Ticker brief
BMA BANCO MACRO SA-ADR
Financial · Banks
last close
$76.05
1 day
-1.1%
14 days
-2.0%
mkt cap
$5.8B
signals 14d
18
authors 14d
9
crowd 14d
-0.5σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 50% | IV/HV 1.14× (as of 2026-06-23) |
| Skew — 25Δ RR 30d | -0.027 | 25Δ call IV − put IV |
| Net dealer OI (NDOI) | +0.31 elevated | 5-session Δ +0.15 (as of 2026-06-23) |
| OI alarm | quiet | last alarm 2026-06-02 (z=2.6) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-17 → 2026-08-28 · now +0.55 (−1 bearish … +1 bullish)
Who spoke9
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @robertojirusta | C | -0.22 | 4 | +0.20 |
| @InversorPerga | C | -0.45 | 4 | +0.40 |
| @cristiannmillo | C | -0.07 | 2 | +0.30 |
| @jpmarino79 | C | -2.07 | 2 | -0.25 |
| @porquettfin | C | -0.63 | 2 | +0.38 |
| @FwdQuarter | C | · | 1 | +0.40 |
| @CrweWorld | C | · | 1 | +0.00 |
| @tebb29 | C | +0.30 | 1 | +0.40 |
| @TalkMarkets | C | · | 1 | +0.70 |
Recent signals18of 18 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @InversorPerga | +0.55 | Compares Q2 Argentine bank profitability, efficiency, capital and delinquency risks. | — | tweet ↗ |
| 2026-08-25 | @TalkMarkets | +0.70 | Buy KEYS, BMA and ZIM after strong earnings beats. — Explicitly recommends buying three top-ranked stocks following earnings beats. | -2.2% | tweet ↗ |
| 2026-08-25 | @cristiannmillo | +0.30 | UBS data show improving Argentine credit and ROE, offset by elevated consumer delinquencies. | -2.2% | tweet ↗ |
| 2026-08-24 | @porquettfin | +0.50 | Frames broad gains in Argentine banks and energy as a possible renewed risk-on rally. | -0.8% | tweet ↗ |
| 2026-08-22 | @jpmarino79 | -0.50 | Detailed weekly recap shows Argentine bonds and equities lower while selected stocks diverged sharply. | +4.4% | tweet ↗ |
| 2026-08-21 | @porquettfin | +0.25 | Reports a broad rebound in Argentine ADRs led by banks with exact percentage gains. | +4.4% | tweet ↗ |
| 2026-08-20 | @tebb29 | +0.40 | JPMorgan reiterates Overweight on BMA with a $132 target after earnings beat estimates by 22%. | +4.4% | tweet ↗ |
| 2026-08-20 | @robertojirusta | -0.35 | Intraday summary reports VIST up 4% while BMA remains down 2.87%. | +4.4% | tweet ↗ |
| 2026-08-20 | @InversorPerga | +0.15 | Breaks BMA assets into private credit, public-sector assets, cash and other holdings. | +4.4% | tweet ↗ |
| 2026-08-20 | @InversorPerga | +0.55 | Argues disinflation and stable delinquencies could materially lift BMA profitability. | +4.4% | tweet ↗ |
| 2026-08-20 | @InversorPerga | +0.35 | Summarizes BMA's Q1 profit, ROE, NIM and balance-sheet allocation. | +4.4% | tweet ↗ |
| 2026-08-19 | @robertojirusta | +0.55 | Detailed Q2 results show profit growth and strong capital and coverage ratios. | +1.1% | tweet ↗ |
| 2026-08-19 | @CrweWorld | +0.00 | Banco Macro announced Q2 2026 results, but the tweet contains no financial figures or assessment. | +1.1% | tweet ↗ |
| 2026-08-19 | @robertojirusta | +0.60 | Reports BMA Q2 2026 earnings, profitability, financing, deposits, asset quality and capital metrics. | +1.1% | tweet ↗ |
| 2026-08-19 | @robertojirusta | +0.00 | Points to BMA's financial report, but the linked content is unavailable. | +1.1% | tweet ↗ |
| 2026-08-19 | @FwdQuarter | +0.40 | BMA reports Q2 income growth, expanding financing and a large customer base. | +1.1% | tweet ↗ |
| 2026-08-17 | @jpmarino79 | +0.00 | Lists the week's macro releases, central-bank events and company earnings dates. | -3.5% | tweet ↗ |
| 2026-08-17 | @cristiannmillo | +0.30 | Citi compares Argentine banks' NPL ratios, identifying BHIP/GGAL as weaker and BMA/SUPV/BPAT as stronger. | -3.5% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.