For Q3 2026, analysts expect BBVA to report revenue of €8.37 billion and EPS of €0.60, while the stock currently trades at €9.24 compared to a €11.42 average analyst price target.
Investors are primarily focused on the resilience of the bank's Net Interest Income (NII) within its Mexico division, which continues to be the group's primary profit engine.
Market participants are also awaiting strategic updates regarding the bank's ongoing hostile takeover bid for Banco Sabadell and the potential impact of regulatory reviews in Spain. Performance in the domestic market remains a key secondary focus as the bank balances credit growth with shifting European Central Bank interest rate policies.