BBVA

Profit-taking on in-line profits

29/10/26 -"The third-quarter results were in line with expectations, thus enabling management to reiterate its three-year objectives. We see today’s share price underperformance as principally driven by ..."

PDF page sample
Pages
59
Language
English
Published on
29/10/26
Download
You may also be interested by these reports :
30/10/26
The group posted a good set of results, in line with its FY 2026 reaffirmed guidance, and solidifying management’s 2030 ambitions. In our view, this ...
30/10/26
Management confirmed its 2026 guidance, confirming the quarterly miss was meaningless. More importantly, it confirmed its 2028 RoTE guidance, which ...
30/10/26
CASA’s Q3 was broadly in line: revenue at +7.5% yoy pro forma (LCL +17%, Large Customers +9%), +5pp jaws and net income of €2bn (+8% stated), helped ...
30/10/26
The quarterly operating performance was in line with expectations thanks to stronger wealth and insurance momentum. Management upgraded its FY 2026 ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO