Spanish IT Stock News

BME:ART
BME:ARTElectrical

European Export Stocks Getting A Tariff Edge In The US

The new US tariff regime under Section 301 is quietly reshaping the playing field for global exporters, and European stocks are right in the middle of it. With lower duties for key countries like France, the UK, Germany, Spain, Belgium, and Italy, and higher rates for rivals such as Brazil, some European exporters now sit in a more favorable position in US trade. This article looks at how that shift connects to large European companies on our European Exporters screener and reveals 3 stocks...
BME:CIE
BME:CIEAuto Components

Is CIE Automotive (BME:CIE) Undervalued After Strong Half Year Earnings?

CIE Automotive (BME:CIE) has drawn attention after reporting half year 2026 earnings, with sales, revenue, net income and earnings per share all higher than the figures reported a year earlier. See our latest analysis for CIE Automotive. Despite the stronger half year figures, CIE Automotive’s recent share price performance has been weak, with the stock at €25.8 and a year to date share price decline of 14.99%. However, the 5 year total shareholder return of 17.34% points to a more resilient...
BME:REP
BME:REPOil and Gas

Repsol (BME:REP) Stock Looks Cheap On Cash Flow Yet Pricey On Earnings

Repsol’s share price has delivered very strong gains over the past five years, yet there is a clear split in what current valuation tools are signalling, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to sizeable upside while market based multiples suggest the stock is closer to expensive territory. The stock has returned 256.9% over five years, which raises the bar for any further upside to be supported by fundamentals. Recent profit strength and expansion in areas...
BME:IDR
BME:IDRIT

Indra Sistemas (BME:IDR) Stock Tested As Q2 Margin Softness Challenges Bullish Thesis

Indra Sistemas (BME:IDR) has put solid headline figures on the table for Q2 2026, with revenue of about €1.9b, basic EPS of €0.81 and net income of €143.1m, giving investors plenty to weigh as earnings season rolls on. The company has seen revenue move from €1.29b in Q2 2025 to €1.9b in Q2 2026, while quarterly basic EPS has shifted from €0.88 to €0.81 over the same period, framing a mixed picture on the top and bottom lines. With trailing net profit margin sitting below last year’s level,...
BME:ROVI
BME:ROVIPharmaceuticals

Laboratorios Rovi (BME:ROVI) Stock Questioned As One Off Gain Lifts Reported Margins

Laboratorios Farmaceuticos Rovi (BME:ROVI) has released its Q2 2026 results with revenue of €191.7 million and net income of €75.0 million, set against trailing 12 month revenue of €773.1 million, net income of €185.2 million, and Basic EPS of €3.61 that reflects a 40% year over year earnings increase. Over recent quarters the company has seen revenue move from €159.7 million in Q2 2025 to €210.5 million in Q3 2025, €218.4 million in Q4 2025, €152.5 million in Q1 2026 and now €191.7 million...
BME:SAN
BME:SANBanks

Banco Santander (BME:SAN) Stock Highlights 26.6% Net Margin In Q2 2026 Earnings Narrative

Banco Santander (BME:SAN) has posted its Q2 2026 numbers with revenue of about €12.1 billion and net income from continuing operations of €3.7 billion, setting the tone for a results season where profitability stays front and center. The bank has seen quarterly revenue move from €11.6 billion in Q1 2025 to €12.5 billion in Q4 2025 and €12.1 billion in Q1 2026, while basic EPS shifted from €0.19 in Q1 2025 to €0.20 in Q4 2025 and €0.23 in Q1 2026, giving investors a clear run-up of the top and...
BME:REP
BME:REPOil and Gas

Is Repsol (BME:REP) Fully Valued After Its Nexa 95 Renewable Fuel Pilot?

Repsol (BME:REP) is back in focus after BMW Group and Toyota Motor Europe began a six month pilot in Spain using its Nexa 95 renewable gasoline, testing how fully renewable fuel fits into real world transport. See our latest analysis for Repsol. The Nexa 95 pilot comes at a time when Repsol’s share price has been strong, with a 30 day share price return of 17.8% and year to date share price return of 55.27%, alongside a 1 year total shareholder return of 101.92% that points to solid momentum...
BME:NTGY
BME:NTGYGas Utilities

Naturgy Energy Group (BME:NTGY) Stock Tests Bull Case As Net Margin Reaches 10.7%

Naturgy Energy Group (BME:NTGY) has reported Q2 2026 revenue of about €5.0 billion and net income, excluding extraordinary items, of €685 million, with the shares trading around €29.48 ahead of the market’s full verdict on these numbers. The company has seen quarterly revenue move between about €4.6 billion and €5.5 billion over the past six reported periods. Trailing twelve month net income, excluding extra items, stands at €2.1 billion, alongside trailing EPS of €2.21 as of Q1 2026, which...
BME:TLGO
BME:TLGOMachinery

Talgo (BME:TLGO) Stock Faces Narrowing Losses That Test Bullish Turnaround Narratives

Talgo (BME:TLGO) has just posted its H1 2026 scorecard, with revenue of €349.3 million and a loss of €34.2 million, translating to EPS of €0.27, while the trailing 12 month view shows revenue of €726.3 million and a loss of €59.9 million, or EPS of €0.46. The company has seen revenue move from €324.8 million and EPS of €0.99 in H2 2024 to €271.8 million and EPS of €0.52 in H1 2025, before reaching the latest H2 2025 and trailing 12 month levels. This gives investors a clearer sense of how the...
BME:CABK
BME:CABKBanks

3 European Dividend Stocks To Consider

The European market has experienced a mixed performance recently, with the pan-European STOXX Europe 600 Index remaining relatively stable amid global tech stock volatility and geopolitical tensions. As investors navigate these uncertain times, dividend stocks can offer a more stable income stream, making them an attractive option for those seeking to balance growth with consistent returns in their portfolios.
BME:ACS
BME:ACSConstruction

Is ACS Actividades De Construcción Y Servicios (BME:ACS) Fairly Valued As Coravel Launches?

