BME:BBVA
BME:BBVABanks

A Look At Banco Bilbao Vizcaya Argentaria (BME:BBVA) Valuation After Recent Share Price Momentum

Recent share performance and business profile With no single headline event driving attention today, Banco Bilbao Vizcaya Argentaria (BME:BBVA) is drawing interest for its recent share performance and sizeable banking footprint across Spain, Mexico, Turkey and multiple other regions. The stock’s recent returns, including moves over the past week, month and past 3 months, are prompting some investors to reassess how BBVA’s current share price relates to its earnings profile and wider...
BME:IDR
BME:IDRIT

Indra Sistemas (BME:IDR) Valuation Check After Winning Major Long Term TfL Ticketing Contract

Indra Sistemas (BME:IDR) has drawn fresh attention after Indra Group secured a long term ticketing and access control contract with Transport for London, in a multi decade agreement worth up to £845 million. See our latest analysis for Indra Sistemas. The TfL contract lands at a time when momentum in Indra Sistemas’ shares has been strong, with a 30 day share price return of 27.29% and a 90 day gain of 41.25%, while the 1 year total shareholder return of around 7x and 5 year total shareholder...
BME:TRE
BME:TREEnergy Services

Assessing Técnicas Reunidas (BME:TRE) Valuation After Coastal Bend LNG FEED Win

Coastal Bend LNG’s decision to select Técnicas Reunidas (BME:TRE) alongside KBR for front end engineering and design of a Texas Gulf Coast LNG project puts fresh attention on the company’s role in large scale liquefaction facilities. See our latest analysis for Técnicas Reunidas. The Coastal Bend LNG announcement comes at a time when momentum in Técnicas Reunidas’ shares has been picking up, with a 1 month share price return of 15.45% and a year to date share price return of 9.48%. Over a 1...
BME:REP
BME:REPOil and Gas

Assessing Repsol (BME:REP) Valuation After Q4 Production Miss And Share Price Pullback

Why Repsol’s latest production update is moving the stock Repsol (BME:REP) shares fell nearly 6% after the company reported Q4 production of 544,000 barrels per day, missing expectations and prompting investors to reassess its recent operational performance and risk profile. See our latest analysis for Repsol. The Q4 production shortfall comes after a strong run, with the share price delivering a 9.6% 90 day share price return and a 42.91% 1 year total shareholder return. However, the 7 day...
BME:IBE
BME:IBEElectric Utilities

Will Early Brazil Grid Delivery And New Green Loan Shift Iberdrola's (BME:IBE) Regulated Networks Narrative

Iberdrola has recently secured a €175 million green loan from the European Investment Bank to fund two new wind farms in northern Portugal and, through its Brazilian subsidiary Neoenergia, energized the final section of the Alto Paranaíba transmission project, expanding grid capacity between Minas Gerais and São Paulo. By finishing Brazil’s largest transmission line more than 15 months ahead of schedule and advancing fully owned Brazilian grid growth, Iberdrola is reinforcing its focus on...
BME:CABK
BME:CABKBanks

A Look At CaixaBank (BME:CABK) Valuation After €30 Million Anti Money Laundering Fines

CaixaBank (BME:CABK) is under scrutiny after Spanish authorities imposed more than €30 million in fines for anti money laundering failures tied to a 2016 real estate deal. The bank is actively appealing the case. See our latest analysis for CaixaBank. Despite the regulatory overhang, CaixaBank’s €10.705 share price sits against a strong recent run, with a 90 day share price return of 23.27% and a very large 5 year total shareholder return of 561.99%. This suggests momentum that investors are...
BME:LIB
BME:LIBReal Estate

European Penny Stocks To Watch: 3 Picks With Market Caps Over €10M

As European markets continue to show optimism with major stock indexes rising, investors are increasingly exploring diverse opportunities. Penny stocks, a term that might seem outdated, still hold relevance as they often represent smaller or newer companies with potential for growth. By focusing on those with solid financial foundations and clear growth trajectories, investors can uncover promising opportunities in this segment of the market.
BME:BKT
BME:BKTBanks

Assessing Bankinter (BME:BKT) Valuation After Strong Multi‑Year Shareholder Returns

Assessing Bankinter after recent share performance Bankinter (BME:BKT) has drawn fresh attention after recent share price moves, prompting investors to reassess how its current valuation lines up with reported profitability and the bank’s role across Spain and selected European markets. See our latest analysis for Bankinter. At a share price of €14.21, Bankinter’s recent share price return has been mixed in the short term, with a slight 1-day decline set against an 8.93% 90-day gain. Its...
BME:BBVA
BME:BBVABanks

Is It Too Late To Look At BBVA (BME:BBVA) After Its 112% One-Year Surge?

