Gerdau S.A.

BOVESPA:GGBR4 Rapport sur les actions

Capitalisation boursière : R$40.2b

Gerdau Gestion

Gestion contrôle des critères 1/4

Le PDG Gerdau est Gustavo Da Cunha, nommé en Jan2018, a un mandat de 8.42 ans. détient directement 0.008% des actions de la société, d'une valeur de R$ 3.37M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.4 ans et 4 ans.

Informations clés

Gustavo Da Cunha

Directeur général

n/a

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur général8.4yrs
Propriété du PDG0.008%
Durée moyenne d'occupation des postes de direction1.4yrs
Durée moyenne du mandat des membres du conseil d'administration4yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Jun 19

GGBR4: Recent Upgrades And Buybacks Will Support Higher Future P/E

The latest Narrative Update on Gerdau reflects a higher analyst price target, with fair value moving from R$24.64 to R$25.80 as analysts factor in updated assumptions around revenue growth, profit margins and future P/E expectations following several recent upgrades and target increases from major firms. Analyst Commentary Recent research on Gerdau highlights a cluster of target increases and upgrades that help explain why fair value assumptions have been revised.
Mise à jour du récit • Jun 04

GGBR4: Share Repurchases And Higher Margins Will Support Future Upside

Gerdau's analyst price target has been nudged higher to R$30.00, with analysts pointing to slightly updated assumptions on discount rates, revenue growth, profit margins and future P/E to support the change and recent target increases and upgrades from several firms. Analyst Commentary Recent Street research has leaned more constructive on Gerdau, with several bullish analysts adjusting their views in a way that supports the higher R$30.00 price target.
Mise à jour du récit • May 13

GGBR4: Share Repurchases And Higher Margin Assumptions Will Support Future Upside

Analysts have nudged their price target for Gerdau higher to R$29.95 from R$29.52, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E, following a series of recent upgrades and target increases across the Street. Analyst Commentary Recent Street research has leaned more constructive on Gerdau, with several bullish analysts adjusting their views and price targets in quick succession.
Mise à jour du récit • Apr 28

GGBR4: Share Buybacks And Higher P/E Framework Will Support Future Upside

Analysts have inched their average price target on Gerdau higher to about R$24.64 from roughly R$24.57, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E. These changes reflect the latest rounds of target increases and rating changes across the Street.
Mise à jour du récit • Apr 14

GGBR4: Share Buybacks And Refined Margin Assumptions Will Support Future Upside

Gerdau's updated R$29.52 analyst price target edges slightly below the prior R$29.66, with analysts citing refined assumptions for discount rate, revenue growth, profit margin and future P/E following a mix of recent upgrades and downgrades across major firms. Analyst Commentary Recent Street research around Gerdau shows a mix of upgrades, downgrades and price target tweaks, with several bullish analysts focusing on refined expectations for execution and earnings power rather than wholesale changes to the underlying story.
Mise à jour du récit • Mar 31

GGBR4: Buyback Plan And Firmer Margins Will Likely Unlock Upside

Analysts raised the fair value estimate for Gerdau to R$21.00 from R$20.00, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E that reflect the latest mix of upgrades and downgrades in recent research. Analyst Commentary Recent Street research on Gerdau presents a mixed picture, with some firms turning more constructive while others are taking a step back and reassessing risk.
Mise à jour du récit • Mar 17

GGBR4: Share Buybacks Will Shape More Optimistic Future Earnings Profile

Analysts have trimmed their stance on Gerdau and now see fair value at about R$24.57 per share, a change of roughly R$0.44. This reflects expectations for lower revenue growth, a higher profit margin and a lower future P/E multiple.
Mise à jour du récit • Mar 03

GGBR4: Share Buybacks And Higher Margins Will Support Future Upside Potential

Analysts have made only a slight upward adjustment to their R$ price target for Gerdau, reflecting more cautious views following recent downgrades that point to tempered expectations, despite updated assumptions for profit margins and future P/E levels. Analyst Commentary Recent research has turned more cautious on Gerdau, with downgrades reflecting a preference to wait for clearer visibility on earnings and valuation.
Mise à jour du récit • Feb 17

GGBR4: Share Buybacks And Higher Future P/E Will Support Upside Potential

Analysts have nudged their price target on Gerdau to R$29.60 from R$27.96, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple, even as some recent research, such as BTG Pactual turning more cautious, reflects a more mixed stance on the shares. Analyst Commentary Bullish Takeaways Bullish analysts highlight the updated price target of R$29.60 as a sign that they see room for the shares to better reflect their assumptions on revenue, margins and a higher future P/E multiple.
Mise à jour du récit • Feb 03

GGBR4: Share Buybacks And Refined Earnings Assumptions Will Shape Balanced Outlook

Analysts now set their fair value estimate for Gerdau at US$24.13 per share, up from US$23.08. This reflects updated views on discount rates, long term profit margins and future P/E assumptions, even as some recent research has turned more cautious on the stock.
Mise à jour du récit • Jan 20

GGBR4: Share Cancellations And Rich P/E Will Likely Restrain Returns

Analysts have lifted their price target on Gerdau from US$17.00 to US$20.00, citing revised assumptions around revenue growth, profit margins, the discount rate, and the future P/E they apply to the shares. What's in the News Between July 1, 2025 and September 30, 2025, Gerdau repurchased 293,000 shares for BRL 4.59 million under its buyback program announced on January 20, 2025, bringing total repurchases under the program to 1,033,500 shares for BRL 16.17 million (company filing).
Mise à jour du récit • Jan 05

