Telefônica Brasil (VIVT3) Resumen de Acciones
Telefônica Brasil S.A., junto con sus filiales, opera como empresa de telecomunicaciones móviles en Brasil. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 3/6 |
| Dividendos | 2/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en VIVT3 a partir de nuestros controles de riesgos.
VIVT3 Community Fair Values
Create NarrativeSee what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Telefônica Brasil S.A.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | R$30.58 |
| Máximo en las últimas 52 semanas | R$43.47 |
| Mínimo de 52 semanas | R$30.40 |
| Beta | 0.21 |
| Cambio en 1 mes | -11.36% |
| Variación en 3 meses | -20.28% |
| Cambio de 1 año | -7.11% |
| Variación en 3 años | 43.87% |
| Variación en 5 años | 45.27% |
| Variación desde la OPV | 228.82% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 31
VIVT3: Fiber Acquisition And Capital Returns Will Support Stronger Outlook
Analysts have trimmed their fair value estimate for Telefônica Brasil slightly from R$39.30 to about R$38.51. This reflects updated assumptions around revenue growth, profit margins and future P/E expectations.Artículo de análisis • Jul 30
Telefônica Brasil S.A. Just Missed Earnings - But Analysts Have Updated Their Models
Last week, you might have seen that Telefônica Brasil S.A. ( BVMF:VIVT3 ) released its second-quarter result to the...
Actualización de narrativa • Jul 09
VIVT3: Upcoming FiBrasil Merger And Dividend Plans Will Support Upside
Analysts have adjusted the Telefônica Brasil price target slightly higher to about R$48.92 from roughly R$47.65, citing updated assumptions for revenue growth, profit margins and future P/E levels. What’s in the News for Telefônica Brasil Board meeting on Apr 15, 2026 to consider a proposal for the declaration of interest on capital.Actualización de narrativa • Jun 25
VIVT3: Fiber Merger And Capital Returns Will Support Stronger Outlook
Analysts have trimmed their price target for Telefônica Brasil to R$39.30 from R$40.44. The change reflects updated assumptions for revenue growth, profit margins and future P/E levels, while the discount rate remains unchanged.Actualización de narrativa • Jun 05
VIVT3: Capital Return Actions Will Drive A Stronger Forward Outlook
Analysts have nudged their price target for Telefônica Brasil slightly higher to R$40.44 from R$40.29. The revision reflects updated assumptions around revenue growth, profit margins and the stock's future P/E multiple.Recent updates
Actualización de narrativa • Jul 31
VIVT3: Fiber Acquisition And Capital Returns Will Support Stronger Outlook
Analysts have trimmed their fair value estimate for Telefônica Brasil slightly from R$39.30 to about R$38.51. This reflects updated assumptions around revenue growth, profit margins and future P/E expectations.Artículo de análisis • Jul 30
Telefônica Brasil S.A. Just Missed Earnings - But Analysts Have Updated Their Models
Last week, you might have seen that Telefônica Brasil S.A. ( BVMF:VIVT3 ) released its second-quarter result to the...Actualización de narrativa • Jul 09
VIVT3: Upcoming FiBrasil Merger And Dividend Plans Will Support Upside
Analysts have adjusted the Telefônica Brasil price target slightly higher to about R$48.92 from roughly R$47.65, citing updated assumptions for revenue growth, profit margins and future P/E levels. What’s in the News for Telefônica Brasil Board meeting on Apr 15, 2026 to consider a proposal for the declaration of interest on capital.Actualización de narrativa • Jun 25
VIVT3: Fiber Merger And Capital Returns Will Support Stronger Outlook
Analysts have trimmed their price target for Telefônica Brasil to R$39.30 from R$40.44. The change reflects updated assumptions for revenue growth, profit margins and future P/E levels, while the discount rate remains unchanged.Actualización de narrativa • Jun 05
VIVT3: Capital Return Actions Will Drive A Stronger Forward Outlook
Analysts have nudged their price target for Telefônica Brasil slightly higher to R$40.44 from R$40.29. The revision reflects updated assumptions around revenue growth, profit margins and the stock's future P/E multiple.Artículo de análisis • May 14
Earnings Miss: Telefônica Brasil S.A. Missed EPS By 22% And Analysts Are Revising Their Forecasts
