Telefonica Brasil (NYSE:VIV) Reaches New 1-Year High on Earnings Beat

Telefonica Brasil S.A. (NYSE:VIV)’s share price reached a new 52-week high on Tuesday following a stronger than expected earnings report. The company traded as high as $16.55 and last traded at $16.5520, with a volume of 290024 shares trading hands. The stock had previously closed at $16.24.

The Wireless communications provider reported $0.22 earnings per share for the quarter, beating analysts’ consensus estimates of $0.17 by $0.05. The company had revenue of $2.83 billion during the quarter, compared to analysts’ expectations of $2.88 billion. Telefonica Brasil had a net margin of 10.42% and a return on equity of 9.20%.

Key Stories Impacting Telefonica Brasil

Here are the key news stories impacting Telefonica Brasil this week:

• Positive Sentiment: Q4 2025 results showed an EPS beat and margin strength (EPS $0.22 vs. $0.17 est.; net margin ~10%). Management said revenue, EBITDA and net income grew consistently in 2025 — a core reason investors pushed the stock up. 4Q25 Results: Telefonica Brasil S.A.
• Positive Sentiment: Analysts/commentary emphasize resumed cash generation — Seeking Alpha calls the business a “cash machine” again — which supports dividends/valuation and helps explain buyer interest. Telefônica Brasil Q4: The Cash Machine Is Working Again
• Positive Sentiment: Value-oriented coverage (Zacks) highlights VIV’s attractive style/valuation metrics, reinforcing interest from income/value-focused investors. Here’s Why Telefonica Brasil (VIV) is a Strong Value Stock
• Neutral Sentiment: Company filed its Form 20-F for FY2025 (standard disclosure) — provides full audited detail and reduces regulatory/filing risk but is not a catalyst by itself. Telefonica Brasil S.A. Announces the Filing of Its Annual Report on Form 20-F for Fiscal Year 2025
• Neutral Sentiment: Full earnings materials (call transcript and slide deck) are available for investors to assess guidance, cost control and cash conversion — useful but not immediate catalysts. Telefônica Brasil S.A. (VIV) Q4 2025 Earnings Call Transcript 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Analyst consensus remains around a “Hold” (per coverage), so while results lifted sentiment today, broader sell-side upgrades are limited. Telefonica Brasil S.A. (NYSE:VIV) Given Average Rating of “Hold” by Analysts
• Negative Sentiment: Revenue slightly missed consensus ($2.83B vs. $2.88B est.), so investors should watch top-line trends and guidance — sustained revenue weakness could limit multiple expansion. MarketBeat: Earnings Report

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the stock. Wall Street Zen raised shares of Telefonica Brasil from a “buy” rating to a “strong-buy” rating in a research report on Sunday, January 11th. Zacks Research raised Telefonica Brasil from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 9th. Weiss Ratings downgraded shares of Telefonica Brasil from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, February 9th. Bank of America started coverage on shares of Telefonica Brasil in a report on Thursday, December 11th. They set an “underperform” rating and a $14.00 target price on the stock. Finally, Barclays restated an “overweight” rating and issued a $14.50 target price on shares of Telefonica Brasil in a research note on Monday, November 3rd. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Telefonica Brasil has an average rating of “Hold” and an average price target of $13.12.

Institutional Investors Weigh In On Telefonica Brasil

Several institutional investors have recently bought and sold shares of VIV. Rhumbline Advisers raised its position in shares of Telefonica Brasil by 337.7% during the 1st quarter. Rhumbline Advisers now owns 4,233 shares of the Wireless communications provider’s stock worth $37,000 after buying an additional 3,266 shares in the last quarter. Arax Advisory Partners boosted its stake in Telefonica Brasil by 54.4% during the fourth quarter. Arax Advisory Partners now owns 3,773 shares of the Wireless communications provider’s stock valued at $45,000 after buying an additional 1,330 shares in the last quarter. Advisors Asset Management Inc. acquired a new position in Telefonica Brasil during the first quarter worth about $52,000. EverSource Wealth Advisors LLC grew its stake in shares of Telefonica Brasil by 214.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,766 shares of the Wireless communications provider’s stock worth $54,000 after purchasing an additional 3,248 shares during the last quarter. Finally, PNC Financial Services Group Inc. lifted its stake in Telefonica Brasil by 45.7% during the second quarter. PNC Financial Services Group Inc. now owns 5,163 shares of the Wireless communications provider’s stock valued at $59,000 after purchasing an additional 1,619 shares during the last quarter. Institutional investors and hedge funds own 5.16% of the company’s stock.

Telefonica Brasil Stock Up 2.0%

The company has a debt-to-equity ratio of 0.19, a current ratio of 1.02 and a quick ratio of 0.96. The stock has a market capitalization of $26.94 billion, a P/E ratio of 23.66, a PEG ratio of 0.88 and a beta of 0.71. The stock’s fifty day moving average is $13.51 and its two-hundred day moving average is $12.86.

Telefonica Brasil Company Profile

Telefônica Brasil SA, commonly marketed under the Vivo brand, is one of Brazil’s largest telecommunications providers, offering a broad range of consumer and enterprise communications services. The company’s core activities include mobile voice and data services, fixed-line telephony, broadband internet (including fiber-to-the-home), and pay-TV solutions. It also provides ICT and managed services for business customers, such as cloud, data center, connectivity, Internet of Things (IoT) and security solutions.

Vivo operates a nationwide network across Brazil and serves both individual consumers and corporate clients.