BME:TEF
BME:TEFTelecom

Assessing Telefónica (BME:TEF) Valuation As Dividend Appeal Meets Ongoing 5G Investment

Recent attention on Telefónica (BME:TEF) has centered on its dividend appeal and ongoing 5G spending, as investors weigh this income profile against recent share price declines and the company’s broad European and Latin American footprint. See our latest analysis for Telefónica. The €3.418 share price has come under pressure recently, with a 30 day share price return of 8% and a 90 day share price return of 21.23%, even as Telefónica progresses 5G spending and considers asset sales such as a...
BME:PUIG
BME:PUIGPersonal Products

Puig Brands (BME:PUIG) Valuation In Focus After BNP Exane Upgrade And Ongoing Jefferies Support

Puig Brands (BME:PUIG) is back in focus after BNP Exane upgraded the stock from neutral to overweight, a shift that coincided with a 5.7% share move and continued support from Jefferies. See our latest analysis for Puig Brands. The recent broker upgrade appears to have acted as a catalyst for Puig Brands, with a 1-day share price return of 2.04% and a 90-day share price return of 20.41% pointing to building momentum, even though the 1-year total shareholder return of 8.29% is still...
BME:IBE
BME:IBEElectric Utilities

Assessing Iberdrola (BME:IBE) Valuation After Signalling A Higher 2025 Dividend

Iberdrola (BME:IBE) has caught investor attention after announcing plans to lift its 2025 dividend to €0.253 per share, which puts the stock’s income profile and underlying cash generation under closer scrutiny. See our latest analysis for Iberdrola. The dividend news lands after a period of steady positive momentum, with Iberdrola’s share price at €18.9 and a 90 day share price return of 14.2%. The 1 year total shareholder return of 46.4% and 3 year total shareholder return of about 2x point...
BME:PHM
BME:PHMBiotechs

The Bull Case For PharmaMar (BME:PHM) Could Change Following FDA Priority Review For Lurbinectedin

PharmaMar and Jazz Pharmaceuticals previously announced that the US Food and Drug Administration granted Priority Review to their lurbinectedin submission for relapsed small-cell lung cancer, alongside a US licensing deal that could be worth up to US$1.00 billion. This combination of accelerated regulatory attention and a high-value commercial partnership highlights how lurbinectedin has become a central asset in PharmaMar’s oncology pipeline. Now we’ll examine how FDA Priority Review for...
BME:TEF
BME:TEFTelecom

Is Telefónica (BME:TEF) Offering Value After Extended Share Price Weakness

If you are wondering whether Telefónica’s current share price offers value or just more noise, you are not alone. This article is here to unpack that question clearly. The stock recently closed at €3.418, with returns of a 1.8% decline over 7 days, 6.3% decline over 30 days, 1.8% decline year to date and a 6.9% decline over 1 year. The 3 year and 5 year returns stand at 12.9% and 24.5% respectively. Recent headlines around Telefónica have focused on its position as a major European telecoms...
BME:SAN
BME:SANBanks

Is It Too Late To Consider Santander (BME:SAN) After A 130% One Year Rally?

If you are wondering whether Banco Santander's current share price still offers value after a strong run, this article will walk through what the numbers are actually saying about the stock. The share price is flat over the last 7 days, up 6.8% over the last 30 days, and the 1 year return stands at 129.9%, which can change how investors think about both upside and risk. Recent news coverage has focused on Banco Santander's role as a large European bank and its exposure to global credit...
BME:AMS
BME:AMSHospitality

Did Lufthansa’s Nevio Rollout Just Elevate Amadeus IT Group's (BME:AMS) Role in Airline Digital Transformation?

Lufthansa Group has already announced plans to roll out Amadeus’ AI-native Nevio modular platform across nine airlines, including Lufthansa, Swiss, Austrian Airlines and Brussels Airlines, to modernize retailing, ordering and distribution. This move signals a major endorsement of Amadeus’ next-generation core airline technology, underlining its role as a key enabler of airline digital transformation. Next, we’ll examine how Lufthansa’s adoption of Amadeus’ AI-native Nevio platform could...
BME:BBVA
BME:BBVABanks

A Look At Banco Bilbao Vizcaya Argentaria’s Valuation As Stabilisation Around New Securities Is Considered

