WEG S.A.

BOVESPA:WEGE3 Rapport sur les actions

Capitalisation boursière : R$198.0b

WEG Croissance future

Future contrôle des critères 4/6

WEG devrait augmenter ses bénéfices et son chiffre d'affaires de 13.8% et de 13.4% par an respectivement. Le BPA devrait croître de de 14.4% par an. Le rendement des capitaux propres devrait être 38.3% dans 3 ans.

Informations clés

13.8%

Taux de croissance des bénéfices

14.35%

Taux de croissance du BPA

Electrical croissance des bénéfices21.2%
Taux de croissance des recettes13.4%
Rendement futur des capitaux propres38.28%
Couverture par les analystes

Good

Dernière mise à jour30 Jul 2026

Mises à jour récentes de la croissance future

Article d’analyse • Jul 25

Analysts Have Made A Financial Statement On WEG S.A.'s (BVMF:WEGE3) Second-Quarter Report

Investors in WEG S.A. ( BVMF:WEGE3 ) had a good week, as its shares rose 5.4% to close at R$45.99 following the release...
Article d’analyse • May 02

WEG S.A. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

WEG S.A. ( BVMF:WEGE3 ) just released its latest first-quarter report and things are not looking great. WEG missed...

Recent updates

Mise à jour du récit • Jul 27

WEGE3: Overweight Upgrade And New Fair Value Underline Undervalued Earnings Power

Analysts have lifted the fair value estimate for WEG stock from R$52.74 to R$54.24, citing updated assumptions that reflect recent Street research highlighting an upgraded Overweight stance and a higher R$56 price target. What's in the News for WEG Street research has reiterated an Overweight stance on WEG stock, with analysts referencing updated assumptions that informed the revised fair value estimate.
Article d’analyse • Jul 25

Analysts Have Made A Financial Statement On WEG S.A.'s (BVMF:WEGE3) Second-Quarter Report

Investors in WEG S.A. ( BVMF:WEGE3 ) had a good week, as its shares rose 5.4% to close at R$45.99 following the release...
Mise à jour du récit • Jun 18

WEGE3: Analyst Day Outlook Will Clarify Undervalued Earnings Power

Analysts have lowered their fair value estimate for WEG to R$52.74 from R$54.26, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for WEG WEG scheduled an Analyst and Investor Day, providing management with a forum to discuss the company’s business outlook, capital allocation priorities and long term positioning with institutional and retail investors.
Mise à jour du récit • Jun 03

WEGE3: Higher Required Returns Will Pressure Already Stretched Share Pricing

Analysts trimmed their WEG price target slightly to R$37.30 from R$38.00, reflecting updated assumptions for revenue growth, profit margins, discount rate, and future P/E levels. What's in the News WEG S.A. held an Analyst/Investor Day, providing the market with updated information on the business and medium to long term priorities.
Article d’analyse • May 02

WEG S.A. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

WEG S.A. ( BVMF:WEGE3 ) just released its latest first-quarter report and things are not looking great. WEG missed...
Mise à jour du récit • May 02

WEGE3: Q4 Miss And Guidance Reset Will Support Long-Term Upside Potential

Analysts now see WEG's fair value holding at R$70.00, but the average price target edging down by R$1 to R$49.00 as they factor in the Q4 miss and softer guidance, along with slightly higher discount rates and adjusted growth and margin assumptions. Analyst Commentary The latest update from JPMorgan reflects how recent results and guidance are reshaping the way the market values WEG.
Mise à jour du récit • Apr 16

WEGE3: Q4 Reset Will Lay Groundwork For Stronger Earnings Power

Analysts have trimmed their 12 month price target for WEG to R$49 from R$50, reflecting recent Q4 results and updated guidance, while still supporting a fair value estimate of R$70 based on revised growth, margin, discount rate and P/E assumptions. Analyst Commentary JPMorgan's move to cut WEG to Neutral, with a R$49 price target versus the earlier R$50, highlights how recent Q4 results and guidance have tempered near term expectations while still leaving room for a higher long term fair value case around R$70.
Mise à jour du récit • Apr 01

WEGE3: Future Earnings Power To Be Tested After Neutral Downgrade

Analysts now see fair value for WEG at about R$54.26, up from roughly R$53.17. This reflects slightly softer revenue growth assumptions, a modestly higher long term profit margin, and a neutral stance following recent price target cuts tied to the Q4 miss and revised guidance.
Mise à jour du récit • Mar 18