Last week, you might have seen that Telefônica Brasil S.A. ( BVMF:VIVT3 ) released its quarterly result to the market...Actualización de narrativa • Apr 22
VIVT3: Capital Returns And Governance Changes Will Shape Measured Future Outlook
Analysts have lifted the price target for Telefônica Brasil slightly, from roughly R$39.86 to about R$40.29. This reflects updated assumptions that combine a similar discount rate with modest tweaks to revenue growth, profit margin expectations, and future P/E estimates.Actualización de narrativa • Apr 07
VIVT3: Capital Return Actions And Governance Changes Will Shape Balanced Future Outlook
Analysts have nudged their price target on Telefônica Brasil higher from about R$38.88 to roughly R$39.86, citing updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News The Board of Directors appointed Rodrigo Rossi Monari as Chief Financial and Investor Relations Officer.Actualización de narrativa • Mar 24
VIVT3: Capital Return Plans And Governance Changes Will Shape Balanced Future Returns
Analysts have raised their price target on Telefônica Brasil slightly, from R$38.27 to R$38.88, citing updated assumptions for revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News An extraordinary shareholders' meeting on March 12, 2026 approved a BRL 4,000m capital reduction, with planned reimbursement of BRL 1.25171862845 per common share, subject to a 60‑day creditor opposition period and an ex‑reimbursement date after May 22, 2026 (company meeting minutes).Actualización de narrativa • Mar 09
VIVT3: Buyback Program And Capital Changes Will Support Steady Future Returns
Analysts have nudged their price target on Telefônica Brasil slightly higher to R$38.27 from R$37.77, reflecting updated assumptions for revenue growth, profit margins and future P/E expectations. What's in the News Telefônica Brasil approved a new share repurchase program that allows the company to buy back up to 42,861,656 common shares, or 5.81% of its issued share capital, valid until February 22, 2027, funded by statutory profit reserves and current year results (Key Developments).Actualización de narrativa • Feb 22
VIVT3: Capital Reduction And Governance Meetings Will Support Steady Future Returns
Analysts have nudged their price target on Telefônica Brasil higher, pointing to a slightly richer assumed future P/E multiple of 19.82x, while keeping fair value steady at R$37.77 and only marginally refining long term revenue growth and profit margin assumptions. What's in the News Board meeting scheduled for February 12, 2026, to consider a proposal for the declaration of Interest on Capital and the resignation of a board member.Artículo de análisis • Feb 08
The Price Is Right For Telefônica Brasil S.A. (BVMF:VIVT3)
With a price-to-earnings (or "P/E") ratio of 20.6x Telefônica Brasil S.A. ( BVMF:VIVT3 ) may be sending very bearish...Actualización de narrativa • Feb 08
VIVT3: Capital Restructuring And Governance Moves Will Shape Steady Future Returns
Analysts have modestly revised their price target on Telefônica Brasil, citing small adjustments to revenue growth, profit margin expectations, the discount rate and the future P/E assumption. Together, these factors keep their fair value estimate broadly unchanged around R$37.77.Actualización de narrativa • Jan 23
VIVT3: Capital Actions And Governance Updates Will Shape Steady Future Returns
Analysts now see slightly lower upside for Telefônica Brasil, trimming their fair value estimate from R$37.84 to R$37.77 as small adjustments to revenue growth, profit margin assumptions, and future P/E expectations offset each other. What's in the News The AGM on January 9, 2026 approved consolidation of the company’s bylaws to reflect previously approved amendments, indicating recent governance and structural updates (Key Developments).Actualización de narrativa • Jan 08
VIVT3: Capital Reduction And Buyback Completion Will Support Future Shareholder Returns
Narrative Update: Telefônica Brasil Analyst Price Target Shift Analysts have slightly adjusted their price views on Telefônica Brasil, trimming fair value assumptions to around R$37.84 per share. They are factoring in a modestly higher discount rate of 18.40%, a small change in expected revenue growth to about 5.57%, a profit margin assumption near 13.90%, and a future P/E closer to 20.09x.Actualización de narrativa • Dec 19
