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TIM S.A.

BOVESPA:TIMS3 Rapport sur les actions

Capitalisation boursière : R$46.5b

  • Présentation de l'entreprise
    • Évaluation
    • Croissance future
    • Performances passées
    • Santé financière
    • Dividende
  • Gestion
  • Propriété
  • Autres informations
  • Communauté boursière

TIM Résultats passés

Passé contrôle des critères 5/6

TIM a connu une croissance annuelle moyenne de ses bénéfices de 12.9%, tandis que le secteur Wireless Telecom a vu ses bénéfices augmenter de en hausse à 5.9% par an. Les revenus ont augmenté de en hausse à un taux moyen de 8.9% par an. Le rendement des capitaux propres de TIM est 17.3% et ses marges nettes sont de 15.8%.

Informations clés

12.93%

Taux de croissance des bénéfices

13.05%

Taux de croissance du BPA

Wireless Telecom Croissance de l'industrie13.03%
Taux de croissance des recettes8.90%
Rendement des fonds propres17.29%
Marge nette15.79%
Prochaine mise à jour des résultats03 Nov 2026

Mises à jour récentes des performances passées

Article d’analyse • May 16

Statutory Profit Doesn't Reflect How Good TIM's (BVMF:TIMS3) Earnings Are

Even though TIM S.A. ( BVMF:TIMS3 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis says...
Article d’analyse • Nov 14

TIM's (BVMF:TIMS3) Performance Is Even Better Than Its Earnings Suggest

The subdued stock price reaction suggests that TIM S.A.'s ( BVMF:TIMS3 ) strong earnings didn't offer any surprises...

Recent updates

User avatar
Mise à jour du récit • Sep 17

TIMS3: Future Share Buybacks And Governance Oversight Will Support Upside Potential

Analysts have trimmed their fair value price target for TIM from R$25.70 to about R$24.13. The change reflects slightly updated assumptions on long term revenue growth, profit margins and a lower future P/E multiple.
User avatar
Mise à jour du récit • Sep 03

TIMS3: New Share Buyback Plan Will Support Future Upside Potential

Analysts have lowered the price target for TIM to about R$29.41 from roughly R$32.74, citing updated fair value assumptions along with revised expectations for revenue growth, profit margins and future P/E levels. What’s in the News for TIM TIM S.A. authorized a new share buyback plan on August 20, 2026, following approval by the Board of Directors.
User avatar
Mise à jour du récit • Aug 19

TIMS3: Higher Risk Oversight And Governance Will Support Future Upside

Analysts have raised their price target on TIM to R$25.70 from R$24.84, citing small adjustments to fair value, discount rate, profit margin and future P/E assumptions. What's in the News for TIM TIM scheduled a board meeting for Jun 17, 2026, to review activities of the Control and Risks Committee and the Statutory Audit Committee.
User avatar
Nouveau récit • Aug 19

Postpaid Expansion And B2B Growth Will Support Stronger Long Term Telecom Earnings

Catalysts About TIM TIM S.A. operates a telecom business focused on mobile services, fiber broadband and B2B connectivity and digital solutions in Brazil. What are the underlying business or industry changes driving this perspective?
User avatar
Mise à jour du récit • Aug 05

TIMS3: Governance Committees And Risk Oversight Will Support Future Upside

Analysts have trimmed their price target on TIM to around R$24.84 from R$26.25, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E levels. What’s in the News for TIM TIM has scheduled a board meeting for Jun 17, 2026 to review activities of the Control and Risks Committee and Statutory Audit Committee, receive a presentation on the company’s risk appetite, consider changes to the Related Parties Transactions Policy, decide on a proposal for payment of interest on shareholders’ equity, review the composition of the Board of Officers, and address other business matters.
Article d’analyse • Jul 31

TIM S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

It's been a sad week for TIM S.A. ( BVMF:TIMS3 ), who've watched their investment drop 10% to R$19.30 in the week since...
User avatar
Mise à jour du récit • Jul 20

TIMS3: Governance Reforms And Buybacks Will Support Future Upside

Analysts have slightly reduced their price target for TIM to R$26.25 from R$26.84, citing small refinements to long term revenue growth, profit margin assumptions, and the future P/E multiple used in their models. What’s in the News for TIM A board meeting is scheduled for June 17, 2026, to review the activities of the Control and Risks Committee and the Statutory Audit Committee, consider a presentation on TIM’s risk appetite, evaluate an amendment to the Related Parties Transactions Policy, decide on a proposal for interest on shareholders’ equity, review the composition of the Board of Officers, and address other business matters.
User avatar
Mise à jour du récit • Jul 06

