Update shared on 27 Nov 2025
Fair value Increased 2.68%The analyst price target for Eneva has increased slightly from R$16.56 to R$17.01. Analysts factor in modest improvements to revenue forecasts, which are offsetting slightly lower margin expectations.
What's in the News
- Accenture and Google Cloud are partnering with Eneva to leverage cloud, data, and AI technologies for optimizing operational efficiency and supporting growth in Brazil's dynamic energy sector. (Key Developments)
- Migration of Eneva's infrastructure to Google Cloud, including solutions for backup and disaster recovery, has improved enterprise-wide data access and resilience. (Key Developments)
- The integration of cloud operations data with other exploration and production sources is enhancing asset management and allowing maintenance operators to complete tasks in half the time previously required. (Key Developments)
- Eneva is utilizing Google Cloud's Gemini 2.5 and optimization tools, along with Accenture's industry knowledge, to uncover hidden data patterns and make informed decisions. These advancements have resulted in greater employee productivity and resource savings. (Key Developments)
- Ongoing support from Accenture and Google Cloud is set to further optimize Eneva's operations, increase cash flow, and strengthen the company's market position. (Key Developments)
Valuation Changes
- Fair Value: Increased slightly from R$16.56 to R$17.01.
- Discount Rate: Increased marginally from 20.49% to 20.50%.
- Revenue Growth: Improved moderately, with the expected decline reduced from -10.27% to -8.53%.
- Net Profit Margin: Decreased from 26.13% to 24.81%.
- Future P/E: Decreased significantly from 21.09x to 17.01x.
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