TOTS3 Share Price Performance
R$33.84
-1.95 (-5.45%)
34.6% undervalued intrinsic discount
R$51.75
Fair Value
Price R$33.84
AnalystConsensusTarget R$51.75
AnalystHighTarget R$61.00
AnalystLowTarget R$35.02
Fair ValueR$51.75
Share Pricen/a
TOTVS S.A. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 16 Fair Values set on narratives written by author
TOTS3 Community Narratives
AN
Fair Value R$51.75 34.6% undervalued intrinsic discount
TOTS3: Upcoming Linx Acquisition And Techfin Developments Will Support Balanced Outlook
0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
AN
Fair Value R$61 44.5% undervalued intrinsic discount
Emerging Market Digitalization And Cloud Migration Will Unlock Secular Opportunities
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value R$35.02 3.4% undervalued intrinsic discount
Stricter Data Privacy And Brazil Volatility Will Erode Margins
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
TOTS3: Upcoming Linx Acquisition And Techfin Developments Will Support Balanced Outlook
Key Takeaways Integration of acquisitions and sector-specific solutions are boosting cross-sell opportunities and expanding customer reach, strengthening TOTVS' position in core markets. Investments in cloud, Techfin, and AI solutions, along with robust M&A activity, are driving higher-margin recurring revenues and improving earnings stability.Read more
56
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
AN
R$51.75
34.6% undervalued intrinsic discount
Fair Value
Revenue
23.38% p.a.
Profit Margin
15.36%
Future PE
32.52x
Price in 2029
R$91.35
Emerging Market Digitalization And Cloud Migration Will Unlock Secular Opportunities
Key Takeaways Accelerating SaaS and cloud-driven recurring revenues, plus digitalization tailwinds, are poised to deliver sustained revenue growth and a structural step-change in profitability. Expansion into embedded finance and the Linx retail network unlocks major new cross-sell, margin, and growth opportunities largely ignored in current market expectations.Read more
10
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
R$61
44.5% undervalued intrinsic discount
Fair Value
Revenue
26.46% p.a.
Profit Margin
16.83%
Future PE
32.54x
Price in 2029
R$107.79
Stricter Data Privacy And Brazil Volatility Will Erode Margins
Key Takeaways Rising regulatory burdens, macroeconomic instability, and deepening Brazil exposure jeopardize profitability, revenue growth, and create operational risks for TOTVS. Escalating competition and rapid tech advancements may outpace TOTVS's innovation, risking market share loss, margin erosion, and diminished recurring revenues.Read more
10
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
R$35.02
3.4% undervalued intrinsic discount
Fair Value
Revenue
25.02% p.a.
Profit Margin
13.64%
Future PE
23.74x
Price in 2029
R$61.6
Trending Discussion
Recently Updated Narratives
AN
TOTS3: Recent Upgrade And Buyback Plans Will Support Bullish Repricing
Fair Value: R$51.75 34.6% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TOTS3: Upcoming Board Decisions And Upgrade Are Expected To Unlock Upside
Fair Value: R$61 44.5% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TOTS3: Board Decisions And Revised Assumptions Will Shape Measured Future Outlook
Fair Value: R$35.02 3.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
TOTVS S.A. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 06, 2026
- 1.38
- 70.26%
- 14.08%
- 29.0%
About TOTS3
- Founded
- 1983
- Employees
- n/a
- CEO
- WebsiteView website
TOTVS S.A. develops and sells management software, and productivity and collaboration platforms in Brazil and internationally. It offers an ERP platform, which integrates software management, social networks, real-time reporting, and other applications; business intelligence solutions comprising data integration; Fluig platform; and HR solutions, such as payroll, electronic point, social security and safety, and human capital management services. The company also provides implementation, consulting, advisory, maintenance services, e-commerce, and mobility solutions, as well as digital marketing solutions. In addition, it offers financial services, issuance, and credit card management services, including credit analysis and intermediation of financing requests. Further, the company is involved in investment and equity investment fund activities. It serves services, manufacturing, agribusiness, logistics, education, construction, healthcare, financial services, retail, legal, distribution, and hospitality industries. TOTVS S.A. was founded in 1983 and is headquartered in São Paulo, Brazil.