CaixaBank, S.A.

Report azionario BME:CABK

Capitalizzazione di mercato: €75.6b

CaixaBank Crescita futura

Criteri Future verificati 2/6

CaixaBank prevede che gli utili e i ricavi cresceranno rispettivamente di 9.4% e 7.4% all'anno. Si prevede che l'EPS crescerà di 11.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 17.6% in 3 anni.

Informazioni chiave

9.4%

Tasso di crescita degli utili

11.94%

Tasso di crescita dell'EPS

Banks crescita degli utili10.4%
Tasso di crescita dei ricavi7.4%
Rendimento futuro del capitale proprio17.56%
Copertura analitica

Good

Ultimo aggiornamento02 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

CABK: Asset Quality And Capital Strength Will Support Balanced Execution Risks

CaixaBank's analyst fair value estimate has nudged up from €11.34 to €11.49, as analysts factor in slightly higher profit margins, a marginally lower discount rate, and a series of recent price target revisions from JPMorgan, Citi, Deutsche Bank and RBC. Analyst Commentary Recent Street research on CaixaBank has focused on fine tuning price targets and reassessing ratings as analysts weigh asset quality, capital generation and execution risks.

CABK: Strong Asset Quality And Capital Strength Will Support Balanced Future Re Rating

The updated analyst price target for CaixaBank reflects a small adjustment to €11.34, with analysts citing strong asset quality, healthy capital generation and a series of recent target raises from major banks as support for a more constructive stance on the shares. Analyst Commentary Recent research points to a more balanced view on CaixaBank, with several firms adjusting targets and recommendations around the current valuation, execution track record and growth profile.

CABK: Strong Asset Quality And Capital Generation Will Support Future Re Rating

CaixaBank’s updated analyst price target edges slightly lower to €11.38 from €11.39, with analysts pointing to supportive views on asset quality and capital generation as key reasons for maintaining a broadly steady outlook. Analyst Commentary Recent research updates cluster around a similar valuation range for CaixaBank, with several price targets sitting near or above the latest consensus figure.

CABK: Strong Asset Quality And Capital Generation Will Support Upgraded Bullish Outlook

The analyst price target for CaixaBank has been adjusted slightly higher to €11.39 from €11.35, with analysts pointing to strong asset quality, healthy capital generation and generally higher Street targets as support for the updated view. Analyst Commentary Recent research on CaixaBank clusters around supportive views on asset quality and capital generation, alongside a series of upward adjustments to price targets.

CABK: Asset Quality And Capital Strength Will Support A Measured Forward Outlook

CaixaBank's updated analyst price target has edged up from about €10.97 to roughly €11.35, with analysts pointing to stronger asset quality, healthy capital generation and a series of recent target increases from major banks as key supports. Analyst Commentary Recent research updates cluster around a similar theme, with bullish analysts highlighting asset quality, capital strength and a series of higher price targets as the main supports for CaixaBank's current valuation.

CABK: Street Revisions And Governance Changes Will Shape A Balanced Outlook

Analysts have lifted their CaixaBank fair value estimate from €10.30 to €10.97, reflecting updated assumptions on revenue growth, profitability, discount rate and future P/E following recent Street research price target increases from JPMorgan, RBC Capital and Citi. Analyst Commentary Recent price target moves, including the €11.55 target and smaller upward revisions, indicate that research desks are reassessing CaixaBank's valuation framework, particularly around earnings power and the multiples they are comfortable applying.

Robust Client Growth And Digital Investment Will Support Stronger Long Term Prospects

Catalysts About CaixaBank CaixaBank is a leading Iberian financial group focused on retail and commercial banking, wealth management, insurance and corporate banking across Spain and Portugal. What are the underlying business or industry changes driving this perspective?

CABK: Higher Fair Value And Ongoing Buybacks Will Shape Balanced Outlook

Analysts have nudged their fair value estimate for CaixaBank up from €9.96 to €10.30, citing recent Street price target increases from firms such as JPMorgan, Citi and RBC Capital as key support for the higher range of outcomes. Analyst Commentary Bullish Takeaways Bullish analysts are clustering their targets in a range that extends up to €11.55, which supports a view that there is still headroom above the current fair value estimate of €10.30.

CABK: Share Buybacks And Steady Earnings Assumptions Will Support Balanced Forward Outlook

Narrative Update The updated analyst price target for CaixaBank edges higher, supported by recent target lifts to €11.55 and €8.75 from research houses, as well as by small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research points to a generally constructive stance on CaixaBank, with higher price targets indicating that some analysts see more upside potential than before, even if they differ on how much headroom is left from current levels.

CABK: Share Buybacks And Resilient Profitability Will Underpin Balanced Forward Performance

The analyst price target for CaixaBank has been raised from EUR 9.64 to EUR 9.73, as analysts point to slightly faster projected revenue growth, modestly higher profitability, a lower discount rate, and reinforced confidence reflected in recent sector peer research. Analyst Commentary Recent research updates indicate a generally constructive stance on CaixaBank, with upward revisions to price targets and a shift toward more balanced ratings.

CABK: Buybacks And Resilient Profitability Will Support Measured Forward Performance

Analysts have nudged their price target on CaixaBank higher, reflecting improved fair value estimates to about EUR 9.64 from EUR 9.50 as they highlight healthier loan and revenue growth expectations, resilient profitability, and a supportive forward P E multiple. Analyst Commentary Recent Street research reflects a more constructive stance on CaixaBank, driven by improving growth expectations and a valuation that is seen as better aligned with fundamentals.

