BME:IBE
BME:IBEElectric Utilities

Iberdrola (BME:IBE) Valuation Check After New Long-Term Microsoft Power Deals and AI Partnership Expansion

Iberdrola (BME:IBE) just deepened its partnership with Microsoft through two long term power purchase agreements totaling 150 MW, plus a new global AI solution, sharpening its positioning at the crossroads of energy and technology. See our latest analysis for Iberdrola. That deepened Microsoft partnership lands at a strong moment for Iberdrola, with the share price up a robust 32.14% year to date and a standout 43.10% total shareholder return over the past year, suggesting momentum is still...
BME:SAN
BME:SANBanks

Has Santander’s 127% Rally in 2025 Already Priced In Its Improving Returns?

If you are wondering whether Banco Santander still offers good value after such a substantial run, or if you might be late to the party, this breakdown will walk through what the current share price is really implying. The stock has climbed 2.2% over the last week, 13.9% in the last month, and 127.0% year to date, with a 132.8% gain over the past year and 332.8% over five years pointing to a major rerating by the market. Recent headlines have focused on Santander doubling down on its core...
BME:REP
BME:REPOil and Gas

Repsol (BME:REP) Valuation Check After Strong Year-To-Date Rally and Recent Pullback

Repsol (BME:REP) has quietly pulled ahead of many European energy peers this year, with the stock up about 30% year to date even after a weaker past month and past week. See our latest analysis for Repsol. The recent pullback, including a 1 month share price return of minus 8.77%, looks more like a breather within a strong run. Year to date share price gains and a robust 1 year total shareholder return suggest momentum is still broadly positive. If Repsol’s move has you rethinking your energy...
BME:IBE
BME:IBEElectric Utilities

How Iberdrola’s €350 Million Portuguese Wind Farm Investment Will Impact Iberdrola (BME:IBE) Investors

Iberdrola has already begun assembling wind turbines for Portugal’s largest wind farm, a €350 million project that marks a major expansion of its renewable energy footprint in the country. This milestone adds scale to Iberdrola’s clean energy portfolio and may reinforce its role as a key player in Iberian decarbonisation efforts. We’ll now examine how this €350 million Portuguese wind farm investment fits into Iberdrola’s existing growth narrative in regulated networks and...
BME:FER
BME:FERConstruction

Ferrovial’s Forthcoming Inclusion in the Nasdaq-100 Might Change The Case For Investing In Ferrovial (BME:FER)

Ferrovial has announced that it will join the Nasdaq-100 Index on December 22, 2025, following its U.S. listing in May 2024 and years of North American infrastructure activity, including the New Terminal One project at JFK Airport. This index inclusion significantly raises Ferrovial’s profile with U.S. and global investors and could broaden its shareholder base as it pursues further North American expansion. With Ferrovial set to enter the Nasdaq-100, we’ll assess how this added index...
BME:FER
BME:FERConstruction

Ferrovial (BME:FER) Valuation Check as Nasdaq-100 Entry and €800m Buyback Lift Investor Interest

Ferrovial (BME:FER) is suddenly on more watchlists as it prepares to join the Nasdaq 100, while simultaneously launching a fresh €800 million buyback that tightens the share count and sharpens the equity story. See our latest analysis for Ferrovial. Those moves come on top of a steady rerating, with the share price now at $56.36 and a strong year to date share price return of 37.93%. The 5 year total shareholder return of 173.77% suggests momentum has been building for some time. If...
BME:BBVA
BME:BBVABanks

BBVA (BME:BBVA) Valuation Check After Strong Multi-Year Share Price Rally

Banco Bilbao Vizcaya Argentaria (BME:BBVA) has quietly extended its rally, with shares up about 17% over the past 3 months and more than doubling year to date. This performance is putting valuation firmly in focus. See our latest analysis for Banco Bilbao Vizcaya Argentaria. At a share price of $19.205, that 90 day share price return of 17.39% sits on top of a five year total shareholder return of 500.11%. This suggests momentum is still very much on BBVA’s side as investors reassess its...
BME:BBVA
BME:BBVABanks

Will BBVA’s 2025 Buyback and Middle East Push Change Banco Bilbao Vizcaya Argentaria’s (BME:BBVA) Narrative

Banco Bilbao Vizcaya Argentaria (BBVA) has recently reported on its 2025 share buyback program and secured in-principle regulatory approval from Abu Dhabi Global Market to obtain a Category 4 licence, enabling an expanded wholesale banking offering for corporate and institutional clients in the Middle East. Together, the active buyback activity and planned Middle East expansion highlight BBVA’s parallel focus on capital return and growing fee-based wholesale banking services in new...
BME:BKT
BME:BKTBanks

How Exane’s Shift From Outperform To Neutral At Bankinter (BME:BKT) Has Changed Its Investment Story

Earlier this week, Exane BNP Paribas cut its rating on Bankinter from “outperform” to “neutral,” saying European banks no longer offer a uniform upside and that it now prefers other names in the sector. The downgrade marks a shift from more than four years of consistent optimism toward European banks and signals that investors may need to be more selective when comparing Bankinter with peers such as HSBC and UniCredit. We’ll now examine how Exane’s move to a neutral stance affects...