WEG Gelecekteki Büyüme
Future kriter kontrolleri 4/6
WEG kazanç ve gelirin sırasıyla yıllık 14.1% ve 13.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 14.4% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 38.6% olacağı tahmin edilmektedir.
Anahtar bilgiler
14.1%
Kazanç büyüme oranı
14.35%
EPS büyüme oranı
| Electrical kazanç büyümesi | 22.1% |
| Gelir büyüme oranı | 13.5% |
| Gelecekteki özkaynak getirisi | 38.55% |
| Analist kapsamı | Good |
| Son güncelleme | 07 Aug 2026 |
Gelecekteki son büyüme güncellemeleri
Analiz Makalesi • Jul 25
Analysts Have Made A Financial Statement On WEG S.A.'s (BVMF:WEGE3) Second-Quarter Report
Investors in WEG S.A. ( BVMF:WEGE3 ) had a good week, as its shares rose 5.4% to close at R$45.99 following the release...Analiz Makalesi • May 02
WEG S.A. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next
WEG S.A. ( BVMF:WEGE3 ) just released its latest first-quarter report and things are not looking great. WEG missed...Recent updates
Anlatı Güncellemesi • Aug 11
WEGE3: Improving Momentum Will Likely Fail To Justify Elevated Share Pricing
The analyst price target for WEG has shifted from R$37.30 to R$42.60, with analysts pointing to improving momentum, reset estimates, and an assessment that current levels offer an attractive entry point. Analyst Commentary Recent research on WEG highlights a mix of improved sentiment and lingering caution.
Anlatı Güncellemesi • Jul 27
WEGE3: Overweight Upgrade And New Fair Value Underline Undervalued Earnings Power
Analysts have lifted the fair value estimate for WEG stock from R$52.74 to R$54.24, citing updated assumptions that reflect recent Street research highlighting an upgraded Overweight stance and a higher R$56 price target. What's in the News for WEG Street research has reiterated an Overweight stance on WEG stock, with analysts referencing updated assumptions that informed the revised fair value estimate.Analiz Makalesi • Jul 25
Analysts Have Made A Financial Statement On WEG S.A.'s (BVMF:WEGE3) Second-Quarter Report
Investors in WEG S.A. ( BVMF:WEGE3 ) had a good week, as its shares rose 5.4% to close at R$45.99 following the release...Anlatı Güncellemesi • Jun 18
WEGE3: Analyst Day Outlook Will Clarify Undervalued Earnings Power
Analysts have lowered their fair value estimate for WEG to R$52.74 from R$54.26, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for WEG WEG scheduled an Analyst and Investor Day, providing management with a forum to discuss the company’s business outlook, capital allocation priorities and long term positioning with institutional and retail investors.Anlatı Güncellemesi • Jun 03
WEGE3: Higher Required Returns Will Pressure Already Stretched Share Pricing
Analysts trimmed their WEG price target slightly to R$37.30 from R$38.00, reflecting updated assumptions for revenue growth, profit margins, discount rate, and future P/E levels. What's in the News WEG S.A. held an Analyst/Investor Day, providing the market with updated information on the business and medium to long term priorities.Analiz Makalesi • May 02
WEG S.A. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next
WEG S.A. ( BVMF:WEGE3 ) just released its latest first-quarter report and things are not looking great. WEG missed...
Anlatı Güncellemesi • May 02
WEGE3: Q4 Miss And Guidance Reset Will Support Long-Term Upside Potential
Analysts now see WEG's fair value holding at R$70.00, but the average price target edging down by R$1 to R$49.00 as they factor in the Q4 miss and softer guidance, along with slightly higher discount rates and adjusted growth and margin assumptions. Analyst Commentary The latest update from JPMorgan reflects how recent results and guidance are reshaping the way the market values WEG.Anlatı Güncellemesi • Apr 16
WEGE3: Q4 Reset Will Lay Groundwork For Stronger Earnings Power
Analysts have trimmed their 12 month price target for WEG to R$49 from R$50, reflecting recent Q4 results and updated guidance, while still supporting a fair value estimate of R$70 based on revised growth, margin, discount rate and P/E assumptions. Analyst Commentary JPMorgan's move to cut WEG to Neutral, with a R$49 price target versus the earlier R$50, highlights how recent Q4 results and guidance have tempered near term expectations while still leaving room for a higher long term fair value case around R$70.Anlatı Güncellemesi • Apr 01
WEGE3: Future Earnings Power To Be Tested After Neutral Downgrade
Analysts now see fair value for WEG at about R$54.26, up from roughly R$53.17. This reflects slightly softer revenue growth assumptions, a modestly higher long term profit margin, and a neutral stance following recent price target cuts tied to the Q4 miss and revised guidance.Anlatı Güncellemesi • Mar 18
