Bemobi Mobile Tech S.A.

BOVESPA:BMOB3 주식 리포트

시가총액: R$2.1b

Bemobi Mobile Tech 향후 성장

Future 기준 점검 0/6

Bemobi Mobile Tech 의 수익은 연간 10.3% 감소할 것으로 예상되는 반면, 연간 수익은 12.3% 로 증가할 것으로 예상됩니다. EPS는 연간 8.9% 만큼 성장할 것으로 예상됩니다.

핵심 정보

12.3%

이익 성장률

8.86%

EPS 성장률

Entertainment 이익 성장21.0%
매출 성장률-10.3%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트13 May 2026

최근 향후 성장 업데이트

Recent updates

분석 기사 • May 19

Bemobi Mobile Tech (BVMF:BMOB3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) robust earnings report didn't manage to move the market for its stock. Our...
내러티브 업데이트 • May 05

BMOB3: Future Returns Will Rely On Stable Margins And Lower Risk

Analysts have maintained their R$30.45 price target for Bemobi Mobile Tech, making only minor adjustments to assumptions for the discount rate, long-term revenue growth, profit margin and forward P/E ratio, rather than indicating a change in their overall view of the stock. Valuation Changes Fair Value: R$30.45 is unchanged, indicating no revision to the central valuation output.
내러티브 업데이트 • Apr 20

BMOB3: Future Returns Will Rely On Stable Margins And Lower Risk

Analysts have raised their price target on Bemobi Mobile Tech from R$28.63 to R$30.45, citing updated assumptions that include a slightly lower discount rate, a smaller projected revenue decline, a modestly higher profit margin, and a reduced future P/E multiple. Valuation Changes Fair Value: R$28.63 to R$30.45, reflecting a modest uplift in the target level.
내러티브 업데이트 • Apr 06

BMOB3: Future Returns Will Be Pressured By Softer Revenue Outlook

Analysts have kept the R$22.00 price target unchanged for Bemobi Mobile Tech, highlighting slightly lower assumed revenue growth and discount rate, along with a modestly higher profit margin and a small adjustment to the future P/E multiple. Valuation Changes Fair Value: The R$22.00 price estimate is unchanged, so the overall valuation anchor remains the same.
내러티브 업데이트 • Mar 23

BMOB3: Steady Fair Value And Easing Revenue Decline Will Support Upside

Analysts kept their R$35.00 fair value estimate for Bemobi Mobile Tech in place while updating inputs such as a slightly higher discount rate, a smaller revenue decline, a similar profit margin, and a lower future P/E assumption. This suggests their overall view on the stock's valuation remains broadly unchanged.
내러티브 업데이트 • Mar 08

BMOB3: Stable Fair Value Will Reflect Softer Revenue Decline And Margin Shift

Analysts have maintained their R$22.00 price target for Bemobi Mobile Tech, citing updated assumptions that reflect a slightly smaller expected revenue decline, a modest improvement in profit margins, and a slightly lower future P/E multiple. Valuation Changes Fair Value: The R$22.00 fair value is unchanged, keeping the anchor point for the analysis steady.
내러티브 업데이트 • Feb 21

BMOB3: Stable Fair Value And Slightly Higher Margins Will Support Upside

Analysts kept their R$35.00 price target for Bemobi Mobile Tech unchanged, citing only marginal tweaks to inputs such as discount rate, revenue trajectory, profit margin and assumed future P/E that did not materially affect their valuation view. Valuation Changes Fair Value: The fair value estimate remains unchanged at R$35.00.
내러티브 업데이트 • Feb 07

BMOB3: Stable Fair Value And Higher Margin Assumptions Will Support Upside

Analysts have kept their fair value estimate for Bemobi Mobile Tech steady at $35.00, pointing to slightly lower required returns, along with a small improvement in projected profit margin and future P/E assumptions, as the key drivers behind the unchanged target. Valuation Changes Fair Value Estimate: Unchanged at R$35.00, indicating no adjustment to the analyst central valuation.
내러티브 업데이트 • Jan 24

BMOB3: Higher Future P/E Will Likely Leave Shares Overvalued

Analysts have raised their fair value estimate for Bemobi Mobile Tech to R$22.00 from R$18.00, citing updated assumptions around the discount rate, revenue trends, profit margins and a higher future P/E multiple. Valuation Changes Fair Value Estimate was raised from R$18.00 to R$22.00, implying a higher assessed worth for Bemobi Mobile Tech shares based on updated assumptions.
분석 기사 • Jan 22

Is Bemobi Mobile Tech (BVMF:BMOB3) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 • Jan 09

BMOB3: Higher Future P/E Will Support A More Optimistic Outlook

Analysts have increased their fair value estimate for Bemobi Mobile Tech from R$27.00 to R$35.00, citing adjustments to discount rate assumptions, expectations for revenue contraction, profit margin outlook, and future P/E levels as the main drivers of the revision. Valuation Changes Fair Value Estimate raised from R$27.00 to R$35.00, representing a sizeable upward revision in the target valuation range.
내러티브 업데이트 • Dec 18

