View Financial HealthDesktop 配当と自社株買い配当金 基準チェック /06Desktopは配当を支払う会社で、現在の利回りは0.21%です。次の支払い日は 31st December, 2026で、権利落ち日は30th April, 2026 。主要情報0.2%配当利回り-0.2%バイバック利回り総株主利回り0.02%将来の配当利回り4.3%配当成長30.2%次回配当支払日31 Dec 26配当落ち日30 Apr 26一株当たり配当金n/a配当性向5%最近の配当と自社株買いの更新Upcoming Dividend • Apr 20Upcoming dividend of R$0.037 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 5.2% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Brazilian dividend payers (10%). Lower than average of industry peers (5.4%).Declared Dividend • Apr 06Dividend of R$0.037 announcedShareholders will receive a dividend of R$0.037. Ex-date: 24th April 2025 Payment date: 30th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 4.7%.Upcoming Dividend • Apr 15Upcoming dividend of R$0.042 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 30 December 2024. Payout ratio is a comfortable 2.3% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Brazilian dividend payers (8.5%). Lower than average of industry peers (3.2%).すべての更新を表示Recent updatesReported Earnings • May 18First quarter 2026 earnings released: EPS: R$0.083 (vs R$0.17 in 1Q 2025)First quarter 2026 results: EPS: R$0.083 (down from R$0.17 in 1Q 2025). Revenue: R$321.7m (up 9.2% from 1Q 2025). Net income: R$9.64m (down 51% from 1Q 2025). Profit margin: 3.0% (down from 6.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Major Estimate Revision • Apr 07Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from R$1.69 to R$1.86. Revenue forecast steady at R$1.39b. Net income forecast to grow 313% next year vs 75% growth forecast for Telecom industry in Brazil. Consensus price target up from R$15.32 to R$17.12. Share price was steady at R$18.09 over the past week.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 29%After last week's 29% share price gain to R$17.75, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Telecom industry in South America. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R$34.70 per share.お知らせ • Mar 23+ 1 more updateAmérica Móvil, S.A.B. de C.V. (BMV:AMX B) entered into an agreement to acquire to acquire 73% stake in Desktop S.A. (BOVESPA:DESK3).América Móvil, S.A.B. de C.V. (BMV:AMX B) entered into an agreement to acquire to acquire 73% stake in Desktop S.A. (BOVESPA:DESK3) on March 22, 2026. Completion of the transaction is subject to certain customary closing conditions, including approvals by the Administrative Council for Economic Defense (CADE) and by the National Telecommunications Agency. América Móvil, S.A.B. de C.V. is acquiring Desktop S.A. through one of its subsidiaries in Brazil.Price Target Changed • Mar 23Price target increased by 8.1% to R$13.72Up from R$12.69, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of R$14.40. Stock is up 77% over the past year. The company is forecast to post earnings per share of R$1.69 for next year compared to R$0.70 last year.Reported Earnings • Mar 18Full year 2025 earnings released: EPS: R$0.70 (vs R$0.78 in FY 2024)Full year 2025 results: EPS: R$0.70 (down from R$0.78 in FY 2024). Revenue: R$1.22b (up 7.9% from FY 2024). Net income: R$80.8m (down 9.9% from FY 2024). Profit margin: 6.6% (down from 7.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R$13.52, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Telecom industry in South America. Total returns to shareholders of 72% over the past three years.分析記事 • Jan 28Desktop (BVMF:DESK3) Will Be Hoping To Turn Its Returns On Capital AroundWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to R$14.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Telecom industry in South America. Total returns to shareholders of 67% over the past three years.お知らせ • Jan 07+ 3 more updatesDesktop S.A. to Report Q1, 2026 Results on May 12, 2026Desktop S.A. announced that they will report Q1, 2026 results on May 12, 2026分析記事 • Dec 17Is Now An Opportune Moment To Examine Desktop S.A. (BVMF:DESK3)?Desktop S.A. ( BVMF:DESK3 ), might not be a large cap stock, but it saw a significant share price rise of 109% in the...Major Estimate Revision • Dec 14Consensus EPS estimates fall by 44%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from R$1.29b to R$1.27b. EPS estimate also fell from R$2.05 per share to R$1.16 per share. Net income forecast to grow 176% next year vs 57% growth forecast for Telecom industry in Brazil. Consensus price target broadly unchanged at R$12.83. Share price rose 3.6% to R$15.91 over the past week.分析記事 • Nov 08Market Participants Recognise Desktop S.A.'s (BVMF:DESK3) Earnings Pushing Shares 28% HigherDesktop S.A. ( BVMF:DESK3 ) shares have continued their recent momentum with a 28% gain in the last month alone...Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: R$0.14 (vs R$0.21 in 3Q 2024)Third quarter 2025 results: EPS: R$0.14 (down from R$0.21 in 3Q 2024). Revenue: R$310.6m (up 7.8% from 3Q 2024). Net income: R$15.1m (down 32% from 3Q 2024). Profit margin: 4.8% (down from 7.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R$15.15, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Telecom industry in South America. Total returns to shareholders of 35% over the past three years.分析記事 • Oct 12Be Wary Of Desktop (BVMF:DESK3) And Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...New Risk • Oct 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).Valuation Update With 7 Day Price Move • Oct 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to R$12.42, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Telecom industry in South America. Total returns to shareholders of 14% over the past three years.分析記事 • Sep 24Desktop S.A.'s (BVMF:DESK3) Shares Climb 29% But Its Business Is Yet to Catch UpDesktop S.A. ( BVMF:DESK3 ) shares have had a really impressive month, gaining 29% after a shaky period beforehand. Not...Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R$9.75, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Telecom industry in South America. Total loss to shareholders of 7.3% over the past three years.