VIVT3: Capital Reduction And Buyback Will Drive Stronger Shareholder Returns
Analysts have slightly raised their price target on Telefônica Brasil to approximately $37.84 from $37.70, citing expectations for marginally higher long term valuation multiples, despite a modest softening in projected profit margins and revenue growth. What's in the News Board to evaluate the net value of interest on capital attributed to the mandatory dividend for fiscal 2025 and the corresponding payment schedule by April 30, 2026, at the December 16, 2025 meeting (company filing) Proposal to reduce the company's capital stock by R$4 billion and amend the bylaws, scheduled for approval at the December 10, 2025 board meeting (company filing) Board meeting on November 28, 2025 to consider changing the corporate purpose and convening an extraordinary shareholders meeting (company filing) Extraordinary shareholders meeting set for January 9, 2026 in Sao Paulo to ratify a Fibre-related acquisition, cancel treasury shares, and consolidate bylaw changes (company filing) Completion of a share buyback of 41,485,714 shares for BRL 1.2 billion, representing about 1.28 percent of capital, under the program announced in February 2025 (company filing) Valuation Changes Fair Value: The price target has risen slightly from $37.70 to approximately $37.84 per share.Artículo de análisis • Dec 12
Telefônica Brasil (BVMF:VIVT3) Is Doing The Right Things To Multiply Its Share Price
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Actualización de narrativa • Dec 05
VIVT3: Buyback And Network Security Push Will Support Modest Future Returns
Analysts have modestly raised their price target for Telefônica Brasil to approximately $37.70 from about $37.41, citing slightly faster expected revenue growth, improved profit margins, and a lower future price to earnings multiple that together support a higher fair value. What's in the News Board meeting scheduled for November 28, 2025, to consider changing the company’s corporate purpose and convening an Extraordinary Shareholders Meeting to amend its bylaws (Board Meeting) Extraordinary Shareholders Meeting set for January 9, 2026, to ratify the acquisition of a 24.99% stake in a target company from Fibre Brasil Participações, cancel treasury shares, and consolidate amended bylaws (Changes in Company Bylaws/Rules) Special and Extraordinary Shareholders Meeting to be held in person on January 9, 2026, at the company’s São Paulo headquarters (Special/Extraordinary Shareholders Meeting) Completion of a share buyback program totaling 41,485,714 shares for BRL 1.2 billion, representing about 1.28% of share capital, as of September 30, 2025 (Buyback Tranche Update) Telefônica Brasil, alongside Claro and TIM, advancing commercialization of CAMARA compliant network APIs in Brazil, with a commercial launch targeted for the fourth quarter of 2025 to support fraud prevention and digital security use cases (Client Announcements) Valuation Changes Fair Value Estimate has risen slightly to R$37.70 from R$37.41, reflecting modest upside from prior assumptions.Actualización de narrativa • Nov 21
VIVT3: Share Buyback and Security Release Will Drive Modest Future Returns
Analysts have modestly raised their price target for Telefônica Brasil, increasing it from R$36.89 to R$37.41. They cite incremental improvements in key financial metrics, including revenue growth and profit margin forecasts.Artículo de análisis • Nov 20
Is Telefônica Brasil (BVMF:VIVT3) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Actualización de narrativa • Nov 06
VIVT3: Share Buyback and New Security Initiatives Will Shape Fair Value Outlook
Narrative Update on Telefônica Brasil Analysts have raised their price target for Telefônica Brasil from R$36.02 to R$36.89, reflecting subtle adjustments to growth and profitability expectations. What's in the News Telefônica Brasil completed the repurchase of 41,485,714 shares, representing 1.28% of its share capital for BRL 1.2 billion, as part of its ongoing buyback program (Company filings).Artículo de análisis • Nov 02
Earnings Beat: Telefônica Brasil S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Shareholders might have noticed that Telefônica Brasil S.A. ( BVMF:VIVT3 ) filed its third-quarter result this time...Actualización de narrativa • Sep 17
