SAN Earnings

SAN reported its FY2025Q1 earnings on 2025-04-30, showcasing a revenue of 15.54B against an estimate of 15.38B, resulting in a 1% surprise. The EPS was 0, surpassing the expected 0.22 by 0% . The stock experienced a -5.41% price change on the earnings day and a -3.11% change over the next five days, reflecting market reactions to the results.

Following SAN's FY2025Q1 earnings announcement on 2025-04-30, the stock price moved by -5.41% on the day of the release. Over the subsequent five days, it saw a -3.11% change. Historically, SAN's stock price tends to shift by an average of -4.46% in the 10 days leading up to earnings and +1.24% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate SAN’s annual revenue to reach 15.89B, while the EPS is projected at 0.26. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.06% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between SAN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.06%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SAN's stock price typically moves by -4.46% in the 10 days before its earnings and +1.24% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.26 and revenue of 15.89B.

The earnings call summary indicates strong financial performance, with record profits, improved efficiency, and a solid RoTE. The shareholder return plan, including significant buybacks, is a positive catalyst. Despite risks like acquisition challenges and macroeconomic conditions, the company shows robust growth, especially in consumer and wealth segments. The absence of negative sentiment in the Q&A suggests analysts are satisfied. Overall, the positive financial outcomes and strategic initiatives suggest a positive stock price movement.