分析記事 • Sep 19Desktop (BVMF:DESK3) Use Of Debt Could Be Considered RiskyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Major Estimate Revision • Sep 10Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from R$1.29b to R$1.26b. EPS estimate also fell from R$2.05 per share to R$1.46 per share. Net income forecast to grow 231% next year vs 50% growth forecast for Telecom industry in Brazil. Consensus price target broadly unchanged at R$12.69. Share price was steady at R$8.06 over the past week.Reported Earnings • Aug 08Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: R$0.19 (down from R$0.26 in 2Q 2024). Revenue: R$297.4m (up 6.2% from 2Q 2024). Net income: R$15.4m (down 40% from 2Q 2024). Profit margin: 5.2% (down from 9.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jun 08Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from R$1.29b to R$1.27b. EPS estimate also fell from R$2.05 per share to R$1.62 per share. Net income forecast to grow 178% next year vs 178% growth forecast for Telecom industry in Brazil. Consensus price target broadly unchanged at R$13.11. Share price was steady at R$9.36 over the past week.分析記事 • Apr 25Is Desktop (BVMF:DESK3) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Apr 20Upcoming dividend of R$0.037 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 5.2% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Brazilian dividend payers (10%). Lower than average of industry peers (5.4%).Declared Dividend • Apr 06Dividend of R$0.037 announcedShareholders will receive a dividend of R$0.037. Ex-date: 24th April 2025 Payment date: 30th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 4.7%.お知らせ • Mar 24Desktop S.A., Annual General Meeting, Apr 23, 2025Desktop S.A., Annual General Meeting, Apr 23, 2025.Reported Earnings • Mar 20Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: R$0.87 (down from R$0.94 in FY 2023). Revenue: R$1.13b (up 14% from FY 2023). Net income: R$100.1m (down 2.2% from FY 2023). Profit margin: 8.9% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Price Target Changed • Mar 18Price target decreased by 13% to R$13.79Down from R$15.93, the current price target is an average from 7 analysts. New target price is 61% above last closing price of R$8.54. Stock is down 39% over the past year. The company is forecast to post earnings per share of R$2.05 for next year compared to R$0.87 last year.お知らせ • Mar 06+ 3 more updatesDesktop S.A. to Report Q4, 2024 Results on Mar 17, 2025Desktop S.A. announced that they will report Q4, 2024 results on Mar 17, 2025Price Target Changed • Feb 04Price target decreased by 9.8% to R$15.07Down from R$16.71, the current price target is an average from 7 analysts. New target price is 51% above last closing price of R$10.01. Stock is down 21% over the past year. The company is forecast to post earnings per share of R$1.39 for next year compared to R$0.94 last year.Price Target Changed • Jan 15Price target decreased by 7.8% to R$16.14Down from R$17.50, the current price target is an average from 7 analysts. New target price is 53% above last closing price of R$10.53. Stock is down 21% over the past year. The company is forecast to post earnings per share of R$1.61 for next year compared to R$0.94 last year.分析記事 • Dec 24Desktop S.A. (BVMF:DESK3) Stocks Pounded By 25% But Not Lagging Market On Growth Or PricingUnfortunately for some shareholders, the Desktop S.A. ( BVMF:DESK3 ) share price has dived 25% in the last thirty days...Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R$10.35, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Telecom industry in South America. Total loss to shareholders of 36% over the past three years.分析記事 • Dec 13Desktop (BVMF:DESK3) Will Be Hoping To Turn Its Returns On Capital AroundDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Major Estimate Revision • Nov 21Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from R$1.45 to R$1.61. Revenue forecast steady at R$1.13b. Net income forecast to grow 81% next year vs 20% growth forecast for Telecom industry in Brazil. Consensus price target down from R$17.50 to R$16.71. Share price was steady at R$13.55 over the past week.Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: R$0.21 (down from R$0.30 in 3Q 2023). Revenue: R$288.1m (up 13% from 3Q 2023). Net income: R$22.1m (down 31% from 3Q 2023). Profit margin: 7.7% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 09Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: R$0.26 (up from R$0.22 in 2Q 2023). Revenue: R$280.1m (up 14% from 2Q 2023). Net income: R$25.5m (up 1.5% from 2Q 2023). Profit margin: 9.1% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Price Target Changed • Jun 21Price target decreased by 17% to R$16.78Down from R$20.16, the current price target is an average from 6 analysts. New target price is 13% above last closing price of R$14.79. Stock is up 36% over the past year. The company is forecast to post earnings per share of R$1.78 for next year compared to R$0.94 last year.分析記事 • May 28Why Investors Shouldn't Be Surprised By Desktop S.A.'s (BVMF:DESK3) P/EDesktop S.A.'s ( BVMF:DESK3 ) price-to-earnings (or "P/E") ratio of 18.1x might make it look like a strong sell right...Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R$16.22, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Telecom industry in South America. Total returns to shareholders of 71% over the past year.New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).Reported Earnings • May 10First quarter 2024 earnings released: EPS: R$0.18 (vs R$0.16 in 1Q 2023)First quarter 2024 results: EPS: R$0.18 (up from R$0.16 in 1Q 2023). Revenue: R$268.2m (up 21% from 1Q 2023). Net income: R$18.9m (up 4.7% from 1Q 2023). Profit margin: 7.0% (down from 8.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Telecom industry in South America.New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Shareholders have been diluted in the past year (32% increase in shares outstanding).Upcoming Dividend • Apr 15Upcoming dividend of R$0.042 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 30 December 2024. Payout ratio is a comfortable 2.3% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Brazilian dividend payers (8.5%). Lower than average of industry peers (3.2%).Major Estimate Revision • Apr 03Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from R$1.20b to R$1.16b. EPS estimate also fell from R$1.48 per share to R$1.18 per share. Net income forecast to grow 86% next year vs 7.5% growth forecast for Telecom industry in Brazil. Consensus price target down from R$20.16 to R$19.68. Share price fell 5.1% to R$14.25 over the past week.