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Bradesco BBI vê janela de oportunidade em techs e eleva Totvs e LWSA para compra

Ambas companhias se destacam pela combinação de negócios resilientes, crescimento de EBITDA em dois dígitos, robusta geração de caixa e múltiplos descontados The post Bradesco BBI vê janela de oportunidade em techs e eleva Totvs e LWSA para compra appeared first on InfoMoney.

Mar 11, 2026 &03411111202631; 16:41 UTC www.infomoney.com.br Trending 2/5

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Positive for markets

Sentiment score: +75/100

Moderate impact Short-term (days)

WHAT THIS MEANS

Bradesco BBI identifies a buying opportunity in Brazilian tech stocks, upgrading TOTVS and LWSA to buy ratings. Both companies demonstrate resilient business models, double-digit EBITDA growth, strong cash generation, and attractive valuations.

AI CONFIDENCE

85% Very high

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

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TOTS3.SA

TOTS3.SAStock

Expected to rise

Upgraded to buy by Bradesco BBI; strong EBITDA growth, cash generation, and discounted valuation

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LWSA3.SA

LWSA3.SAStock

Expected to rise

Upgraded to buy by Bradesco BBI; resilient business model with double-digit EBITDA growth and attractive multiples

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IBOV.SA

IBOV.SAIndex

Expected to rise

Positive sentiment on Brazilian tech sector supports broader market sentiment

PRICE HISTORY

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⚡ SUGGESTED ACTION

Consider accumulating positions in TOTVS and LWSA on any near-term weakness, as the combination of growth, cash generation, and valuation discount presents favorable risk-reward. Monitor quarterly earnings for confirmation of EBITDA growth trajectory.

KEY SIGNALS

Analyst upgrade to buyDouble-digit EBITDA growthStrong free cash flow generationDiscounted valuation multiplesResilient business modelsInstitutional buying signal

SECTORS INVOLVED

TechnologySoftwareInformation Technology

Analysis generated on Mar 12, 2026 at 00:45 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.

Bradesco BBI vê janela de oportunidade em techs e eleva Totvs e LWSA para compra

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