BBVA Stock Analysis: Buy, Sell, or Hold?

BBVA - Banco Bilbao Vizcaya Argentaria, S.A.

Commercial Banks, NEC
$21.89
-0.06 (-0.27%) ▼
5d: -1.75%
30d: -4.7%
90d: -3.7%
BUY
HIGH Confidence
Analysis Updated: May 15, 2026 12:00 AM ET
Earnings: Jul 30, 2026

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Interactive Price Chart (1 Month)

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💡
Bottom Line:
✅ BUY SIGNAL: BBVA trading at deep discount. Market pricing in -5.4% annual earnings decline, creating value opportunity for patient investors.
See Forward Earnings Fair Value & Price Prediction →

Long-Term Wealth Forecast (2031)

Based on Analyst Consensus Growth & Historical Valuation

0% (Stagnation) 50% (Hyper Growth)
EST. PRICE IN 2031
$30.75
Based on 3.4% avg growth
INTRINSIC VALUE TODAY
$19.09
Trading above historical range

How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 10.8x Exit PE.

In-depth Analysis How we analyze

Valuation Analysis: BBVA is currently trading at $21.89, which is considered slightly low relative to its 30-day fair value range of $21.58 to $23.03. From a valuation perspective, the stock is trading at a discount (Forward PE: 9.1) compared to its historical average (10.8). Remarkably, the market is currently pricing in an annual earnings decline of 5.4% over the next few years. This pessimistic expectation contrasts with the company's recent 13.3% earnings growth, suggesting potential undervaluation if the company simply maintains stability.

Technical Outlook: Technically, BBVA is in a strong uptrend. The price is approaching resistance at $22.52. A breakout above this level would be a bullish signal, while rejection here could lead to consolidation.

Market Sentiment: BBVA has a strong technical setup (60/100), with favorable trendlines, momentum, and price action for short-term traders. Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.

Quick Decision Summary

Current Position SLIGHTLY LOW
Historical Trading Range $21.58 - $23.03
Company Quality Score 58/100 (HOLD)
Volume Confirmation HIGH
Confidence Score 85.7%

All Signals

  • BULLISH: Price oversold vs 30-day range
  • BULLISH: Strong technical setup (60/100)
  • BULLISH: High volume confirmation
  • NEUTRAL: Near Wall St target ($22.52)

Trading Range Analysis

30-Day Trading Range $21.58 - $23.03
Current vs Trading Range SLIGHTLY LOW

Support & Resistance Levels

Support Level $20.70
Resistance Level $22.52
Current Trend Strong Uptrend
Technical data as of May 15, 2026

Fundamental Context

Forward P/E (Next Year Est.) 9.09
Wall Street Target $22.52 (+2.9%)
Revenue Growth (YoY) 11.9%
Earnings Growth (YoY) 13.3%
Profit Margin 33.1%
Valuation Discount vs History -5.4% cheaper
PE vs Historical 9.1 vs 10.8 CHEAP
Market-Implied Price Targets If current PE multiple persists
Implied Growth (YoY): -5.4% (market-implied from PE analysis)
1-Year Target $20.71 (-5%)
2-Year Target $19.59 (-11%)
3-Year Target $18.53 (-15%)
3-Yr Target (if PE normalizes) (PE: 9→11) $22.03 (+1%)
3-Year Scenarios Using analyst projected EPS growth
Bull: (PE: 22.1, Growth: 2.8%) $57.68 (+164%)
Base: (SPY PE: 9.1, Growth: 2.8%) $23.75 (+9%)
Bear: (PE: 7.7, Growth: 2.8%) $20.18 (-8%)
📈 Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (10x PE), but valuation improves significantly next year (9x PE) as earnings recover.
Trailing PE: 10.21 | Current EPS (TTM): $2.14
Bull Case $27.06 (+24%)
Analyst growth 12.6%, PE expands to 11.2
Base Case $24.60 (+12%)
Market implied 12.6%, PE stable at 10.2
Bear Case $14.86 (-32%)
Severe decline -20.0%, PE contracts to 8.7
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
💡 Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 9.1 to 10.8
Stabilization Target: $26.02 (+18.9%)
PE Expansion Potential: +18.9%
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Last updated: May 16, 2026 2:25 AM ET
Data refreshes hourly during market hours. Next update: 3:25 AM
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Insider Activity (6 Months)
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Buys
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Sells
0
Net
NEUTRAL

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