Positivo stock gained 3.85 percent as server revenue rose

Published on 10/07/2026 at 01:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Positivo stock gained 3.85 percent on October 6 as server revenue reached BRL 174.3 million in Q2 2026. Redata could expand data-center demand across Brazil.

Positivo, BRPOSIACNOR9, Illustration mit AI erstellt.

Positivo Tecnologia stock was last at BRL 4.05 on B3 on October 6, 2026 at 5:03 p.m. BRT, up 3.85 percent from the prior close. The move followed fresh attention on the company's server business and Brazil's new tax framework for data centers.

Redata expands server opportunity

As O Globo reported on October 5, 2026, CEO Hélio Bruck Rotenberg said the Redata program could double or triple Brazil's installed data-center capacity over the next two to three years. Positivo supplies servers and expects to qualify as a co-authorized supplier under the regime.

The opportunity is tied to a concrete shift in demand. The company's corporate business already accounts for 70 percent of gross revenue, according to the same interview published by O Globo.

Server revenue rises 107.4 percent

Server revenue reached BRL 174.3 million in the second quarter of 2026, up 107.4 percent from BRL 84.0 million in the second quarter of 2025, Gazeta Mercantil reported on September 16, 2026. The server figure represented 15.5 percent of gross revenue of BRL 1.127 billion in that quarter.

The comparison gives the stock story more substance than a tax-policy headline alone. TI Inside reported that Positivo added 37 new clients in the quarter across artificial intelligence and hybrid-cloud projects, while server manufacturing increased 38 percent year over year.

Stock remains below yearly high

At BRL 4.05, Positivo stock stood 15.6 percent below its 52-week high of BRL 4.80 and 27.4 percent above its 52-week low of BRL 3.18 on October 6, 2026. The company's market capitalization was BRL 563.8 million, with volume of 1,632,200 shares.

The market is therefore weighing two separate figures: server revenue more than doubled in Q2 2026, while the share price remains below its yearly peak. The next test is whether Redata converts into orders after the remaining regulations and customer investments take shape.

Positivo stock was last at BRL 4.05

Positivo Tecnologia stock was last at BRL 4.05 on B3 on October 6, 2026 at 5:03 p.m. BRT, with a 52-week range of BRL 3.18 to BRL 4.80 and market capitalization of BRL 563.8 million.