$STNE

Morais Silvio Jose sold 21,000 indirectly-held shares of StoneCo Ltd. (STNE) at $9.91 ($0.21M total) on 2026-09-02.

StoneCo (STNE) reported Q2 revenue of BRL 3.6B (+2.5% YoY), with credit portfolio doubling to BRL 3.8B. Credit revenues surged 153% to BRL 348.5M, but cost of risk rose to 21.5% and non-performing loans increased to 8.60%. The company expanded banking services and completed BRL 3.0B in buybacks, reducing shares by 40.3M. EPS rose 8.6% to BRL 2.40 despite a net income slip.

StoneCo (STNE) reported Q2 2026 revenue of BRL 3.6B (+2.5% YoY), TPV of BRL 142.2B (+4.3% YoY), and adjusted net income of BRL 582.7M (-2.6% YoY). Management maintained 2026 guidance but expects performance near the lower end due to higher interest rates and merchant defaults. The company is integrating Pagar.me to expand banking and credit services, aiming to unify merchant operations. Share buybacks totaled BRL 3.0B over the past year, and an extraordinary dividend of BRL 3.08B was paid in May

SanDisk (SNDK) rose 13.67% to $1,528.11 and added about 7% premarket, after forecasting adjusted gross margin of 80% for FY2028 to FY2030 and adjusted operating margins near 75%. Netflix (NFLX) and Workday (WDAY) also climbed. Workday’s jump followed buyout rumors involving Silver Lake. StoneCo (STNE) faces downside after low Y/Y growth.

Nu Holdings shares rose about 10% to a five-month high after the company reported record Q2 net income of roughly $1.1 billion, up 49% year over year, and gross revenue near $5.9 billion. StoneCo fell about 6% on a “more challenging” backdrop. Susquehanna raised Nu’s price target to $16 with a Neutral rating.

U.S. retail sales fell 0.6% in July, per the Department of Commerce, versus a Zacks breakeven; June was 0.2%. Ex-auto retail sales declined 0.3%. Earnings: Applied Materials (AMAT) adjusted EPS $3.50 vs $3.38 est, revenue $9.12B vs +1.31% beat; Nektar (NKTR) adjusted loss $1.23 vs -$2.06 est, revenue $10.13M miss; StoneCo (STNE) EPS $0.47 vs $0.46 est, revenue $709.88M miss.

U.S. stock futures were mixed as the S&P 500 headed for a winning week after a new all-time high. Retail sales fell 0.6% in July, though were up 5% year over year, per the Commerce Department. Earnings: AMAT adjusted EPS $3.50 (vs $3.38 est) on $9.12B revenue; NKTR adjusted loss $1.23 (vs $2.06 est) on $10.13M revenue; STNE adjusted EPS $0.47 (vs $0.46 est) on $709.9M revenue.

StoneCo (NASDAQ: STNE) reported Q2 results on an earnings call. Adjusted net income fell slightly YoY, but adjusted EPS rose 9% on a lower share count from repurchases. For 1H, it posted BRL 3.1B adjusted gross profit and BRL 4.58 adjusted basic EPS, and kept 2026 guidance. Management cited higher-for-longer Selic rates, retention efforts, Pix growth, and rising credit costs.

StoneCo Ltd shares fell 2% in after-hours after its Q2 2026 results beat adjusted EPS but missed revenue. Adjusted EPS was R$2.40, in line with consensus, while revenue was R$3.59B vs R$3.67B expected. Adjusted net income fell 2.6% YoY to R$582.7M. Investors cited a 107.5% YoY jump in its credit portfolio and concerns tied to Brazil’s high rates.

StoneCo Ltd. (NASDAQ: STNE) reported its second-quarter 2026 results for the quarter ended June 30, 2026, according to a company earnings release posted on its investor relations site. The company will discuss the results on an Aug. 13, 2026 teleconference at 5:00 PM ET, with live webcast and replay available online.