Bemobi Mobile Tech (BMOB3) Panoramica del titolo
Bemobi Mobile Tech S.A., società tecnologica, offre soluzioni e piattaforme mobili per i pagamenti digitali, il coinvolgimento dei clienti, la microfinanza e i servizi digitali in Brasile e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 1/6 |
Premi
Analisi del rischio
BMOB3 Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Bemobi Mobile Tech S.A.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | R$23.93 |
| Massimo di 52 settimane | R$28.62 |
| Minimo di 52 settimane | R$19.27 |
| Beta | 0.18 |
| Variazione di 1 mese | 2.66% |
| Variazione a 3 mesi | -10.24% |
| Variazione di 1 anno | 5.70% |
| Variazione a 3 anni | 74.67% |
| Variazione a 5 anni | 5.56% |
| Variazione dall'IPO | 11.82% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 15
BMOB3: Future Returns Will Balance Softer Revenue With Higher P/E Expectations
Analysts have raised their fair value estimate for Bemobi Mobile Tech to R$24.00 from R$22.00, citing updated assumptions for the company's discount rate, revenue trends, profit margins and future P/E. What's in the News A board meeting is scheduled for May 15, 2026 to review the distribution and payment of first quarter 2026 interest on equity totaling INR 16,000,000.
Aggiornamento della narrazione • Jun 01
BMOB3: Future Returns Will Rely On IoE Payouts And Stable Margins
Analysts have maintained their fair value estimate for Bemobi Mobile Tech at R$30.45. The updated price target reflects slightly lower projected revenue growth and profit margins, along with a higher assumed future P/E multiple.Articolo di analisi • May 19
Bemobi Mobile Tech (BVMF:BMOB3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) robust earnings report didn't manage to move the market for its stock. Our...Aggiornamento della narrazione • May 05
BMOB3: Future Returns Will Rely On Stable Margins And Lower Risk
Analysts have maintained their R$30.45 price target for Bemobi Mobile Tech, making only minor adjustments to assumptions for the discount rate, long-term revenue growth, profit margin and forward P/E ratio, rather than indicating a change in their overall view of the stock. Valuation Changes Fair Value: R$30.45 is unchanged, indicating no revision to the central valuation output.Recent updates
Aggiornamento della narrazione • Jun 15
BMOB3: Future Returns Will Balance Softer Revenue With Higher P/E Expectations
Analysts have raised their fair value estimate for Bemobi Mobile Tech to R$24.00 from R$22.00, citing updated assumptions for the company's discount rate, revenue trends, profit margins and future P/E. What's in the News A board meeting is scheduled for May 15, 2026 to review the distribution and payment of first quarter 2026 interest on equity totaling INR 16,000,000.Aggiornamento della narrazione • Jun 01
BMOB3: Future Returns Will Rely On IoE Payouts And Stable Margins
Analysts have maintained their fair value estimate for Bemobi Mobile Tech at R$30.45. The updated price target reflects slightly lower projected revenue growth and profit margins, along with a higher assumed future P/E multiple.Articolo di analisi • May 19
Bemobi Mobile Tech (BVMF:BMOB3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) robust earnings report didn't manage to move the market for its stock. Our...Aggiornamento della narrazione • May 05
BMOB3: Future Returns Will Rely On Stable Margins And Lower Risk
Analysts have maintained their R$30.45 price target for Bemobi Mobile Tech, making only minor adjustments to assumptions for the discount rate, long-term revenue growth, profit margin and forward P/E ratio, rather than indicating a change in their overall view of the stock. Valuation Changes Fair Value: R$30.45 is unchanged, indicating no revision to the central valuation output.Aggiornamento della narrazione • Apr 20
BMOB3: Future Returns Will Rely On Stable Margins And Lower Risk
Analysts have raised their price target on Bemobi Mobile Tech from R$28.63 to R$30.45, citing updated assumptions that include a slightly lower discount rate, a smaller projected revenue decline, a modestly higher profit margin, and a reduced future P/E multiple. Valuation Changes Fair Value: R$28.63 to R$30.45, reflecting a modest uplift in the target level.Aggiornamento della narrazione • Apr 06
BMOB3: Future Returns Will Be Pressured By Softer Revenue Outlook
Analysts have kept the R$22.00 price target unchanged for Bemobi Mobile Tech, highlighting slightly lower assumed revenue growth and discount rate, along with a modestly higher profit margin and a small adjustment to the future P/E multiple. Valuation Changes Fair Value: The R$22.00 price estimate is unchanged, so the overall valuation anchor remains the same.
