TOTVS S.A.

TOTVS reported Q1 2026 EPS of $0.4601 (forecast $0.4483) and revenue of $1.69 billion, both slightly above analysts' expectations. Net revenue rose 16%, adjusted EBITDA increased 24%, and the EBITDA margin widened by 200 basis points. Growth in SaaS and recurring revenue, along with AI-driven efficiency gains, are boosting margins; integration of the Linx acquisition is expected to deliver additional synergies. The stock climbed 10.02% in after-hours trading but edged down slightly in the following days. » Mere på de.investing.com

TOTVS reported revenue of USD 1.73 billion for Q1 2026, beating analyst expectations and sending the stock up 9.46%. SaaS growth accelerated to 24%, adjusted EBITDA rose 24% to R$455 million, and adjusted net income climbed to R$252 million. Management highlighted the successful integration of Linx, its recovery there, and the AI platform LYNN as key growth drivers, and confirmed positive targets for 2026/2027. The company cited risks from macroeconomic factors, integration challenges, and currency exposure. » Mere på de.investing.com

TOTVS reported consolidated net revenue of R$1.55bn (+11%) in Q3 2025 and adjusted EBITDA of R$405m (+23%). Adjusted net income rose to R$249m (+10%) and ARR reached R$5.7bn (+19%). The Techfin segment stood out with revenue after financing costs up 30% and adjusted net income growth of 72%, while the stock gained around 2.1% following the results. Management plans to expand Techfin lending products and introduce new cash-management solutions for 2026; AI integration remains a strategic focus. » Mere på de.investing.com