What Potential Lies Ahead for Banks after the Stellar 2025 Performance?
European banks delivered an exceptional stock market performance in 2025, averaging +67% in EUR, far outpacing all other European and American sectors.
What are the outlook and prospects for 2026?
Key Takeaways
- European banks remain undervalued and one of our preferred sectors.
- New opportunities and efficiency gains emerge, with limited risks.
- Estimated upside potential for the European sector in 2026: +15% on average.
- US banks are also healthy, but their appreciation potential is more limited.