AAVMYABN AMRO Bank N.V.
This year, ABN AMRO Bank N.V. (AAVMY) has to prove it can navigate the tightening credit environment and deliver on its cost-cutting promises — and the next catalyst, the Q3 2026 Earnings and Credit Quality Update on 2026-11-04, is the first real test. From an anchor of $39.50, the market models a bull path to $41.00 with 45% probability, but the bear fallback to $37.00 looms as the baseline expectation. The next step after that is the FY 2026 Earnings & Capital Return Update on 2027-03-10, which could either reinforce the bull case or trigger a deeper retreat if the bank fails to meet its cost targets or deliver on capital returns.
The schedule
- Sat23Jan
Q3 2026 financial results with a focus on asset quality, commercial real estate (CRE) exposure, and non-performing loan provisions.
- Wed10Mar
Full-year 2026 earnings print, detailing final performance against the EUR 5.6 billion cost target alongside potential share buyback or dividend updates.
- Sat24Apr
- Mon26Apr
Past
- Thu17Sep
Actual outcome: Bull · $50.40 at outcome
Price reached or exceeded bull target ($42.20) at outcome date.
ECB monetary policy decision and forward guidance, which will critically impact ABN's loan pricing and cost of deposits heading into Q4.
- Sat25Jul
Actual outcome: Bull · $48.17 at outcome
ABN AMRO Bank reported Q2 2026 earnings that perfectly matched analyst expectations, delivering an EPS of $0.85. Although the stock experienced a minor 1.3% dip following the report, it maintained strong overall momentum to close at $42.30, well above the $39.60 bull target. The in-line financial results and stable credit quality update provided sufficient fundamental support to sustain the stock's elevated valuation.
- Sun10May
Actual outcome: Bull · $39.40 at outcome
ABN AMRO delivered strong Q1 2026 results, demonstrating solid progress toward its 2028 financial targets, including an improved cost/income ratio. The stock rallied as the market also priced in substantial expected benefits from anticipated ECB rate hikes, driving shares well past the bull target.
- Sat25Apr
Actual outcome: Bull · $39.57 at outcome
ABN AMRO Bank reported Q1 2026 EPS of $0.85, perfectly matching analyst estimates. The stock rallied 11.7% to exceed the bull target, supported by strong analyst sentiment, with five out of six brokerages issuing a 'Buy' recommendation and an average rating of 'Moderate Buy' heading into the earnings release.
