Banco do Brasil (BBAS3): analistas sobem preço-alvo à espera de 'resultados fortes' no 1T23

O Banco do Brasil (BBAS3) teve seu preço-alvo elevado pelos analistas da Inter Research. A casa trabalha agora com o valor de R$ 49 para os papéis no fim deste ano (ante R$ 42 no relatório anterior), mas mantém a recomendação neutra. Segundo o analista Matheus Amaral, a expectativa é de que o banco apresente "resultados ainda fortes" no próximo balanço, agendado para 15 de maio. Nesta terça (25), os papéis do banco são negociados a R$ 43.

"O banco tem avançado em linhas sem garantia, como cartão de crédito, e a safra atual da inadimplência na pessoa física tem mostrado maiores níveis desde 2013″, destacou o analista ao analisar os números do Banco do Brasil.

Notícias relacionadas

Influenciadores dizem ter recebido proposta para defender o Banco Master e difamar o BC

Empresário e herdeiro do Grupo Rodobens morre durante férias com a família no litoral da BA

Quem era Giuliano Verdi, empresário e herdeiro do grupo Rodobens que morreu durante férias na BA

"Por outro lado, o banco tem apresentado a melhor performance do setor no ano e ainda traz mais qualidade que seus pares, vindo da sua carteira de crédito altamente colateralizada, forte desempenho com tesouraria com uma carteira de ativos concentrada em títulos atrelados à Selic e bom controle de custos e outros resultados, que também contam com superávit na Previ", prosseguiu.

Segundo o especialista, a recomendação neutra nas ações do Banco do Brasil é justificada pelo "cenário atual do crédito, que ainda pressiona o setor". Veja o desempenho dos papéis ao longo dos últimos 12 meses:

Cotação BBAS3

Gráfico gerado em: 25/04/2023

37,05 (+11,63%)Variação do períodoR$ 29,84MínimaR$ 43,61Máxima

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No relatório, o time da Inter Research disse que espera um lucro líquido de R$ 9 bilhões para o Banco do Brasil no primeiro trimestre de 2023 (1T23), "com manutenção nos bons resultados apresentados nos últimos trimestres". No mesmo período do ano passado, o lucro líquido foi R$ 6,613 bi.

No quarto trimestre de 2022 (4T22) o lucro líquido ajustado foi de R$ 9 bilhões, correspondendo a um avanço de 52,4% em relação ao mesmo período de 2021.

"O custo do risco deve continuar elevado. Em serviços podemos esperar uma leve queda devido à sazonalidade do trimestre e despesas administrativas pressionadas pelas despesas com pessoal e em linha com o observado no trimestre passado", ressaltou o especialista do banco.

Por volta das 13h47 desta terça (25), os papéis do Banco do Brasil eram negociados em queda de 0,81%, ao preço de R$ 43,06.