{"id":643534,"date":"2026-03-02T12:55:29","date_gmt":"2026-03-02T15:55:29","guid":{"rendered":"https:\/\/www.suno.com.br\/noticias\/carteira-recomendada-marco-2026-itub4-vale3-mt\/"},"modified":"2026-03-02T12:55:29","modified_gmt":"2026-03-02T15:55:29","slug":"carteira-recomendada-marco-2026-itub4-vale3-mt","status":"publish","type":"post","link":"https:\/\/www.suno.com.br\/noticias\/carteira-recomendada-marco-2026-itub4-vale3-mt\/","title":{"rendered":"Ita\u00fa (ITUB4) lidera apostas: carteira recomendada de mar\u00e7o refor\u00e7a bancos, energia e commodities"},"content":{"rendered":"<p>A <a class=\"suno-keyword\" target=\"_blank\" data-force=\"no\" data-priority=\"1\" href=\"https:\/\/www.suno.com.br\/artigos\/carteira-recomendada\/\" rel=\"noopener\">carteira recomendada<\/a> de mar\u00e7o chega com um recado claro: depois do rali recente, a seletividade virou regra. Bancos, utilities e exportadoras seguem dominando as escolhas das principais casas, com&nbsp;<strong>Ita\u00fa Unibanco&nbsp;(ITUB4)<\/strong>,&nbsp;<strong>Vale&nbsp;(VALE3)<\/strong>&nbsp;e&nbsp;<strong>Axia Energia&nbsp;(AXIA6)<\/strong>&nbsp;entre os nomes mais recorrentes nas carteiras de mar\u00e7o.<\/p>\t<div class=\"wrapper-featured-image\">\n\t\t<figure class=\"spotlightImg\">\n\n\t\t\t<picture>\n\t\t\t\t<source media=\"(max-width: 768px)\" srcset=\"https:\/\/files.sunoresearch.com.br\/n\/uploads\/2026\/03\/a1c4a0e3-itau-400x200.webp\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" class=\"newsContent__article__imgCapa lazyloadDisabled \" src=\"https:\/\/files.sunoresearch.com.br\/n\/uploads\/2026\/03\/a1c4a0e3-itau-800x450.webp\" width=\"800\" height=\"450\" alt=\"Ita\u00fa (ITUB4) lidera apostas: carteira recomendada de mar\u00e7o refor\u00e7a bancos, energia e commodities\" fetchpriority=high \/>\n\t\t\t<\/picture>\n\n\t\t\t<figcaption class=\"wp-caption-text wp-caption-text--show\">Carteira recomendada de mar\u00e7o concentra apostas em bancos, energia e commodities. (Foto: Reprodu\u00e7\u00e3o)<\/figcaption>\n\t\t<\/figure>\n\t<\/div>\n\n\n\n\n\n\t<p>\n\t\t<a href=\"https:\/\/lp2.suno.com.br\/onde-investir-2026\/?utm_campaign=_SNC390A0FD0_ao&#038;utm_source=suno-not\u00edcias&#038;utm_medium=banner.noticias\" target=\"_blank\" data-element=\"shortcode-suno-banner\" title=\"Banner SUNO, clique e saiba mais\">\n\t\t\t<picture>\n\t\t\t\t<source media=\"(max-width: 500px)\" srcset=\"https:\/\/files.sunoresearch.com.br\/gaia\/uploads\/2026\/01\/Banner-Materias-01-Mbl_-400x300-1.png\">\n\t\t\t\t<img class=\"newsContent__article__imgCapa newsContent__article__imgCapa--banner\"\n\t\t\t\t\tsrc=\"https:\/\/files.sunoresearch.com.br\/gaia\/uploads\/2026\/01\/Banner-Materias-01-Dkp_-1420x240-1.png\"\n\t\t\t\t\tdata-promo-id=\"651623\"\t\t\t\t\t\t\t\t\t\twidth='1420' height='240'\t\t\t\t\talt=\"https:\/\/files.sunoresearch.com.br\/gaia\/uploads\/2026\/01\/Banner-Materias-01-Dkp_-1420x240-1.png\"\n\t\t\t\t>\n\t\t\t<\/picture>\n\t\t<\/a>\n\t<\/p>\n\n\n\n\n\n\n\n<p>O Ita\u00fa reportou lucro de R$ 12,3 bilh\u00f5es no 4T25, com ROE de 24,4% e crescimento relevante da carteira de cr\u00e9dito, sustentando a leitura de rentabilidade consistente mesmo em ambiente desafiador. A Vale, por sua vez, apresentou