Update shared on20 Sep 2025
Fair value Increased 2.09%The slight increase in Eneva’s future P/E multiple suggests a modestly more optimistic earnings outlook, supporting the upward revision in the consensus analyst price target from R$15.96 to R$16.29.
What's in the News
- Eneva has partnered with Accenture and Google Cloud to adopt AI and cloud solutions to optimize operations, boost equipment reliability, increase employee productivity, and drive growth in Brazil’s rapidly evolving energy market.
- Migration of Eneva's infrastructure to Google Cloud, including Compute Engine and disaster recovery solutions, has improved enterprise-wide data access and enabled better asset management and scheduling.
- Integration of data from multiple sources and use of advanced AI tools is enabling Eneva to enhance operational decision-making, leading to more efficient maintenance and higher cash flow generation.
- Eneva’s board is considering a capital increase within its authorized capital limit.
Valuation Changes
Summary of Valuation Changes for Eneva
- The Consensus Analyst Price Target has risen slightly from R$15.96 to R$16.29.
- The Future P/E for Eneva has risen slightly from 19.58x to 19.98x.
- The Discount Rate for Eneva remained effectively unchanged, moving only marginally from 20.56% to 20.62%.
Disclaimer
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