Log Commercial stock gained 2.72 percent after Q2 results

Published on 10/07/2026 at 01:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Log Commercial stock posted BRL 66 million in Q2 revenue, up 7.3 percent year over year. Itaú BBA set a BRL 32 target on September 16, 2026.

Log Commercial, BRLOGGACNOR7, Illustration mit AI erstellt.

Log Commercial stock (BRLOGGACNOR7) was last at BRL 27.92 on B3 on October 6, 2026 at 5:03 p.m. BRT, up 2.72 percent from the prior session. The move followed a second-quarter update showing continued revenue growth and a large asset sale program.

Revenue growth meets asset sales

According to Log on September 16, 2026, consolidated net revenue reached BRL 66 million in Q2 2026, an increase of 7.3 percent from Q2 2025. Revenue for the first six months reached BRL 132 million, up 13 percent from the prior-year period.

The operating story also includes capital recycling. ADVFN News reported on September 24, 2026, that Log completed the sale of Log Recife II for BRL 210 million, generating a 41 percent gross margin and lifting completed 2026 asset sales to BRL 1.3 billion.

Analyst target leaves upside

Estadao reported on September 16, 2026, that Itaú BBA initiated coverage with an Outperform recommendation and a BRL 32 price target. The target lies 14.6 percent above the October 6 price of BRL 27.92.

The bank highlighted Log's vertically integrated model and its plan to develop 2 million square meters of gross leasable area by 2028. The counter-factor is interest-rate sensitivity, because development valuations and the pace of new projects depend on financing conditions and economic growth.

The next operational checkpoint is also dated. According to Bitget News, Log's third-quarter interim financial statements are due on October 29, 2026, with the results presentation scheduled for October 30, 2026.

Stock remains below yearly high

Log Commercial's October 6 price sits within a BRL 21.12 to BRL 31.69 52-week range, while the session volume reached 1,051,300 shares. The BRL 2.4 billion market capitalization gives the recent revenue and asset-sale figures direct relevance for the stock's valuation.

For investors, the key comparison is between recurring revenue growth and one-off capital recycling. Q2 revenue rose 7.3 percent year over year, while the Log Recife II sale added BRL 210 million to the 2026 asset-sale total and preserved the company's role as property manager.