produ\u00e7\u00e3o recorde de 90,4 Mt no trimestre e manteve alavancagem em 0,7x, refor\u00e7ando disciplina de capital e <a class=\"suno-keyword\" target=\"_blank\" data-force=\"no\" data-priority=\"1\" href=\"https:\/\/www.suno.com.br\/artigos\/geracao-de-caixa\/\" rel=\"noopener\">gera\u00e7\u00e3o de caixa<\/a>. J\u00e1 a Axia mostrou EBITDA ajustado acima das expectativas e encerrou o ano com d\u00edvida l\u00edquida R$ 2 bilh\u00f5es abaixo da proje\u00e7\u00e3o, evidenciando fortalecimento do balan\u00e7o.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Fluxo estrangeiro sustenta estrat\u00e9gia, mas valuation exige seletividade<\/h3>\n\n\n\n<p>Entre as casas, o\u00a0Banco BTG Pactual\u00a0destaca que \u201co dinheiro continua vindo\u201d, apontando fluxo estrangeiro acumulado de R$ 41,6 bilh\u00f5es no ano, movimento que levou as a\u00e7\u00f5es brasileiras a negociarem \u201cmuito pr\u00f3ximas de sua m\u00e9dia hist\u00f3rica\u201d. No portf\u00f3lio 10SIM, o banco ampliou a exposi\u00e7\u00e3o a utilities, elevando o peso da Axia e mantendo nomes ligados a fluxo de caixa e ativos reais.<\/p>\n\n\n\t<p>\n\t\t<a href=\"https:\/\/lp2.suno.com.br\/lm\/minicurso-construindo-um-portfolio-milionario\/?utm_campaign=_SNC35CF3834_ao&#038;utm_source=suno-not\u00edcias&#038;utm_medium=banner.noticias\" target=\"_blank\" data-element=\"shortcode-suno-banner\" title=\"Banner SUNO, clique e saiba mais\">\n\t\t\t<picture>\n\t\t\t\t<source media=\"(max-width: 500px)\" srcset=\"https:\/\/files.sunoresearch.com.br\/gaia\/uploads\/2026\/01\/MB-PS-HOME-DE-ARTIGOS-400x300-ID_01_x1.jpg\">\n\t\t\t\t<img class=\"newsContent__article__imgCapa newsContent__article__imgCapa--banner\"\n\t\t\t\t\tsrc=\"https:\/\/files.sunoresearch.com.br\/gaia\/uploads\/2026\/01\/DT-PS-HOME-DE-ARTIGOS-1420x240-ID_01_x1.jpg\"\n\t\t\t\t\tdata-promo-id=\"651626\"\t\t\t\t\t\t\t\t\t\twidth='1420' height='240'\t\t\t\t\talt=\"https:\/\/files.sunoresearch.com.br\/gaia\/uploads\/2026\/01\/DT-PS-HOME-DE-ARTIGOS-1420x240-ID_01_x1.jpg\"\n\t\t\t\t>\n\t\t\t<\/picture>\n\t\t<\/a>\n\t<\/p>\n\n\n\n\n\n\n\n<p>Na mesma linha, o\u00a0BB Investimentos\u00a0incluiu AXIA6, AURE3 e <a class=\"suno-keyword\" target=\"_blank\" data-force=\"no\" data-priority=\"2\" href=\"https:\/\/www.suno.com.br\/analitica\/acoes\/ceab3\/\" rel=\"noopener\">CEAB3<\/a> em sua Carteira 5+, refor\u00e7ando a concentra\u00e7\u00e3o setorial em utilities e consumo, ap\u00f3s desempenho acumulado de 14,7% no ano at\u00e9 fevereiro. J\u00e1 a\u00a0Genial Investimentos\u00a0observa que o Ibovespa negocia a 10,6x P\/L projetado para 12 meses, em linha com a m\u00e9dia hist\u00f3rica, enquanto <a class=\"suno-keyword\" target=\"_blank\" data-force=\"no\" data-priority=\"2\" href=\"https:\/\/www.suno.com.br\/guias\/small-caps\/\" rel=\"noopener\">small caps<\/a> ainda apresentam desconto relevante, mas alerta que \u201ca assimetria do mercado est\u00e1 negativa\u201d, sugerindo cautela em novas aloca\u00e7\u00f5es.