StoneCo's Q1 deposit surges 38% as Pix adoption, bundling and a new cash sweep strategy reshape its funding model.
StoneCo has shown strong revenue and profit growth, with ambitious targets to multiply profits by 2027, making shares look undervalued even for Brazil. The company benefits from fintech sector tailwinds, robust client growth, and a solid balance sheet, despite a competitive and volatile Brazilian market. Significant buybacks (nearly 10% yield) enhance shareholder returns, and international expansion could unlock further upside beyond Brazil.
STNE's broad Q1 repricing initiative raises gross profit by 19% and EPS by 36%, outpacing guidance despite rate headwinds.
STNE gains from fintech tailwinds, repricing power and PIX monetization while trading below peers on valuation.
StoneCo, Axon and Intuit stand out as Zacks-backed winners amid market weakness and rising global trade tensions.
Investors looking for stocks in the Internet - Software sector might want to consider either StoneCo Ltd. (STNE) or Informatica Inc. (INFA).
StoneCo is riding the wave of global capital rotation into emerging markets, better local macro conditions, and strong growth in digital payment adoption across Brazil. 1Q25 results beat expectations, with strong EPS and gross profit growth, plus continued momentum in the MSMB segment and solid PIX-driven deposit gains. Despite rising competition and signs of sector saturation, StoneCo's guidance still looks strong, with solid long-term growth potential and improving operational efficiency.
STNE and XYZ drive fintech progress with distinct approaches- regional execution and product innovation- that are shaping their 2025 outlooks.
STNE's strategic repricing initiatives and capital-return programs, including over R$2.4 billion in share buybacks over the past year, have bolstered investor confidence in the stock.
Investors interested in stocks from the Internet - Software sector have probably already heard of StoneCo Ltd. (STNE) and Informatica Inc. (INFA).
StoneCo (STNE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?