Banco Bradesco

BBD

Market cap $43.3B

Bombardier Inc. (BBD.B:CA) Q4 2025 Earnings Call Transcript

Bradesco has moved past the credit shock of recent years. 4Q25 proved that BBD is growing again, with risk under control and profitability steadily normalizing. Even after the strong rally over the past twelve months, the current valuation still fails to fully reflect this new operating regime.

Banco Bradesco S.A. (BBD) Q4 2025 Earnings Call Transcript

Banco Bradesco is rated HOLD, reflecting operational improvements but insufficient ROAE to justify a re-rating. BBD's recurring net income reached R$6.2B in 3Q25, with ROAE at 14.7%, showing gradual improvement and healthier risk indicators. The insurance arm remains a strong pillar, delivering R$5.7B in results and a 22.4% ROAE, reducing reliance on core banking.

Expand NYSE: BBD Banco Bradesco Today's Change (-0.12%) $-0.01 Current Price $4.13 Key Data Points Market Cap $22B Day's Range $4.13 - $4.20 52wk Range $1.79 - $4.20 Volume 1.2M Avg Vol 35M Dividend Yield 0.96% Banco Bradesco (BBD 0.12%), a major Brazilian bank, closed Tuesday at $4.14, up 4.28%. The move could be connected to hopes of interest rate cuts in Brazil, potentially starting in March.

Expand NYSE: BBD Banco Bradesco Today's Change (4.41%) $0.17 Current Price $4.14 Key Data Points Market Cap $21B Day's Range $4.10 - $4.17 52wk Range $1.79 - $4.17 Volume 1.6M Avg Vol 34M Dividend Yield 1.00% Banco Bradesco (BBD +4.41%), a major Brazilian bank, closed Tuesday at $4.14, up 4.28%. The move could be connected to hopes of interest rate cuts in Brazil, potentially starting in March.

Bombardier Inc. ( BBD.B:CA ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Francis Richer de La Fleche - Vice President of Financial Planning & Investor Relations Eric Martel - President, CEO & Director Bart Demosky - Executive VP & CFO Conference Call Participants Tim James - TD Cowen, Research Division Myles Walton - Wolfe Research, LLC Benoit Poirier - Desjardins Securities Inc., Research Division Gavin Parsons - UBS Investment Bank, Research Division Cameron Doerksen - National Bank Financial, Inc., Research Division Jordan Lyonnais - BofA Securities, Research Division Alexander Ladd - JPMorgan Chase & Co, Research Division Noah Poponak - Goldman Sachs Group, Inc., Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Bombardier's Third Quarter 2025 Earnings Conference Call. Please be advised that this call is being recorded.

Does Banco Bradesco (BBD) have what it takes to be a top stock pick for momentum investors? Let's find out.

Bradesco remains a buy ahead of Q3 2025 earnings, driven by resilient credit growth and effective NPL control amid a challenging macro backdrop. Expectations for Banco Bradesco include a credit portfolio of BRL 1.04 trillion, stable NPLs at 4.1%, and NII growth of 16.9% YoY. I will estimate a target of 1.2x P/B, considering that the company has traded well above this level in the past.

Banco Bradesco (BBD) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.