WEGE3: Future Earnings Power To Drive Upside After Neutral Downgrade
Analysts have reduced their price target on WEG by R$1 to R$49, reflecting recent Q4 results and updated company guidance. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the new R$49 price target still sits close to prior expectations, suggesting they see the Q4 miss and updated guidance as manageable for long term execution.Anlatı Güncellemesi • Mar 04
WEGE3: Future Earnings Power To Drive Upside Despite Recent Downgrade
Analysts have lifted their fair value estimate for WEG by R$4.00 to R$52.89, reflecting updated views on discount rate, revenue growth, profit margin and future P/E assumptions, even as recent research pointed to a Q4 miss and softer company guidance. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value estimate of R$52.89 as implying room for upside versus JPMorgan's R$49 price target, even after the downgrade.Anlatı Güncellemesi • Feb 17
WEGE3: Tariff And Renewables Risks Will Pressure Overvalued Shares
Analysts have raised their price target on WEG to R$55, citing what they view as overly cautious market sentiment on tariffs and renewables orders, along with Street models for 2026-27 EBITDA that they estimate are roughly 7% below their own projections. Analyst Commentary Even with the new R$55 price target, there is still a split in how analysts see the risk and reward for WEG.Anlatı Güncellemesi • Feb 03
WEGE3: Tariff Fears Will Ease As Earnings Power Proves More Resilient
Narrative Update The analyst price target for WEG has increased from R$56.00 to approximately R$67.64. Analysts attribute this change to what they view as overly cautious market concerns regarding tariffs and renewables orders, as well as their higher EBITDA estimates for 2026 and 2027.Anlatı Güncellemesi • Jan 20
WEGE3: Tariff And Renewables Uncertainty Will Weigh On Future Earnings
Analysts have trimmed their fair value estimate for WEG from R$38.80 to R$38.00, citing updated assumptions on discount rates, revenue growth, margins and future P/E, after recent research highlighted tariff and renewables concerns that some view as overdone. Analyst Commentary Recent commentary on WEG has highlighted a split view.Anlatı Güncellemesi • Jan 06
WEGE3: Fair Value Hinges On Tariff Risks And Renewables Order Execution
Analysts have raised their fair value estimate for WEG from R$47.46 to R$48.89, citing a higher long term P/E assumption and Street research that views tariff and renewables order concerns as overdone, with some EBITDA expectations running about 7% above consensus for 2026 to 2027. Analyst Commentary Bullish Takeaways Bullish analysts see the higher long term P/E assumption as supported by their R$55 price target, which implies room for valuation expansion relative to the updated fair value of R$48.89.Analiz Makalesi • Jan 04
Is Now The Time To Put WEG (BVMF:WEGE3) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Anlatı Güncellemesi • Dec 15
WEGE3: Electrification And Automation Demand Will Support Upside Despite Tariff Fears
Analysts have trimmed their fair value estimate for WEG from R$64 to R$56, reflecting a slightly higher perceived risk. They also highlight stronger long term revenue growth, resilient margins, and Street research pointing to overdone concerns around tariffs and renewable order softness.Analiz Makalesi • Dec 03
These 4 Measures Indicate That WEG (BVMF:WEGE3) Is Using Debt Safely
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Anlatı Güncellemesi • Dec 01
WEGE3: Margin Resilience And Tariff Concerns Will Shape Business Stability
Analysts have increased their price target for WEG from R$46.88 to R$47.46. They cite improved revenue growth expectations and express confidence that recent concerns about tariffs and renewables are overstated.Anlatı Güncellemesi • Nov 17
WEGE3: Measured Revenue and Profit Margins Expected to Boost Stability Ahead
Analysts have raised their price target for WEG from $46.49 to $46.88, citing expectations of slightly higher revenue growth and improved profit margins in upcoming periods. What's in the News The Board of Directors reviewed and approved updates to the Risk Management Policy.Anlatı Güncellemesi • Nov 01
WEGE3: Policy Updates And Margins Will Guide Opportunities Amid Fair Valuation
Analysts have slightly lowered their price target for WEG, reducing the fair value estimate from $47.95 to $46.49. This adjustment is due to minor changes in profit margin forecasts and discount rates, despite a small uptick in projected revenue growth.Analiz Makalesi • Oct 28