Aggiornamento della narrazione • Mar 23
BMOB3: Steady Fair Value And Easing Revenue Decline Will Support Upside
Analysts kept their R$35.00 fair value estimate for Bemobi Mobile Tech in place while updating inputs such as a slightly higher discount rate, a smaller revenue decline, a similar profit margin, and a lower future P/E assumption. This suggests their overall view on the stock's valuation remains broadly unchanged.Aggiornamento della narrazione • Mar 08
BMOB3: Stable Fair Value Will Reflect Softer Revenue Decline And Margin Shift
Analysts have maintained their R$22.00 price target for Bemobi Mobile Tech, citing updated assumptions that reflect a slightly smaller expected revenue decline, a modest improvement in profit margins, and a slightly lower future P/E multiple. Valuation Changes Fair Value: The R$22.00 fair value is unchanged, keeping the anchor point for the analysis steady.Aggiornamento della narrazione • Feb 21
BMOB3: Stable Fair Value And Slightly Higher Margins Will Support Upside
Analysts kept their R$35.00 price target for Bemobi Mobile Tech unchanged, citing only marginal tweaks to inputs such as discount rate, revenue trajectory, profit margin and assumed future P/E that did not materially affect their valuation view. Valuation Changes Fair Value: The fair value estimate remains unchanged at R$35.00.Aggiornamento della narrazione • Feb 07
BMOB3: Stable Fair Value And Higher Margin Assumptions Will Support Upside
Analysts have kept their fair value estimate for Bemobi Mobile Tech steady at $35.00, pointing to slightly lower required returns, along with a small improvement in projected profit margin and future P/E assumptions, as the key drivers behind the unchanged target. Valuation Changes Fair Value Estimate: Unchanged at R$35.00, indicating no adjustment to the analyst central valuation.Aggiornamento della narrazione • Jan 24
BMOB3: Higher Future P/E Will Likely Leave Shares Overvalued
Analysts have raised their fair value estimate for Bemobi Mobile Tech to R$22.00 from R$18.00, citing updated assumptions around the discount rate, revenue trends, profit margins and a higher future P/E multiple. Valuation Changes Fair Value Estimate was raised from R$18.00 to R$22.00, implying a higher assessed worth for Bemobi Mobile Tech shares based on updated assumptions.Articolo di analisi • Jan 22
Is Bemobi Mobile Tech (BVMF:BMOB3) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Aggiornamento della narrazione • Jan 09
BMOB3: Higher Future P/E Will Support A More Optimistic Outlook
Analysts have increased their fair value estimate for Bemobi Mobile Tech from R$27.00 to R$35.00, citing adjustments to discount rate assumptions, expectations for revenue contraction, profit margin outlook, and future P/E levels as the main drivers of the revision. Valuation Changes Fair Value Estimate raised from R$27.00 to R$35.00, representing a sizeable upward revision in the target valuation range.Aggiornamento della narrazione • Dec 18
BMOB3: Future Discount Rate Will Ease While Earnings Multiple Remains Supportive
Analysts have slightly raised their price target for Bemobi Mobile Tech to R$28.63 from R$28.63, reflecting a higher required discount rate and modestly richer forward P/E assumptions despite unchanged fair value and operating forecasts. Valuation Changes Fair Value Estimate, unchanged at R$28.63 per share, indicating no revision to the intrinsic valuation despite other model adjustments.Aggiornamento della narrazione • Dec 04
BMOB3: Future Risk Profile Will Improve While Margins Remain Resilient
Analysts have trimmed their price target on Bemobi Mobile Tech slightly, to about R$28.63 from roughly R$28.83. They cited an improved risk profile from a lower discount rate and marginally stronger profit margin expectations, which are partially offset by a higher anticipated future P/E multiple.Aggiornamento della narrazione • Nov 20
BMOB3: Fair Value Is Projected To Rise Amid Stable Profitability
Analysts have increased their price target for Bemobi Mobile Tech from R$26.17 to R$28.83, citing modest improvements in fair value projections. This comes despite minimal adjustments to revenue growth and profit margin expectations.Aggiornamento della narrazione • Nov 05
BMOB3: Revenue Outlook Improvements Will Drive New Market Expansion
Narrative Update on Bemobi Mobile Tech Analysts have raised their price target for Bemobi Mobile Tech from R$23.00 to R$26.17, citing improved revenue outlook and modest adjustments to key valuation metrics. Valuation Changes Fair Value Estimate has increased from R$23.00 to R$26.17, reflecting an improved outlook.Articolo di analisi • Jul 04
Getting In Cheap On Bemobi Mobile Tech S.A. (BVMF:BMOB3) Is Unlikely
Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) price-to-earnings (or "P/E") ratio of 14.2x might make it look like a sell...