TIMS3: Board Oversight And Buyback Outcomes Will Shape Balanced Outlook

Analysts have adjusted their price target for TIM to R$22.12 from R$21.00, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations. What’s in the News for TIM A board meeting is scheduled for June 17, 2026, at 13:30 UTC to review the activities of the Control and Risks Committee and the Statutory Audit Committee, discuss the company’s risk appetite, consider changes to the Related Parties Transactions Policy, decide on a proposal for payment of interest on shareholders’ equity, review the composition of the Board of Officers, and address other business matters.
User avatar
Mise à jour du récit • Jun 22

TIMS3: Governance Reforms And Shareholder Returns Will Support Future Upside

Analysts have made a small downward adjustment to TIM's fair value and price target to roughly R$26.84. This reflects slightly updated assumptions on valuation multiples, while growth and margin expectations remain broadly aligned with prior views.
User avatar
Mise à jour du récit • Jun 02

TIMS3: Governance Reforms And Buybacks Will Support A Higher Fair Value

Analysts have slightly reduced TIM's fair value estimate, bringing the target from R$27.81 to R$27.10, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Completion of the share buyback program announced on February 12, 2025, with a total of 33,494,000 shares repurchased, representing 1.38% of shares for R$748.27 million, and no shares repurchased between January 1, 2026 and March 31, 2026 (Key Developments).
Article d’analyse • May 16

Statutory Profit Doesn't Reflect How Good TIM's (BVMF:TIMS3) Earnings Are

Even though TIM S.A. ( BVMF:TIMS3 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis says...
Article d’analyse • May 10

TIM S.A. (BVMF:TIMS3) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that TIM S.A. ( BVMF:TIMS3 ) released its quarterly result to the market. The early...
User avatar
Mise à jour du récit • May 05

TIMS3: Governance Resolutions And Buybacks Will Support A Steady Outlook

Analysts now see TIM's fair value edging up from R$27.31 to R$27.81. This reflects slightly higher assumptions for long term profit margins and future P/E, while revenue growth and the discount rate are kept broadly unchanged.
User avatar
Mise à jour du récit • Apr 20

TIMS3: Lease Efficiency And Governance Changes Will Shape Measured Outlook

Analysts have nudged their fair value estimate for TIM slightly higher to R$27.31, reflecting small tweaks to assumptions about revenue growth, profit margins, and the forward P/E outlook. What's in the News TIM issued earnings guidance for 2026, indicating expected service revenue growth of around 5% year over year.
User avatar
Nouveau récit • Apr 13

5G Expansion And ESG Commitments Will Constrain Margins And Future Cash Generation

Catalysts About TIM TIM operates mobile, broadband and B2B connectivity and digital services in Brazil. What are the underlying business or industry changes driving this perspective?
User avatar
Mise à jour du récit • Apr 04

TIMS3: Governance Updates And Lease Efficiency Plan Will Support Balanced Outlook

Analysts have raised their price target for TIM to R$26.98 from R$26.22, citing updated assumptions for slightly stronger revenue growth, a modestly higher profit margin, and a largely unchanged forward P/E. What's in the News Shareholders approved an amendment and restatement of TIM S.A.'s by laws at the Ordinary and Extraordinary General Meeting held on March 30, 2026, updating the company's formal governance framework (Key Developments).
User avatar
Mise à jour du récit • Mar 20

TIMS3: Buybacks And Fibre Stake Talks Will Shape Balanced Outlook

Analysts now see TIM’s fair value edging up from R$26.02 to R$26.22, reflecting slightly different views on revenue growth, profit margins and future P/E, which together support a modestly higher price target. What's in the News TIM scheduled a board meeting on March 18, 2026, to decide on a proposal for paying interest on shareholders' equity, which directly relates to how cash returns may be allocated to investors.
User avatar
Mise à jour du récit • Mar 06

TIMS3: Tower Deal And Buyback Activity Will Shape Balanced Outlook

Analysts nudged their fair value estimate for TIM higher to R$26.02 from R$25.81, citing only small adjustments to long term revenue growth assumptions, profit margins and future P/E expectations. What's in the News TIM set a Special and Extraordinary Shareholders Meeting for March 31, 2026, in Rio de Janeiro, with details indicating a broad agenda for shareholder decisions (company event filing).
User avatar
Mise à jour du récit • Feb 19

TIMS3: Fibre Buyback Talks And Tower Deal Will Shape Balanced Outlook

Analysts have nudged their fair value estimate for TIM higher to R$25.81 from R$25.66, supported by updated assumptions that include slightly different revenue growth, profit margin and forward P/E expectations, along with a small adjustment to the discount rate. What's in the News TIM is in talks to buy back a 51% stake in fibre network unit I-Systems, which it previously sold to IHS Towers in 2021, with the stake described as potentially worth around US$170 million.
Article d’analyse • Feb 13

