TIM (TIMS3) 주식 개요
브라질에서 모바일, 유선, 장거리, 데이터 전송 및 광대역 서비스를 제공하는 통신 회사인 TIM S.A.는 브라질에서 모바일, 유선, 장거리, 데이터 전송 및 광대역 서비스를 제공하고 있습니다. 자세히 보기
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Analyst Price Targets
TIM S.A. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | R$23.03 |
| 52주 최고가 | R$28.74 |
| 52주 최저가 | R$18.82 |
| 베타 | 0.20 |
| 1개월 변동 | -15.02% |
| 3개월 변동 | -9.72% |
| 1년 변동 | 17.68% |
| 3년 변동 | 63.22% |
| 5년 변동 | 89.39% |
| IPO 이후 변동 | 2,458.89% |
최근 뉴스 및 업데이트
내러티브 업데이트 • May 05
TIMS3: Governance Resolutions And Buybacks Will Support A Steady Outlook
Analysts now see TIM's fair value edging up from R$27.31 to R$27.81. This reflects slightly higher assumptions for long term profit margins and future P/E, while revenue growth and the discount rate are kept broadly unchanged.내러티브 업데이트 • Apr 20
TIMS3: Lease Efficiency And Governance Changes Will Shape Measured Outlook
Analysts have nudged their fair value estimate for TIM slightly higher to R$27.31, reflecting small tweaks to assumptions about revenue growth, profit margins, and the forward P/E outlook. What's in the News TIM issued earnings guidance for 2026, indicating expected service revenue growth of around 5% year over year.
새 내러티브 • Apr 13
5G Expansion And ESG Commitments Will Constrain Margins And Future Cash Generation
Catalysts About TIM TIM operates mobile, broadband and B2B connectivity and digital services in Brazil. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Apr 04
TIMS3: Governance Updates And Lease Efficiency Plan Will Support Balanced Outlook
Analysts have raised their price target for TIM to R$26.98 from R$26.22, citing updated assumptions for slightly stronger revenue growth, a modestly higher profit margin, and a largely unchanged forward P/E. What's in the News Shareholders approved an amendment and restatement of TIM S.A.'s by laws at the Ordinary and Extraordinary General Meeting held on March 30, 2026, updating the company's formal governance framework (Key Developments).내러티브 업데이트 • Mar 20
TIMS3: Buybacks And Fibre Stake Talks Will Shape Balanced Outlook
Analysts now see TIM’s fair value edging up from R$26.02 to R$26.22, reflecting slightly different views on revenue growth, profit margins and future P/E, which together support a modestly higher price target. What's in the News TIM scheduled a board meeting on March 18, 2026, to decide on a proposal for paying interest on shareholders' equity, which directly relates to how cash returns may be allocated to investors.Recent updates
내러티브 업데이트 • May 05
TIMS3: Governance Resolutions And Buybacks Will Support A Steady Outlook
Analysts now see TIM's fair value edging up from R$27.31 to R$27.81. This reflects slightly higher assumptions for long term profit margins and future P/E, while revenue growth and the discount rate are kept broadly unchanged.내러티브 업데이트 • Apr 20
TIMS3: Lease Efficiency And Governance Changes Will Shape Measured Outlook
Analysts have nudged their fair value estimate for TIM slightly higher to R$27.31, reflecting small tweaks to assumptions about revenue growth, profit margins, and the forward P/E outlook. What's in the News TIM issued earnings guidance for 2026, indicating expected service revenue growth of around 5% year over year.새 내러티브 • Apr 13
5G Expansion And ESG Commitments Will Constrain Margins And Future Cash Generation
Catalysts About TIM TIM operates mobile, broadband and B2B connectivity and digital services in Brazil. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Apr 04
TIMS3: Governance Updates And Lease Efficiency Plan Will Support Balanced Outlook
Analysts have raised their price target for TIM to R$26.98 from R$26.22, citing updated assumptions for slightly stronger revenue growth, a modestly higher profit margin, and a largely unchanged forward P/E. What's in the News Shareholders approved an amendment and restatement of TIM S.A.'s by laws at the Ordinary and Extraordinary General Meeting held on March 30, 2026, updating the company's formal governance framework (Key Developments).내러티브 업데이트 • Mar 20
TIMS3: Buybacks And Fibre Stake Talks Will Shape Balanced Outlook
Analysts now see TIM’s fair value edging up from R$26.02 to R$26.22, reflecting slightly different views on revenue growth, profit margins and future P/E, which together support a modestly higher price target. What's in the News TIM scheduled a board meeting on March 18, 2026, to decide on a proposal for paying interest on shareholders' equity, which directly relates to how cash returns may be allocated to investors.내러티브 업데이트 • Mar 06
TIMS3: Tower Deal And Buyback Activity Will Shape Balanced Outlook
