
BBVA · NYSE
The supplied consensus is Hold across eight analysts, with a mean target of 28.58 and no reported low or high, so the target distribution and its full spread cannot be measured. The mean is below the week’s 29.16 close. The clearest bullish positions are JPMorgan’s Buy and Jefferies’ raised EUR27 target, while Bank of America is the least bullish after downgrading BBVA to Neutral from Buy with an unchanged $28.56 target. The evidence identifies upward target revisions from JPMorgan and Jefferies alongside Bank of America’s downgrade, but it does not establish that all occurred during this week. The substantive disagreement centers on whether funding, buybacks, and rate sensitivity outweigh valuation and strategic uncertainty.