TIM S.A.

Report azionario BOVESPA:TIMS3

Capitalizzazione di mercato: R$55.7b

TIM Crescita futura

Criteri Future verificati 1/6

TIM prevede che gli utili e i ricavi cresceranno rispettivamente di 8.5% e 4.1% all'anno. Si prevede che l'EPS crescerà di 8.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 24.2% in 3 anni.

Informazioni chiave

8.5%

Tasso di crescita degli utili

8.72%

Tasso di crescita dell'EPS

Wireless Telecom crescita degli utili4.4%
Tasso di crescita dei ricavi4.1%
Rendimento futuro del capitale proprio24.23%
Copertura analitica

Good

Ultimo aggiornamento07 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 9h

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...
Articolo di analisi • 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...
Articolo di analisi • 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...

Recent updates

Articolo di analisi • 9h

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...
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Nuova analisi • 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?
Aggiornamento dell'analisi • 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).
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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).
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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).
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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).
Aggiornamento dell'analisi • 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).
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Articolo di analisi • Sep 18

TIM (BVMF:TIMS3) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • Aug 07

Pinning Down TIM S.A.'s (BVMF:TIMS3) P/E Is Difficult Right Now

When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 8x, you may consider TIM...
Articolo di analisi • Jun 26

There's Been No Shortage Of Growth Recently For TIM's (BVMF:TIMS3) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Articolo di analisi • May 15

We Think TIM's (BVMF:TIMS3) Profit Is Only A Baseline For What They Can Achieve

TIM S.A.'s ( BVMF:TIMS3 ) strong earnings report was rewarded with a positive stock price move. Our analysis found some...
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Nuova analisi • 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.

Previsioni di crescita degli utili e dei ricavi

BOVESPA:TIMS3 - Stime future degli analisti e dati finanziari passati (BRL Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202830,3095,7998,00711,13910
12/31/202729,1445,4207,56210,62514
12/31/202628,1095,0906,84611,0325
3/31/202627,0374,3319,05413,610N/A
12/31/202526,6254,3128,81413,440N/A
9/30/202526,3354,0299,03613,691N/A
6/30/202526,0433,6268,83513,466N/A
3/31/202525,7463,4328,43113,182N/A
12/31/202425,4483,1547,65012,332N/A
9/30/202425,0923,1888,00612,659N/A
6/30/202424,7293,0997,96512,665N/A
3/31/202424,2892,9447,48312,107N/A
12/31/202323,8342,8377,86312,421N/A
9/30/202323,3832,2936,42211,009N/A
6/30/202322,9392,0256,38910,956N/A
3/31/202322,4441,6785,31110,002N/A
12/31/202221,5311,6714,4329,162N/A
9/30/202220,5062,1483,3358,848N/A
6/30/202219,4072,6932,7588,189N/A
3/31/202218,4453,0863,9609,248N/A
12/31/202118,0582,9574,79410,078N/A
9/30/202117,9372,9556,06310,653N/A
6/30/202117,8122,3535,52510,069N/A
3/31/202117,3921,9595,82510,136N/A
12/31/202017,2681,8444,7838,674N/A
9/30/202017,1761,3344,7908,559N/A
6/30/202017,1261,6894,6618,497N/A
3/31/202017,4023,6643,1497,257N/A
12/31/201917,3773,622N/A7,065N/A
9/30/201917,2483,751N/A6,401N/A
6/30/201917,1524,339N/A5,983N/A
3/31/201917,0522,420N/A5,766N/A
12/31/201816,9812,545N/A6,129N/A
9/30/201816,7812,517N/A6,418N/A
6/30/201816,6231,463N/A6,517N/A
3/31/201816,4021,348N/A6,786N/A
12/31/201716,2341,235N/A5,404N/A
9/30/201716,021994N/A4,884N/A
6/30/201715,837899N/A4,978N/A
3/31/201715,714755N/A5,075N/A
12/31/201615,617750N/A4,992N/A
9/30/201615,689852N/A4,675N/A
6/30/201615,9051,027N/A4,147N/A
3/31/201616,4451,896N/A4,199N/A
12/31/201517,1422,085N/A4,278N/A
9/30/201518,1962,080N/A5,908N/A
6/30/201518,9332,070N/A6,312N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di TIMS3 ( 8.5% all'anno) è inferiore al tasso di risparmio ( 12.4% ).

Guadagni vs Mercato: Si prevede che gli utili di TIMS3 ( 8.5% all'anno) cresceranno più lentamente rispetto al mercato BR ( 12.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di TIMS3 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di TIMS3 ( 4.1% all'anno) crescerà più lentamente rispetto al mercato BR ( 6.3% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di TIMS3 ( 4.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di TIMS3 sarà elevato tra 3 anni ( 24.2 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/10 20:32
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche guide su come utilizzare i nostri report e 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

TIM S.A. è coperta da 32 analisti. 14 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.

AnalistaIstituzione
Michel MorinBarclays
Mathieu RobilliardBarclays
Maurice PatrickBarclays