Analysts nudged their fair value estimate for TIM higher to R$26.02 from R$25.81, citing only small adjustments to long term revenue growth assumptions, profit margins and future P/E expectations. What's in the News TIM set a Special and Extraordinary Shareholders Meeting for March 31, 2026, in Rio de Janeiro, with details indicating a broad agenda for shareholder decisions (company event filing).내러티브 업데이트 • Feb 19
TIMS3: Fibre Buyback Talks And Tower Deal Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for TIM higher to R$25.81 from R$25.66, supported by updated assumptions that include slightly different revenue growth, profit margin and forward P/E expectations, along with a small adjustment to the discount rate. What's in the News TIM is in talks to buy back a 51% stake in fibre network unit I-Systems, which it previously sold to IHS Towers in 2021, with the stake described as potentially worth around US$170 million.분석 기사 • Feb 13
TIM S.A. (BVMF:TIMS3) Full-Year Results: Here's What Analysts Are Forecasting For This Year
It's been a pretty great week for TIM S.A. ( BVMF:TIMS3 ) shareholders, with its shares surging 11% to R$28.29 in the...내러티브 업데이트 • Feb 05
TIMS3: Fibre Unit Reacquisition Talks And Board Agenda Will Guide Steady Outlook
Analysts have nudged their price target on TIM slightly higher to reflect updated assumptions around revenue growth of about 4.37% and a P/E near 19.62x, while keeping fair value broadly in line at about $25.66 per share. What's in the News TIM S.A. is in talks to buy back a 51% stake in fibre network unit I Systems, a business it previously controlled, in a potential deal valued around $170 million.내러티브 업데이트 • Jan 22
TIMS3: Upcoming Board Agendas And Stable Outlook Will Shape Measured Upside Potential
Analysts have nudged their price target on TIM slightly lower to $25.66 from $25.81, reflecting fine tuning of assumptions around revenue growth, profit margins and future P/E expectations. What's in the News TIM has scheduled a board meeting for Dec 16, 2025, at 09:00 US Eastern Standard Time to review activities of the Environmental, Social & Governance Committee, Control and Risks Committee, and Statutory Audit Committee; consider profit distribution to shareholders; review the Industrial Plan; and approve the 2026 budget (Key Developments).분석 기사 • Jan 16
Returns On Capital Are Showing Encouraging Signs At TIM (BVMF:TIMS3)
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...내러티브 업데이트 • Jan 06
TIMS3: Future Board Actions And New Site Buildout Will Unlock Upside
Analysts have kept their price target for TIM effectively unchanged at about $25.81. This reflects only minimal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions.분석 기사 • Dec 26
Unpleasant Surprises Could Be In Store For TIM S.A.'s (BVMF:TIMS3) Shares
With a price-to-earnings (or "P/E") ratio of 12.8x TIM S.A. ( BVMF:TIMS3 ) may be sending bearish signals at the...내러티브 업데이트 • Dec 20
TIMS3: Future Board Decisions Will Support Upside From Expanded Infrastructure Partnership
Narrative Update on TIM Analyst Price Target Analysts have raised their price target on TIM slightly, to approximately $25.81 from about $25.59, citing marginal improvements in forward valuation multiples and profit margin expectations while keeping growth assumptions largely unchanged. What's in the News TIM has scheduled a December 16, 2025 board meeting to review ESG, risk, and audit committee activities, decide on profit distribution to shareholders, and approve the 2026 industrial plan and budget (company filing).내러티브 업데이트 • Dec 06
TIMS3: Future Board Actions And Network Buildout Will Support Balanced Outlook
Narrative Update on TIM Analyst Price Target Analysts have trimmed their price target on TIM slightly, lowering it by approximately $0.07 as they incorporate marginally softer long term assumptions for valuation multiples, while leaving core growth and profitability expectations largely unchanged. What's in the News IHS Brazil signed a New Site agreement with TIM S.A. to build up to 3,000 telecom sites across multiple Brazilian regions, with an initial minimum deployment of 500 sites, extending their infrastructure partnership that began in 2020 (Key Developments).내러티브 업데이트 • Nov 22
TIMS3: Board Oversight And Network Expansion Will Support Measured Performance Ahead
Analysts have raised their price target for TIM slightly, from $25.42 to approximately $25.66. They cite incremental improvements in profit margin forecasts and overall valuation metrics as reasons for the change.분석 기사 • Nov 14
TIM's (BVMF:TIMS3) Performance Is Even Better Than Its Earnings Suggest
The subdued stock price reaction suggests that TIM S.A.'s ( BVMF:TIMS3 ) strong earnings didn't offer any surprises...내러티브 업데이트 • Nov 07
TIMS3: Board Decisions And Infrastructure Expansion Will Drive Steady Performance
