SecBot SecBot

AZUL

AZUL SA
NYSE· CIK 0001432364
$4.05 −1.96 (−32.61%)
Oct 26 4:00 PM ET · prev $6.01
Market cap
$1.2B
Small cap
Consensus
Buy
80% Buy or better · 10 analysts
Median target
🔒 Subscribers only
Since first trade
−55.1%
from $9.03 · May 28
30 days
−41.0%
from $6.87
Range since listing
$4.05–9.83
at the low
Avg volume 20D
174.0K
Oct 26 spike 988.6K
Short interest
🔒 Subscribers only
Insider net
$0
no open-market trades · 12 mo
New fund stakes
1
Q2 2026 13F · 0 exits
Filing reports
7
analyzed by SecBot
SecBot read BEARISH 5 reports · 90 days
Balance 2 bearish · 0 bullish · 1 mixed · 2 neutral oldest → newest, height = score
Avg score ·High conf. 3/5
Strongest MIXED American Airlines exercised all of its subscription warrants in Azul, resulting in the issuance of 31.8…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersNO TRADES

    No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.

  • InstitutionsMIXED

    Q2 2026: 1 added (1 new), 0 trimmed or exited. Largest new: Viking Global Investors $12.1M.

  • AnalystsBULLISH

    8 of 10 rate it Buy or better.

  • TrendDOWNTREND

    42% below its 50-day average. New closing low $4.05 on Oct 26.

Who's buying

13F· Q2 2026
1
new positions
0
exits
$12.1M
in new stakes
FundMoveSharesValue
VIKING GLOBAL INVESTORS LPNEW1,349,734$12.1M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

10 analysts
Buy 80% rate it Buy or better
Strong Buy3Buy5Hold2Sell0Strong Sell0

Fresh Price Targets

Analyst price targets updated within the last 24 hours are for subscribers only.

Subscribe for Full Access
Recent actions
DateFirmActionRating
Sep 21, 2026BWS Financial
MAINTAIN
MAINTAINBuy
Aug 17, 2026BWS Financial
MAINTAIN
MAINTAINBuy
Jul 10, 2026BWS Financial
MAINTAIN
MAINTAINBuy
Jun 1, 2026BWS Financial
MAINTAIN
MAINTAINBuy
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Jul 9, 2026
Listing
Delisted: AZUL — removed from the A symbol directory
Azul S.A. American Depositary Shares, each representing two (2) Common Shares
Jul 9, 2026
Listing
New Listing: AZUL — Azul S.A. American Depositary Shares, each representing two (2) Common Shares
Listed on exchange N
May 14, 2026
Earnings date
AZUL Q1 2026 Earnings Scheduled — 2026-05-14
Feb 26, 2026
Earnings date
AZUL Q4 2025 Earnings Before Market Open — 2026-02-26

Insider ledger

Form 4
$0
open-market buys or sells · 12 mo
DateInsiderTypeValue
Jun 15, 2026
Garcia Antonio Carlos
Chief Financial Officer
AWARD725,836 sh
Jun 15, 2026
Rodgerson John Peter
CEO (see remarks)
AWARD2,452,149 sh
Jun 15, 2026
Shah Abhi Manoj
Chief Revenue Officer
AWARD1,373,204 sh
Jun 15, 2026
Mariano Ricardo Luiz Temer
Controller
AWARD98,086 sh
Jun 15, 2026
Zinman Jon
Member of Strategy Committee
AWARD980,860 sh
Jun 15, 2026
Tkacz Daniel
Chief Technical Officer
AWARD196,172 sh
Jun 15, 2026
Grant James Jason
Member of Strategy Committee
AWARD980,860 sh
Jun 15, 2026
NEELEMAN DAVID
Director
AWARD1,294,735 sh

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q-$1.23-$1.23–-$1.23—$6.1B
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 26, 2026 SEC
🔒 Fresh report (last 24h), subscribers only
Oct 26, 2026 SEC
🔒 Fresh report (last 24h), subscribers only
Oct 20, 2026 SEC
American Airlines exercised all of its subscription warrants in Azul, resulting in the issuance of 31.8 million common…
6-K — Impact 6/10
Jul 9, 2026 Listing status
Delisted: AZUL — removed from the A symbol directory
Azul S.A. American Depositary Shares, each representing two (2) Common Shares
Jun 30, 2026 Inst.
VIKING GLOBAL INVESTORS LP — NEW
1,349,734 shares ($12.1M)
Jun 15, 2026 Insider
Garcia Antonio Carlos was granted 725,836 shares
Chief Financial Officer
Jun 15, 2026 Insider
Rodgerson John Peter was granted 2,452,149 shares
CEO (see remarks)
Jun 15, 2026 Insider
Shah Abhi Manoj was granted 1,373,204 shares
Chief Revenue Officer

SecBot reports

7 filings · 1 bullish · 3 bearish · 1 mixed · 2 neutral
All AZUL filing & press-release reports (7)