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Stock impact report

Banco Macro: Why 2026 Matters More Than Any Quarter In 2025 [Seeking Alpha]

Banco Macro S.A. ADR (representing Ten Class B Common Shares) (BMA) 
Last banco macro s.a. adr (representing ten class b common shares) earnings: 2/19 05:15 pm Check Earnings Report
Company Research Source: Seeking Alpha
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. Valuation upside exists as the market prices in disinflation but not full normalization; BMA's capital strength offers optionality for M&A, buybacks, and sector consolidation. FernandoPodolski/iStock via Getty Images It's been quite a wild ride for Argentine equities as a whole, and the banking sector is no exception. Banco Macro S.A.'s ( BMA ) ADR is currently down 15% year to date, at the moment I write This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ARGT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiv Show less Read more
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