BBVA Earnings Prediction
The chart below shows how BBVA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BBVA sees a -4.13% change in stock price 10 days leading up to the earnings, and a -0.65% change 10 days following the report. On the earnings day itself, the stock moves by +1.87%. This data can give you a slight idea of what to expect for the next quarter's release.
BBVA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
10.20B
1.88%
-6.13%
Gross Margin
--
--
--
Operating Margin
44.86%
-4.23%
-6.29%
Net Margin
29.44%
26.68%
0.79%
EPS
0.48
33.33%
-4.00%
No Data Available
BBVA Earnings Analysis
Banco Bilbao Vizcaya Argentaria, S.A. Corporation (BBVA.N) Earnings Conference Call
Positive
Net Profit Surge: Net attributable profit reached €2,627 billion, showing a strong quarter with a 26% increase year-over-year.
Franchise Performance Growth: Quarterly results in constant euros increased by 7%, demonstrating strong performance in our franchises.
Earnings Per Share Growth: Earnings per share were €0.44, reflecting a 32% growth in year-over-year comparison.
Tangible Book Value Increase: The excellent tangible book value per share increased by 16% year-over-year, indicating solid value creation.
CET1 Capital Ratio Increase: Our CET1 capital ratio stands at 12.84%, increasing by 9 basis points in the quarter, well above our target range.
Negative
Net Profit Decline: Net attributable profit decreased by 6% compared to the previous quarter, reaching €1.4 billion.
Decline in Operating Income: Operating income fell by 5% year-over-year, indicating a decline in profitability.
Market Share Decline: Customer deposits in Mexico decreased by 9 percentage points, reflecting a loss in market share.
Rising Financial Pressures: The cost of risk in Turkey increased to €343 million, indicating rising financial pressures.
NII Growth Challenges: The NII growth in Argentina was negatively impacted by high inflation, leading to a decrease in overall profitability.
BBVA FAQs
How does BBVA typically perform around its earnings report dates?
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BBVA Earning Call Sentiment
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
BBVA.N
1.87%Positive
The earnings call summary showed strong financial performance with a 26% increase in net attributable profit and a record high return on tangible equity. The interim dividend increased by 81%, enhancing shareholder returns. Despite some concerns about inflationary pressures and competition, the company expects synergies from the Sabadell acquisition and improved NII growth in Spain. The Q&A revealed positive business dynamics and confidence in Mexico's performance. The lack of specific guidance for NII growth in 2025 and unclear responses on Mexico's rating impact are minor negatives. Overall, the positive elements outweigh the negatives.