Lavvi stock gained 4.02 percent as Safra cut its target

Published on 10/07/2026 at 00:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lavvi stock carries a BRL 14 Safra target, 4.01 percent above the October 6 quote. Q2 revenue reached BRL 495.4 million and net income BRL 102.5 million.

Lavvi, BRLAVVACNOR4, Illustration mit AI erstellt.

Lavvi stock (ISIN BRLAVVACNOR4) gained 4.02 percent to BRL 13.46 in B3 trading on October 6, 2026, at 5:05 p.m. BRT. The move came as investors weighed a lower Safra valuation against the Brazilian developer's latest quarterly figures.

Safra cuts target to BRL 14

In a September 21, 2026 report, Money Times reported that Safra reduced its Lavvi price target from BRL 18 to BRL 14 and retained a Buy recommendation. The cut equals 22.22 percent, while the new target stands 4.01 percent above the October 6 price.

Safra linked the lower valuation to the pace of launches expected in the second half of 2026 and in 2027. The report also highlighted Lavvi's backlog, which equals 1.7 times its last-12-month revenue, and identified competition in Itaim, Moema and Brooklin as a pressure point, according to Money Times.

Q2 figures show profitable growth

For the quarter ended June 30, 2026, Lavvi posted BRL 495.4 million in revenue, BRL 171.7 million in gross profit and BRL 102.5 million in net income, according to BolsaData. Net income represented 20.69 percent of quarterly revenue, giving the company a meaningful earnings base while launch timing remains the central operating variable.

The Q2 result also gives the Safra target cut a more specific context: the debate is centered on future supply and sales absorption rather than a loss-making quarter. For investors, the combination of a profitable latest quarter and a lower valuation emphasizes execution in upcoming launches.

Stock remains below yearly high

Lavvi's October 6 price of BRL 13.46 stood within its 52-week range of BRL 9.10 to BRL 18.98. The market capitalization was BRL 2.6 billion and trading volume reached 1,218,100 shares on the same date.

At BRL 13.46, the stock traded 29.08 percent below its 52-week high and 47.91 percent above its 52-week low. The next market question is whether launch execution can support the BRL 14 Safra target after the 22.22 percent reduction.