分析記事 • Mar 26Investors Shouldn't Be Too Comfortable With Desktop's (BVMF:DESK3) EarningsDesktop S.A. ( BVMF:DESK3 ) just reported some strong earnings, and the market reacted accordingly with a healthy...Reported Earnings • Mar 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: R$1.07 (up from R$0.55 in FY 2022). Revenue: R$986.4m (up 39% from FY 2022). Net income: R$102.3m (up 113% from FY 2022). Profit margin: 10% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Telecom industry in South America.Price Target Changed • Dec 18Price target decreased by 9.4% to R$18.02Down from R$19.88, the current price target is an average from 6 analysts. New target price is 23% above last closing price of R$14.69. Stock is up 68% over the past year. The company is forecast to post earnings per share of R$1.03 for next year compared to R$0.55 last year.Reported Earnings • Nov 17Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: R$0.58 (up from R$0.29 in 3Q 2022). Revenue: R$254.5m (up 36% from 3Q 2022). Net income: R$32.3m (up 38% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 97%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Telecom industry in South America.お知らせ • Nov 08Desktop S.A. (BOVESPA:DESK3) agreed to acquire remining 30% stake in C-Lig Telecomunicacoes S.A. form minority shareholder for BRL 34 million.Desktop S.A. (BOVESPA:DESK3) agreed to acquire remining 30% stake in C-Lig Telecomunicacoes S.A. form minority shareholder for BRL 34 million on November 7, 2023. Desktop will pay BRL 12 million in cash upfront, with the remainder to be paid in four installments over the next three years. Desktop already owned 70 percent and with this purchase, it will become the sole shareholder of C-Lig. The minority shareholder holds 11.567 million shares in C-Lig. The deal is expected to close by November 30, 2023.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R$15.83, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Telecom industry in South America. Total returns to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at R$15.62 per share.分析記事 • Sep 18Should You Be Adding Desktop (BVMF:DESK3) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • Aug 20Price target increased by 8.0% to R$18.05Up from R$16.72, the current price target is an average from 6 analysts. New target price is 20% above last closing price of R$15.02. Stock is up 47% over the past year. The company is forecast to post earnings per share of R$1.05 for next year compared to R$0.55 last year.Reported Earnings • Aug 17Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: R$0.12 (up from R$0.04 in 2Q 2022). Revenue: R$246.6m (up 46% from 2Q 2022). Net income: R$25.1m (up R$21.6m from 2Q 2022). Profit margin: 10% (up from 2.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Telecom industry in South America.Price Target Changed • Aug 08Price target increased by 10% to R$17.88Up from R$16.22, the current price target is an average from 6 analysts. New target price is 20% above last closing price of R$14.85. Stock is up 42% over the past year. The company is forecast to post earnings per share of R$1.33 for next year compared to R$0.55 last year.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R$12.70, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Telecom industry in South America. Total returns to shareholders of 53% over the past year.Major Estimate Revision • Jun 23Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from R$1.03b to R$1.01b. EPS estimate also fell from R$1.88 per share to R$1.33 per share. Net income forecast to grow 195% next year vs 21% growth forecast for Telecom industry in Brazil. Consensus price target broadly unchanged at R$16.22. Share price was steady at R$11.03 over the past week.分析記事 • Jun 06Desktop (BVMF:DESK3) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Reported Earnings • May 19First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: R$0.24 (up from R$0.084 in 1Q 2022). Revenue: R$222.0m (up 42% from 1Q 2022). Net income: R$21.2m (up 188% from 1Q 2022). Profit margin: 9.5% (up from 4.7% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 51%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Telecom industry in South America.Price Target Changed • May 17Price target increased by 24% to R$16.38Up from R$13.24, the current price target is an average from 6 analysts. New target price is 84% above last closing price of R$8.90. Stock is down 23% over the past year. The company is forecast to post earnings per share of R$1.88 for next year compared to R$0.20 last year.Major Estimate Revision • Apr 08Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from R$1.04b to R$1.02b. EPS estimate also fell from R$1.88 per share to R$1.48 per share. Net income forecast to grow 191% next year vs 50% growth forecast for Telecom industry in Brazil. Consensus price target broadly unchanged at R$13.14. Share price fell 9.7% to R$8.14 over the past week.Reported Earnings • Mar 31Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: R$710.8m (up 104% from FY 2021). Net income: R$48.0m (up 86% from FY 2021). Profit margin: 6.8% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Telecom industry in South America.Price Target Changed • Mar 16Price target decreased by 19% to R$13.24Down from R$16.28, the current price target is an average from 5 analysts. New target price is 61% above last closing price of R$8.24. Stock is down 43% over the past year. The company is forecast to post earnings per share of R$0.72 for next year compared to R$0.37 last year.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R$9.28, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Telecom industry in South America. Total loss to shareholders of 43% over the past year.