TIM S.A. (BVMF:TIMS3) Full-Year Results: Here's What Analysts Are Forecasting For This Year

It's been a pretty great week for TIM S.A. ( BVMF:TIMS3 ) shareholders, with its shares surging 11% to R$28.29 in the...
User avatar
Mise à jour du récit • Feb 05

TIMS3: Fibre Unit Reacquisition Talks And Board Agenda Will Guide Steady Outlook

Analysts have nudged their price target on TIM slightly higher to reflect updated assumptions around revenue growth of about 4.37% and a P/E near 19.62x, while keeping fair value broadly in line at about $25.66 per share. What's in the News TIM S.A. is in talks to buy back a 51% stake in fibre network unit I Systems, a business it previously controlled, in a potential deal valued around $170 million.
User avatar
Mise à jour du récit • Jan 22

TIMS3: Upcoming Board Agendas And Stable Outlook Will Shape Measured Upside Potential

Analysts have nudged their price target on TIM slightly lower to $25.66 from $25.81, reflecting fine tuning of assumptions around revenue growth, profit margins and future P/E expectations. What's in the News TIM has scheduled a board meeting for Dec 16, 2025, at 09:00 US Eastern Standard Time to review activities of the Environmental, Social & Governance Committee, Control and Risks Committee, and Statutory Audit Committee; consider profit distribution to shareholders; review the Industrial Plan; and approve the 2026 budget (Key Developments).
Article d’analyse • Jan 16

Returns On Capital Are Showing Encouraging Signs At TIM (BVMF:TIMS3)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
User avatar
Mise à jour du récit • Jan 06

TIMS3: Future Board Actions And New Site Buildout Will Unlock Upside

Analysts have kept their price target for TIM effectively unchanged at about $25.81. This reflects only minimal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions.
Article d’analyse • Dec 26

Unpleasant Surprises Could Be In Store For TIM S.A.'s (BVMF:TIMS3) Shares

With a price-to-earnings (or "P/E") ratio of 12.8x TIM S.A. ( BVMF:TIMS3 ) may be sending bearish signals at the...
User avatar
Mise à jour du récit • Dec 20

TIMS3: Future Board Decisions Will Support Upside From Expanded Infrastructure Partnership

Narrative Update on TIM Analyst Price Target Analysts have raised their price target on TIM slightly, to approximately $25.81 from about $25.59, citing marginal improvements in forward valuation multiples and profit margin expectations while keeping growth assumptions largely unchanged. What's in the News TIM has scheduled a December 16, 2025 board meeting to review ESG, risk, and audit committee activities, decide on profit distribution to shareholders, and approve the 2026 industrial plan and budget (company filing).
User avatar
Mise à jour du récit • Dec 06

TIMS3: Future Board Actions And Network Buildout Will Support Balanced Outlook

Narrative Update on TIM Analyst Price Target Analysts have trimmed their price target on TIM slightly, lowering it by approximately $0.07 as they incorporate marginally softer long term assumptions for valuation multiples, while leaving core growth and profitability expectations largely unchanged. What's in the News IHS Brazil signed a New Site agreement with TIM S.A. to build up to 3,000 telecom sites across multiple Brazilian regions, with an initial minimum deployment of 500 sites, extending their infrastructure partnership that began in 2020 (Key Developments).
User avatar
Mise à jour du récit • Nov 22

TIMS3: Board Oversight And Network Expansion Will Support Measured Performance Ahead

Analysts have raised their price target for TIM slightly, from $25.42 to approximately $25.66. They cite incremental improvements in profit margin forecasts and overall valuation metrics as reasons for the change.
Article d’analyse • Nov 14

TIM's (BVMF:TIMS3) Performance Is Even Better Than Its Earnings Suggest

The subdued stock price reaction suggests that TIM S.A.'s ( BVMF:TIMS3 ) strong earnings didn't offer any surprises...
User avatar
Mise à jour du récit • Nov 07

TIMS3: Board Decisions And Infrastructure Expansion Will Drive Steady Performance

Narrative Update on TIM: Analyst Price Target Revision Analysts have increased their price target for TIM from $24.69 to $25.42. This reflects slightly higher profit margin forecasts and only minor changes to growth and valuation assumptions.
Article d’analyse • Nov 06

TIM S.A. Just Beat EPS By 33%: Here's What Analysts Think Will Happen Next

Last week saw the newest third-quarter earnings release from TIM S.A. ( BVMF:TIMS3 ), an important milestone in the...
Article d’analyse • Oct 09

TIM's (BVMF:TIMS3) Returns On Capital Are Heading Higher

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
User avatar
Mise à jour du récit • Sep 26

