$STNE

StoneCo Ltd.

AlphAI earnings read2Q26 · AUG 13StoneCo Reports Second Quarter 2026 ResultsVerdict: mixed

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

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No SEC Form 4 filings for $STNE in the last 30 days.

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Why StoneCoStock Soared Today

StoneCo (STNE) shares surged 24.8% after Brazilian presidential election results showed Flávio Bolsonaro leading with 47.3% of the vote, ahead of incumbent Lula da Silva's 44.8%. Investors anticipate Bolsonaro's potential victory may benefit Brazilian stocks, including StoneCo, due to economic policies.

StoneCo's 2026 Outlook: Integrated Financial Ecosystem Drives Expansion in MSMB Payments

StoneCo (STNE), a provider of financial services to small-and medium-sized businesses in Brazil, reported 17.5% year-over-year revenue growth in 2025. The company's stock trades at $9.19 as of Sept. 24, 2026, and has faced challenges due to emerging-market credit risk. StoneCo's proprietary Superscore is 70 out of 100, placing it in the Above Average category.

STNE sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 2 news stories mentioning STNE (StoneCo Ltd.). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.

Recent STNE coverage spans earnings, market movers and insider activity.

What's driving STNE

  • The stock likely faces upward pressure as market participants anticipate a pro‑business environment under a Bolsonaro win.

    aol.com · Oct 5, 2026

  • Significant upside as the market expects a more fiscally conservative regime.

    tradingview.com · Oct 5, 2026

  • Strong credit growth and margin expansion could support short‑term price upside if investors value the turnaround.

    fool.com · Sep 25, 2026

  • The insider sale may signal lack of confidence and could pressure the stock lower.

    SEC EDGAR · Sep 10, 2026

  • Fast credit growth is being offset by deteriorating loan quality, raising near-term provisioning and margin risk for STNE.

    yahoo.com · Aug 27, 2026

AlphAI scores every news story that mentions STNE with an AI model for sentiment and relevance, and aggregates insider trades from StoneCo Ltd.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $STNE

Score
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Why StoneCoStock Soared Today

StoneCo (STNE) shares surged 24.8% after Brazilian presidential election results showed Flávio Bolsonaro leading with 47.3% of the vote, ahead of incumbent Lula da Silva's 44.8%. Investors anticipate Bolsonaro's potential victory may benefit Brazilian stocks, including StoneCo, due to economic policies.

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StoneCo’s (STNE) Credit Boom Comes With A Costly Catch

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.

$STNEMed

StoneCo (STNE) Q2 2026 Earnings Call Transcript

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

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Why SanDisk and These Hot Stocks Soared

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.

Retail Sales Weaken in July

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 Mixed, Heads for a Winning Week

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.

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