Italian Banks Stock News

Banca Mediolanum (BIT:BMED) opened its FY 2025 results with fourth quarter revenue of €563.3 million and basic EPS of €0.69, while trailing twelve month revenue sat at €2.1 billion and EPS at €1.67, giving investors a clear view of the latest earnings run rate. Over recent periods, the bank has seen quarterly revenue move between €492.7 million and €818.1 million, with basic EPS ranging from about €0.30 to €0.69. This sets the backdrop for margins that now sit at a reported 57.8% and keep...

In early February 2026, parts of central São Paulo suffered a blackout affecting more than 30,000 Enel customers, prompting ongoing investigations and emergency generator deployment as crews worked to restore power. The repeated supply disruptions have drawn strong public pushback and led Brazil’s National Electric Energy Agency to reassess whether Enel should keep its São Paulo distribution contract. We’ll now examine how the regulator’s review of Enel’s São Paulo contract could shape the...

Recent commentary on Ferrari (BIT:RACE) points to a transitional 2026, with margin pressure linked to product mix and production changes, while strong Formula 1 testing form keeps investor attention firmly on the stock. See our latest analysis for Ferrari. Ferrari’s recent news flow around 2026 margin pressure and strong Formula 1 testing sits against a mixed price backdrop. The latest share price is €289.4, with a 7 day share price return of 3.10%, a 30 day share price return of 9.96% and a...

Avio S.p.A. recently upgraded its guidance for FY 2025 order backlog and net revenues, citing a substantial wave of Q4 orders and faster-than-planned execution. Management highlighted that this stronger-than-expected order intake underpins confidence in the company’s ability to convert commercial momentum into longer-term value for shareholders. We will now examine how Avio’s upgraded order backlog expectations may reshape its investment narrative and future growth profile. Find companies...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

If you are wondering whether Prysmian is still reasonably priced after a strong run, this breakdown will help you weigh what you are paying against what you are getting. The stock last closed at €103.20, with returns of 3.7% over 7 days, 14.8% over 30 days and year to date, 64.0% over 1 year, 189.0% over 3 years, and 298.0% over 5 years. Recent news around Prysmian has focused on its role in energy and telecom infrastructure, including contracts and projects that keep attention on the...

Intro: Intesa Sanpaolo's Latest Earnings Snapshot Intesa Sanpaolo (BIT:ISP) has wrapped up FY 2025 with fourth quarter revenue of €5.9b and net income of €1.7b, against a trailing twelve month revenue base of €25.5b and net income of €9.3b that frames where the bank is operating today. Over recent periods the bank has seen quarterly revenue move from €6.1b in Q4 2024 to €5.9b in Q4 2025, while trailing EPS across the last year has sat in the €0.48 to €0.51 range, giving investors a clear...

Why Maire’s legal dispute with EuroChem matters for shareholders Maire (BIT:MAIRE) is in the spotlight after a London arbitration ruling awarded the group $800 million in the EuroChem ammonia plant dispute, while Russian courts pursue roughly €2 billion in counterclaims. With courts in India and Malaysia accepting applications to seize Maire assets, investors are assessing how this cross border legal tangle could influence the company’s risk profile, financing options, and project pipeline in...

In recent weeks, Ferrari’s motorsport arm has been in focus as the team completed a strong initial 2026 F1 test, confirmed new performance leadership hires and continued refining Lewis Hamilton’s future role with the Scuderia. Together with the renewal of its long-running Brembo technical partnership, these moves underline Ferrari’s emphasis on long-term racing technology and competitive preparation ahead of upcoming regulation changes. We’ll now examine how Ferrari’s renewed Brembo...

Tenaris (BIT:TEN) has secured a contract to supply line pipe, OCTG, coating, and related services for the Sakarya Phase 3 offshore project in Turkey, drawing fresh attention to the stock among energy focused investors. See our latest analysis for Tenaris. The new Sakarya contract comes after Tenaris reported an €8 million investment in a water filtration system at its Bay City mill. The share price has recorded a 14.70% year to date return alongside a 5 year total shareholder return of...

As the European market experiences a modest recovery, with the pan-European STOXX Europe 600 Index edging higher amid earnings optimism, investors are increasingly looking towards dividend stocks as a potential source of steady income. In this environment, selecting dividend stocks that offer attractive yields and demonstrate resilience in uncertain economic climates can be a prudent strategy for those seeking to balance growth and income.

In late January 2026, Reply, the University of Milan and Cortical Labs advanced an experimental biological computing programme, while Otto Group announced an AI-driven robotic coordination layer built with Reply and NVIDIA, and Logistics Reply released its GaliLEA Dynamic Intelligence agentic AI tool for warehouse operations. Together, these initiatives show Reply pushing into cutting-edge AI across both physical logistics and neuron-based computing, extending its role from systems...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Alerion Clean Power S.p.A. recently completed a €300,000,000 fixed-income offering, issuing 4.625% senior unsecured green notes due February 6, 2032 at 100% of face value under Regulation S. This green bond strengthens Alerion Clean Power’s access to dedicated climate-focused capital, potentially supporting future renewable energy investments without relying on asset-backed financing. We will now examine how this €300,000,000 green bond issuance shapes Alerion Clean Power’s investment...

Key Insights Brembo's estimated fair value is €11.79 based on 2 Stage Free Cash Flow to Equity Current share price of...

As the European market experiences a modest recovery, with the STOXX Europe 600 Index rising slightly amid a backdrop of economic optimism and geopolitical concerns, dividend stocks continue to be an attractive option for investors seeking stable income. In such an environment, selecting dividend stocks that offer consistent payouts and demonstrate resilience in uncertain times can enhance your investment portfolio.

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

What Mediobanca’s latest results mean for shareholders Mediobanca Banca di Credito Finanziario (BIT:MB) recently reported a solid full-year performance, with net profit growing year on year, an outcome that has helped reset market expectations around the bank’s shares. This earnings backdrop arrives after a period of share price swings. It gives you fresh financial data to weigh against recent returns, valuation signals, and the bank’s broader business mix across wealth management, consumer...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Davide Campari-Milano N.V.'s ( BIT:CPR ) price-to-earnings (or "P/E") ratio of 40.5x might make it look like a strong...

Weakness across semiconductor stocks after Intel flagged supply constraints for AI server chips has put Technoprobe (BIT:TPRO) back in focus, as investors weigh sector driven sentiment against the company’s recent share performance. See our latest analysis for Technoprobe. After a softer recent patch linked to sector wide worries, Technoprobe’s share price has a 30 day share price return of 28.11% and a 90 day share price return of 66.28%. The 1 year total shareholder return of 155.81% and 3...

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...

In recent weeks, Stellantis has moved to cut vehicle prices in France under new CEO Antonio Filosa, aiming to rebuild sales volumes and recapture market share after earlier losses. This reset in commercial priorities, with a stronger emphasis on affordable models and volume growth, marks a meaningful shift in how Stellantis is competing in its core European markets. We’ll now examine how this renewed focus on aggressive pricing and market share recovery shapes Stellantis’ broader...

Morgan Stanley recently resumed coverage of Brunello Cucinelli with an “overweight” rating, citing the Italian luxury brand’s structurally strong growth history and reaffirming confidence in its business model. This renewed analyst attention underscores how Brunello Cucinelli’s consistent expansion record continues to shape perceptions of its positioning in the high-end fashion market. Next, we’ll examine how Morgan Stanley’s renewed overweight rating influences Brunello Cucinelli’s...