BB BBD Banco Bradesco S.A. American Depositary Shares (Each representing one Preferred Shares) Loading... : Bullish and Bearish Analyst Opinions

J.P. Morgan raises its price target on Bombardier to C$350 from C$295.

Bombardier reported Q2 2026 adjusted earnings per share of 2.50 dollars beating estimates.

Bombardier reported Q2 2026 adjusted EPS of $2.50 beating estimates of $1.41 and reaffirmed its.

Bradesco plans to increase its capital by up to 10 billion reais with support from top.

Long-term renewal with Brazil's Bradesco across multiple product lines solidifies Visa's market leadership.

CIBC raises Bombardier price target to 365 Canadian dollars following an updated outlook.

Accenture helped Bradesco unify vehicle financing platforms, driving 7.3% quarter-over-quarter portfolio growth, showing strong AI payback in banking.

Bombardier will invest approximately 78 million dollars to expand its Singapore maintenance.

"Our biggest overweight from a sector perspective is going to be in financials [in Latin America]." As central banks in LatAm cut rates from historic highs, net interest margins may compress slightly, but this is outweighed by improved asset quality, increased loan volumes, and a resurgence in capital markets activity. Long Brazilian/LatAm banks (Tickers listed are the major US-listed Brazilian banks). Policy errors by local central banks or political interference in the banking sector.

The speaker explicitly states their "biggest overweight from a sector perspective is going to be in financials" within Latin America. He explains the mechanism: As rates come down from 15%, net interest expenses decrease, asset quality improves (fewer defaults), and capital market activity (IPOs/M&A) picks up. Brazilian banks (ITUB/BBD) are the direct beneficiaries of this specific cycle. LONG Brazilian Banks as a levered play on the falling rate cycle in LATAM. If inflation remains sticky and the Central Bank of Brazil cannot cut rates, the thesis for improved credit quality breaks.