This article considers whether Banco Bilbao Vizcaya Argentaria's recent share price performance still leaves room for value, by exploring what the current market price may be implying about the stock. Over the last week the share price return was 4.2%, the 30 day return was 8.3%, year to date it was 2.6%, over 1 year it was 112.0% and over 3 years it was 287.3%, while the 5 year return figure is very large. These moves sit against an ongoing flow of sector and macro headlines that can...
BME:REP
BME:REPOil and Gas

Repsol’s Q4 Output of 544,000 Barrels Might Change The Case For Investing In Repsol (BME:REP)

Repsol recently reported that its estimated crude oil and gas production for the fourth quarter was 544,000 barrels per day, underscoring the scale of its upstream operations. This production update offers investors a fresh data point on how the company’s traditional hydrocarbon business currently underpins its broader multi-energy transition plans. We’ll now explore how this Q4 production level of 544,000 barrels per day influences Repsol’s investment narrative and future earnings mix. The...
BME:CABK
BME:CABKBanks

European Dividend Stocks To Watch In January 2026

As 2026 begins, European markets are showing signs of optimism, with major indices like the STOXX Europe 600 and Germany's DAX experiencing notable gains amid positive economic indicators and a favorable interest rate environment. In this context, dividend stocks in Europe are attracting attention for their potential to offer stable income streams and resilience against market fluctuations.
BME:TRE
BME:TREEnergy Services

Does Coastal Bend LNG’s Lower Emission Project Pathway Shift Técnicas Reunidas’ Strategic Focus (BME:TRE)?

Coastal Bend LNG recently announced it has selected KBR, Inc. and Técnicas Reunidas to perform front-end engineering and design for its planned natural gas liquefaction and export facility on the Texas Gulf Coast, using ConocoPhillips’ Optimized Cascade® Process. The agreement could open a pathway for Técnicas Reunidas to participate in the later engineering, procurement, and construction phase, deepening its exposure to large-scale LNG infrastructure with an emphasis on lowering greenhouse...
BME:TEF
BME:TEFTelecom

Does Telefónica’s €900m Green Bond Issue Reshape the Bull Case for Telefónica (BME:TEF)?

Telefónica, S.A. recently completed a fixed-income offering, issuing €900 million of 4.381% callable green corporate bonds to fund climate-focused initiatives. This move underscores Telefónica’s use of sustainable financing tools, potentially widening its investor base to include more ESG-oriented fixed-income investors. We’ll explore how this sizeable green bond issuance could influence Telefónica’s investment narrative around funding, sustainability positioning, and capital...
BME:ITX
BME:ITXSpecialty Retail

Should Inditex’s 9% Net Income Rise Reshape How Industria de Diseño Textil (BME:ITX) Is Valued?

In late 2025, Industria de Diseño Textil, parent of Zara and other brands, reported strong sales expansion and a 9% increase in net income for the first nine months of the year, underscoring resilient demand across its portfolio. This performance has intensified focus on whether the company’s premium valuation can be supported by sustained revenue growth, operating efficiency gains and disciplined execution. Now we’ll explore how this strong net income growth interacts with Inditex’s...
BME:SAN
BME:SANBanks

Assessing Banco Santander (BME:SAN) Valuation After Strong Returns And Conflicting Fair Value Signals

With no single headline event driving attention, Banco Santander (BME:SAN) has still caught investor interest after recent share price moves and reported revenue of €50.7b and net income of €12.8b. See our latest analysis for Banco Santander. The recent share price of €10.48 sits alongside a 90 day share price return of 23.59% and a 5 year total shareholder return of around 3.5x. This points to momentum that has been building rather than fading as investors reassess growth prospects and risk...
BME:BBVA
BME:BBVABanks

Will BBVA’s Bad Loan Sale and Buyback Shift Banco Bilbao Vizcaya Argentaria’s (BME:BBVA) Capital Narrative?

Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) recently moved to sell about €380 million of soured mortgages and reported progress on a significant share buyback program, both aimed at cleaning up its balance sheet and refining its capital structure. Together, the non-performing loan sale discussions and renewed share repurchases highlight BBVA’s dual focus on risk reduction and more efficient use of capital. We’ll now explore how BBVA’s expanded share buyback, alongside its non-performing...