Investor Optimism Abounds WEG S.A. (BVMF:WEGE3) But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 27x WEG S.A. ( BVMF:WEGE3 ) may be sending very bearish signals at the...Anlatı Güncellemesi • Oct 18
Global Grid Modernization And Automation Will Fuel Market Opportunities
Analysts have slightly reduced their fair value estimate for WEG, lowering the price target from R$48.49 to R$47.95. This change is due to modest adjustments to expected revenue growth and discount rates.Anlatı Güncellemesi • Oct 04
Global Grid Modernization And Automation Will Fuel Market Opportunities
Analysts have revised their fair value estimate for WEG downward from $50.66 to $48.49. This change is due to slightly reduced revenue growth forecasts and a higher discount rate, even as profit margin expectations have improved modestly.Analiz Makalesi • Sep 18
Does WEG (BVMF:WEGE3) Deserve A Spot On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analiz Makalesi • Aug 31
Returns On Capital Are A Standout For WEG (BVMF:WEGE3)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Yeni Anlatı • Nov 07
Decisive Acquisitions And Emerging Markets Propel Growth And Innovation In Power Solutions
Strategic acquisitions and verticalization enhance production capabilities and operational efficiency, boosting revenue growth and market share.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 57,335 | 9,105 | 6,140 | 9,893 | 13 |
| 12/31/2027 | 48,919 | 7,652 | 4,570 | 8,445 | 15 |
| 12/31/2026 | 41,824 | 6,413 | 3,114 | 7,049 | 15 |
| 6/30/2026 | 40,130 | 6,254 | 4,048 | 6,935 | N/A |
| 3/31/2026 | 40,194 | 6,287 | 4,481 | 7,173 | N/A |
| 12/31/2025 | 40,804 | 6,376 | 3,760 | 6,451 | N/A |
| 9/30/2025 | 41,380 | 6,483 | 4,271 | 6,820 | N/A |
| 6/30/2025 | 40,965 | 6,411 | 3,828 | 6,140 | N/A |
| 3/31/2025 | 40,032 | 6,261 | 4,094 | 6,214 | N/A |
| 12/31/2024 | 37,987 | 6,043 | 5,402 | 7,252 | N/A |
| 9/30/2024 | 35,726 | 6,093 | 5,056 | 6,672 | N/A |
| 6/30/2024 | 33,944 | 5,826 | 5,378 | 6,991 | N/A |
| 3/31/2024 | 32,841 | 5,753 | 4,638 | 6,305 | N/A |
| 12/31/2023 | 32,504 | 5,732 | 5,363 | 7,022 | N/A |
| 9/30/2023 | 31,922 | 5,180 | 4,828 | 6,460 | N/A |
| 6/30/2023 | 31,758 | 5,026 | 4,115 | 5,642 | N/A |
| 3/31/2023 | 30,773 | 4,571 | 3,659 | 4,968 | N/A |
| 12/31/2022 | 29,905 | 4,208 | 1,763 | 2,937 | N/A |
| 9/30/2022 | 28,465 | 3,889 | 843 | 1,927 | N/A |
| 6/30/2022 | 26,752 | 3,544 | -48 | 934 | N/A |
| 3/31/2022 | 25,315 | 3,766 | -8 | 916 | N/A |
| 12/31/2021 | 23,563 | 3,586 | 209 | 1,056 | N/A |
| 9/30/2021 | 21,913 | 3,454 | 1,297 | 2,002 | N/A |
| 6/30/2021 | 20,516 | 3,285 | 2,849 | 3,478 | N/A |
| 3/31/2021 | 18,832 | 2,665 | 3,241 | 3,809 | N/A |
| 12/31/2020 | 17,470 | 2,341 | 3,371 | 3,930 | N/A |
| 9/30/2020 | 16,358 | 2,099 | 2,826 | 3,387 | N/A |
| 6/30/2020 | 14,907 | 1,873 | 1,934 | 2,480 | N/A |
| 3/31/2020 | 14,129 | 1,748 | N/A | 2,380 | N/A |
| 12/31/2019 | 13,347 | 1,615 | N/A | 1,908 | N/A |
| 9/30/2019 | 12,693 | 1,449 | N/A | 1,616 | N/A |
| 6/30/2019 | 12,581 | 1,413 | N/A | 1,150 | N/A |
| 3/31/2019 | 12,351 | 1,360 | N/A | 904 | N/A |
| 12/31/2018 | 11,970 | 1,338 | N/A | 1,300 | N/A |
| 9/30/2018 | 11,519 | 1,303 | N/A | 891 | N/A |
| 6/30/2018 | 10,717 | 1,234 | N/A | 1,041 | N/A |
| 3/31/2018 | 9,941 | 1,169 | N/A | 1,138 | N/A |
| 12/31/2017 | 9,524 | 1,142 | N/A | 1,107 | N/A |
| 9/30/2017 | 9,227 | 1,165 | N/A | 1,517 | N/A |
| 6/30/2017 | 9,030 | 1,110 | N/A | 1,654 | N/A |
| 3/31/2017 | 9,085 | 1,093 | N/A | 2,166 | N/A |
| 12/31/2016 | 9,367 | 1,118 | N/A | 2,131 | N/A |
| 9/30/2016 | 9,724 | 1,178 | N/A | 1,866 | N/A |
| 6/30/2016 | 10,032 | 1,187 | N/A | 1,566 | N/A |
| 3/31/2016 | 10,046 | 1,193 | N/A | 1,110 | N/A |
| 12/31/2015 | 9,760 | 1,156 | N/A | 982 | N/A |
| 9/30/2015 | 9,206 | 1,035 | N/A | 1,030 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: WEGE3 'nin tahmini kazanç büyümesi (yıllık 14.1% ) tasarruf oranının ( 12.6% ) üzerindedir.
Kazançlar ve Piyasa: WEGE3 şirketinin kazançlarının (yıllık 14.1% ) BR pazarından (yıllık 12.2% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: WEGE3 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: WEGE3 şirketinin gelirinin (yıllık 13.5% ) BR pazarından (yıllık 6.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: WEGE3 şirketinin gelirinin (yıllık 13.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: WEGE3 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 38.6 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/18 15:29 |
| Gün Sonu Hisse Fiyatı | 2026/08/17 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
WEG S.A. 23 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Luan Calimerio | BB Banco de Investimento S.A. |
| Rogério Araújo | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |