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Itau Unibanco Q2 Earnings Call Highlights
ITUB4MarketBeatAugust 08 at 02:04 PM

Itau Unibanco Q2 Earnings Call Highlights

Gerdau Q2 Earnings Call Highlights
GGBR4
MarketBeat09:03 AM

Gerdau Q2 Earnings Call Highlights

Gerdau (NYSE:GGB) reported second-quarter 2026 consolidated adjusted EBITDA of BRL 3.4 billion, its strongest quarterly consolidated EBITDA since the third quarter of 2023, as stronger North American performance offset continued pressure on its Brazilian operations from steel imports. Adjusted net

8/8/2026Read more
Banco Bradesco Q2 Earnings Call Highlights
BBDC4
MarketBeat11:03 PM

Banco Bradesco Q2 Earnings Call Highlights

Banco Bradesco (NYSE:BBD) reported second-quarter 2026 net income of BRL 7.1 billion, up 16.2% from a year earlier and 3.5% from the prior quarter, as the Brazilian lender cited expansion in secured lending, improved commercial traction and resilient insurance results. Return on average equity reach

8/7/2026Read more
Geospace Technologies Q3 Earnings Call Highlights
PETR4
MarketBeat03:04 PM

Geospace Technologies Q3 Earnings Call Highlights

Geospace Technologies (NASDAQ:GEOS) reported third-quarter fiscal 2026 revenue of $15.8 million and a net loss of $9.7 million, or $0.75 per diluted share, as challenging conditions across its operating segments weighed on sales volumes and margins. The company’s revenue for the quarter ended June

8/7/2026Read more
Antipodes Exited Suzano (SUZ) as Pulp Oversupply Threatened Returns
SUZB3
Insider Monkey02:38 PM

Antipodes Exited Suzano (SUZ) as Pulp Oversupply Threatened Returns

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

8/7/2026Read more

Market Speak

ABCB4agoraao vivo

Vou direto ao ponto: ABCB4 a 0,84x book é anomalia. Um banco que entrega ROE de 15%, margem líquida de 41% e quatro anos seguidos de lucro crescente não deveria valer menos que seu patrimônio de R$ 29,53 por ação. Meu cenário-base: convergência para 1x book em 12 meses — R$ 29,50, praticamente o alvo mediano dos analistas (R$ 29,00). Somando o dividend yield de 9,5%, o retorno total potencial passa de 27% partindo dos R$ 24,88 atuais. O risco? O EPS projetado de R$ 4,90 é menor que os R$ 5,41 dos últimos doze meses — o mercado espera compressão de spreads. Mas mesmo nesse cenário, o P/L forward de 5x segue barato demais para um banco com beta de 0,23. Pago para esperar. Não é recomendação de investimento.

115 assets analyzed
Updated on 8/8/2026
#TickerCompanyScoreSector
1ABCB4Banco ABC Brasil S.A.
100%
Financial Services
2BAZA3Banco da Amazônia S.A.
100%
Financial Services
3BMGB4Banco BMG S.A.
100%
Financial Services
4BMIN4Banco Mercantil de Investimentos S.A.
100%
Financial Services
5BNBR3Banco do Nordeste do Brasil S.A.
100%
Financial Services
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1
AB
Banco ABC Brasil S.A.
100%
Score
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