StoneCo is upgraded to Strong Buy, with intrinsic value estimated well above current levels, following the drop on earnings. STNE expects nearly 30% shareholder yield in 2026, driven by buybacks and the special distributions post-Linx divestment. Management's capital ratio reduction to 17% unlocks further capital for growth and returns, while robust adjusted EPS growth continues.
StoneCo Ltd. (STNE) closed at $14.36 in the latest trading session, marking a +1.7% move from the prior day.
In the latest trading session, StoneCo Ltd. (STNE) closed at $14, marking a -2.51% move from the previous day.
StoneCo Ltd. (STNE) closed the most recent trading day at $13.35, moving 3.54% from the previous trading session.
StoneCo Ltd. (NASDAQ: STNE - Get Free Report) has earned a consensus rating of "Moderate Buy" from the twelve analysts that are covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, four have issued a hold rating and seven have given a buy rating to the company. The average
14B Capital sold 322,000 shares of StoneCo in the fourth quarter; the estimated trade value was $5.39 million based on quarterly average prices. Meanwhile, the quarter-end position value decreased by $8.60 million, reflecting both the share sale and market valuation changes.
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?
I am downgrading StoneCo from buy to hold after weak Q4 results and disappointing guidance. STNE's pricing strategy drove revenue growth but led to zero card growth and increased churn, risking future market share and profitability. Margins declined as rising costs outpaced revenues; 2026–2027 gross profit guidance is below market expectations, justifying a depressed 7x earnings multiple.
StoneCo Ltd. (STNE) Q4 2025 Earnings Call Transcript
StoneCo Ltd. (STNE) came out with quarterly earnings of $0.5 per share, beating the Zacks Consensus Estimate of $0.48 per share.
STNE's Q4 results are likely to show revenue and EPS gains, fueled by MSMB growth, credit expansion and cost efficiency moves.
The latest trading day saw StoneCo Ltd. (STNE) settling at $16.66, representing a -6.03% change from its previous close.