StoneCo Ltd.
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No SEC Form 4 filings for $STNE in the last 30 days.
See all $STNE insider activity →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.
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 earnings, market movers and macro economy.
Fast credit growth is being offset by deteriorating loan quality, raising near-term provisioning and margin risk for STNE.
StoneCo posted modest revenue growth, higher EPS, but lower profit margin and rising credit risk, while reaffirming 2026 guidance at the lower end.
Weak growth and a key technical level risk can pressure the stock, especially if sentiment turns risk-off.
StoneCo underperformed on the same earnings window, suggesting weaker near-term conditions versus peers.
Small EPS beat with modest revenue miss suggests limited upside surprise, favoring range-bound trading unless guidance changes.
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 (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.
6 min readStoneCo (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
3 min readSanDisk (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.
6 min readNu 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.
5 min readU.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.
4 min readU.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.
5 min readStoneCo (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.
6 min readStoneCo 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.
4 min readStoneCo 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.
1 min readStoneCo Ltd. (STNE) furnished an SEC Form 6-K — earnings release. 2Q26 Earnings Release StoneCo Reports Second Quarter 2026 Results George Town, Grand Cayman, August 13, 2026 – StoneCo Ltd. (Nasdaq: STNE) (“Stone” or the “Company”) today reports its financial results for the second quarter ended June 30, 2026. CONSOLIDATED ADJUSTED FINANCIAL ME
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