Update shared on 05 Nov 2025
Fair value Increased 3.55%Analysts have raised their price target for TOTVS from R$44.85 to R$46.44, citing slight improvements in profit margin and a favorable adjustment to the discount rate, which supports their outlook.
What's in the News
- A Special/Extraordinary Shareholders Meeting is scheduled for October 30, 2025, to decide on the acquisition of all shares of Linx Participações S.A. and address other business matters (Key Developments).
- A Board Meeting will take place on August 27, 2025, to discuss market perception opportunities, a related party transaction with TOTVS Techfin S.A., and other company initiatives (Key Developments).
- A Board Meeting was held on August 26, 2025, focused on integration planning with Linx executives, follow-up on RD Station business operations, regulatory compliance strategies, and fiscal 2026 budget guidelines (Key Developments).
Valuation Changes
- Fair Value: Increased slightly from R$44.85 to R$46.44.
- Discount Rate: Decreased marginally from 20.91% to 20.63%.
- Revenue Growth: Dropped slightly from 15.32% to 15.23%.
- Net Profit Margin: Increased modestly from 16.62% to 16.75%.
- Future P/E: Increased from 31.34x to 32.06x.
Disclaimer
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