TIMB TIM S.A.

NEUTRAL Impact: 3/10 6-K
Horizon months Filed May 7, 2026 Processed 1mo ago SEC 0001292814-26-002856
Notable filing: 6-K
Latest settled — T+20d
TIMB ▼ -6.86% at T+20d
NEUTRAL call ✗ call lost -6.86% · α vs SPY -10.00% · entry $23.60 → $21.98
Next anchor: T+60d in 7w
Last close $22.29 (close Jun 12) · -5.55% from $23.60 entry
Entry anchored
May 7, 2026
via day open
T+1d
+0.81%
call +0.81% · α -0.02%
$23.79
settled 5w ago
T+5d
-4.83%
call -4.83% · α -6.34%
$22.46
settled 5w ago
T+20d
-6.86%
call -6.86% · α -10.00%
$21.98
settled 10d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

TIM S.A. announced the closing of its acquisition of the remaining 51% stake in I-Systems for R$947 million, making it a wholly-owned subsidiary. The deal was previously disclosed on February 11, 2026, and the closing was expected. At ~1.5% of TIM's market cap, the transaction is small and strategically incremental, with no material near-term financial impact.

Actionable Insight

The closing was fully anticipated, so no immediate stock reaction is expected. Watch for Q2 2026 earnings to see any contribution from I-Systems revenue and cost synergy realization. The prior 20-F highlighted strong fundamentals; this deal supports TIM's strategic expansion into infrastructure.

Key Facts

  • TIM acquired the remaining 51% equity interest in I-Systems for R$947 million, completing the previously announced transaction.
  • I-Systems is now a wholly-owned subsidiary of TIM.
  • The acquisition was first disclosed on February 11, 2026; all conditions precedent were fulfilled.

Financial Impact

R$947 million (approx. USD $180-200 million) purchase price; less than 2% of TIM's $12B market cap.

cashcapex

Risk Factors

  • Integration risk: I-Systems may underperform relative to expectations.
  • Potential for higher-than-expected capex to integrate the acquisition.

Market Snapshot

Exchange
NYSE
Sector
Telephone Communications (No Radiotelephone)
Analyst Consensus
45% bullish (20 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001292814-26-002856
Document: 0001292814-26-002856-index-headers.html0001292814-26-002856
Document: 0001292814-26-002856-index.html0001292814-26-002856
Document: 0001292814-26-002856.txt0001292814-26-002856
6 reports for TIMB
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for TIMB — sortable, filterable
Type Now
Jun 10, 2026
4d ago
6-K
NEUTRAL ★ 2/10
$21.56 awaiting T+5awaiting T+5$22.29 (+3.39%)
May 8, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$23.32 $22.17▼ −4.93%▼ −4.85%$22.29 (−4.42%)
May 8, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$23.32 $22.17▼ −4.93%▼ −4.85%$22.29 (−4.42%)
May 7, 2026
5w ago
6-K
NEUTRAL ★ 3/10
$23.60 $22.46▼ −4.83%▼ −6.34%$22.29 (−5.55%)
Mar 30, 2026
10w ago
20-F
BULLISH ★ 8/10
$26.49 $27.00▲ +1.93%▼ −2.02%$22.29 (−15.86%)
Mar 30, 2026
10w ago
6-K
NEUTRAL ★ 2/10
$25.47 $26.04▲ +2.24%▼ −2.06%$22.29 (−12.49%)
Showing 6 of 6

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