BBVA (BBVA SM) Q3 (EUR) net 3.02bln (exp. 2.98bln), NII 8.08bln (exp. 7.77bln)
Newsquawk ·
BBVA (BBVA SM) Q3 (EUR) net 3.02bln (exp. 2.98bln), NII 8.08bln (exp. 7.77bln) A headline beat on both net income and net interest income, with the NII line carrying the wider surprise against consensus. For Spanish domestic banks of BBVA's profile, the recurring question in recent reporting seasons has been the durability of NII as rate-driven asset repricing matures: beats driven by NII rather than provisions or one-offs have tended to be received more durably, while the market's focus then shifts to guidance on NII trajectory and deposit cost drift. BBVA's results have historically been read through its geographic split, with Mexican operations a large share of group earnings, so the peso translation effect and Mexican margin trends are the usual follow-on lines desks scrutinise once the headline prints. The peer read-across has typically run to domestic names with similar rate sensitivity rather than the broader European complex. Worth noting is where capital return language sits relative to prior form, since buyback and payout commentary has tended to drive the second-leg reaction more than the beat itself. As a print rather than a guidance change, the signal is incremental. 28 Oct, 17:20 Salzgitter (SZG GY) 9M (EUR): Sales 7.3bln, Adj. EBITDA 659mln; FY sales view 10bln (exp. 9.64bln), FY adj. EBITDA view 800-875mln 28 Oct, 16:51 Campari (CPR IM) Q3 2026 (EUR): Revenue 777mln (exp. 769mln); confirm FY26 guidance of circa +3% organic topline growth 28 Oct, 13:06 Novo Nordisk (NOVOB DC) to present new liver data across Wegovy 2.4mg and investigational efruxifermin at The Liver Meeting 2026 28 Oct, 12:49 Stellantis (STLAM IM) earnings call summary: Co. firmly believes will beat initial goal of EUR 2.4bln cost savings in 2027 28 Oct, 11:16 Mercedes-Benz Group (MBG GY) CEO says the Co. is preparing a broader strategy update covering 2030 and beyond, with China remaining a core pillar of its long-term plans Epiroc (EPIA SS) Q3 2026 (SEK): Revenue 16.8bln (exp. 17.4bln), Orders 17.5bln (exp. 17.8bln), Adj. EBIT 3.43bln (exp. 3.49bln) 19 hours ago Orion (ORNBV FH) Q3 2026 (EUR): Sales 542.2mln (exp. 546.7mln). Raises its FY26 Net sales guidance to 2.07-2.14bln (prev. guided 2-2.1bln) 20 hours ago EUROPEAN MOVERS: Standard Chartered (STAN LN) +4.5%, Deutsche Bank (DBK GY) +3.3%, BASF (BAS GY) +0.9%, Danone (BN FP) +0.9%, BNP Paribas (BNP FP) U/C, Santander (SAN SM) -3.2%, GSK (GSK LN) -4.8% 22 hours ago EUROPEAN OPEN: SKHY surges after Q3 profits; EQNR NO lifts FY production view; UBSG SW Q3 net income miss; DBK GY posts third straight record profit; MBG GY Q3 revenue & earnings fall; ULVR LN raises FY volume growth view; GSK LN Q3 profit & revenue beat 22 hours ago Additional European Equity News - 28th October 2026 22 hours ago European pre-market summary - 28th October 2026: Tech leads after SK Hynix results 22 hours ago Newsquawk Daily European Equity Opening News - 28th October 2026 23 hours ago Intesa Sanpaolo (ISP IM) receives ECB approval for its Monte dei Paschi (BMPS IM) bid 1 day ago Saint Gobain (SGO FP) Q3 2026 (EUR): Sales 11.6bln (exp. 11.6bln) 1 day ago ASM International NV (ASM NA) Q3 2026 (EUR): Adj. net income 315.4mln, Revenue 1.16bln (exp. 1.11bln) 1 day ago Eni (ENI IM) CEO says it is too early to seek additional partners for Venezuela's Perla gas field 1 day ago Nokian Tyres (TYRES FH) Q3 2026 (EUR): Sales 359.1mln (exp. 374.8mln), Segment EBIT 47mln (exp. 41.7mln) 1 day ago Mercedes-Benz Group (MBG GY) lowers FY26 Mercedes-Benz Cars adj. return on sales guidance to 2-3% (prev. guided 3-5%) and now expects Group EBIT to be flat Y/Y (prev. guided significantly higher Y/Y) 1 day ago EUROPEAN OPEN: HSBA LN Q3 pretax profit misses, announces USD 1bln buyback; AMAT raises BESI NA stake; NOVN SW raises FY26 core earnings outlook; ORA FP raises FY26 EBITDAaL outlook; UMG NA held prelim take-private talks; RKT LN cuts FY26 core LFL growth 1 day ago European Movers: BE Semi (BESI NA) +9.4%, Porsche AG (P911 GY) +3.2%, Novartis (NOVN SW) +3.1%, Vistry (VTY LN) +2.9%, UMG (UMG NA) +2.9%, HSBC (HSBA LN) -7.0% 1 day ago
DYAX Investor Sentiment
Bullish (Long) 34% · Bearish (Short) 66%
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