Update shared on 07 Nov 2025
Fair value Increased 2.97%Narrative Update on TIM: Analyst Price Target Revision
Analysts have increased their price target for TIM from $24.69 to $25.42. This reflects slightly higher profit margin forecasts and only minor changes to growth and valuation assumptions.
What's in the News
- TIM S.A. held a Board Meeting on November 3, 2025, to review the quarterly financial report, address changes in the organizational structure, and resolve on the composition of the Board of Directors and its committees (Board Meeting).
- IHS Brazil and TIM S.A. signed a new agreement to build up to 3,000 new sites across Brazil. This expands their partnership and further supports connectivity infrastructure (Client Announcements).
- A Board Meeting was held on September 23, 2025, by TIM S.A. (Board Meeting).
- The Board resolved on agreements related to TIM S.A.'s energy self-production project during a meeting held on September 8, 2025 (Board Meeting).
Valuation Changes
- The consensus analyst price target has risen slightly from R$24.69 to R$25.42.
- The discount rate has increased modestly from 17.80 percent to 18.16 percent.
- The revenue growth expectation has declined marginally, moving from 4.49 percent to 4.42 percent.
- The net profit margin is projected to improve slightly from 16.83 percent to 16.94 percent.
- The future P/E ratio forecast has decreased from 17.92x to 17.34x.
Disclaimer
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