WEGE3: Future Earnings Power To Drive Upside After Neutral Downgrade

Analysts have reduced their price target on WEG by R$1 to R$49, reflecting recent Q4 results and updated company guidance. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the new R$49 price target still sits close to prior expectations, suggesting they see the Q4 miss and updated guidance as manageable for long term execution.
Mise à jour du récit • Mar 04

WEGE3: Future Earnings Power To Drive Upside Despite Recent Downgrade

Analysts have lifted their fair value estimate for WEG by R$4.00 to R$52.89, reflecting updated views on discount rate, revenue growth, profit margin and future P/E assumptions, even as recent research pointed to a Q4 miss and softer company guidance. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value estimate of R$52.89 as implying room for upside versus JPMorgan's R$49 price target, even after the downgrade.
Mise à jour du récit • Feb 17

WEGE3: Tariff And Renewables Risks Will Pressure Overvalued Shares

Analysts have raised their price target on WEG to R$55, citing what they view as overly cautious market sentiment on tariffs and renewables orders, along with Street models for 2026-27 EBITDA that they estimate are roughly 7% below their own projections. Analyst Commentary Even with the new R$55 price target, there is still a split in how analysts see the risk and reward for WEG.
Mise à jour du récit • Feb 03

WEGE3: Tariff Fears Will Ease As Earnings Power Proves More Resilient

Narrative Update The analyst price target for WEG has increased from R$56.00 to approximately R$67.64. Analysts attribute this change to what they view as overly cautious market concerns regarding tariffs and renewables orders, as well as their higher EBITDA estimates for 2026 and 2027.
Mise à jour du récit • Jan 20

WEGE3: Tariff And Renewables Uncertainty Will Weigh On Future Earnings

Analysts have trimmed their fair value estimate for WEG from R$38.80 to R$38.00, citing updated assumptions on discount rates, revenue growth, margins and future P/E, after recent research highlighted tariff and renewables concerns that some view as overdone. Analyst Commentary Recent commentary on WEG has highlighted a split view.
Mise à jour du récit • Jan 06

WEGE3: Fair Value Hinges On Tariff Risks And Renewables Order Execution

Analysts have raised their fair value estimate for WEG from R$47.46 to R$48.89, citing a higher long term P/E assumption and Street research that views tariff and renewables order concerns as overdone, with some EBITDA expectations running about 7% above consensus for 2026 to 2027. Analyst Commentary Bullish Takeaways Bullish analysts see the higher long term P/E assumption as supported by their R$55 price target, which implies room for valuation expansion relative to the updated fair value of R$48.89.
Article d’analyse • Jan 04

Is Now The Time To Put WEG (BVMF:WEGE3) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Mise à jour du récit • Dec 15

WEGE3: Electrification And Automation Demand Will Support Upside Despite Tariff Fears

Analysts have trimmed their fair value estimate for WEG from R$64 to R$56, reflecting a slightly higher perceived risk. They also highlight stronger long term revenue growth, resilient margins, and Street research pointing to overdone concerns around tariffs and renewable order softness.
Article d’analyse • Dec 03

These 4 Measures Indicate That WEG (BVMF:WEGE3) Is Using Debt Safely

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Mise à jour du récit • Dec 01

WEGE3: Margin Resilience And Tariff Concerns Will Shape Business Stability

Analysts have increased their price target for WEG from R$46.88 to R$47.46. They cite improved revenue growth expectations and express confidence that recent concerns about tariffs and renewables are overstated.
Mise à jour du récit • Nov 17

WEGE3: Measured Revenue and Profit Margins Expected to Boost Stability Ahead

Analysts have raised their price target for WEG from $46.49 to $46.88, citing expectations of slightly higher revenue growth and improved profit margins in upcoming periods. What's in the News The Board of Directors reviewed and approved updates to the Risk Management Policy.
Mise à jour du récit • Nov 01

WEGE3: Policy Updates And Margins Will Guide Opportunities Amid Fair Valuation

Analysts have slightly lowered their price target for WEG, reducing the fair value estimate from $47.95 to $46.49. This adjustment is due to minor changes in profit margin forecasts and discount rates, despite a small uptick in projected revenue growth.
Article d’analyse • Oct 28

Investor Optimism Abounds WEG S.A. (BVMF:WEGE3) But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 27x WEG S.A. ( BVMF:WEGE3 ) may be sending very bearish signals at the...
Mise à jour du récit • Oct 18

