Investors interested in Banks - Foreign stocks are likely familiar with Banco Macro (BMA) and National Australia Bank Ltd. (NABZY). But which of these two companies is the best option for those looking for undervalued stocks?
UPBD, BMA and PLOW made it to the Zacks Rank #1 (Strong Buy) income stocks list on June 5, 2026.
PLOW, PGY, BMA, EL and SHBI have been added to the Zacks Rank #1 (Strong Buy) List on June 5, 2026.
The mean of analysts' price targets for Banco Macro (BMA) points to a 25% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Banco Macro S.A. (BMA) Q1 2026 Earnings Call Transcript
Macro Bank NYSE: BMA reported higher first-quarter 2026 profit and maintained its annual guidance, while executives said credit demand was recovering after a seasonally weak start to the year and asset-quality deterioration appeared to be nearing a peak.
Alphadyne Asset Management LP acquired a new position in shares of Macro Bank Inc. (NYSE: BMA) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 10,000 shares of the bank's stock, valued at approximately $423,000. Other large
Banco Macro S.A. (BMA) Q4 2025 Earnings Call Transcript
Banco Macro S.A. ( BMA ) Q3 2025 Earnings Call December 1, 2025 11:00 AM EST Company Participants Nicolas Torres - Investor Relations Jorge Francisco Scarinci - CFO, Finance Manager & IR Manager Conference Call Participants Carlos Gomez-Lopez - HSBC Global Investment Research Ernesto María Gabilondo Márquez - BofA Securities, Research Division Brian Flores - Citigroup Inc., Research Division Pedro Leduc - Itaú Corretora de Valores S.A.
Banco Macro S.A. remains structurally well-positioned despite weak Q3 '25 results, with excess capital, low leverage, and a dominant retail/SME franchise. BMA's profitability is currently suppressed by Argentina's monetary transition, but core pillars—solid funding, liquidity, and manageable NPLs—remain intact. The investment thesis hinges on Argentina's ongoing disinflation and expected economic stabilization in 2026, which should revive NIM, ROE, and credit growth for BMA.
Banco Macro remains a strong play on Argentina's macro turnaround, but recent political setbacks have increased risk and triggered a sharp selloff. Despite political headwinds, the bank's fundamentals are improving, with strong loan growth, declining reliance on government bonds, and robust capitalization. Valuation has become attractive after a significant de-rating, offering a compelling entry point for contrarian investors if reforms continue.
Investors interested in stocks from the Banks - Foreign sector have probably already heard of Banco Macro (BMA) and Banco Itau (ITUB). But which of these two stocks offers value investors a better bang for their buck right now?