This article first appeared on GuruFocus.

Sao Martinho SA (BSP:SMTO3) is set to release its Q2 2026 earnings on Nov 10, 2025. The consensus estimate for Q2 2026 revenue is $1.76 billion, and the earnings are expected to come in at $0.76 per share. The full year 2026's revenue is expected to be $7.78 billion, and the earnings are expected to be $2.02 per share. More detailed estimate data can be found on the Forecast page.

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Revenue estimates for Sao Martinho SA (BSP:SMTO3) have declined from $7.87 billion to $7.78 billion for the full year 2026 and declined from $7.97 billion to $7.95 billion for 2027 over the past 90 days. Earnings estimates have declined from $2.25 per share to $2.02 per share for the full year 2026 and increased from $1.83 per share to $2.10 per share for 2027 over the past 90 days.

In the previous quarter of 2025-06-30, Sao Martinho SA's (BSP:SMTO3) actual revenue was $1.86 billion, which beat analysts' revenue expectations of $1.78 billion by 4.21%. Sao Martinho SA's (BSP:SMTO3) actual earnings were $0.19 per share, which missed analysts' earnings expectations of $0.44 per share by -57.05%. After releasing the results, Sao Martinho SA (BSP:SMTO3) was down by -2.53% in one day.

Based on the one-year price targets offered by 9 analysts, the average target price for Sao Martinho SA (BSP:SMTO3) is $27.38 with a high estimate of $39.00 and a low estimate of $13.90. The average target implies an upside of 106.47% from the current price of $13.26.

Based on GuruFocus estimates, the estimated GF Value for Sao Martinho SA (BSP:SMTO3) in one year is $35.26, suggesting an upside of 165.91% from the current price of $13.26.

Based on the consensus recommendation from 9 brokerage firms, Sao Martinho SA's (BSP:SMTO3) average brokerage recommendation is currently 2.2, indicating an \\"Outperform\\" status. The rating scale ranges from 1 to 5, where 1 signifies strong buy, and 5 denotes sell.