Global Grid Modernization And Automation Will Fuel Market Opportunities

Analysts have slightly reduced their fair value estimate for WEG, lowering the price target from R$48.49 to R$47.95. This change is due to modest adjustments to expected revenue growth and discount rates.
Mise à jour du récit • Oct 04

Global Grid Modernization And Automation Will Fuel Market Opportunities

Analysts have revised their fair value estimate for WEG downward from $50.66 to $48.49. This change is due to slightly reduced revenue growth forecasts and a higher discount rate, even as profit margin expectations have improved modestly.
Article d’analyse • Sep 18

Does WEG (BVMF:WEGE3) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Article d’analyse • Aug 31

Returns On Capital Are A Standout For WEG (BVMF:WEGE3)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Article d’analyse • Aug 13

WEG (BVMF:WEGE3) Seems To Use Debt Rather Sparingly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Nouveau récit • Nov 07

Decisive Acquisitions And Emerging Markets Propel Growth And Innovation In Power Solutions

Strategic acquisitions and verticalization enhance production capabilities and operational efficiency, boosting revenue growth and market share.

Prévisions de croissance des bénéfices et des revenus

BOVESPA:WEGE3 - Estimations futures des analystes et données financières antérieures (BRL Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202857,2158,9866,0179,89313
12/31/202748,9497,5984,6368,44515
12/31/202641,8726,4032,8307,04915
6/30/202640,1306,2544,0486,935N/A
3/31/202640,1946,2874,4817,173N/A
12/31/202540,8046,3763,7606,451N/A
9/30/202541,3806,4834,2716,820N/A
6/30/202540,9656,4113,8286,140N/A
3/31/202540,0326,2614,0946,214N/A
12/31/202437,9876,0435,4027,252N/A
9/30/202435,7266,0935,0566,672N/A
6/30/202433,9445,8265,3786,991N/A
3/31/202432,8415,7534,6386,305N/A
12/31/202332,5045,7325,3637,022N/A
9/30/202331,9225,1804,8286,460N/A
6/30/202331,7585,0264,1155,642N/A
3/31/202330,7734,5713,6594,968N/A
12/31/202229,9054,2081,7632,937N/A
9/30/202228,4653,8898431,927N/A
6/30/202226,7523,544-48934N/A
3/31/202225,3153,766-8916N/A
12/31/202123,5633,5862091,056N/A
9/30/202121,9133,4541,2972,002N/A
6/30/202120,5163,2852,8493,478N/A
3/31/202118,8322,6653,2413,809N/A
12/31/202017,4702,3413,3713,930N/A
9/30/202016,3582,0992,8263,387N/A
6/30/202014,9071,8731,9342,480N/A
3/31/202014,1291,748N/A2,380N/A
12/31/201913,3471,615N/A1,908N/A
9/30/201912,6931,449N/A1,616N/A
6/30/201912,5811,413N/A1,150N/A
3/31/201912,3511,360N/A904N/A
12/31/201811,9701,338N/A1,300N/A
9/30/201811,5191,303N/A891N/A
6/30/201810,7171,234N/A1,041N/A
3/31/20189,9411,169N/A1,138N/A
12/31/20179,5241,142N/A1,107N/A
9/30/20179,2271,165N/A1,517N/A
6/30/20179,0301,110N/A1,654N/A
3/31/20179,0851,093N/A2,166N/A
12/31/20169,3671,118N/A2,131N/A
9/30/20169,7241,178N/A1,866N/A
6/30/201610,0321,187N/A1,566N/A
3/31/201610,0461,193N/A1,110N/A
12/31/20159,7601,156N/A982N/A
9/30/20159,2061,035N/A1,030N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de WEGE3 ( 13.8% par an) est supérieure au taux d'épargne ( 12.4% ).

Bénéfices vs marché: Les bénéfices de WEGE3 ( 13.8% par an) devraient croître plus rapidement que le marché BR ( 13.2% par an).

Croissance élevée des bénéfices: Les bénéfices de WEGE3 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de WEGE3 ( 13.4% par an) devrait croître plus rapidement que le marché BR ( 7.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de WEGE3 ( 13.4% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de WEGE3 devrait être élevé dans 3 ans ( 38.3 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/01 02:37
Cours de l'action en fin de journée2026/07/31 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

WEG S.A. est couverte par 23 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Luan CalimerioBB Banco de Investimento S.A.
Rogério AraújoBofA Global Research
Daniel FederleBradesco S.A. Corretora de Títulos e Valores Mobiliários