Why the Coravel launch matters for ACS Actividades de Construcción y Servicios stock ACS Actividades de Construcción y Servicios (BME:ACS) is in focus after its Coravel data center joint venture with Global Infrastructure Partners secured a first major hyperscaler contract and formally launched its global platform. The agreement covers roughly 140 megawatts of IT load at Coravel's Dallas Fort Worth campus, with options for about 100 megawatts of additional capacity. Turner will build the...
BME:GRF
BME:GRFBiotechs

Grifols (BME:GRF) Starts Phase 3 Trials As The Undervalued Case Faces A Fresh Test

Grifols (BME:GRF) stock is back in focus after the company dosed the first patients in two Phase 3 trials designed to expand U.S. labels for key immunoglobulin therapies GAMUNEX-C and XEMBIFY. See our latest analysis for Grifols. Despite the positive reaction around the Phase 3 trial dosing, with a 1-day share price return of 3.72% and 7-day share price return of 5.68%, Grifols’ momentum is building from a low base, as the year to date share price return is down 15.89% and the 1-year total...
BME:AEDAS
BME:AEDASReal Estate

Gibraltar Treaty Could Put Merlin Properties Stock Back On Investor Radars

Gibraltar’s new post Brexit treaty with the EU is reshaping the risk and opportunity map for real estate and infrastructure investors in the UK and Spain. Frictionless movement across the border, fresh land reclamation plans, tighter environmental rules, and ongoing political friction with Spain are all pulling in different directions. For stocks with meaningful exposure to housing, hotels, marinas and infrastructure in the region, this mix of potential growth and regulatory pressure matters...
BME:BBVA
BME:BBVABanks

BBVA (BME:BBVA) Stock May Still Trade At A Discount After Its 428% Run

Banco Bilbao Vizcaya Argentaria has delivered a very strong 5 year return, yet the valuation work suggests the stock may still trade below its intrinsic value based on both the Excess Returns model and market multiples. The stock has returned about 427.7% over 5 years, which puts a lot of attention on whether recent gains already reflect what the business is worth. Progress on the €1.46b share buyback and exposure to digital identity through Veridas can support long term value, while the...
BME:ELE
BME:ELEElectric Utilities

European Dividend Stocks for Passive Income as Rate Cut Hopes Build

Cooling euro area inflation, with headline prices at 2.8% and core inflation at 2.4%, is starting to shift attention back toward income opportunities in equities. As price pressures ease and expectations for future rate cuts build, dependable dividend stocks can look more interesting for investors who care about both income and relative stability. This article focuses on three European dividend stocks from a large cap screener that appear positively exposed to this easing inflation trend and...
BME:ITX
BME:ITXSpecialty Retail

Zalando Stock And European Retail Names For Easing Inflation Watchlists

Cooling Eurozone inflation, with headline prices at 2.8% in June and core inflation at 2.4%, has shifted attention back to consumer wallets and what that might mean for large European consumer discretionary stocks. Lower energy and food costs can ease pressure on household budgets, yet geopolitical risks and rising crude oil prices still keep risk on the table. This article looks at how that mix of easing inflation and lingering uncertainty links to quality, financially solid European...
BME:BBVA
BME:BBVABanks

BBVA Stock And 2 European Banks Facing A Capital Rules Reset

With the EU signalling looser capital rules for banks, US inflation running at 3.5% and Wall Street reporting €19.3b in equities trading revenues, the European financial sector is squarely in the spotlight. This mix of regulatory debate, inflation data and trading activity could reshape how risk and returns are shared across the region’s largest listed institutions. Below are 3 stocks from our European Financials screener that appear most exposed to these news catalysts. This may help you...
BME:TEF
BME:TEFTelecom

Telefónica (BME:TEF) Tries To Rebuild Trust As Valuation Questions Linger

Telefónica (BME:TEF) is back in focus after EY independently reviewed all intragroup transactions at market rates, and the company launched a 36 month radio network upgrade across 10 major Aena airports in Spain. See our latest analysis for Telefónica. Against this backdrop of audited intragroup dealings and new airport contracts, Telefónica’s share price has moved to €3.616, with a 7 day share price return of 3.85% but a 30 day share price return down 8.34%, while the 1 year total...
BME:PSG
BME:PSGCommercial Services

Discovering European Penny Stocks With Market Caps As Low As €10M

The European market has been navigating a complex landscape marked by geopolitical tensions and economic shifts, with the pan-European STOXX Europe 600 Index recently experiencing a decline. In this context, investors are increasingly seeking opportunities that offer potential growth at lower price points. Penny stocks, often associated with smaller or newer companies, present such opportunities when backed by strong financials and solid fundamentals. Despite their reputation as speculative...