View ValuationDesktop 향후 성장Future 기준 점검 3/6Desktop (는) 각각 연간 36.2% 및 4.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.6% 로 예상됩니다.핵심 정보36.2%이익 성장률33.40%EPS 성장률Telecom 이익 성장20.4%매출 성장률4.6%향후 자기자본이익률11.62%애널리스트 커버리지Low마지막 업데이트25 Apr 2026최근 향후 성장 업데이트Major 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.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.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.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.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.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.모든 업데이트 보기Recent 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.공시 • 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.분석 기사 • 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.공시 • 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, 2026분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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%.공시 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.이익 및 매출 성장 예측BOVESPA:DESK3 - 애널리스트 향후 추정치 및 과거 재무 데이터 (BRL Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,450246393N/A112/31/20271,356182365N/A212/31/20261,36819024250823/31/20261,2466268428N/A12/31/20251,2197119393N/A9/30/20251,19573-99327N/A6/30/20251,17380-139273N/A3/31/20251,15590-93272N/A12/31/20241,12990-67289N/A9/30/20241,10093-3340N/A6/30/20241,066104-11304N/A3/31/20241,03310319336N/A12/31/2023986102-93206N/A9/30/202392189-96180N/A6/30/202385480-21552N/A3/31/202377659-331-31N/A12/31/202271148-31288N/A9/30/202263646-354699N/A6/30/202254333-426730N/A3/31/202244828-455747N/A12/31/202134926-424753N/A9/30/202127620-462125N/A6/30/202122522-312137N/A3/31/202119030-176146N/A12/31/202016727-12090N/A12/31/201911422N/A35N/A12/31/2018676N/A7N/A12/31/2017481N/A-7N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DESK3 의 연간 예상 수익 증가율(36.2%)이 saving rate(12.4%)보다 높습니다.수익 vs 시장: DESK3 의 연간 수익(36.2%)이 BR 시장(12.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: DESK3 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: DESK3 의 수익(연간 4.6%)이 BR 시장(연간 6.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: DESK3 의 수익(연간 4.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DESK3의 자본 수익률은 3년 후 11.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 03:14종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Desktop S.A.는 7명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Lucca BrendimBofA Global ResearchDaniel FederleBradesco S.A. Corretora de Títulos e Valores MobiliáriosCarlos Palhares SequeiraBTG Pactual4명의 분석가 더 보기
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.
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.
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.
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.
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.
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.
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.
공시 • 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.
분석 기사 • 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.
공시 • 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
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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%.
공시 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.