International Consolidated Airline Group's Spanish carrier Iberia said on Thursday it plans to lay off up to 996 workers.
IAG and EasyJet share prices have slumped this month as geopolitical tensions continued, pushing crude oil above $100. EasyJet stock dropped to 397p, down by 25% from the highest point in December, and 30% from its 2025 highest point.
Investors have been repositioning sharply across European airline stocks since the outbreak of Middle East hostilities, with Ryanair Holdings PLC (LSE:RYA) emerging as the clear defensive favourite while short positions have built against carriers more vulnerable to elevated fuel prices. This is Citi's analysis of positioning data from institutional investors, with the analysis showing that sector positioning has turned more negative over both the past week and month.
The outbreak of conflict in the Middle East presents International Consolidated Airlines Group SA (LSE:IAG) and other major European airlines with a paradox: a short-term revenue opportunity that could quickly turn into a longer-term drag if the fighting proves difficult to resolve. That is the central argument in a new note from JPMorgan, which looked back at previous geopolitical shocks including the Gulf wars, Russia's invasion of Ukraine and the Israel-Gaza conflict to assess how the current situation might play out for carriers such as IAG, Ryanair Holdings PLC (LSE:RYA) and Lufthansa (ETR:LHA).
One of the standout performers in the gold mining space this year, IAMGOLD (NYSE:IAG), has seen its shares jump 28.38% year-to-date and an extraordinary 273% over the past twelve months.
Iamgold (IAG) possesses solid growth attributes, which could help it handily outperform the market.
A perfect storm for gold miners has them looking good to go for the next few quarters but don't fall in love.
Shares in British Airways owner International Consolidated Airlines Group SA fell sharply after airspace was closed over large parts of the Middle East, following the US and Israel's military strikes on Iran that sparked retaliatory attacks on various sites. US-Israel attacks on Iran began on Saturday, with the response including missile and drone strikes against regional allies, including Qatar, United Arab Emirates, Saudi Arabia, Bahrain and Kuwait, with a British base in Cyprus also targeted.
British Airways owner International Consolidated Airlines Group SA (LSE:IAG) on Friday delivered a record set of full-year numbers and unveiled a fresh €1.5bn share buyback, prompting Panmure Gordon to reiterate a bullish stance, even as UBS kept its Sell rating and argued the capital return was more “in line” than a true upside surprise. Panmure highlighted FY operating profit of €5,024m, representing a 15.1% operating margin and 13% year-on-year growth, broadly matching consensus around €5,008m.
IAMGOLD delivered robust Q4 2025 results, with revenue up 132% and EPS up 367% year-over-year, driven by higher gold prices and production. IAG's valuation remains compelling, trading at 10.4x 2026E EPS and 5.4x EV/EBITDA, both well below sector medians despite strong growth prospects. Operational improvements, debt reduction, and aggressive share repurchases ($400–$500M planned) position IAG for further upside if gold prices hold.
Iamgold (IAG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
IAG heads into Q4 results with earnings seen soaring 470% as record gold prices and Cote ramp-up fuel sales growth.