BBVA Earnings

BBVA reported its earnings on 2026-04-30, showcasing a revenue of 12.46B against an estimate of 12.10B, resulting in a 3.02% surprise. The EPS was 0.6, surpassing the expected 0.56 by 7.14%. The stock experienced a 3.9% price change on the earnings day and a 0.47% change over the next five days, reflecting market reactions to the results.

Following BBVA's earnings announcement on 2026-04-30, the stock price moved by 3.9% on the day of the release. Over the subsequent five days, it saw a 0.47% change. Historically, BBVA's stock price tends to shift by an average of -2.97% in the 10 days leading up to earnings and 2.01% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate BBVA's annual revenue to reach 9.53B, while the EPS is projected at 0.51. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BBVA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BBVA's stock price typically moves by -2.97% in the 10 days before its earnings and 2.01% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.51 and revenue of 9.53B.

The earnings call reveals strong loan growth, disciplined cost management, and robust shareholder returns, including a significant buyback program. Despite some macroeconomic challenges in Turkey, the bank shows resilience with strategic measures in place. Positive indicators like stable NII, asset quality, and deposit growth in key regions further support a positive outlook. The Q&A highlights no significant credit pressures and optimistic guidance for Mexico and Spain. Collectively, these factors suggest a positive stock price movement over the next two weeks.