分析記事 • Jan 11Desktop (BVMF:DESK3) Could Be Struggling To Allocate CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Price Target Changed • Dec 13Price target decreased to R$17.54Down from R$21.37, the current price target is an average from 5 analysts. New target price is 106% above last closing price of R$8.53. Stock is down 43% over the past year. The company is forecast to post earnings per share of R$0.79 for next year compared to R$0.37 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to R$9.46, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Telecom industry in South America. Total loss to shareholders of 50% over the past year.分析記事 • Sep 29There Are Reasons To Feel Uneasy About Desktop's (BVMF:DESK3) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Major Estimate Revision • Sep 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from R$717.9m to R$752.8m. EPS estimate fell from R$1.02 to R$0.77 per share. Net income forecast to grow 210% next year vs 50% growth forecast for Telecom industry in Brazil. Consensus price target down from R$26.22 to R$23.47. Share price rose 3.9% to R$11.53 over the past week.Price Target Changed • Sep 15Price target decreased to R$23.47Down from R$27.55, the current price target is an average from 4 analysts. New target price is 100% above last closing price of R$11.76. Stock is down 45% over the past year. The company is forecast to post earnings per share of R$1.02 for next year compared to R$0.37 last year.Major Estimate Revision • Aug 18Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from R$735.3m to R$754.8m. EPS estimate fell from R$1.14 to R$0.87 per share. Net income forecast to grow 200% next year vs 65% growth forecast for Telecom industry in Brazil. Consensus price target of R$26.33 unchanged from last update. Share price rose 2.5% to R$9.95 over the past week.分析記事 • Jul 29Need To Know: The Consensus Just Cut Its Desktop S.A. (BVMF:DESK3) Estimates For 2022Market forces rained on the parade of Desktop S.A. ( BVMF:DESK3 ) shareholders today, when the analysts downgraded...Price Target Changed • Jul 28Price target decreased to R$26.13Down from R$28.33, the current price target is an average from 3 analysts. New target price is 169% above last closing price of R$9.70. Stock is down 58% over the past year. The company is forecast to post earnings per share of R$1.46 for next year compared to R$0.37 last year.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to R$7.68, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at R$14.16 per share.Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to R$10.43, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Telecom industry in South America.Reported Earnings • May 19First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: R$0.10 (up from R$0.09 in 1Q 2021). Revenue: R$156.8m (up 172% from 1Q 2021). Net income: R$9.06m (up 77% from 1Q 2021). Profit margin: 5.8% (down from 8.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 63%. Over the next year, revenue is forecast to grow 97%, compared to a 11% growth forecast for the industry in Brazil.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Apr 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from R$793.2m to R$848.7m. EPS estimate fell from R$1.44 to R$1.27 per share. Net income forecast to grow 297% next year vs 211% growth forecast for Telecom industry in Brazil. Consensus price target down from R$31.43 to R$29.71. Share price fell 9.7% to R$15.75 over the past week.Reported Earnings • Apr 05Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: R$0.35. Revenue: R$348.9m (up 109% from FY 2020). Net income: R$30.7m (up 14% from FY 2020). Profit margin: 8.8% (down from 16% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 153%, compared to a 9.8% growth forecast for the industry in Brazil.分析記事 • Apr 02Need To Know: Analysts Are Much More Bullish On Desktop S.A. (BVMF:DESK3)Shareholders in Desktop S.A. ( BVMF:DESK3 ) may be thrilled to learn that the analysts have just delivered a major...Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 17% share price gain to R$17.52, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Telecom industry in South America.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to R$14.41, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Telecom industry in South America.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to R$18.16, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Telecom industry globally.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to R$14.59, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Telecom industry globally.分析記事 • Dec 23Desktop - Sigmanet Comunicação Multimídia S.A.'s (BVMF:DESK3) P/E Is On The MarkWhen close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 10x, you may consider...分析記事 • Nov 24Weak Statutory Earnings May Not Tell The Whole Story For Desktop - Sigmanet Comunicação Multimídia (BVMF:DESK3)The subdued market reaction suggests that Desktop - Sigmanet Comunicação Multimídia S.A.'s ( BVMF:DESK3 ) recent...Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to R$14.79, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Telecom industry globally.決済の安定と成長配当データの取得安定した配当: DESK3はBR市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。増加する配当: DESK3はBR市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。配当利回り対市場Desktop 配当利回り対市場DESK3 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (DESK3)0.2%市場下位25% (BR)3.5%市場トップ25% (BR)11.8%業界平均 (Telecom)2.2%アナリスト予想 (DESK3) (最長3年)4.3%注目すべき配当: DESK3の配当金 ( 0.21% ) はBR市場の配当金支払者の下位 25% ( 3.49% ) と比べると目立ったものではありません。高配当: DESK3の配当金 ( 0.21% ) はBR市場の配当金支払者の上位 25% ( 11.83% ) と比較すると低いです。株主への利益配当収益カバレッジ: DESK3 BR市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: DESK3 BR市場において目立った配当金を支払っていません。高配当企業の発掘7D1Y7D1Y7D1YBR 市場の強力な配当支払い企業。View Management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2026/05/22 01:12終値2026/05/22 00:00収益2026/03/31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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Desktop S.A. 2 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。7 アナリスト機関Lucca BrendimBofA Global ResearchDaniel FederleBradesco S.A. Corretora de Títulos e Valores MobiliáriosCarlos Palhares SequeiraBTG Pactual4 その他のアナリストを表示
Upcoming Dividend • Apr 20Upcoming dividend of R$0.037 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 5.2% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Brazilian dividend payers (10%). Lower than average of industry peers (5.4%).