5G Expansion And IoT Integration Will Unlock Telecom Potential

With consensus forecasts for TIM’s future P/E and revenue growth essentially flat, the analyst price target saw only a marginal upward revision to R$24.69. What's in the News Board meeting held to resolve agreements related to the company's energy self-production project.
User avatar
Mise à jour du récit • Sep 11

5G Expansion And IoT Integration Will Unlock Telecom Potential

TIM’s future P/E has risen markedly while its net profit margin has declined, suggesting higher investor expectations despite weaker profitability, resulting in a negligible analyst price target increase from R$24.09 to R$24.35. What's in the News Board meeting scheduled to review activities of ESG, Control & Risks, and Statutory Audit Committees, consider amendments to Corporate Risk Management Policy, acknowledge quarterly financial report, and discuss other matters.
User avatar
Mise à jour du récit • Aug 27

5G Expansion And IoT Integration Will Unlock Telecom Potential

TIM’s consensus revenue growth forecast has edged down while its future P/E multiple has ticked up, leaving the analyst price target largely unchanged with a marginal increase to R$23.74. What's in the News Board to review ESG, Audit, and Control & Risks Committee activities, consider amendment to Corporate Risk Management Policy, and acknowledge quarterly financial report.
User avatar
Nouveau récit • Dec 01

Rock-Solid Expansion And Tactical Innovation To Propel Earnings Growth

Aggressive sponsorship initiatives and network investments may boost brand perception, customer base, and mobile services revenue, enhancing net margins through efficiencies.

Ventilation des recettes et des dépenses

Comment TIM gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

BOVESPA:TIMS3 Recettes, dépenses et bénéfices (BRL Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
30 Jun 2627,4034,3267,9290
31 Mar 2627,0374,3317,7580
31 Dec 2526,6254,3127,6940
30 Sep 2526,3354,0297,6890
30 Jun 2526,0433,6267,7020
31 Mar 2525,7463,4327,9520
31 Dec 2425,4483,1547,7070
30 Sep 2425,0923,1887,6970
30 Jun 2424,7293,0997,6320
31 Mar 2424,2892,9447,2520
31 Dec 2323,8342,8377,5020
30 Sep 2323,3832,2937,5680
30 Jun 2322,9392,0257,6310
31 Mar 2322,4441,6787,6810
31 Dec 2221,5311,6717,4050
30 Sep 2220,5062,1487,0480
30 Jun 2219,4072,6936,7160
31 Mar 2218,4453,0866,4150
31 Dec 2118,0582,9576,3450
30 Sep 2117,9372,9556,2440
30 Jun 2117,8122,3536,1820
31 Mar 2117,3921,9596,0360
31 Dec 2017,2681,8446,0990
30 Sep 2017,1761,3346,2690
30 Jun 2017,1261,6896,3770
31 Mar 2017,4023,6646,6690
31 Dec 1917,3773,6226,7040
30 Sep 1917,2483,7517,3910
30 Jun 1917,1524,3396,7530
31 Mar 1917,0522,4206,6680
31 Dec 1816,9812,5456,5790
30 Sep 1816,7812,5175,7200
30 Jun 1816,6231,4636,2000
31 Mar 1816,4021,3486,1000
31 Dec 1716,2341,2356,0000
30 Sep 1716,0219946,0130
30 Jun 1715,8378996,0170
31 Mar 1715,7147555,9400
31 Dec 1615,6177505,9780
30 Sep 1615,6898526,0130
30 Jun 1615,9051,0275,9490
31 Mar 1616,4451,8966,0290
31 Dec 1517,1422,0856,0180
30 Sep 1518,1962,0805,9670

Des revenus de qualité: TIMS3 a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de TIMS3 sont plus élevées que l'année dernière TIMS3. (15.8%) sont plus élevées que l'année dernière (13.9%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de TIMS3 ont augmenté de 12.9% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de TIMS3 au cours de l'année écoulée ( 19.3% ) dépasse sa moyenne sur 5 ans ( 12.9% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices TIMS3 au cours de l'année écoulée ( 19.3% ) a dépassé celle du secteur Wireless Telecom 13.7%.


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de TIMS3 ( 17.3% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/22 03:46
Cours de l'action en fin de journée2026/09/21 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
  • Formulaire 10-K de la SEC
  • Formulaire 10-Q de la SEC
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
  • Rapports de recherche des analystes
  • Blue Matrix
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
  • Données de marché ICE
  • Formulaire S-1 de la SEC
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
  • Formulaire 4 de la SEC
  • Formulaire 13D de la SEC
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
  • Formulaire 10-K de la SEC
  • Formulaire SEC DEF 14A
Principaux développements10 ans
  • Annonces de l'entreprise
  • Formulaire 8-K de la SEC

* 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' 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

TIM S.A. est couverte par 32 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
Michel MorinBarclays
Maurice PatrickBarclays
Mathieu RobilliardBarclays

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