GGBR4: Share Cancellations And Dividend Payout Will Support Bullish Outlook

Analysts have nudged their price target for Gerdau higher from US$22.61 to about US$23.08, reflecting updated views that factor in slightly adjusted forecasts for discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News From October 1, 2025 to December 19, 2025, Gerdau repurchased 466,500 shares for BRL 7.3 million, completing the 1,500,000 share buyback program announced on January 20, 2025 for a total of BRL 23.48 million (company filing).
Mise à jour du récit • Dec 14

GGBR4: Share Cancellations And Dividend Policy Will Support Future Upside Potential

Analysts have modestly trimmed their price target on Gerdau to approximately $27.96 from $28.00, citing a combination of slower expected revenue growth, a slightly higher discount rate, and improved profit margin and future valuation assumptions. What's in the News A board meeting is scheduled for October 30, 2025, to evaluate the cancellation of 283,900 common shares (GGBR3) and 12,650,000 preferred shares (GGBR4) without reducing capital stock (company filing).
Mise à jour du récit • Nov 25

GGBR4: Upcoming Dividend Payment and Share Buybacks Will Drive Market Optimism

Analysts have raised Gerdau's fair value estimate from $22.19 to $22.61, citing recent adjustments to growth and profitability expectations as key factors in the revised price target. What's in the News The Board of Directors approved the cancellation of 283,900 common shares (GGBR3) and 12,650,000 preferred shares (GGBR4) with no reduction in capital stock (Key Developments).
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Nouveau récit • Nov 30

Strategic Shifts And Efficiency Enhancements Set The Stage For Growth Amid Global Challenges

Cost reduction efforts and a strategic product mix are set to improve margins and efficiency, enhancing Gerdau's financial performance.

PDG

Gustavo Da Cunha (53 yo)

8.4yrs
Titularisation

Mr. Gustavo Werneck Da Cunha has been the Chief Executive Officer at Gerdau S.A. since January 1, 2018 and serves as its Director since April 17, 2019. He is a Member of Board Of Executive Officers at Gerd...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Gustavo Da Cunha
Member of Board of Executive Officers8.4yrspas de données0.0084%
R$ 3.4m
Claudio Gerdau Johannpeter
Independent Vice Chairman of the Board18.2yrspas de données0.0044%
R$ 1.8m
Marcos Eduardo Wahrhaftig
Executive VP of Strategyno datapas de données0%
R$ 0
Rafael Lopes
Vice President of Board of Executive Officers & Executive VPless than a yearpas de données0.0069%
R$ 2.8m
Rafael Japur
Member of Board of Executive Officers4.4yrspas de données0.0049%
R$ 2.0m
Cesar da Rosa Peres
Member of Board of Executive Officers & Commercial Officer of Gerdau Steel Brasilno datapas de données0%
R$ 0
Wendel da Silva
Member of Board of Executive Officers and Director of Mining & Raw Materialsno datapas de données0.0064%
R$ 2.6m
Flavia da Silva de Souza
Member of Board of Executive Officers1.4yrspas de données0.00080%
R$ 321.2k
Mauricio Metz
Member of Board of Executive Officers & Executive VP1.4yrspas de données0.0011%
R$ 461.8k
Gustavo Silva Franca
Member of Board of Executive Officersless than a yearpas de donnéespas de données
Clemir Uhlein
Accounting Directorno datapas de données0%
R$ 0
Fabio de Pieri Spina
Legal Directorno datapas de donnéespas de données
1.4yrs
Durée moyenne de l'emploi
53yo
Âge moyen

Gestion expérimentée: L'équipe de direction de GGBR4 n'est pas considérée comme expérimentée (ancienneté moyenne 1.4 ans), ce qui suggère une nouvelle équipe.

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Gustavo Da Cunha
Member of Board of Executive Officers7.2yrspas de données0.0084%
R$ 3.4m
Claudio Gerdau Johannpeter
Independent Vice Chairman of the Board18.2yrspas de données0.0044%
R$ 1.8m
Andre Gerdau Johannpeter
Chairman of the Board18.4yrspas de données0.018%
R$ 7.1m
Alberto Fernandes
Independent Director4yrspas de données0.00027%
R$ 108.4k
Guilherme Chagas Johannpeter
Vice Chairman of the Boardno datapas de donnéespas de données
Herculano Alves
Member of Fiscal Councilless than a yearpas de donnéespas de données
Tomás Junqueira Camargo
Member of Fiscal Councilless than a yearpas de donnéespas de données
Claudia Ramirez
Independent Director7.2yrspas de données0.0011%
R$ 429.6k
Gilberto Monticelli
Member of Fiscal Council1.2yrspas de donnéespas de données
Diego Marchetti Santos Chaves
Member of Fiscal Councilless than a yearpas de donnéespas de données
4.0yrs
Durée moyenne de l'emploi
58.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de GGBR4 sont considérés comme expérimentés (ancienneté moyenne 4 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/26 02:24
Cours de l'action en fin de journée2026/06/25 00:00
Les revenus2026/03/31
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 pour apprendre à 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

Gerdau S.A. est couverte par 22 analystes. 14 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
Leonardo CorreaBarclays
Mary Cleia da SilvaBB Banco de Investimento S.A.
Caio RibeiroBofA Global Research