Stabilisation activity around BBVA securities Banco Bilbao Vizcaya Argentaria (BME:BBVA) has come into focus after HSBC, as Stabilisation Coordinator, signalled that Stabilisation Managers may intervene around a new securities offer, potentially influencing short term trading conditions. See our latest analysis for Banco Bilbao Vizcaya Argentaria. Those stabilisation plans come after a strong run in the share price, with a 90 day share price return of 27.11% at a latest share price of €20.07...
BME:REP
BME:REPOil and Gas

Assessing Repsol (BME:REP) Valuation As Venezuela Exposure Draws Fresh Investor Attention

Repsol (BME:REP) is back in focus as investors weigh its sizeable oil reserves and production exposure in Venezuela in light of shifting expectations for the country’s economic reconstruction and the potential impact of future US policy decisions. See our latest analysis for Repsol. The latest €16.36 share price reflects a 12.9% 90 day share price return, while the 1 year total shareholder return of 44.8% suggests strong momentum recently, even though year to date share price performance is...
BME:IDR
BME:IDRIT

Why Indra Sistemas (BME:IDR) Is Up 17.7% After Winning a Role in U.S. ATC Overhaul

The U.S. government has awarded contracts to RTX Corp and Spain’s Indra Sistemas to supply new radars as part of a US$12.50 billion modernization of the country’s aging air traffic control system, which aims to replace 612 radars by June 2028 after years of congestion and technology problems. This contract highlights Indra’s role as an international provider of critical air traffic management technology, potentially reinforcing its position in aerospace and defense technology projects beyond...
BME:ENO
BME:ENOConstruction

A Look At Elecnor (BME:ENO) Valuation After Recent Share Price Weakness

Elecnor (BME:ENO) has drawn fresh attention after recent share price moves, with the stock down about 17% over the past month and 5% over the past 3 months. See our latest analysis for Elecnor. Zooming out, the recent 17.2% 30 day share price decline comes after a quieter 3 month period and contrasts with Elecnor’s strong 1 year and multi year total shareholder returns. This suggests that momentum has cooled after a strong run. If Elecnor’s swings have you rethinking your watchlist, this...
BME:SAN
BME:SANBanks

Will Santander’s UK Mortgage Repricing Toward Higher LTVs Change Banco Santander's (BME:SAN) Narrative

In recent weeks, Banco Santander withdrew certain 60% loan-to-value UK mortgage products for first-time buyers borrowing under £250,000, as part of a broader repricing after the Bank of England held rates and markets signalled limited further mortgage rate falls. The shift highlights how Santander is prioritizing higher loan-to-value segments, offering first-time buyers 85% and above LTV deals starting around 4.06% for two-year fixes and 4.19% for five-year terms, which may reshape its UK...
BME:IBE
BME:IBEElectric Utilities

Could Iberdrola’s 2025 Dividend Uplift Reframe Its Capital Allocation Story (BME:IBE)?

Iberdrola has announced in the past that it plans to raise its 2025 dividend to €0.253 per share, signaling a higher cash distribution to investors. This planned dividend uplift highlights management’s emphasis on returning cash to shareholders alongside its large-scale energy infrastructure investment program. Next, we’ll examine how the planned 2025 dividend increase interacts with Iberdrola’s long-term grid and clean energy investment narrative. Rare earth metals are the new gold rush...
BME:IDR
BME:IDRIT

Assessing Whether Indra Sistemas (BME:IDR) Shares Reflect The US Air Traffic Radar Contract Win

US radar contract puts Indra Sistemas in focus The United States awarding Indra Sistemas (BME:IDR) a role in supplying new air traffic control radars, alongside RTX Corp, immediately puts the stock on many investors’ watchlists. The radar awards sit within a broader US$12.5b modernization program targeting replacement of 612 radars by June 2028, which highlights the scale of potential project activity tied to Indra Sistemas’ air traffic segment. See our latest analysis for Indra Sistemas. The...
BME:GSJ
BME:GSJConstruction

Grupo Empresarial San José And 2 Other Undiscovered Gems in Europe

As the pan-European STOXX Europe 600 Index reaches new heights, buoyed by an improving economic backdrop, investors are increasingly looking beyond the major indices to uncover potential opportunities within Europe's small-cap landscape. In this environment of robust market performance, identifying stocks with strong fundamentals and growth potential can be key to capitalizing on emerging trends.