Telefonica Brasil SA

Telefonica Brasil SA (VIV) Stock Analysis

$12.510

+0.255 (+2.04%)At close

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High
12.565
Open
12.380
VWAP
12.44
Volume
1.75M
Mkt Cap
13.75B
Low
12.250
Amount
21.72M
EV/EBITDA, TTM
1.13

Telefonica Brasil SA, formerly Telecomunicacoes de Sao Paulo SA TeleSP is a Brazil-based company active in the telecommunications sector. The Company’s main services include fixed-line, local and long-distance telephony; mobile telephony, including value-added services; data services, including fixed and mobile broadband, and pay television (TV), mainly Internet Protocol television (IPTV). Telefonica Brasil SA commercializes its services and solutions through the Vivo brand. The Company is a digital hub that facilitates its customers’ access to an array of services, such as entertainment, cybersecurity, finance, health, and education, in addition to providing fixed and mobile telecommunication services across Brazil. It also offers a complete and convergent portfolio for business-to-consumer (B2C) and business-to-business (B2B) clients.

AI analysis of Telefonica Brasil SA (VIV)

Buy

Telefonica Brasil SA (VIV) is a good buy right now due to its current price of $12.51, which is below the average analyst price target of $15.33. The stock has shown a positive 5-day change of +2.54% and a strong gross margin of 45.54% in Q2 2026. However, the main risk is the recent EPS surprise of -17.39% from the last earnings report, indicating potential volatility ahead.

Analyst Ratings (11)

+10.31% upside
Buy
6 Buy
5 Hold
0 Sell
Current: 12.51
Low
12.90
Average
13.80
High
14.50

Morgan Stanley

2026-08-20

Price Target

$14

Equal Weight

Barclays

2026-07-29

Price Target

$16

Equal Weight

Barclays

2026-07-16

Price Target

—

Equal Weight

Scotiabank

2026-05-27

Price Target

—

Sector Perform

Goldman Sachs

2026-05-17

Price Target

$13.90

Sell

Valuation Metrics

The current forward P/E ratio for Telefonica Brasil SA (VIV) is 9.87, compared to its 5-year average forward P/E of 14.34.

Forward P/E

Undervalued
5Y Average P/E
14.34
Current P/E
9.87
Overvalued
16.74
Undervalued
11.93

Forward EV/EBITDA

Strongly Undervalued
5Y Average EV/EBITDA
3.82
Current EV/EBITDA
1.13
Overvalued
4.88
Undervalued
2.75

Forward P/S

Strongly Undervalued
5Y Average P/S
1.32
Current P/S
0.29
Overvalued
1.79
Undervalued
0.86

Alphio AI Price Scenarios for VIV

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%VIV

$11.60

Scenario price

B

Base

Base · 50%VIV

$9.64

Scenario price

B

Bear

Bear · 25%VIV

$8.46

Scenario price

Whales holding VIV

P

PPLA Participations Ltd.

+ HoldingVIV

+24.99%

3M Return

I

Itaú Unibanco Holding S.A.

+ HoldingVIV

+10.44%

3M Return

C

Caixa Econômica Federal

+ HoldingVIV

+10.01%

3M Return

F

FundRock Management Company S.A.

+ HoldingVIV

+2.69%

3M Return

P

Pacific Asset Management LLP

+ HoldingVIV

-2.25%

3M Return

VIV FAQ — answered by Alphio AI

Telefonica Brasil SA, formerly Telecomunicacoes de Sao Paulo SA TeleSP is a Brazil-based company active in the telecommunications sector. The Company’s main services include fixed-line, local and long-distance telephony; mobile telephony, including value-added services; data services, including fixed and mobile broadband, and pay television (TV), mainly Internet Protocol television (IPTV). Telefonica Brasil SA commercializes its services and solutions through the Vivo brand. The Company is a digital hub that facilitates its customers’ access to an array of services, such as entertainment, cybersecurity, finance, health, and education, in addition to providing fixed and mobile telecommunication services across Brazil. It also offers a complete and convergent portfolio for business-to-consumer (B2C) and business-to-business (B2B) clients. It operates in the Technology sector.

Telefonica Brasil SA (VIV) is a good buy right now due to its current price of $12.51, which is below the average analyst price target of $15.33. The stock has shown a positive 5-day change of +2.54% and a strong gross margin of 45.54% in Q2 2026. However, the main risk is the recent EPS surprise of -17.39% from the last earnings report, indicating potential volatility ahead.

11 analysts cover VIV: 6 rate it Buy, 5 Hold and 0 Sell. The average price target is 13.80.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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