WEG（WEGE3）株式概要
WEG S.A.は、ブラジル国内および国際的な資本財の生産と販売に従事している。 詳細
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Analyst Price Targets
WEG S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | R$47.20 |
| 52週高値 | R$54.53 |
| 52週安値 | R$35.25 |
| ベータ | -0.077 |
| 1ヶ月の変化 | 2.03% |
| 3ヶ月変化 | 5.22% |
| 1年変化 | 26.95% |
| 3年間の変化 | 15.54% |
| 5年間の変化 | 30.24% |
| IPOからの変化 | 5,855,979.40% |
最新ニュース
ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.
ナラティブ更新 • 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.分析記事 • 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
ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| WEGE3 | BR Electrical | BR 市場 | |
|---|---|---|---|
| 7D | 2.6% | -0.5% | 2.0% |
| 1Y | 27.0% | 32.0% | 20.6% |
業界別リターン: WEGE3過去 1 年間で32 % のリターンをもたらしたBR Electrical業界と一致しました。
リターン対市場: WEGE3過去 1 年間で20.6 % の収益を上げたBR市場を上回りました。
価格変動
| WEGE3 volatility | |
|---|---|
| WEGE3 Average Weekly Movement | 4.7% |
| Electrical Industry Average Movement | 8.1% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in BR Market | 7.8% |
| 10% least volatile stocks in BR Market | 1.9% |
安定した株価: WEGE3 、 BR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: WEGE3の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1961 | 49,258 | Alberto Kuba | www.weg.net/institutional/BR/en/ |
WEG S.A.社は、ブラジル国内および国際的な資本財の製造・販売に従事している。同社は、電気モーター、発電機、変圧器、ギヤユニット、ギヤードモーター、油圧タービン、蒸気タービン、周波数変換器、モータースターターと操作装置、産業オートメーション用電気回路の制御と保護、電源ソケットとスイッチ、大型車、SUV車、機関車、海上輸送用資本財の電気牽引ソリューションを提供している。水力発電所、火力発電所、バイオマス発電所、風力発電所、太陽光発電所による再生可能エネルギーと分散型エネルギー発電のソリューション、産業用ソリューション、発電機グループ用のUPSとオルタネーター、従来型と可動型の変電所、産業用電気・電子システム、産業用塗料とワニス、自動車再塗装用塗料を提供している。WEG S.A.は1961年に設立され、ブラジルのJaraguá do Sulに本社を置いている。WEG S.A.はWEG Participações e Serviços S.A.の子会社として運営されている。
WEG S.A. 基礎のまとめ
| WEGE3 基礎統計学 | |
|---|---|
| 時価総額 | R$198.04b |
| 収益（TTM） | R$6.25b |
| 売上高(TTM) | R$40.13b |
31.7x
PER（株価収益率4.9x
P/SレシオWEGE3 は割高か？
公正価値と評価分析を参照収益と収入
| WEGE3 損益計算書（TTM） | |
|---|---|
| 収益 | R$40.13b |
| 売上原価 | R$26.83b |
| 売上総利益 | R$13.30b |
| その他の費用 | R$7.04b |
| 収益 | R$6.25b |
直近の収益報告
Jun 30, 2026
次回決算日
Oct 21, 2026
| 一株当たり利益（EPS） | 1.49 |
| グロス・マージン | 33.14% |
| 純利益率 | 15.58% |
| 有利子負債／自己資本比率 | 25.1% |
WEGE3 の長期的なパフォーマンスは？
過去の実績と比較を見る| WEG 配当日 | |
|---|---|
| 配当落ち日 | Dec 22 2025 |
| 配当支払日 | Aug 16 2028 |
| 配当落ちまでの日数 | 223 days |
| 配当支払日までの日数 | 745 days |
WEGE3 配当は確実ですか？
WEGE3 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/01 02:39 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
WEG S.A. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23
| アナリスト | 機関 |
|---|---|
| Luan Calimerio | BB Banco de Investimento S.A. |
| Rogério Araújo | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |