STNE

StoneCo remains a Strong Buy, with a compelling long-term risk-reward despite near-term macro headwinds and slower Selic cuts. STNE's robust balance sheet, aggressive buybacks, and recent special dividend delivered a combined ~39% yield in H1, highlighting strong shareholder returns. Current valuation bakes in substantial risk, with a conservative DCF yielding intrinsic value significantly above current levels, implying a strong margin of safety while the stock trades at deep discounts.

StoneCo reported weak Q2 results, with revenue up only 2.5% YoY and EPS missing expectations. The company is shifting toward credit to sustain growth, but rising delinquencies raise concerns about revenue quality. High-interest rates, competition, and Brazil's challenging macro environment could pressure growth and profitability further.

Shares of Nu Holdings (NYSE:NU | NU Price Prediction) are up 10% Friday afternoon to $15.35, while StoneCo (NASDAQ:STNE) stock is down 6% to $9.59.

StoneCo Ltd. (STNE) Q2 2026 Earnings Call Transcript

StoneCo NASDAQ: STNE reported second-quarter 2026 results marked by accelerating total payment volume growth, expanding banking deposits and a larger credit portfolio, while management said elevated interest rates and credit-market pressure have made its full-year targets more challenging.

George Town, Grand Cayman--(Newsfile Corp. - August 13, 2026) - StoneCo Ltd. (NASDAQ: STNE) ("Stone" or the "Company") today reported its financial results for the second quarter ended June 30, 2026, in a Earnings Release which is now posted to the company's Investor Relations website https://investors.stone.co/.

StoneCo (STNE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

StoneCo Ltd. (STNE) closed at $11.3 in the latest trading session, marking a +1.35% move from the prior day.

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