
$15
2025-11-10
Reason
Goldman Sachs
Price Target
$15
2025-11-10
initiated
Sell
Reason
Goldman Sachs initiated coverage of Banco BBVA Argentina with a Sell rating and $15 price target. The firm believes the bank is in a weaker position to improve its profitability relative to peers. BBVA has the lowest Tier 1 ratio at 18% and it already has more exposure to loans, the analyst tells investors in a research note. Goldman is taking a more balanced view on the group following the share rallies on lower inflation and better economic growth.
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Citi
Neutral -> Buy
upgrade
2025-11-03
Reason
Citi
Price Target
2025-11-03
upgrade
Neutral -> Buy
Reason
Citi upgraded Banco BBVA Argentina to Buy from Neutral with a price target of ARS 11,800, up from ARS 5,250. The firm upgraded the Argentine banks, saying the election outcome reduced risk and could drive a "virtuous credit cycle." Citi sees share upsides on the banks' growth opportunities and lack of political obstacles ahead of the 2027 elections.
Itau BBA
Pedro Leduc
Market Perform -> Outperform
upgrade
$15
2025-10-27
Reason
Itau BBA
Pedro Leduc
Price Target
$15
2025-10-27
upgrade
Market Perform -> Outperform
Reason
Itau BBA analyst Pedro Leduc upgraded Banco BBVA Argentina to Outperform from Market Perform with a $15 price target. The firm says the Argentina banks are "back on track" following this weekend's election.
About BBAR
Banco Bbva Argentina SA, formerly known as BBVA French Bank, is an Argentina-based banking institution. Through its banking platform, the Bank provides a broad range of financial and non-financial services to both individuals and companies. It manages three business lines: Retail Banking, Small and Medium-Sized Companies and Corporate and Investment Banking (C&IB). Retail Banking offers checking and savings accounts, time deposits, credit cards, loans, mortgages, insurance and investment products, among others. Small and Medium-Sized Companies targets local private-sector companies providing financing products, factoring, checking accounts, time deposits, transactional and payroll services, insurance and investment products, among others. C&IB offers financial services to corporations and multinational companies, as well as global transaction services, global markets solutions, long term financing, among others. The Bank is active locally, mostly.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
