$VIV

Canal+ shares dropped to a 2-month low after reports that France may raise the VAT rate on linear pay TV services from 10% to 20%, potentially impacting the company's revenue and EBITA. The change, if implemented, could result in a €50 million to €100 million net impact, according to Bernstein analysts. Canal+ is expected to lobby against the measure.

ONLY A FEW HOURS LEFT: Here’s your LAST chance to secure InvestingPro for 60% off Investing.com -- Vivendi shares plunged 17.3% to trade at €1.64 during today’s session, touching a new 52-week intraday low of €1.56, with no major corporate announcement from the company to explain the magnitude of the selloff.

FactSet-reported estimates from 15 analysts show Telefonica Brasil S.A.’s average 12-month price target fell from $15.35 to $15.25, with a $12.11 to $19.57 range. Using the Jul. 28 close, the target implies about 16% upside. The consensus rating remains “Hold” (5 Buys, 6 Holds, 4 Sells).

Vivendi SE shares fell more than 10% after Paris’s Court of Appeal ruled that Vincent Bolloré and Bolloré SE do not control Vivendi. The decision removes the near-term requirement for a mandatory takeover bid. Earlier rulings had implied a 6 to 9 billion euro cost. The case followed Vivendi’s 2024 breakup and CIAM’s challenge.

Telefonica Brasil SA (VIV) shares dropped 3.0% to $15.21, but are still considered overvalued according to GuruFocus' GF Value™ which estimates its intrinsic value at $12.13. Despite the recent dip, the stock has seen a 62.5% gain over the past year and a 29.1% gain year-to-date. VIV boasts a strong GF Score™ of 84/100, driven by high profitability, but its valuation score of 5/10 indicates it trades at a premium, with its current P/E ratio significantly above its historical median.

Telefônica Brasil's board of directors has approved the distribution of R$365 million in interest on capital, equivalent to R$0.11421932485 per share. Shareholders of record by April 27, 2026, will receive this distribution, which will count towards the mandatory 2026 dividend and is scheduled for payment by April 30, 2027. This move reinforces the company's commitment to returning cash to investors, with TipRanks' AI Analyst, Spark, rating VIV as an Outperform due to strong financial fundamentals and a focus on shareholder returns.

Telefônica Brasil S.A. (BRVIVTACNOR0) is positioned for steady growth in Brazil's heating telecom market, appealing to global investors seeking diversified exposure. The company leverages its dominant market share in mobile and fixed broadband, focusing on expanding 5G networks and fiber optics under the Vivo brand. Its integrated business model, emphasis on enterprise solutions, and high dividend yield make it an attractive defensive play in emerging markets despite regulatory and currency risks.

Telefônica Brasil (NYSE: VIV) has appointed Rodrigo Rossi Monari as its new Chief Financial and Investor Relations Officer, effective April 2, 2026. He replaces David Melcon Sanchez‑Friera, who is transitioning to a CFO role at VMED O2 UK Limited, a joint venture involving Telefónica, S.A. This change marks an orderly succession within the broader Telefónica group, ensuring continuity in the company's executive leadership.

Mizuho analyst Haendel St. Juste downgraded VICI Properties Inc (NYSE: VICI) from Outperform to Neutral, maintaining a $30 price target. Additionally, JP Morgan downgraded Day One Biopharmaceuticals Inc (NASDAQ: DAWN) from Overweight to Neutral, cutting its price target to $21.5, and UBS downgraded Telefonica Brasil SA (NYSE: VIV) from Buy to Sell.

Telefonica Brasil (NYSE:VIV) reported its quarterly earnings, missing analyst expectations with an EPS of $0.11 against an anticipated $0.17, and revenues of $2.83 billion versus $2.88 billion. Despite the miss, the stock analysts hold a consensus "Hold" rating with an average price target of $13.12, reflecting mixed sentiment. The company currently trades within a one-year range of $8.09–$16.47 and has a market capitalization of $25.61 billion.