Caixabank shares jump on strong Q4 results and upgraded targets

CaixaBank SA

30/01/2026 08:55

** Shares in Caixabank CABK.MC jump about 4.5% after the Spanish bank delivered strong Q4 and full-year results and raised both its 2026 guidance and targets in its 2027 Strategic Plan

**  The bank has lifted its 2027 net interest income target to around 12.5  billion euros

** RBC says Spain's stronger-than-expected economic growth has supported Caixabank's positive performance, but warns that current macroeconomic and geopolitical uncertainty make it difficult to see volume growth accelerating meaningfully

** J.P. Morgan sees a "sigh of relief" in the guidance upgrade, saying NII outlook improvement provides reassurance for investors

** Jefferies, however, argues that Caixabank's NII upgrade remains conservative and expects further upward revisions through 2026

 (Reporting by Gemma Guasch)

 ((Gemma.guasch@thomsonreuters.com; +48 58 746 90 08))