BME:SAN
BME:SANBanks

Is Santander (BME:SAN) Still Attractively Priced After Its Strong Multi Year Share Price Run?

If you are wondering whether Banco Santander's recent share price strength still leaves room for value, you are not alone. The stock has recent returns of 4.5% over 7 days, 8.0% over 30 days, 5.2% year to date and 124.9% over 1 year, with multi year returns including 269.1% over 3 years and 391.7% over 5 years. These moves have come alongside continuing global interest in large banks and renewed attention on how financial institutions are priced relative to their balance sheets and earnings...
BME:AMP
BME:AMPCommunications

European Value Stocks That May Be Priced Below Intrinsic Estimates In January 2026

As European markets face renewed trade and geopolitical uncertainties, with major indices like the STOXX Europe 600 and Germany’s DAX experiencing declines, investors are increasingly seeking opportunities in stocks that may be undervalued relative to their intrinsic worth. In this environment, identifying value stocks requires a keen understanding of business fundamentals and market conditions that suggest potential for growth despite broader economic challenges.
BME:IDR
BME:IDRIT

Assessing Indra Sistemas (BME:IDR) Valuation After The New Long Term Transport For London Contract

Why the new Transport for London contract matters for Indra Sistemas Indra Sistemas (BME:IDR) has secured a long term contract with Transport for London to operate, maintain and develop the ticketing and access control system across the capital's extensive public transport network. The agreement, valued at £524 million, or €605 million, and potentially extendable to £845 million, or €975 million, through 2039, positions Indra as TfL's single ticketing system provider after a transition...
BME:ENG
BME:ENGGas Utilities

Evaluating Enagás (BME:ENG) Valuation As It Shifts Toward European Green Hydrogen Infrastructure

Enagás (BME:ENG) is in focus after outlining a shift from its traditional gas transmission role toward European green hydrogen infrastructure. This transition is supported by a leaner balance sheet and approaching investment decisions on key hydrogen projects. See our latest analysis for Enagás. Enagás shares trade at €13.69 after a mixed few months, with a 4.15% 1 month share price return but a 4.17% 3 month share price decline, while the 1 year total shareholder return of 21.71% suggests...
BME:SLR
BME:SLRRenewable Energy

A Look At Solaria Energía y Medio Ambiente’s Valuation As It Expands Into Data Centers And Battery Storage

Solaria Energía y Medio Ambiente (BME:SLR) is reshaping its business model by moving beyond pure solar generation into data centers and battery storage, using its existing grid connections and land to build new recurring revenue streams. See our latest analysis for Solaria Energía y Medio Ambiente. The €18.0 share price sits alongside a 90 day share price return of 18.5% and a very large 1 year total shareholder return of 138.7%, while 3 and 5 year total shareholder returns remain negative...
BME:ECR
BME:ECRChemicals

European Insider-Owned Growth Stocks For Your Portfolio

As European markets face renewed trade and geopolitical uncertainties, reflected in the recent declines of major indices like the STOXX Europe 600, investors are increasingly seeking stability through companies with strong insider ownership. In such a climate, growth stocks with high insider ownership can offer appealing opportunities as they often indicate confidence from those closest to the company’s operations and strategic direction.
BME:ART
BME:ARTElectrical

European Hidden Gems to Explore This January 2026

As we enter January 2026, the European markets are navigating a landscape marked by geopolitical uncertainty and modest economic growth, with the STOXX Europe 600 Index recently ending lower amid renewed trade tensions. Despite these challenges, optimism in business outlooks and positive PMI readings suggest that there are still opportunities for discerning investors to uncover potential in lesser-known stocks. In this environment, identifying a good stock often involves looking for companies...
BME:CBAV
BME:CBAVHealthcare

3 European Dividend Stocks With Yields Up To 6.9%

Amid renewed trade and geopolitical uncertainty, European markets have experienced a downturn, with the pan-European STOXX Europe 600 Index ending 0.98% lower and major stock indexes in France, Germany, Italy, and the UK also falling. Despite these challenges, dividend stocks remain an attractive option for investors seeking steady income streams in uncertain times. A good dividend stock typically offers a reliable payout history and a yield that compensates for market volatility while...
BME:BBVA
BME:BBVABanks

Assessing BBVA’s Valuation After Announcing A New Share Buyback Initiative

Why BBVA’s new share buyback matters for shareholders Banco Bilbao Vizcaya Argentaria (BME:BBVA) has launched a new share buyback initiative, a move that directly affects existing shareholders by reducing the share count and concentrating each investor’s claim on the bank’s €10,022m net income. See our latest analysis for Banco Bilbao Vizcaya Argentaria. The new buyback comes at a time when BBVA’s share price has been firm, with the stock at €21.33 and a 90 day share price return of 24.08%,...
BME:BKT
BME:BKTBanks

A Look At Bankinter (BME:BKT) Valuation After Strong Q4 Earnings And Solid Shareholder Returns

