TAEE11 Share Price Performance
R$42.46
8.11 (23.61%)
12.6% overvalued intrinsic discount
R$37.72
Fair Value
Price R$42.46
AnalystConsensusTarget R$37.72
AnalystHighTarget R$43.70
AnalystLowTarget R$30.00
Fair ValueR$37.72
Share Pricen/a
Transmissora Aliança de Energia Elétrica S.A. Stock Price
- 3 Narratives written by author
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- 29 Fair Values set on narratives written by author
TAEE11 Community Narratives
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Fair Value R$37.72 12.6% overvalued intrinsic discount
Rooftop Solar And Renewables Will Erode Grid Transmission Revenues
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Fair Value R$43.7 2.8% undervalued intrinsic discount
Greenfield Expansion And Sustainable Financing Will Support Strong Long Term Transmission Earnings
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Fair Value R$30 41.5% overvalued intrinsic discount
Falling Inflation And Aggressive Auctions Will Pressure Transmission Returns And Earnings Ahead
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Rooftop Solar And Renewables Will Erode Grid Transmission Revenues
Key Takeaways Rising distributed energy adoption and regulatory changes threaten long-term revenue growth and margins by reducing grid dependence and increasing competitive pressures. Elevated financing costs and intense auction competition may further limit profitability, especially with high leverage and a capital-heavy project pipeline.Read more
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AN
R$37.72
12.6% overvalued intrinsic discount
Fair Value
Revenue
-10.45% p.a.
Profit Margin
50.4%
Future PE
13.08x
Price in 2029
R$62.01
Greenfield Expansion And Sustainable Financing Will Support Strong Long Term Transmission Earnings
Catalysts About Transmissora Aliança de Energia Elétrica Transmissora Aliança de Energia Elétrica operates, reinforces, and expands electricity transmission assets across Brazil, focusing on high availability and efficient, long term grid performance. What are the underlying business or industry changes driving this perspective?Read more
13
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R$43.7
2.8% undervalued intrinsic discount
Fair Value
Revenue
-11.26% p.a.
Profit Margin
50.46%
Future PE
15.62x
Price in 2028
R$72.12
Falling Inflation And Aggressive Auctions Will Pressure Transmission Returns And Earnings Ahead
Catalysts About Transmissora Aliança de Energia Elétrica Transmissora Aliança de Energia Elétrica operates electricity transmission assets across Brazil, focusing on high availability and long term contracted revenues. What are the underlying business or industry changes driving this perspective?Read more
8
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AN
R$30
41.5% overvalued intrinsic discount
Fair Value
Revenue
-14.38% p.a.
Profit Margin
0.47%
Future PE
12.91x
Price in 2028
R$0.49
Trending Discussion
Recently Updated Narratives
AN
TAEE11: Ongoing Revenue Decline Will Keep P/E Under Pressure
Fair Value: R$37.72 12.6% overvalued intrinsic discount
17 followersusers have followed this narrative
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AN
Greenfield Expansion And Sustainable Financing Will Support Strong Long Term Transmission Earnings
Fair Value: R$43.7 2.8% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Falling Inflation And Aggressive Auctions Will Pressure Transmission Returns And Earnings Ahead
Fair Value: R$30 41.5% overvalued intrinsic discount
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Snowflake Analysis
Transmissora Aliança de Energia Elétrica S.A. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jun 05, 2026
- 4.59
- 55.20%
- 34.17%
- 146.6%
About TAEE11
- Founded
- 2000
- Employees
- 854
- CEO
- WebsiteView website
Transmissora Aliança de Energia Elétrica S.A., together with its subsidiaries, engages in the construction, operation, and maintenance of electric power transmission lines in Brazil. It operates approximately a total length of 15,319 kilometers (km) of transmission lines, which include 14,677 km of transmission lines in operation and 735 km of lines under construction; 113 substations with voltage between 230 and 525KV; and one system operation center located in Rio de Janeiro. The company was founded in 2000 is headquartered in Rio De Janeiro, Brazil.
