For the Q1 2026 earnings report, analysts anticipate BBVA will deliver a consensus revenue of €10.05 billion and an EPS of $0.56, while the current stock price of $22.04 remains below the $26.25 average analyst target.
Investors are primarily focused on the resilience of Net Interest Income (NII) as interest rate cycles shift across the bank's primary European and emerging markets.
This report follows an exceptional 2025 performance where BBVA achieved a record €10.5 billion profit, driven by robust activity in Mexico and strong efficiency improvements. Shareholders are also monitoring the impact of macroeconomic instability in Turkey on divisional earnings and updated guidance on capital distribution.