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Goldman inicia cobertura de Eneva com compra e vê dividendo de 20% a partir de 2029

Goldman Sachs também vê catalisadores claros no curto prazo, como o Leilão de Reserva de Capacidade (LRCAP) 2026, previsto para 18 de março The post Goldman inicia cobertura de Eneva com compra e vê dividendo de 20% a partir de 2029 appeared first on InfoMoney.

Mar 09, 2026 &03020909202631; 15:02 UTC www.infomoney.com.br Trending 3/5

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Positive for markets

Sentiment score: +75/100

Moderate impact Medium-term (weeks)

WHAT THIS MEANS

Goldman Sachs initiates coverage of Eneva with a buy rating, projecting 20% dividend yields starting in 2029, supported by near-term catalysts including the 2026 Capacity Reserve Auction (LRCAP) scheduled for March 18. This positive outlook reflects confidence in the company's cash generation and capital allocation strategy.

AI CONFIDENCE

85% Very high

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

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ENEV3.SA

ENEV3.SAStock

Expected to rise

Goldman Sachs buy initiation with attractive dividend projections and identified near-term catalysts from capacity auction

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FTSE MIB (Italy)

FTSEMIB.MIIndex

Expected to rise

Positive sentiment on Brazilian energy sector stocks may provide modest support to broader emerging market indices

PRICE HISTORY

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⚡ SUGGESTED ACTION

Long-term investors should consider accumulating Eneva on any weakness, targeting the 2029 dividend inflection point. Near-term traders should monitor the March 18 LRCAP auction results as a potential near-term price catalyst.

KEY SIGNALS

Goldman Sachs buy initiation20% dividend yield projection from 2029LRCAP 2026 auction catalyst on March 18Strong cash generation outlookInstitutional analyst coverage expansion

SECTORS INVOLVED

EnergyUtilitiesPower Generation

Analysis generated on Mar 09, 2026 at 15:08 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by InfoMoney. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Goldman inicia cobertura de Eneva com compra e vê dividendo de 20% a partir de 2029

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