StoneCo Stock News

Despite rising 84% YTD, StoneCo stock remains >80% below its highs and has stalled recently. The Linx divestiture is part of the reason, but there is more to the story. The credit portfolio surged 27% sequentially in Q3, while NPLs ticked up to 5.03%, triggering investor PTSD of the 2021 credit collapse that wiped out 80% of StoneCo's market value. Data shows the Credit 2.0 product is structura...

Stone (STNE) is rated Buy due to attractive 9x earnings valuation, strong capital returns, and potential for further EPS growth. STNE's payments business shows stable growth in line with Brazil's nominal GDP, but faces margin pressure from competition and PIX adoption. Credit operations are expanding rapidly, offering higher yields but increasing risk, with NPLs rising and future growth expecte...

StoneCo is reiterated as a Buy, driven by robust growth, strong financials, and attractive valuation despite the recent market selloff. STNE reported double-digit YoY growth in Payments and explosive growth in Banking and Credit, with raised EPS guidance and aggressive share buybacks. Macroeconomic headwinds and Brazil-specific risks persist, but STNE's local strength and potential for future i...

StoneCo Ltd. ( STNE ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Pedro Zinner - Chief Executive Officer Lia de Matos - Chief Strategy & Marketing Officer Mateus Schwening - CFO & Investor Relations Officer Conference Call Participants Kaio Penso Da Prato - UBS Investment Bank, Research Division Guilherme Grespan - JPMorgan Chase & Co, Research Division Eduardo Rosma...

StoneCo remains a Buy, supported by robust growth, strong results, and a focused strategy after software asset divestments. STNE's divestitures generated significant capital, enabling a sharper focus on financial services and positioning the company for long-term growth in Brazil's market and beyond. Despite macroeconomic headwinds and high interest rates, STNE continues to deliver impressive e...

Warren Buffett sold his StoneCo stock in 2023, but now it has come out of a cup-with-handle base past an entry at 16.

StoneCo delivered a strong Q2, with robust EPS growth (+44.7% YoY), expanded TPV, and grew its active customer base by 17.2%, confirming solid operational momentum. Short-term margin expansion was supported by repricing initiatives and better use of client deposits, though COGS growth and high interest rates warrant monitoring. Non-core assets, including Linx and SimplesVet, were sold, boosting...

StoneCo is undervalued despite robust earnings, strong cash flow, and double-digit growth, trading at just 9x forward P/E and 1.6x P/S. The company's dominant SME franchise, strategic SaaS divestiture, and focus on efficiency position it for sustainable profitability and improved valuation. Aggressive share buybacks and disciplined capital allocation demonstrate management's commitment to share...