Declared Dividend • Apr 06Dividend of R$0.037 announcedShareholders will receive a dividend of R$0.037. Ex-date: 24th April 2025 Payment date: 30th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 4.7%.
Upcoming Dividend • Apr 15Upcoming dividend of R$0.042 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 30 December 2024. Payout ratio is a comfortable 2.3% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Brazilian dividend payers (8.5%). Lower than average of industry peers (3.2%).
Reported Earnings • May 18First quarter 2026 earnings released: EPS: R$0.083 (vs R$0.17 in 1Q 2025)First quarter 2026 results: EPS: R$0.083 (down from R$0.17 in 1Q 2025). Revenue: R$321.7m (up 9.2% from 1Q 2025). Net income: R$9.64m (down 51% from 1Q 2025). Profit margin: 3.0% (down from 6.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from R$1.69 to R$1.86. Revenue forecast steady at R$1.39b. Net income forecast to grow 313% next year vs 75% growth forecast for Telecom industry in Brazil. Consensus price target up from R$15.32 to R$17.12. Share price was steady at R$18.09 over the past week.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 29%After last week's 29% share price gain to R$17.75, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Telecom industry in South America. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R$34.70 per share.
お知らせ • Mar 23+ 1 more updateAmérica Móvil, S.A.B. de C.V. (BMV:AMX B) entered into an agreement to acquire to acquire 73% stake in Desktop S.A. (BOVESPA:DESK3).América Móvil, S.A.B. de C.V. (BMV:AMX B) entered into an agreement to acquire to acquire 73% stake in Desktop S.A. (BOVESPA:DESK3) on March 22, 2026. Completion of the transaction is subject to certain customary closing conditions, including approvals by the Administrative Council for Economic Defense (CADE) and by the National Telecommunications Agency. América Móvil, S.A.B. de C.V. is acquiring Desktop S.A. through one of its subsidiaries in Brazil.
Price Target Changed • Mar 23Price target increased by 8.1% to R$13.72Up from R$12.69, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of R$14.40. Stock is up 77% over the past year. The company is forecast to post earnings per share of R$1.69 for next year compared to R$0.70 last year.
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: R$0.70 (vs R$0.78 in FY 2024)Full year 2025 results: EPS: R$0.70 (down from R$0.78 in FY 2024). Revenue: R$1.22b (up 7.9% from FY 2024). Net income: R$80.8m (down 9.9% from FY 2024). Profit margin: 6.6% (down from 7.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R$13.52, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Telecom industry in South America. Total returns to shareholders of 72% over the past three years.
分析記事 • Jan 28Desktop (BVMF:DESK3) Will Be Hoping To Turn Its Returns On Capital AroundWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to R$14.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Telecom industry in South America. Total returns to shareholders of 67% over the past three years.
お知らせ • Jan 07+ 3 more updatesDesktop S.A. to Report Q1, 2026 Results on May 12, 2026Desktop S.A. announced that they will report Q1, 2026 results on May 12, 2026
分析記事 • Dec 17Is Now An Opportune Moment To Examine Desktop S.A. (BVMF:DESK3)?Desktop S.A. ( BVMF:DESK3 ), might not be a large cap stock, but it saw a significant share price rise of 109% in the...
Major Estimate Revision • Dec 14Consensus EPS estimates fall by 44%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from R$1.29b to R$1.27b. EPS estimate also fell from R$2.05 per share to R$1.16 per share. Net income forecast to grow 176% next year vs 57% growth forecast for Telecom industry in Brazil. Consensus price target broadly unchanged at R$12.83. Share price rose 3.6% to R$15.91 over the past week.
分析記事 • Nov 08Market Participants Recognise Desktop S.A.'s (BVMF:DESK3) Earnings Pushing Shares 28% HigherDesktop S.A. ( BVMF:DESK3 ) shares have continued their recent momentum with a 28% gain in the last month alone...
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: R$0.14 (vs R$0.21 in 3Q 2024)Third quarter 2025 results: EPS: R$0.14 (down from R$0.21 in 3Q 2024). Revenue: R$310.6m (up 7.8% from 3Q 2024). Net income: R$15.1m (down 32% from 3Q 2024). Profit margin: 4.8% (down from 7.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R$15.15, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Telecom industry in South America. Total returns to shareholders of 35% over the past three years.