FTTH Consolidation And 5G Rollout Will Empower Future Connectivity
With both the Future P/E and consensus revenue growth forecasts remaining essentially stable, Telefônica Brasil’s fair value estimate was maintained with only a marginal increase in the analyst price target from R$35.59 to R$36.02. What's in the News Telefônica Brasil completed a buyback, repurchasing a total of 40,100,356 shares (1.24% of capital) for BRL 0.73 million under its announced program.Actualización de narrativa • Sep 02
FTTH Consolidation And 5G Rollout Will Empower Future Connectivity
Telefônica Brasil’s valuation outlook remains stable as both future P/E and revenue growth expectations are virtually unchanged, resulting in only a marginal increase in fair value, with the consensus analyst price target rising slightly from R$35.16 to R$35.59. What's in the News Telefônica Brasil was removed from the Brazil Valor BM&FBOVESPA Index.Artículo de análisis • Aug 20
We Think Telefônica Brasil (BVMF:VIVT3) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Nueva narrativa • Nov 10
5G Expansion And Fiber Revolution Catalyze Revenue Growth And Margin Expansion
Expansion of 5G and fiber networks is set to boost revenue and margins through increased penetration and upselling opportunities.Rentabilidad de los accionistas
| VIVT3 | BR Telecom | Mercado BR | |
|---|---|---|---|
| 7D | -6.3% | -6.0% | -3.3% |
| 1Y | -7.1% | -5.0% | 13.8% |
Rentabilidad vs. Industria: Los resultados de VIVT3 fueron inferiores a los de la industria BR Telecom, que obtuvo un rendimiento del -5% el año pasado.
Rentabilidad vs. Mercado: VIVT3 obtuvo unos resultados inferiores a los del mercado BR, que fueron del 13.8% el año pasado.
Volatilidad de los precios
| VIVT3 volatility | |
|---|---|
| VIVT3 Average Weekly Movement | 4.2% |
| Telecom Industry Average Movement | 3.5% |
| Market Average Movement | 4.4% |
| 10% most volatile stocks in BR Market | 7.8% |
| 10% least volatile stocks in BR Market | 2.0% |
Precio estable de las acciones: VIVT3 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado BR.
Volatilidad a lo largo del tiempo: La volatilidad semanal de VIVT3 (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1998 | 35,010 | Christian Mauad Gebara | www.telefonica.com.br |
Telefónica Brasil S.A., junto con sus filiales, opera como empresa de telecomunicaciones móviles en Brasil. Su cartera de servicios de línea fija incluye llamadas locales, de larga distancia nacional e internacional; y la cartera móvil comprende acceso a Internet de voz y banda ancha a través de 3G, 4G, 4,5G y 5G, así como servicios de valor añadido y de itinerancia inalámbrica. La empresa también ofrece servicios de datos, incluidos servicios de banda ancha y datos móviles.
Resumen de fundamentos de Telefônica Brasil S.A.
| Estadísticas fundamentales de VIVT3 | |
|---|---|
| Capitalización bursátil | R$97.72b |
| Beneficios(TTM) | R$6.60b |
| Ingresos (TTM) | R$61.77b |
14.8x
Ratio precio-beneficio (PE)1.6x
Ratio precio-ventas (PS)¿Está VIVT3 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de VIVT3 | |
|---|---|
| Ingresos | R$61.77b |
| Coste de los ingresos | R$31.96b |
| Beneficio bruto | R$29.81b |
| Otros gastos | R$23.21b |
| Beneficios | R$6.60b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.06 |
| Margen bruto | 48.26% |
| Margen de beneficio neto | 10.68% |
| Ratio deuda/patrimonio | 7.7% |
¿Cómo se ha desempeñado VIVT3 a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.9%
Rentabilidad actual por dividendo26%
Ratio de pagos¿Paga VIVT3 dividendos fiables?
Ver historial de dividendos e índices de referencia de VIVT3| fechas de dividendos de Telefônica Brasil | |
|---|---|
| Fecha ex dividendo | Feb 24 2026 |
| Fecha de pago de dividendos | Apr 30 2027 |
| Días hasta ex dividendo | 165 days |
| Días hasta la fecha de pago de dividendos | 265 days |
¿Paga VIVT3 dividendos fiables?
Ver historial de dividendos e índices de referencia de VIVT3Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/08 04:24 |
| Precio de las acciones al final del día | 2026/08/07 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Telefônica Brasil S.A. está cubierta por 28 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Michel Morin | Barclays |
| Mathieu Robilliard | Barclays |
| Robin Bienenstock | Bernstein |