I reiterate my buy rating on Telefônica Brasil, seeing 16% upside to a $15.33 fair value. VIV faces minimal threat from Starlink, as customer overlap is limited to remote regions, not VIV's urban strongholds. Sector consolidation, mature infrastructure, and a focus on high-density, high-HDI regions underpin VIV's competitive advantage and margin strength.

seekingalpha.com - 2026-07-02 05:44:24

Telefonica Brasil NYSE: VIV, operating under the Vivo brand, reported a stronger first quarter of 2026, with management pointing to growth in postpaid mobile, fiber broadband, digital services and disciplined cost control as drivers of higher profitability and cash generation.

marketbeat.com - 2026-05-15 14:09:39

1Q26 reinforced the core thesis of VIV, with revenue growing above inflation, EBITDA outpacing revenue, and OpCF margin improving to 26.2%. CapEx intensity continues to decline, supporting better cash conversion even though absolute CapEx remains broadly stable. Telefônica Brasil has already confirmed at least R$7 billion in shareholder distributions for 2026, supporting a well-covered 5%–6% dividend yield.

seekingalpha.com - 2026-05-14 03:25:28

European stocks are expected to open higher Thursday as investors keep an eye on developments in the U.K. and U.S. President Donald Trump's trip to China.

cnbc.com - 2026-05-14 01:27:26

On May 11, 2026, Telefonica Brasil SA (VIV) shares fell 5.5%, bringing the current price to $14.74. This decline adds to a downward trend seen over the past mon

gurufocus.com - 2026-05-11 21:10:00

Telefônica Brasil S.A. (VIV) Q1 2026 Earnings Call Transcript

seekingalpha.com - 2026-05-11 17:50:48

Investors looking for stocks in the Diversified Communication Services sector might want to consider either Telefonica Brasil (VIV) or Swisscom AG (SCMWY). But which of these two stocks presents investors with the better value opportunity right now?

zacks.com - 2026-05-11 12:41:18

Telefônica Brasil - (B3: VIVT3; NYSE: VIV) announces its results for 1Q26. SÃO PAULO, May 11, 2026 /PRNewswire/ -- The Company delivered strong growth, supported by solid Revenue and EBITDA performance, while posting its highest YoY increase in Net Income since 1Q24.

prnewswire.com - 2026-05-11 08:40:00

Here is how Koninklijke KPN NV (KKPNF) and Telefonica Brasil (VIV) have performed compared to their sector so far this year.

zacks.com - 2026-04-29 10:41:26

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

zacks.com - 2026-04-22 10:51:11

Shares of Telefonica Brasil S.A. (NYSE: VIV - Get Free Report) have earned an average rating of "Hold" from the ten analysts that are covering the stock, MarketBeat Ratings reports. Three analysts have rated the stock with a sell rating, three have assigned a hold rating, three have issued a buy rating and one has issued

defenseworld.net - 2026-04-15 04:27:21

Monthly pay dividend equities offer high yields and potential gains, with the top ten broker-estimated MoPay stocks projected to net 27.10%–65.84% by 2027. BCP Investment Corp (BCIC), CION Investment Corp (CION), and Dynex Capital (DX) stand out for both yield and upside, with CION forecasted to deliver a 45.69% net gain. Thirty 'IDEAL' MoPay equities are highlighted for safer dividends, combining positive one-year returns, free-cash-flow yields above dividend yields, and dividends from $1K invested exceeding share price.

seekingalpha.com - 2026-04-14 10:02:42

REPYY, FTI, VIV and USAC stand out with strong efficiency ratios, highlighting their ability to convert assets, manage costs and outperform peers on profitability metrics.

zacks.com - 2026-04-14 09:31:09