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PICSPicS N.V.Buy Wait7.5·$10.84-3.56%
Buy WaitModerate Confidence
Investment thesis

PicS N.V. is a high-quality infrastructure software company with 70% year-over-year revenue growth, a wide economic moat, ROE of 31%, and a forward P/E of only 3.4x — representing a rare combination of deep value and exceptional growth that analysts project will deliver 93% upside.

Thesis pillars

  • Exceptional Growth RateStable
  • Compounder Quality ProfileStable
  • Deep Value Wide MoatStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

PicS N.V. (PICS) Stock Analysis

Inst Constrain edge

Buy Wait(was: Strong Buy)AI GATE: FLAGGED — 7 risksModerate Confidence

Technology · Software - Infrastructure

Wait — supporting gate not met yet. Price is at or below entry $11.06 but a supporting gate (fundamentals / technicals) still blocks BUY_NOW.

PicS N.V. operates as a digital financial services company that provides digital wallet and application for individuals and businesses in Brazil. The company offers a range of transactional products for its consumers, including Pix, an instant payment system, peer-to-peer... Read more

$10.84+60.1% A.UpsideScore 7.5/10#1 of 110 Software - Infrastructure
QualityF-score5 / 9FCF yield
Entry $11.06(at market)Stop $10.29Target $17.71(analyst − 13%)A.R:R 4.0:1
Analyst target$20.35+87.7%9 analysts
$17.71our TP
$10.84price
$20.35mean
$28

Wait — supporting gate not met yet. Price is at or below entry $11.06 but a supporting gate (fundamentals / technicals) still blocks BUY_NOW. Chart setup: No clear chart pattern; technical signals are mixed. News gate: flagged → wait (7 risks, 0 concerns) Score 7.5/10, moderate confidence.

Passes 9/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 41d clear, semi cycle peak clear, materials cycle peak clear, sector concentration cap sector=technology 9/10). Suitability: speculative.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 13, 202641d to earnings· next earnings call

Thesis

Rewards
Strong overall score: 7.5/10
High-quality business
Attractive valuation
Risks
No bear case signals

Key Metrics

P/E (TTM)6.4
P/E (Fwd)3.6
Mkt Cap$1.4B
EV/EBITDA-0.4
Profit Mgn10.0%
ROE30.7%
Rev Growth70.2%
Beta
DividendNone
Rating analysts12

Quality Signals

Piotroski F5/9MoatWideCompounder

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·2 ceiling hits

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
1.1
Bollinger
2.1
Support Resistance
2.1
GatesMomentum 6.3>=5.5A.R:R 4.0 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 41d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSECTOR CONCENTRATION CAP sector=Technology 9/10Suitability: Speculative
RSI
54 · Neutral
20D MA 50D MA 200D MASupport $8.32Resistance $11.80

Price Targets

$10
$11
$18
A.Upside+63.4%
A.R:R4.0:1

Position Sizing

ConvictionHigh conviction
Suggested %2%
Max %4%
RegimeSteady

Risk Alerts

! News gate: flagged → wait (7 risks, 0 concerns)

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-13 (41d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is PICS stock a buy right now?

Wait — supporting gate not met yet. Price is at or below entry $11.06 but a supporting gate (fundamentals / technicals) still blocks BUY_NOW. Chart setup: No clear chart pattern; technical signals are mixed. News gate: flagged → wait (7 risks, 0 concerns) Target $17.71 (+63.4%), stop $10.29 (−5.3%), A.R:R 4.0:1. Score 7.5/10, moderate confidence.

What is the PICS stock price target?

Take-profit target: $17.71 (+60.1% upside). Target $17.71 (+63.4%), stop $10.29 (−5.3%), A.R:R 4.0:1. Stop-loss: $10.29.

Is PICS overvalued or undervalued?

PicS N.V. trades at a P/E of 6.4 (forward 3.6). TrendMatrix value score: 9.7/10. Verdict: Buy (Wait for Entry).

What do analysts say about PICS?

12 analysts cover PICS with a consensus score of 4.3/5. Average price target: $20.

What does PicS N.V. do?PicS N.V. operates as a digital financial services company that provides digital wallet and application for individuals...

PicS N.V. operates as a digital financial services company that provides digital wallet and application for individuals and businesses in Brazil. The company offers a range of transactional products for its consumers, including Pix, an instant payment system, peer-to-peer between PicPay accounts, bill payments, payroll portability, global account, and a payment assistant that helps consumers organize, centralize, and settle bills through an integrated hub. The company also provides multipurpose cards; personal loans; instalment payments; payroll loans for public servants, retirees, and pensioners; private payroll loans for formally employed workers; and access to the FGTS annual birthday withdrawal program. In addition, it offers digital insurance distribution platform with products, such as digital wallet insurance, PicPay Card bill protection, credit life insurance, smartphone protection, life insurance, home insurance, and others, as well as provides a range of products to various investor profiles and financial goals. Further, the company offers a portfolio of products in QR code payments for small and medium-sized businesses; banking services; corporate benefits and salary advances; PicPay Shop that offers consumers to purchase a range of products and services; and PicPay Ads, an advertising platform designed to enable brands to reach engaged consumer base through contextualized placements within the app. PicS N.V. was formerly known as Picpay Holdings Netherlands B.V. The company was founded in 2012 and is based in São Paulo, Brazil. PicS N.V. is a subsidiary of Jf International B.v.

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