分析記事 • Oct 12Be Wary Of Desktop (BVMF:DESK3) And Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
New Risk • Oct 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).
Valuation Update With 7 Day Price Move • Oct 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to R$12.42, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Telecom industry in South America. Total returns to shareholders of 14% over the past three years.
分析記事 • Sep 24Desktop S.A.'s (BVMF:DESK3) Shares Climb 29% But Its Business Is Yet to Catch UpDesktop S.A. ( BVMF:DESK3 ) shares have had a really impressive month, gaining 29% after a shaky period beforehand. Not...
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R$9.75, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Telecom industry in South America. Total loss to shareholders of 7.3% over the past three years.
分析記事 • Sep 19Desktop (BVMF:DESK3) Use Of Debt Could Be Considered RiskyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Major Estimate Revision • Sep 10Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from R$1.29b to R$1.26b. EPS estimate also fell from R$2.05 per share to R$1.46 per share. Net income forecast to grow 231% next year vs 50% growth forecast for Telecom industry in Brazil. Consensus price target broadly unchanged at R$12.69. Share price was steady at R$8.06 over the past week.
Reported Earnings • Aug 08Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: R$0.19 (down from R$0.26 in 2Q 2024). Revenue: R$297.4m (up 6.2% from 2Q 2024). Net income: R$15.4m (down 40% from 2Q 2024). Profit margin: 5.2% (down from 9.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jun 08Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from R$1.29b to R$1.27b. EPS estimate also fell from R$2.05 per share to R$1.62 per share. Net income forecast to grow 178% next year vs 178% growth forecast for Telecom industry in Brazil. Consensus price target broadly unchanged at R$13.11. Share price was steady at R$9.36 over the past week.
分析記事 • Apr 25Is Desktop (BVMF:DESK3) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Apr 20Upcoming dividend of R$0.037 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 5.2% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Brazilian dividend payers (10%). Lower than average of industry peers (5.4%).
Declared Dividend • Apr 06Dividend of R$0.037 announcedShareholders will receive a dividend of R$0.037. Ex-date: 24th April 2025 Payment date: 30th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 4.7%.
お知らせ • Mar 24Desktop S.A., Annual General Meeting, Apr 23, 2025Desktop S.A., Annual General Meeting, Apr 23, 2025.
Reported Earnings • Mar 20Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: R$0.87 (down from R$0.94 in FY 2023). Revenue: R$1.13b (up 14% from FY 2023). Net income: R$100.1m (down 2.2% from FY 2023). Profit margin: 8.9% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Price Target Changed • Mar 18Price target decreased by 13% to R$13.79Down from R$15.93, the current price target is an average from 7 analysts. New target price is 61% above last closing price of R$8.54. Stock is down 39% over the past year. The company is forecast to post earnings per share of R$2.05 for next year compared to R$0.87 last year.
お知らせ • Mar 06+ 3 more updatesDesktop S.A. to Report Q4, 2024 Results on Mar 17, 2025Desktop S.A. announced that they will report Q4, 2024 results on Mar 17, 2025
Price Target Changed • Feb 04Price target decreased by 9.8% to R$15.07Down from R$16.71, the current price target is an average from 7 analysts. New target price is 51% above last closing price of R$10.01. Stock is down 21% over the past year. The company is forecast to post earnings per share of R$1.39 for next year compared to R$0.94 last year.
Price Target Changed • Jan 15Price target decreased by 7.8% to R$16.14Down from R$17.50, the current price target is an average from 7 analysts. New target price is 53% above last closing price of R$10.53. Stock is down 21% over the past year. The company is forecast to post earnings per share of R$1.61 for next year compared to R$0.94 last year.
分析記事 • Dec 24Desktop S.A. (BVMF:DESK3) Stocks Pounded By 25% But Not Lagging Market On Growth Or PricingUnfortunately for some shareholders, the Desktop S.A. ( BVMF:DESK3 ) share price has dived 25% in the last thirty days...
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R$10.35, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Telecom industry in South America. Total loss to shareholders of 36% over the past three years.
分析記事 • Dec 13Desktop (BVMF:DESK3) Will Be Hoping To Turn Its Returns On Capital AroundDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Major Estimate Revision • Nov 21Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from R$1.45 to R$1.61. Revenue forecast steady at R$1.13b. Net income forecast to grow 81% next year vs 20% growth forecast for Telecom industry in Brazil. Consensus price target down from R$17.50 to R$16.71. Share price was steady at R$13.55 over the past week.
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: R$0.21 (down from R$0.30 in 3Q 2023). Revenue: R$288.1m (up 13% from 3Q 2023). Net income: R$22.1m (down 31% from 3Q 2023). Profit margin: 7.7% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 09Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: R$0.26 (up from R$0.22 in 2Q 2023). Revenue: R$280.1m (up 14% from 2Q 2023). Net income: R$25.5m (up 1.5% from 2Q 2023). Profit margin: 9.1% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Telecom industry in South America. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Price Target Changed • Jun 21Price target decreased by 17% to R$16.78Down from R$20.16, the current price target is an average from 6 analysts. New target price is 13% above last closing price of R$14.79. Stock is up 36% over the past year. The company is forecast to post earnings per share of R$1.78 for next year compared to R$0.94 last year.
分析記事 • May 28Why Investors Shouldn't Be Surprised By Desktop S.A.'s (BVMF:DESK3) P/EDesktop S.A.'s ( BVMF:DESK3 ) price-to-earnings (or "P/E") ratio of 18.1x might make it look like a strong sell right...
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R$16.22, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Telecom industry in South America. Total returns to shareholders of 71% over the past year.
New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).
Reported Earnings • May 10First quarter 2024 earnings released: EPS: R$0.18 (vs R$0.16 in 1Q 2023)First quarter 2024 results: EPS: R$0.18 (up from R$0.16 in 1Q 2023). Revenue: R$268.2m (up 21% from 1Q 2023). Net income: R$18.9m (up 4.7% from 1Q 2023). Profit margin: 7.0% (down from 8.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Telecom industry in South America.
New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Shareholders have been diluted in the past year (32% increase in shares outstanding).
Upcoming Dividend • Apr 15Upcoming dividend of R$0.042 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 30 December 2024. Payout ratio is a comfortable 2.3% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Brazilian dividend payers (8.5%). Lower than average of industry peers (3.2%).
Major Estimate Revision • Apr 03Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from R$1.20b to R$1.16b. EPS estimate also fell from R$1.48 per share to R$1.18 per share. Net income forecast to grow 86% next year vs 7.5% growth forecast for Telecom industry in Brazil. Consensus price target down from R$20.16 to R$19.68. Share price fell 5.1% to R$14.25 over the past week.
分析記事 • Mar 26Investors Shouldn't Be Too Comfortable With Desktop's (BVMF:DESK3) EarningsDesktop S.A. ( BVMF:DESK3 ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Reported Earnings • Mar 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: R$1.07 (up from R$0.55 in FY 2022). Revenue: R$986.4m (up 39% from FY 2022). Net income: R$102.3m (up 113% from FY 2022). Profit margin: 10% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Telecom industry in South America.
Price Target Changed • Dec 18Price target decreased by 9.4% to R$18.02Down from R$19.88, the current price target is an average from 6 analysts. New target price is 23% above last closing price of R$14.69. Stock is up 68% over the past year. The company is forecast to post earnings per share of R$1.03 for next year compared to R$0.55 last year.
Reported Earnings • Nov 17Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: R$0.58 (up from R$0.29 in 3Q 2022). Revenue: R$254.5m (up 36% from 3Q 2022). Net income: R$32.3m (up 38% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 97%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Telecom industry in South America.
お知らせ • Nov 08Desktop S.A. (BOVESPA:DESK3) agreed to acquire remining 30% stake in C-Lig Telecomunicacoes S.A. form minority shareholder for BRL 34 million.Desktop S.A. (BOVESPA:DESK3) agreed to acquire remining 30% stake in C-Lig Telecomunicacoes S.A. form minority shareholder for BRL 34 million on November 7, 2023. Desktop will pay BRL 12 million in cash upfront, with the remainder to be paid in four installments over the next three years. Desktop already owned 70 percent and with this purchase, it will become the sole shareholder of C-Lig. The minority shareholder holds 11.567 million shares in C-Lig. The deal is expected to close by November 30, 2023.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R$15.83, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Telecom industry in South America. Total returns to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at R$15.62 per share.
分析記事 • Sep 18Should You Be Adding Desktop (BVMF:DESK3) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • Aug 20Price target increased by 8.0% to R$18.05Up from R$16.72, the current price target is an average from 6 analysts. New target price is 20% above last closing price of R$15.02. Stock is up 47% over the past year. The company is forecast to post earnings per share of R$1.05 for next year compared to R$0.55 last year.
Reported Earnings • Aug 17Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: R$0.12 (up from R$0.04 in 2Q 2022). Revenue: R$246.6m (up 46% from 2Q 2022). Net income: R$25.1m (up R$21.6m from 2Q 2022). Profit margin: 10% (up from 2.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Telecom industry in South America.
Price Target Changed • Aug 08Price target increased by 10% to R$17.88Up from R$16.22, the current price target is an average from 6 analysts. New target price is 20% above last closing price of R$14.85. Stock is up 42% over the past year. The company is forecast to post earnings per share of R$1.33 for next year compared to R$0.55 last year.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R$12.70, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Telecom industry in South America. Total returns to shareholders of 53% over the past year.
Major Estimate Revision • Jun 23Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from R$1.03b to R$1.01b. EPS estimate also fell from R$1.88 per share to R$1.33 per share. Net income forecast to grow 195% next year vs 21% growth forecast for Telecom industry in Brazil. Consensus price target broadly unchanged at R$16.22. Share price was steady at R$11.03 over the past week.
分析記事 • Jun 06Desktop (BVMF:DESK3) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Reported Earnings • May 19First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: R$0.24 (up from R$0.084 in 1Q 2022). Revenue: R$222.0m (up 42% from 1Q 2022). Net income: R$21.2m (up 188% from 1Q 2022). Profit margin: 9.5% (up from 4.7% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 51%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Telecom industry in South America.
Price Target Changed • May 17Price target increased by 24% to R$16.38Up from R$13.24, the current price target is an average from 6 analysts. New target price is 84% above last closing price of R$8.90. Stock is down 23% over the past year. The company is forecast to post earnings per share of R$1.88 for next year compared to R$0.20 last year.
Major Estimate Revision • Apr 08Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from R$1.04b to R$1.02b. EPS estimate also fell from R$1.88 per share to R$1.48 per share. Net income forecast to grow 191% next year vs 50% growth forecast for Telecom industry in Brazil. Consensus price target broadly unchanged at R$13.14. Share price fell 9.7% to R$8.14 over the past week.
Reported Earnings • Mar 31Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: R$710.8m (up 104% from FY 2021). Net income: R$48.0m (up 86% from FY 2021). Profit margin: 6.8% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Telecom industry in South America.
Price Target Changed • Mar 16Price target decreased by 19% to R$13.24Down from R$16.28, the current price target is an average from 5 analysts. New target price is 61% above last closing price of R$8.24. Stock is down 43% over the past year. The company is forecast to post earnings per share of R$0.72 for next year compared to R$0.37 last year.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R$9.28, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Telecom industry in South America. Total loss to shareholders of 43% over the past year.
分析記事 • Jan 11Desktop (BVMF:DESK3) Could Be Struggling To Allocate CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Price Target Changed • Dec 13Price target decreased to R$17.54Down from R$21.37, the current price target is an average from 5 analysts. New target price is 106% above last closing price of R$8.53. Stock is down 43% over the past year. The company is forecast to post earnings per share of R$0.79 for next year compared to R$0.37 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to R$9.46, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Telecom industry in South America. Total loss to shareholders of 50% over the past year.
分析記事 • Sep 29There Are Reasons To Feel Uneasy About Desktop's (BVMF:DESK3) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Major Estimate Revision • Sep 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from R$717.9m to R$752.8m. EPS estimate fell from R$1.02 to R$0.77 per share. Net income forecast to grow 210% next year vs 50% growth forecast for Telecom industry in Brazil. Consensus price target down from R$26.22 to R$23.47. Share price rose 3.9% to R$11.53 over the past week.
Price Target Changed • Sep 15Price target decreased to R$23.47Down from R$27.55, the current price target is an average from 4 analysts. New target price is 100% above last closing price of R$11.76. Stock is down 45% over the past year. The company is forecast to post earnings per share of R$1.02 for next year compared to R$0.37 last year.
Major Estimate Revision • Aug 18Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from R$735.3m to R$754.8m. EPS estimate fell from R$1.14 to R$0.87 per share. Net income forecast to grow 200% next year vs 65% growth forecast for Telecom industry in Brazil. Consensus price target of R$26.33 unchanged from last update. Share price rose 2.5% to R$9.95 over the past week.
分析記事 • Jul 29Need To Know: The Consensus Just Cut Its Desktop S.A. (BVMF:DESK3) Estimates For 2022Market forces rained on the parade of Desktop S.A. ( BVMF:DESK3 ) shareholders today, when the analysts downgraded...
Price Target Changed • Jul 28Price target decreased to R$26.13Down from R$28.33, the current price target is an average from 3 analysts. New target price is 169% above last closing price of R$9.70. Stock is down 58% over the past year. The company is forecast to post earnings per share of R$1.46 for next year compared to R$0.37 last year.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to R$7.68, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at R$14.16 per share.
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to R$10.43, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Telecom industry in South America.
Reported Earnings • May 19First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: R$0.10 (up from R$0.09 in 1Q 2021). Revenue: R$156.8m (up 172% from 1Q 2021). Net income: R$9.06m (up 77% from 1Q 2021). Profit margin: 5.8% (down from 8.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 63%. Over the next year, revenue is forecast to grow 97%, compared to a 11% growth forecast for the industry in Brazil.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Apr 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from R$793.2m to R$848.7m. EPS estimate fell from R$1.44 to R$1.27 per share. Net income forecast to grow 297% next year vs 211% growth forecast for Telecom industry in Brazil. Consensus price target down from R$31.43 to R$29.71. Share price fell 9.7% to R$15.75 over the past week.
Reported Earnings • Apr 05Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: R$0.35. Revenue: R$348.9m (up 109% from FY 2020). Net income: R$30.7m (up 14% from FY 2020). Profit margin: 8.8% (down from 16% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 153%, compared to a 9.8% growth forecast for the industry in Brazil.
分析記事 • Apr 02Need To Know: Analysts Are Much More Bullish On Desktop S.A. (BVMF:DESK3)Shareholders in Desktop S.A. ( BVMF:DESK3 ) may be thrilled to learn that the analysts have just delivered a major...
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 17% share price gain to R$17.52, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Telecom industry in South America.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to R$14.41, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Telecom industry in South America.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to R$18.16, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Telecom industry globally.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to R$14.59, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Telecom industry globally.
分析記事 • Dec 23Desktop - Sigmanet Comunicação Multimídia S.A.'s (BVMF:DESK3) P/E Is On The MarkWhen close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 10x, you may consider...
分析記事 • Nov 24Weak Statutory Earnings May Not Tell The Whole Story For Desktop - Sigmanet Comunicação Multimídia (BVMF:DESK3)The subdued market reaction suggests that Desktop - Sigmanet Comunicação Multimídia S.A.'s ( BVMF:DESK3 ) recent...
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to R$14.79, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Telecom industry globally.