Narrative Update on TIM: Analyst Price Target Revision Analysts have increased their price target for TIM from $24.69 to $25.42. This reflects slightly higher profit margin forecasts and only minor changes to growth and valuation assumptions.분석 기사 • Nov 06
TIM S.A. Just Beat EPS By 33%: Here's What Analysts Think Will Happen Next
Last week saw the newest third-quarter earnings release from TIM S.A. ( BVMF:TIMS3 ), an important milestone in the...분석 기사 • Oct 09
TIM's (BVMF:TIMS3) Returns On Capital Are Heading Higher
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...내러티브 업데이트 • Sep 26
5G Expansion And IoT Integration Will Unlock Telecom Potential
With consensus forecasts for TIM’s future P/E and revenue growth essentially flat, the analyst price target saw only a marginal upward revision to R$24.69. What's in the News Board meeting held to resolve agreements related to the company's energy self-production project.분석 기사 • Sep 18
TIM (BVMF:TIMS3) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...내러티브 업데이트 • Sep 11
5G Expansion And IoT Integration Will Unlock Telecom Potential
TIM’s future P/E has risen markedly while its net profit margin has declined, suggesting higher investor expectations despite weaker profitability, resulting in a negligible analyst price target increase from R$24.09 to R$24.35. What's in the News Board meeting scheduled to review activities of ESG, Control & Risks, and Statutory Audit Committees, consider amendments to Corporate Risk Management Policy, acknowledge quarterly financial report, and discuss other matters.내러티브 업데이트 • Aug 27
5G Expansion And IoT Integration Will Unlock Telecom Potential
TIM’s consensus revenue growth forecast has edged down while its future P/E multiple has ticked up, leaving the analyst price target largely unchanged with a marginal increase to R$23.74. What's in the News Board to review ESG, Audit, and Control & Risks Committee activities, consider amendment to Corporate Risk Management Policy, and acknowledge quarterly financial report.분석 기사 • Aug 07
Pinning Down TIM S.A.'s (BVMF:TIMS3) P/E Is Difficult Right Now
When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 8x, you may consider TIM...분석 기사 • Jun 26
There's Been No Shortage Of Growth Recently For TIM's (BVMF:TIMS3) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...분석 기사 • May 15
We Think TIM's (BVMF:TIMS3) Profit Is Only A Baseline For What They Can Achieve
TIM S.A.'s ( BVMF:TIMS3 ) strong earnings report was rewarded with a positive stock price move. Our analysis found some...
새 내러티브 • Dec 01
Rock-Solid Expansion And Tactical Innovation To Propel Earnings Growth
Aggressive sponsorship initiatives and network investments may boost brand perception, customer base, and mobile services revenue, enhancing net margins through efficiencies.주주 수익률
| TIMS3 | BR Wireless Telecom | BR 시장 | |
|---|---|---|---|
| 7D | -10.6% | -0.03% | 0.4% |
| 1Y | 17.7% | 25.6% | 23.3% |
수익률 대 산업: TIMS3은 지난 1년 동안 25.6%의 수익을 기록한 BR Wireless Telecom 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: TIMS3은 지난 1년 동안 23.3%를 기록한 BR 시장보다 저조한 성과를 냈습니다.
주가 변동성
| TIMS3 volatility | |
|---|---|
| TIMS3 Average Weekly Movement | 5.2% |
| Wireless Telecom Industry Average Movement | 4.4% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in BR Market | 8.2% |
| 10% least volatile stocks in BR Market | 1.7% |
안정적인 주가: TIMS3는 지난 3개월 동안 BR 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: TIMS3의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| n/a | 8,873 | Alberto Griselli | www.tim.com.br |
통신 회사인 TIM S.A.는 브라질에서 모바일, 고정, 장거리, 데이터 전송 및 광대역 서비스를 제공합니다. 이 회사는 지역, 전국 및 국제 장거리 모드의 유선 전환 전화 서비스와 개인 모바일, 멀티미디어 통신 및 디지털 콘텐츠 서비스를 제공합니다. 이 회사는 개인과 기업, 중소기업 및 대기업에 서비스를 제공합니다.
TIM S.A. 기초 지표 요약
| TIMS3 기초 통계 | |
|---|---|
| 시가총액 | R$58.38b |
| 순이익 (TTM) | R$4.33b |
| 매출 (TTM) | R$27.04b |
12.7x
주가수익비율(P/E)2.0x
주가매출비율(P/S)TIMS3는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TIMS3 손익계산서 (TTM) | |
|---|---|
| 매출 | R$27.04b |
| 매출원가 | R$12.42b |
| 총이익 | R$14.61b |
| 기타 비용 | R$10.28b |
| 순이익 | R$4.33b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 28, 2026
| 주당순이익(EPS) | 1.81 |
| 총이익률 | 54.05% |
| 순이익률 | 16.02% |
| 부채/자본 비율 | 11.6% |
TIMS3의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| TIM 배당 일정 | |
|---|---|
| 배당락일 | Dec 23 2025 |
| 배당 지급일 | Jun 30 2026 |
| 배당락일까지 남은 일수 | 136 days |
| 배당 지급일까지 남은 일수 | 53 days |
TIMS3는 안정적으로 배당을 지급합니까?
TIMS3 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 04:03 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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
TIM S.A.는 32명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michel Morin | Barclays |
| Mathieu Robilliard | Barclays |
| Maurice Patrick | Barclays |