The Ibovespa continued its upward trend and surpassed the 197,000-point mark for the first time in its history, helped by foreign capital flows into emerging markets. At 11:28 a.m., the index was up 1.18% at 197,429 points. At 11:26 a.m., the commercial dollar was down 1.01% at 5.012 reais for sale.
Shares of the state-owned oil company Petrobras were up this morning. At 11:27 a.m., the company’s preferred shares were up 0.42% at 48.10 reais.
At 11:27 a.m., shares of the mining company Vale were up 0.72% at 85.30 reais.
Direcional released preliminary results showing solid operational performance in the first quarter of 2026, with net sales of 1.58 billion reais, a 19% year-over-year increase. BTG Pactual noted this was driven by growth in the low and middle-income segments. Cash flow generation was positive at 13 million reais, below estimates, while net debt is expected to increase due to the amortization of receivables sales operations.
BTG Pactual stated that Cury showed strong operational performance in Q1 2026, with net sales of 2.30 billion reais, a 10% year-over-year increase, and a sales velocity of 46%, reflecting high demand. Cash flow generation was positive at 93 million reais, marking the 28th consecutive quarter of positive generation, though below the bank’s estimates.
The analyst team at XP updated estimates for Marcopolo, reiterating a positive view. However, the target price for 2026 was reduced from 9.50 reais to 8.50 reais. The assessment is that Marcopolo stands out in a context where estimates are being widely revised downward, combining cheap valuation, attractive yields, and low earnings volatility.
The board of directors of Embraer elected Felipe Santana Santiago de Lima to the position of Executive Vice President of Finance and Investor Relations, effective April 13, 2026.
The Goldman Sachs analyst team reiterated Axia as its top pick in power generation. The team from the American bank highlights the potential for increased earnings and an attractive valuation, with an estimated dividend yield between 9% and 11% for 2026 and 2027.
The Goldman Sachs team downgraded its recommendation for Auren. It moved from “buy” to “neutral.” The target price is 14 reais. The bank notes a lack of short-term catalysts, both due to lower exposure to energy prices and to falling interest rates, as only 20% of Auren’s net debt is tied to the CDI rate. Goldman adds that besides not capturing price increases in the short term, its 2026 and 2027 results could be negatively impacted depending on the evolution of the GSF hydrological risk, as Auren may have a net sold position in energy, which would imply higher costs with spot market purchases.
Romi is paying interest on capital announced in September 2025 this Friday, April 10. The total gross amount sums to 16.7 million reais. The gross amount per share is 0.18 reais. The cutoff date was September 22, 2025.
Totvs is paying interest on equity announced on March 20 this Friday, April 10. The amount is 0.18 reais per share. Shareholders holding shares on the record date of March 25, 2026, are entitled to the payment.
Porto is making the payment of interest on equity declared on March 25, 2025, June 23, 2025, September 22, 2025, and December 19, 2025, this Friday, April 10.
Finance News does not make buy or sell recommendations for assets. The text above is intended to inform. A target price is a projection based on a methodology and varies depending on the financial institution. Seek specialized and certified professionals to make any investment decisions. For more details, visit the website of the Brazilian Securities and Exchange Commission (CVM).
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