WallStSmart
VIV

Telefonica Brasil SA ADR

NYSE: VIV · COMMUNICATION SERVICES · TELECOM SERVICES

$15.21
-3.00% today

Updated 2026-04-29

Market cap
$24.30B
P/E ratio
20.01
P/S ratio
0.41x
EPS (TTM)
$0.76
Dividend yield
6.11%
52W range
$9 – $17
Volume
1.0M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Telefonica Brasil SA ADR (VIV) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$15.21
Consensus
$14.63
-3.81%
2030 Target
$594.71
+3809.99%
DCF
$38.51
+58.97% MoS
4 analysts:
1 Buy2 Hold2 Sell

Management guidance

No specific CEO revenue targets found in available data. Latest company guidance references strong digital growth, fiber and 5G strategic investments, and focus on convergence. Company reports 6.72% revenue growth in FY2025 (59.60B BRL) with emphasis on operational execution and shareholder returns.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$990.65
$80.1B Rev × 20x P/S
Base case (2030)
$594.71
$80.1B Rev × 12x P/S
Bear case (2030)
$395.94
$80.1B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$52.1B$55.8B$58.4B$65.1B$68.8B$72.6B$76.4B$80.1B
Revenue growth—7.2%4.6%9.3%5.6%5.5%5.2%4.9%
EPS$0.62$1.51$2.84$2.69$3.22$3.65$4.02$4.35
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$482.50$509.75$538.61$567.46$594.71

Catalysts & risks

Growth catalysts
+ 5G network expansion and fiber infrastructure deployment driving revenue growth
+ Digital services expansion and market convergence (mobile, broadband, pay TV, IT)
+ New CFO Rodrigo Rossi Monari implementation (Apr 2026) for improved capital allocation and investor relations
+ Strong cash flow generation supporting dividend growth and shareholder returns
Key risks
- Brazil's economic slowdown and inflationary pressures affecting consumer spending
- Intense competitive pressure in Brazilian telecom sector from regional and national competitors
- Currency volatility (BRL/USD) impacting ADR valuation and reported financials
- High capital expenditure requirements for 5G and fiber infrastructure limiting margin expansion
- Recent analyst downgrades (Barclays, JP Morgan) indicating sentiment deterioration

Methodology

Telefonica Brasil SA ADR's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 4 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.