BMOB3: Future Discount Rate Will Ease While Earnings Multiple Remains Supportive

Analysts have slightly raised their price target for Bemobi Mobile Tech to R$28.63 from R$28.63, reflecting a higher required discount rate and modestly richer forward P/E assumptions despite unchanged fair value and operating forecasts. Valuation Changes Fair Value Estimate, unchanged at R$28.63 per share, indicating no revision to the intrinsic valuation despite other model adjustments.
내러티브 업데이트 • Dec 04

BMOB3: Future Risk Profile Will Improve While Margins Remain Resilient

Analysts have trimmed their price target on Bemobi Mobile Tech slightly, to about R$28.63 from roughly R$28.83. They cited an improved risk profile from a lower discount rate and marginally stronger profit margin expectations, which are partially offset by a higher anticipated future P/E multiple.
내러티브 업데이트 • Nov 20

BMOB3: Fair Value Is Projected To Rise Amid Stable Profitability

Analysts have increased their price target for Bemobi Mobile Tech from R$26.17 to R$28.83, citing modest improvements in fair value projections. This comes despite minimal adjustments to revenue growth and profit margin expectations.
내러티브 업데이트 • Nov 05

BMOB3: Revenue Outlook Improvements Will Drive New Market Expansion

Narrative Update on Bemobi Mobile Tech Analysts have raised their price target for Bemobi Mobile Tech from R$23.00 to R$26.17, citing improved revenue outlook and modest adjustments to key valuation metrics. Valuation Changes Fair Value Estimate has increased from R$23.00 to R$26.17, reflecting an improved outlook.
분석 기사 • Jul 04

Getting In Cheap On Bemobi Mobile Tech S.A. (BVMF:BMOB3) Is Unlikely

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) price-to-earnings (or "P/E") ratio of 14.2x might make it look like a sell...
User avatar
새로운 내러티브 • Jan 20

European Expansion And Payments Integration Will Strengthen Future Prospects

Expanding into new European markets and strengthening Brazil's client base is expected to drive significant revenue growth.
분석 기사 • Mar 31

Analysts Have Just Cut Their Bemobi Mobile Tech S.A. (BVMF:BMOB3) Revenue Estimates By 24%

Market forces rained on the parade of Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) shareholders today, when the analysts...
분석 기사 • Mar 22

Concerns Surrounding Bemobi Mobile Tech's (BVMF:BMOB3) Performance

The stock price didn't jump after Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) posted decent earnings last week. Our analysis...
분석 기사 • Mar 23

We Think That There Are Some Issues For Bemobi Mobile Tech (BVMF:BMOB3) Beyond Its Promising Earnings

Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) just released a solid earnings report, and the stock displayed some strength...
분석 기사 • May 10

Getting In Cheap On Bemobi Mobile Tech S.A. (BVMF:BMOB3) Is Unlikely

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) price-to-earnings (or "P/E") ratio of 24.2x might make it look like a sell...

이익 및 매출 성장 예측

BOVESPA:BMOB3 - 애널리스트 향후 추정치 및 과거 재무 데이터 (BRL Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,120236N/AN/A3
12/31/20271,002193N/A2223
12/31/2026814173N/A2031
3/31/20261,7921602077N/A
12/31/20251,69615761118N/A
9/30/20251,63414754111N/A
6/30/20251,577126100155N/A
3/31/20251,53312993146N/A
12/31/20241,498119115167N/A
9/30/20241,445119146197N/A
6/30/20241,39011390138N/A
3/31/20241,3449187134N/A
12/31/20231,308874998N/A
9/30/20231,308694594N/A
6/30/20231,35691108158N/A
3/31/20231,41382121171N/A
12/31/20221,47686154201N/A
9/30/20221,4188768113N/A
6/30/20221,11969544N/A
3/31/202280582334N/A
12/31/202148975-323N/A
9/30/2021263584464N/A
3/31/2021174357996N/A
12/31/2020172367186N/A
9/30/20201513786104N/A
12/31/201915536N/A68N/A
12/31/201814389N/A53N/A
12/31/201712747N/A49N/A
12/31/201613448N/A48N/A

애널리스트 향후 성장 전망

수입 대 저축률: BMOB3 의 연간 예상 수익 증가율(12.3%)이 saving rate(12.4%) 미만입니다.

수익 vs 시장: BMOB3 의 연간 수익(12.3%)이 BR 시장(12.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: BMOB3 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: BMOB3 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -10.3%).

고성장 매출: BMOB3 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -10.3%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BMOB3의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 11:36
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Bemobi Mobile Tech S.A.는 5명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Carlos Palhares SequeiraBTG Pactual
Osni CarfiBTG Pactual
Maria InfantozziItau BBA