Bankinter (BME:BKT) is in focus after reporting fourth quarter 2025 results, with net interest income of €576.38 million and net income of €278.47 million, both higher than the prior year. See our latest analysis for Bankinter. The earnings release comes after a strong period for investors, with a 1 day share price return of 2.72% and a 90 day share price return of 10.64% at a latest share price of €14.35. The 1 year total shareholder return of 80.96% and 5 year total shareholder return of...
BME:IBE
BME:IBEElectric Utilities

Iberdrola Links Talent Focus With Iberian Clean Energy Reindustrialization

Iberdrola (BME:IBE) has been recognized as the only energy company worldwide to receive the Top Employer seal for three consecutive years. The recognition reflects its focus on people and talent development, including through its US subsidiary Avangrid. Iberdrola is participating in the Iberian Industry and Energy Transition Initiative (IETI) to support European reindustrialization and clean energy expansion. The IETI coalition, presented at the World Economic Forum, brings together leading...
BME:SAN
BME:SANBanks

A Look At Banco Santander (BME:SAN) Valuation After Strong Recent Share Price Returns

What recent returns say about Banco Santander With no single headline event driving attention to Banco Santander (BME:SAN) today, recent performance may be what has caught your eye, especially after a 6.7% move over the past month and 23.8% over the past 3 months. See our latest analysis for Banco Santander. That recent momentum sits within a broader upswing, with the share price near €10.65 and a 90 day share price return of 23.78% alongside a very large 1 year total shareholder return of...
BME:AMS
BME:AMSHospitality

How AI Partnership With Microsoft And Profit Gains At Amadeus IT Group (BME:AMS) Has Changed Its Investment Story

In the first nine months of 2025, Amadeus IT Group reported revenue growth of 8% and a 9% increase in Adjusted EBIT, while accelerating the rollout of “Agentic AI” and generative AI tools through a partnership with Microsoft to reshape airline retailing and hotel management. This combination of financial progress and AI-driven innovation highlights how Amadeus is using advanced technology partnerships to reinforce its role at the core of global travel infrastructure. With recent share price...
BME:ENG
BME:ENGGas Utilities

Should Enagás’ Pivot to Green Hydrogen and Lower Leverage Require Action From Enagás (BME:ENG) Investors?

Enagás has announced a shift from its traditional role as a gas transmission system operator toward becoming a European leader in green hydrogen infrastructure, supported by a recently strengthened balance sheet through lower net debt. This combination of a hydrogen-focused infrastructure roadmap and reduced leverage signals a material repositioning of Enagás within Europe’s long-term energy transition framework. Next, we will examine how Enagás’s move toward green hydrogen infrastructure...
BME:TRE
BME:TREEnergy Services

Did Coastal Bend LNG’s Lower-Emissions Project Selection Just Shift Técnicas Reunidas’ (BME:TRE) Investment Narrative?

In January 2026, Coastal Bend LNG announced it had selected KBR and Técnicas Reunidas to perform front-end engineering and design for its planned natural gas liquefaction and export facility on the Texas Gulf Coast, with potential progression to the engineering, procurement and construction phase after a final investment decision. The project’s use of ConocoPhillips’ Optimized Cascade Process to aim for cost-competitive LNG while limiting greenhouse gas emissions positions Técnicas Reunidas...
BME:IDR
BME:IDRIT

Why Indra Sistemas (BME:IDR) Is Down 5.3% After Winning TfL’s £845 Million Ticketing Deal – And What's Next

In January 2026, Transport for London awarded Indra Group a long-term contract worth up to £845 million (about €975 million) to operate, maintain and upgrade the entire ticketing and access control system across London’s extensive public transport network through at least 2034, with options to 2039. The deal makes Indra the sole ticketing systems provider for one of the world’s most complex and high-usage urban networks, deepening its role in advanced fare technology such as Account Based...
BME:REP
BME:REPOil and Gas

Reassessing Repsol (BME:REP) Valuation After International Arbitration Setback In LNG Dispute

The recent ruling by the International Court of Arbitration against Repsol (BME:REP) in its liquefied natural gas supply dispute with Venture Global has put the company’s contract exposure and LNG positioning under closer investor scrutiny. See our latest analysis for Repsol. Repsol’s LNG setback comes as the share price sits at €15.8, with modest short term share price returns and a much stronger 1 year total shareholder return of 47.09%, which signals momentum has been building over a...
BME:SAN
BME:SANBanks

Banco Santander Fine Puts Openbank Controls And Investor Risk Focus Front And Center

Banco Santander (BME:SAN) has been fined over €40 million by the Spanish anti money laundering authority. The penalty relates to control shortcomings at its digital banking unit, Openbank. The bank is challenging the review and has reiterated its commitment to compliance. Banco Santander, one of Spain's largest banking groups, uses Openbank as its digital platform, which operates at the intersection of retail banking and online financial services. For investors, a fine of this size is...