BBVA

Banco Bilbao Viscaya Argentaria SA ADR

NYSE: BBVA · FINANCIAL SERVICES · BANKS - DIVERSIFIED

$21.94

-2.67% today

Updated 2026-06-05

Market cap

$128.65B

P/E ratio

11.02

P/S ratio

3.95x

EPS (TTM)

$2.10

Dividend yield

4.66%

52W range

$14 – $25

Volume

1.6M

Market cap

$128.65B

P/E ratio

11.02

P/S ratio

3.95x

EPS (TTM)

$2.10

Dividend yield

4.66%

52W range

$14 – $25

Volume

1.6M

Banco Bilbao Viscaya Argentaria SA ADR (BBVA) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

BBVA · Banco Bilbao Viscaya Argentaria SA ADR · Price target summary

Current

$21.94

Consensus

$22.85

+4.15%

2030 Target

$109.60

+399.54%

DCF

—

Current price

$21.94

Analyst consensus

$22.85

+4.15%

2030 Target

$109.60

+399.54%

Intrinsic (DCF)

—

26 analysts:

1 Buy1 Hold1 Sell

Management guidance

No specific management revenue targets disclosed in available materials. Management has emphasized strategic focus on high-growth markets (Mexico, Turkey, Spain) and announced €2.5 billion in capital returns through share buybacks and dividends, but provided no explicit revenue targets for 2026-2030 period.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

BBVA · Banco Bilbao Viscaya Argentaria SA ADR · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range

Bear case (2030)

$74.53

$52.3B Rev × 8x P/S

Base case (2030)

$109.60

$52.3B Rev × 12x P/S

Bull case (2030)

$184.13

$52.3B Rev × 20x P/S

WallStSmart.com

Financial forecast — research-backed

Metric	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)	2030 (E)
Revenue	$36.9B	$41.0B	$43.5B	$46.2B	$49.1B	$52.3B
Revenue growth	4.1%	4.7%	6.1%	6.2%	6.3%	6.5%
EPS	$2.03	$2.03	$2.28	$2.47	$2.68	$2.92
P/S ratio	—	12.0x	12.0x	12.0x	12.0x	12.0x
Implied price	—	$87.68	$92.06	$98.64	$103.02	$109.60

BBVA · Banco Bilbao Viscaya Argentaria SA ADR · Catalysts & risks

Growth catalysts

+ Romania unit sale to Raiffeisen (€591M) closing Q4 2026 - adds €112M to group income and 10bps CET1 boost

+ €4.5 billion synthetic securitization completing in 2026 - releases 80% regulatory capital for corporate lending expansion

+ Strong Mexico and Turkey market growth momentum - higher-margin emerging market expansion

+ €2.5 billion capital return program through 2026 - demonstrates management confidence in earnings sustainability

+ Record 2025 profits driven by double-digit loan growth - strong foundation for continued expansion

Key risks

- Emerging market volatility in Mexico and Turkey - forex and political shocks could compress revenues

- European regulatory headwinds and potential fines (Spanish prosecutor seeking $200M+ over spying allegations)

- Fintech competition and digital banking disruption in core Spanish/European markets

- Interest rate sensitivity - declining rates could compress net interest margins

- Economic slowdown in Europe impacting retail and corporate lending demand

Methodology

Banco Bilbao Viscaya Argentaria SA ADR's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 26 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.