<\/p>\n\n\n\n<p>Os relat\u00f3rios tamb\u00e9m refor\u00e7am teses espec\u00edficas. A&nbsp;Rede D&#8217;Or S\u00e3o Luiz&nbsp;(RDOR3) entregou crescimento de dois d\u00edgitos em receita e EBITDA no 4T25, enquanto a&nbsp;Telef\u00f4nica Brasil&nbsp;(VIVT3) anunciou recompra de at\u00e9 R$ 1 bilh\u00e3o, sustentando gera\u00e7\u00e3o de caixa e retorno ao acionista. O&nbsp;Bradesco&nbsp;(BBDC4) tamb\u00e9m aparece entre as apostas, ap\u00f3s lucro de R$ 6,5 bilh\u00f5es no trimestre e ROE de 15,2%, refletindo recupera\u00e7\u00e3o gradual.<\/p>\n\n\n\t<p>\n\t\t<a href=\"https:\/\/lp.suno.com.br\/ebook-como-analisar-uma-acao\/?utm_campaign=_SNC390A0FD0_ao&#038;utm_source=suno-not\u00edcias&#038;utm_medium=banner.noticias\" target=\"_blank\" data-element=\"shortcode-suno-banner\" title=\"Banner SUNO, clique e saiba mais\">\n\t\t\t<picture>\n\t\t\t\t<source media=\"(max-width: 500px)\" srcset=\"https:\/\/files.sunoresearch.com.br\/gaia\/uploads\/2026\/01\/Ebook-Acoes-Mobile.webp\">\n\t\t\t\t<img class=\"newsContent__article__imgCapa newsContent__article__imgCapa--banner\"\n\t\t\t\t\tsrc=\"https:\/\/files.sunoresearch.com.br\/gaia\/uploads\/2026\/01\/Ebook-Acoes-Desktop.webp\"\n\t\t\t\t\tdata-promo-id=\"651105\"\t\t\t\t\t\t\t\t\t\twidth='1420' height='286'\t\t\t\t\talt=\"https:\/\/files.sunoresearch.com.br\/gaia\/uploads\/2026\/01\/Ebook-Acoes-Desktop.webp\"\n\t\t\t\t>\n\t\t\t<\/picture>\n\t\t<\/a>\n\t<\/p>\n\n\n\n\n\n\n\n<p>Fora dos relat\u00f3rios propriet\u00e1rios, a carteira TOP 10 da&nbsp;\u00c1gora Investimentos&nbsp;adicionou nomes como BPAC11, SUZB3, SBSP3 e PETR4, mantendo exposi\u00e7\u00e3o equilibrada entre bancos, commodities e saneamento. No conjunto, as recomenda\u00e7\u00f5es convergem para empresas com balan\u00e7os mais s\u00f3lidos, capacidade de gera\u00e7\u00e3o de caixa e menor depend\u00eancia de expans\u00e3o agressiva de m\u00faltiplos.<\/p>\n\n\n\n<p>No pano de fundo, o BTG projeta que, a 14x P\/L, o Ibovespa poderia atingir 237 mil pontos, implicando potencial de valoriza\u00e7\u00e3o de 25%. Ainda assim, a pr\u00f3pria casa reconhece que, nos n\u00edveis atuais, \u201ch\u00e1 muito precificado\u201d \u2014 o que ajuda a explicar por que a carteira recomendada de mar\u00e7o combina convic\u00e7\u00e3o em nomes espec\u00edficos com maior disciplina na aloca\u00e7\u00e3o.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A carteira recomendada de mar\u00e7o chega com um recado claro: depois do rali recente, a seletividade virou regra. Bancos, utilities e exportadoras seguem dominando as escolhas das principais casas, com&nbsp;Ita\u00fa Unibanco&nbsp;(ITUB4),&nbsp;Vale&nbsp;(VALE3)&nbsp;e&nbsp;Axia Energia&nbsp;(AXIA6)&nbsp;entre os nomes mais recorrentes nas carteiras de mar\u00e7o. O Ita\u00fa reportou lucro de R$ 12,3 bilh\u00f5es no 4T25, com ROE de 24,4% e &hellip; Continued<\/p>\n","protected":false},"author":402,"featured_media":643535,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[286],"suno_strategy":[],"class_list":["post-643534","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-acoes"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Carteira recomendada de mar\u00e7o: Ita\u00fa (ITUB4) e Vale (VALE3)<\/title>\n<meta name=\"description\" content=\"Carteira recomendada de mar\u00e7o re\u00fane apostas em Ita\u00fa, Vale e Axia, com foco em fluxo estrangeiro e seletividade\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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