StoneCo Ltd.
StoneCo is a financial services provider serving Brazilian merchants, with a focus on micro-merchants and small and medium-sized businesses. It operates one business segment, mainly comprising payments, digital banking and credit solutions. Its Ton brand is tailored mostly to micro-merchants, while Stone serves small and medium-sized businesses. StoneCo also offers prepayment financing, merchant accounts, payroll and insurance brokerage, and solutions for platform services and sub-acquirers. It makes money by providing these financial services, including processing payments and extending credit. Merchants access its offerings through in-person hubs, digital channels and strategic partners. StoneCo is headquartered in Grand Cayman, Cayman Islands, and has its main operational hub in São Paulo, Brazil.
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.
No SEC Form 4 filings for $STNE in the last 30 days.
See all $STNE insider activity →StoneCo Ltd. reports Q3 earnings today, with analysts expecting EPS of 2.61 BRL and revenue of 3.73B BRL. Brazil's high interest rates may pressure profitability, with UBS downgrading the stock to Hold. Credit quality, funding costs, and market competition are key concerns for investors.
UBS downgraded StoneCo (STNE) to Neutral, cutting its price target to $8.50 from $15.00. The firm cited concerns over higher interest rates impacting earnings and increased cost of risk. StoneCo's Q2 2026 revenue missed estimates at $3.59B vs. $3.67B, though EPS matched expectations at $2.40. UBS estimates a 100bps rate increase could reduce StoneCo's 2027 earnings by R$200M-R$250M.
Goldman Sachs kept StoneCo's rating at Neutral but reduced its price target to $9.50 from $11, a 13.6% cut. This implies an 18.8% upside from the Oct 29 close of $8.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning STNE (StoneCo Ltd.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent STNE coverage spans financial news, market movers and earnings.
Downgrade and rate‑risk concerns likely weigh on the stock.
The downgrade signals lower earnings expectations and increased cost pressure, likely prompting short‑term selling pressure.
Target cut suggests weaker outlook and may trigger sell pressure.
XP Inc. (XP) fell 52% after Lula's presidential win in Brazil. Other Brazilian banks and investment firms also saw declines: Bradesco (BBD) down 28%, Itaú (ITUB) 25%, Patria (PAX) 16%, and Santander Brasil (BSBR) 12%. Analysts expect XP's earnings per share to rise 43% from 2025 to 2028, but risks include political uncertainty and a weaker real.
The unexpected Lula victory drove a rapid unwind of bets on a pro‑market government, pressuring StoneCo's stock.
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.
StoneCo Ltd. reports Q3 earnings today, with analysts expecting EPS of 2.61 BRL and revenue of 3.73B BRL. Brazil's high interest rates may pressure profitability, with UBS downgrading the stock to Hold. Credit quality, funding costs, and market competition are key concerns for investors.
UBS downgraded StoneCo (STNE) to Neutral, cutting its price target to $8.50 from $15.00. The firm cited concerns over higher interest rates impacting earnings and increased cost of risk. StoneCo's Q2 2026 revenue missed estimates at $3.59B vs. $3.67B, though EPS matched expectations at $2.40. UBS estimates a 100bps rate increase could reduce StoneCo's 2027 earnings by R$200M-R$250M.
Goldman Sachs kept StoneCo's rating at Neutral but reduced its price target to $9.50 from $11, a 13.6% cut. This implies an 18.8% upside from the Oct 29 close of $8.
XP Inc. (XP) fell 52% after Lula's presidential win in Brazil. Other Brazilian banks and investment firms also saw declines: Bradesco (BBD) down 28%, Itaú (ITUB) 25%, Patria (PAX) 16%, and Santander Brasil (BSBR) 12%. Analysts expect XP's earnings per share to rise 43% from 2025 to 2028, but risks include political uncertainty and a weaker real.
StoneCo (STNE) shares fell 34.7% in pre-market trading after Brazil's President Lula won re-election, surprising markets. Investors had expected a Bolsonaro win, which would have favored tighter fiscal policy. StoneCo's decline reflects concerns about higher interest rates and a weaker revenue outlook under Lula's administration. The stock dropped to $7.50, below its 52-week low of $8.95. The broader U.S. market remained flat, indicating the move was driven by Brazil-specific factors.
StoneCo Ltd.'s average price target increased from $14.77 to $15.01, with a range of $8.08 to $23.72, according to 15 analysts. This implies a 32% upside from the Oct. 15 closing price. The consensus rating remains 'Buy' among 17 analysts, with 10 Buys, 5 Holds, and 2 Sells.
UBS raised its price target for StoneCo to $15 from $13, while maintaining a Buy rating. The stock is currently trading at $11.54, down 21.57% year-to-date. UBS previously adjusted the target in August.
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.
Brazilian fintech stocks XP, StoneCo, PagSeguro, and Nu Holdings surged over 10% in U.S. trading after Sen. Flávio Bolsonaro led Brazil's presidential election. Bolsonaro, favored by investors for fiscal conservatism, will face Lula in a runoff. Traditional banks like Itau Unibanco and Banco Bradesco also gained.
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.
