BIT:RACE
BIT:RACEAuto

How Ferrari’s Completed €2 Billion Buyback At Ferrari (BIT:RACE) Has Changed Its Investment Story

In late 2025, Ferrari completed its multi-year share repurchase plan, buying back 6,015,933 shares, or 3.34% of its equity, for €2.00 billion, including 717,508 shares for €247.05 million between October 1 and December 30 before formally closing the program. This sizeable reduction in the share count marks a significant capital allocation decision that can influence per-share financial metrics and underline management’s confidence in the business. We’ll now examine how Ferrari’s completion...
BIT:ISP
BIT:ISPBanks

Is €700m EIB Funding for SMEs and Green Loans Altering The Investment Case For Intesa Sanpaolo (BIT:ISP)?

In late 2025, Intesa Sanpaolo finalized a €700 million financing agreement with the European Investment Bank to lower funding costs and expand lending to Italian SMEs and energy transition projects. This partnership highlights how Intesa Sanpaolo is using multilateral funding to support priority sectors while potentially reinforcing its role in Italy’s credit ecosystem. We’ll now examine how this new EIB financing line for SME and energy-transition lending may influence Intesa Sanpaolo’s...
BIT:ENEL
BIT:ENELElectric Utilities

Assessing Enel (BIT:ENEL) Valuation After €2b Hybrid Note Offerings And Recent Share Price Strength

Enel (BIT:ENEL) has drawn fresh attention after completing two fixed to floating rate subordinated perpetual hybrid note offerings on 7 January 2026, raising roughly €2b in callable, variable rate capital. See our latest analysis for Enel. These hybrid note issues come after a period of firm share price momentum, with Enel’s 90 day share price return of 11.35% and 1 year total shareholder return of 40.43% suggesting investors have recently been more comfortable with its risk and income...
BIT:AVIO
BIT:AVIOAerospace & Defense

Is Jefferies' Backing of Avio’s US Push Reframing the Long-Term Thesis for (BIT:AVIO)?

Jefferies recently initiated coverage on Italy’s Avio with a buy rating, pointing to the company’s expansion into the US market and its growing role in aerospace and defense. This new coverage frames Avio as an emerging international contender in space launcher development, potentially broadening its access to customers and capital. Next, we’ll examine how Jefferies’ emphasis on Avio’s US expansion could reshape the company’s existing investment narrative and long-term positioning. Trump has...
BIT:STLAM
BIT:STLAMAuto

The Bull Case For Stellantis (BIT:STLAM) Could Change Following Ram’s High-Performance Truck Expansion

In early 2026, Stellantis’ Ram brand unveiled the 2027 Ram Power Wagon with Cummins turbo diesel and the 2027 Ram 1500 SRT TRX, expanding its high-performance pickup lineup with best-in-class diesel torque, segment-leading gas horsepower, advanced off-road hardware, and tech-rich cabins. These launches, alongside recent U.S. sales growth and a US$13.00 billion domestic investment plan, highlight Stellantis’ push to reinforce Ram’s position in premium performance trucks while scaling American...
BIT:AZM
BIT:AZMCapital Markets

Azimut Holding (BIT:AZM) Valuation Check After Upgraded 2025 And 2026 Profit Guidance

Azimut Holding (BIT:AZM) has drawn fresh investor attention after recent price moves, with the share last closing at €36.41. That puts current performance in focus alongside its record of multi year total returns. See our latest analysis for Azimut Holding. Looking past the latest tick to €36.41, Azimut Holding’s 30 day share price return of 4.03% and 90 day share price return of 9.31% sit alongside a 1 year total shareholder return of 58.85%. This signals momentum that has built over time...
BIT:DIS
BIT:DISOil and Gas

3 European Dividend Stocks Yielding Up To 9.7%

As the European market continues to show strength, with the STOXX Europe 600 Index reaching new highs and closing 2025 with its best performance in four years, investors are increasingly looking towards dividend stocks as a reliable source of income amidst this economic optimism. In such a robust environment, selecting dividend stocks that offer both attractive yields and stable financial foundations can be a strategic way to capitalize on Europe's positive momentum.
BIT:ENI
BIT:ENIOil and Gas

What Eni (BIT:ENI)'s Industrial Evolution Spin-Off and Zohr Expansion Plans Mean For Shareholders

In recent months, Eni has created Eni Industrial Evolution S.p.A. to consolidate its European and Middle Eastern refining and logistics assets, while advancing talks with Egypt’s EGAS to add offshore processing and onshore water treatment capacity to the Zohr gas field. These moves, alongside ongoing LNG and decarbonisation initiatives, highlight how Eni is reshaping its operations around gas, efficiency and lower-carbon industrial activities. By examining how the Zohr expansion plans and...
BIT:ZV
BIT:ZVPackaging

3 European Stocks Estimated To Be Trading Below Intrinsic Value By Up To 33.2%

As the European markets continue to show strength, with the STOXX Europe 600 Index reaching new highs and closing 2025 with its best performance in years, investors are keenly observing opportunities that may be trading below their intrinsic value. In such a robust market environment, identifying stocks that are potentially undervalued can offer investors an attractive entry point for long-term growth.
BIT:RNV
BIT:RNVConstruction

European Penny Stocks To Watch In January 2026

As the European markets continue to climb, with the STOXX Europe 600 Index reaching new highs and major indices like Germany’s DAX and France’s CAC 40 showing significant gains, investors are eyeing opportunities in various sectors. Among these opportunities, penny stocks—despite their somewhat outdated name—remain a compelling area for those interested in smaller or newer companies. These stocks can offer surprising value when backed by strong financial health, presenting potential for...
BIT:LDO
BIT:LDOAerospace & Defense

Has Leonardo (BIT:LDO) Risen Too Far After Its 110% One Year Share Price Surge?

If you are wondering whether Leonardo's current share price still offers value after a strong run, you are not alone. This article will break down what the market is paying for today and what that could mean for you. Leonardo's share price recently closed at €54.58, with returns of 11.0% over 7 days, 15.6% over 30 days, 6.6% year to date and 110.4% over the last year, while the 3 year and 5 year returns are very large multiples of the starting point. Recent market attention on the defence...