CABK: Solid Loan Outlook And Resilient Profitability To Support Balanced Performance

CaixaBank's analyst price target has increased from €9.29 to €9.50. This change reflects improved sentiment among analysts, due to solid revenue growth prospects, ongoing profitability, and recent upward revisions to price targets by major research firms.

CABK: Future Earnings Will Depend On Execution And Resilient Profit Margins

Analysts have raised their price target for CaixaBank from €9.04 to €9.29. They cite expectations for stronger revenue growth, improved profit margins, and a lower discount rate that supports higher fair value estimates.

Digital Transformation And Tailored Retirement Solutions Will Capture Iberian Demand

Analysts have raised their price target on CaixaBank from €8.78 to €9.04. They highlight improved loan growth expectations, resilient profitability, and continued strength in the bank's fee and insurance operations.

Should You Be Adding CaixaBank (BME:CABK) To Your Watchlist Today?

Oct 15
Should You Be Adding CaixaBank (BME:CABK) To Your Watchlist Today?

Digital Transformation And Tailored Retirement Solutions Will Capture Iberian Demand

The analyst fair value estimate for CaixaBank has increased to €8.78 from €8.52. Analysts point to resilient profitability and positive outlooks on loan growth and fee businesses as reasons supporting the upward revision.

Digital Transformation And Tailored Retirement Solutions Will Capture Iberian Demand

Analysts have raised CaixaBank’s price target to €8.52, citing improved net interest income, cost controls, stronger-than-expected results, and stable credit quality. Analyst Commentary Bullish analysts highlight improving net interest income driven by higher interest rates and better-than-expected lending margins.

Digital Transformation And Tailored Retirement Solutions Will Capture Iberian Demand

Analysts have increased their price targets for CaixaBank due to improved earnings visibility, better-than-expected net interest income growth, higher loan volumes, resilient asset quality, and strong capital management, resulting in the consensus price target holding steady at €8.29. Analyst Commentary Bullish analysts are raising price targets on CaixaBank based on improved earnings visibility.
User avatar

Unlocking Profit Through Tactical Capital Management And Market Expansion

Stabilized net interest income and expanding customer funds highlight CaixaBank's potential for future revenue growth through diverse income streams.

Previsioni di crescita degli utili e dei ricavi

BME:CABK - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202515,3555,6113,4454,410N/A
9/30/202515,0535,668N/AN/AN/A
6/30/202515,5715,7961,9642,729N/A
3/31/202514,9105,984N/AN/AN/A
12/31/202414,8205,51916,09616,846N/A
9/30/202414,0485,126N/AN/AN/A
6/30/202413,8155,07512,97913,757N/A
3/31/202413,8474,687N/AN/AN/A
12/31/202312,9254,53714,95915,744N/A
9/30/202312,3594,056N/AN/AN/A
6/30/202310,9543,430-81,803-80,884N/A
3/31/202311,4823,031N/AN/AN/A
12/31/202210,1832,866-80,790-79,875N/A
9/30/20229,8172,648N/AN/AN/A
6/30/20229,7992,48130,40731,121N/A
3/31/20229,416901N/AN/AN/A
12/31/20219,3454,98037,95138,628N/A
9/30/202110,3055,313N/AN/AN/A
6/30/20219,5065,10635,16735,840N/A
3/31/20218,7645,934N/AN/AN/A
12/31/20207,7381,23836,87237,562N/A
9/30/20206,5431,032N/AN/AN/A
6/30/20206,6961,15428,62329,366N/A
3/31/20207,5991,129N/AN/AN/A
12/31/20198,0801,572N/A-6,453N/A
9/30/20197,7431,455N/AN/AN/A
6/30/20197,7431,281N/A-11,291N/A
3/31/20197,5901,786N/AN/AN/A
12/31/20187,7571,957N/A-4,878N/A
9/30/20187,5401,940N/AN/AN/A
6/30/20187,5262,119N/A8,962N/A
3/31/20187,7721,961N/AN/AN/A
12/31/20177,0251,660N/A6,554N/A
9/30/20176,8881,566N/AN/AN/A
6/30/20176,4531,249N/A11,239N/A
3/31/20176,1141,178N/AN/AN/A
12/31/20166,2951,048N/A14,146N/A
9/30/20166,808791N/AN/AN/A
6/30/20166,582747N/A6,052N/A
3/31/20166,278715N/AN/AN/A
12/31/20155,519817N/A2,539N/A
9/30/20154,830983N/AN/AN/A
6/30/20154,663923N/A-4,057N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di CABK ( 9.4% all'anno) è superiore al tasso di risparmio ( 2.6% ).

Guadagni vs Mercato: Si prevede che gli utili di CABK ( 9.4% all'anno) cresceranno più lentamente rispetto al mercato Spanish ( 10.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CABK cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di CABK ( 7.4% all'anno) crescerà più rapidamente del mercato Spanish ( 6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CABK ( 7.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CABK sarà basso tra 3 anni ( 17.6 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/03 07:28
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

CaixaBank, S.A. è coperta da 37 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Javier Esteban LarioBanco de Sabadell. S.A.
Jesús Gómez DominguezBanco Santander
Cecilia Romero ReyesBarclays