At the open of this session, the Ibovespa stood at 172,140.45 points, a change of +0.48%. Among the biggest individual movers on the B3, Allied (ALLD3) was up +16.81%, trading at R$ 6.95, while Companhia Siderúrgica Nacional (CSNA3) was down -10.17%, at R$ 3.80.

Biggest gainers:

  • Allied (ALLD3): R$ 6.95, +16.81%
  • Grupo Mateus (GMAT3): R$ 4.25, +10.68%
  • International Meal Company Alimentação (MEAL3): R$ 0.84, +9.09%
  • Magazine Luiza (MGLU3): R$ 7.71, +9.05%
  • Even (EVEN3): R$ 3.52, +8.98%

Allied reported net income of R$ 33.8 million in 3Q26, with recurring income of R$ 58.6 million, up 56.7%, and net cash of R$ 184.2 million. Grupo Mateus reported net income of R$ 322 million for the quarter, up 33.3% from 2Q26, with net revenue of R$ 10.7 billion and an EBITDA margin (earnings before interest, taxes, depreciation and amortization) of 7.2%. Magazine Luiza posted a loss of R$ 10.7 million in 3Q26, with adjusted EBITDA of R$ 710.1 million and a margin of 7.9%. Even reported net income of R$ 20 million, down 34.2% in the quarter, and net revenue of R$ 240 million.

Biggest decliners:

  • CSN (CSNA3): R$ 3.80, -10.17%
  • Positivo (POSI3): R$ 3.16, -6.23%
  • Arezzo (AZZA3): R$ 16.02, -5.21%
  • Enjoei (ENJU3): R$ 6.86, -4.99%
  • LWSA (LWSA3): R$ 3.11, -4.89%

CSN posted a loss of R$ 1.2 billion in 3Q26, with adjusted EBITDA down 43.5% from 3Q25 and leverage of 4.23x. The company also announced the resignation of CFO Marco Rabello. Positivo reported net income of R$ 7.7 million for the quarter and raised its 2026 gross revenue guidance to R$ 4.4 billion to R$ 4.5 billion. Enjoei posted a loss of R$ 12.3 million, with record GMV (gross merchandise volume) of R$ 413.3 million.

For information only; not investment advice.