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AnalystConsensusTarget updated the narrative for WEGE3

Update shared on 01 Nov 2025

Fair value Decreased 3.05%
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AnalystConsensusTarget's Fair Value
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1Y
-18.3%
7D
6.9%

Analysts have slightly lowered their price target for WEG, reducing the fair value estimate from $47.95 to $46.49. This adjustment is due to minor changes in profit margin forecasts and discount rates, despite a small uptick in projected revenue growth.

What's in the News

  • The board approved a revision of the Risk Management Policy (Key Developments)
  • The board updated the Policy of Prevention and Combating of Corruption and Other Damaging Acts (Key Developments)
  • The board authorized the provision of up to USD 50 million in guarantees over 36 months to support subsidiary WEG AFRICA (PTY) LTD’s financing (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target (Fair Value): Lowered from R$47.95 to R$46.49, reflecting a minor decrease.
  • Discount Rate: Increased slightly from 21.54% to 21.66%.
  • Revenue Growth: Projected to rise marginally from 8.93% to 8.99%.
  • Net Profit Margin: Expected to decline from 16.26% to 15.92%.
  • Future P/E Ratio: Decreased slightly from 41.96x to 41.18x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.