StoneCo Ltd — MarketDX

STNE▼

StoneCo downgraded to Neutral at BofA Securities on challenging Brazil outlook

BofA Securities downgraded StoneCo to Neutral from Buy and cut its price target to $13.00 from $23.00, citing a challenging operating environment in Brazil for 2026 and 2027. Analyst Mario Pierry lowered 2026 and 2027 earnings estimates by 9% and 13%, respectively, to reflect elevated funding costs and higher provision charges for credit losses. The firm noted that higher-for-longer interest rates will increase financial expenses because funding costs in the prepayment business are directly linked to the Selic rate. Headwinds are expected across both businesses: total payment volume growth should remain constrained by weak economic activity and elevated client churn, while higher rates should slow loan growth and lead to a higher cost of risk from asset quality deterioration. Shares were 0.27% lower at $11.27 during afternoon trading on Wednesday.

STNE ▼

Seeking Alpha·42dRead more ▾

STNE

StoneCo to release second quarter 2026 results on August 13th

StoneCo Ltd. will release its second quarter 2026 financial results on Thursday, August 13th, 2026, after the market closes. The company will host a conference call the same day at 5:00pm ET to discuss the results, accessible via Zoom webinar or phone. StoneCo also announced its quiet period will begin on July 27th, 2026.

STNE

Newsfile Corp.·47dRead more ▾

STNE▲

StoneCo Ltd. Stock Rises 1.38% While Broader Market Slips

StoneCo Ltd. closed at $10.99, up 1.38%, outperforming the S&P 500 which fell 0.22%. The company is expected to report earnings per share of $0.47, a 20.51% increase from the same quarter last year, on revenue of $731.18 million, up 8.8%. For the full year, analysts project earnings of $2.31 per share and revenue of $2.91 billion, representing gains of 42.59% and 10.25% respectively. StoneCo holds a Zacks Rank of #2 (Buy) and trades at a forward P/E of 4.69, a discount to its industry's 19.05.

STNE ▲

Zacks Investment Research·56dRead more ▾

STNE▲

Five9 and StoneCo Appear Undervalued Based on Key Metrics

Five9 and StoneCo are showing signs of being undervalued according to several valuation metrics. Five9 holds a Zacks Rank #1 (Strong Buy) and a Value grade of A, with a forward P/E of 8.65 compared to its industry average of 25.50. Its PEG ratio is 0.65 versus the industry's 0.91, and its P/B ratio is 2.85 against an industry average of 4.39. StoneCo, rated Zacks Rank #2 (Buy) with a Value Score of A, trades at a forward P/E of 11.19 and a PEG of 0.37, while its industry averages are 25.50 and 0.91 respectively. Both companies also exhibit attractive P/S and P/CF ratios relative to their industry peers, reinforcing the view that they may be undervalued at current levels.

FIVN ▲STNE ▲

Zacks·56dRead more ▾

STNE▲

StoneCo Ltd. Stock Rises 1.51% While S&P 500 Declines

StoneCo Ltd. shares closed at $10.75, a 1.51% gain, outperforming the S&P 500 which fell 0.37%. The stock has declined 3.73% over the past month, lagging the Computer and Technology sector's 4.52% gain. Analysts expect the company to report earnings per share of $0.47, up 20.51% year-over-year, on revenue of $731.18 million, an 8.8% increase. Full-year estimates call for earnings of $2.31 per share and revenue of $2.91 billion, representing year-over-year growth of 42.59% and 10.25% respectively. StoneCo Ltd. currently holds a Zacks Rank of 2, or Buy, and trades at a forward price-to-earnings ratio of 4.58, a discount to its industry average of 18.33.

STNE ▲

Zacks Investment Research·65dRead more ▾