Nuova narrazione • Jan 20
European Expansion And Payments Integration Will Strengthen Future Prospects
Expanding into new European markets and strengthening Brazil's client base is expected to drive significant revenue growth.Articolo di analisi • Mar 31
Analysts Have Just Cut Their Bemobi Mobile Tech S.A. (BVMF:BMOB3) Revenue Estimates By 24%
Market forces rained on the parade of Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) shareholders today, when the analysts...Articolo di analisi • Mar 22
Concerns Surrounding Bemobi Mobile Tech's (BVMF:BMOB3) Performance
The stock price didn't jump after Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) posted decent earnings last week. Our analysis...Articolo di analisi • Mar 23
We Think That There Are Some Issues For Bemobi Mobile Tech (BVMF:BMOB3) Beyond Its Promising Earnings
Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) just released a solid earnings report, and the stock displayed some strength...Articolo di analisi • May 10
Getting In Cheap On Bemobi Mobile Tech S.A. (BVMF:BMOB3) Is Unlikely
Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) price-to-earnings (or "P/E") ratio of 24.2x might make it look like a sell...Rendimenti per gli azionisti
| BMOB3 | BR Entertainment | BR Mercato | |
|---|---|---|---|
| 7D | 3.0% | -3.0% | 0.3% |
| 1Y | 5.7% | 18.9% | 10.9% |
Ritorno vs Industria: BMOB3 ha avuto una performance inferiore rispetto al BR Entertainment che ha registrato un rendimento 18.9 % nell'ultimo anno.
Rendimento vs Mercato: BMOB3 ha avuto una performance inferiore al mercato BR che ha registrato un rendimento 10.9 % nell'ultimo anno.
Volatilità dei prezzi
| BMOB3 volatility | |
|---|---|
| BMOB3 Average Weekly Movement | 4.5% |
| Entertainment Industry Average Movement | 5.2% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in BR Market | 7.9% |
| 10% least volatile stocks in BR Market | 1.9% |
Prezzo delle azioni stabile: BMOB3 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato BR.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di BMOB3 è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2007 | 800 | Pedro Ripper | www.bemobi.com.br |
Bemobi Mobile Tech S.A., società tecnologica, offre soluzioni e piattaforme mobili per i pagamenti digitali, il coinvolgimento dei clienti, la microfinanza e i servizi digitali in Brasile e a livello internazionale. Fornisce Omni Pay, una piattaforma di pagamento all'avanguardia; Wave, una piattaforma per semplificare le operazioni nel settore delle telecomunicazioni; Omni Engage, una soluzione finanziaria di mobile scoring; Omni Engage + Omni Pay, una piattaforma di customer engagement in vari settori; e Agenda Edu, uno strumento integrato per l'istruzione. L'azienda offre anche servizi di abbonamento digitale per applicazioni e giochi mobili, servizi di microfinanza e di fatturazione e servizi di messaggistica vocale con accesso tramite applicazioni e/o integrati con sistemi SMS/WhatsApp.
Bemobi Mobile Tech S.A. Riepilogo dei fondamenti
| BMOB3 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | R$2.03b |
| Utili (TTM) | R$159.70m |
| Ricavi(TTM) | R$1.79b |
12.7x
Rapporto P/E1.1x
Rapporto P/SBMOB3 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| BMOB3 Conto economico (TTM) | |
|---|---|
| Ricavi | R$1.79b |
| Costo del fatturato | R$1.32b |
| Profitto lordo | R$470.99m |
| Altre spese | R$311.29m |
| Utili | R$159.70m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 12, 2026
| Utile per azione (EPS) | 1.88 |
| Margine lordo | 26.29% |
| Margine di profitto netto | 8.91% |
| Rapporto debito/patrimonio netto | 4.1% |
Come si è comportato BMOB3 nel lungo periodo?
Vedi performance storica e confrontoDividendi
6.6%
Rendimento attuale del dividendo169%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/06 12:47 |
| Prezzo dell'azione a fine giornata | 2026/07/03 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Bemobi Mobile Tech S.A. è coperta da 5 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Carlos Palhares Sequeira | BTG Pactual |
| Osni Carfi | BTG Pactual |
| Maria Infantozzi | Itau BBA |