StoneCo (NASDAQ:STNE) Updates FY 2026 Earnings Guidance

Key Points

• FY2026 EPS guidance: StoneCo issued guidance of 2.000–2.110 EPS (above the consensus 1.95) and updated FY2027 guidance to 2.190–2.480 EPS.
• Analysts are mixed — the consensus rating is Hold with an average price target of $17.50 — while the stock traded up ~4.1% to $14.29; StoneCo beat quarterly EPS ($0.50 vs. $0.48) but missed revenue and currently trades at a P/E of 9.34.

StoneCo (NASDAQ:STNE - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.000-2.110 for the period, compared to the consensus EPS estimate of 1.950. The company issued revenue guidance of -. StoneCo also updated its FY 2027 guidance to 2.190-2.480 EPS.

Analysts Set New Price Targets

Several research firms have recently weighed in on STNE. Santander downgraded StoneCo from an "outperform" rating to a "neutral" rating in a report on Thursday, January 29th. Weiss Ratings reissued a "sell (d+)" rating on shares of StoneCo in a report on Thursday, January 22nd. UBS Group cut their target price on shares of StoneCo from $20.00 to $19.50 and set a "buy" rating on the stock in a report on Wednesday, January 28th. The Goldman Sachs Group decreased their price target on shares of StoneCo from $22.00 to $19.00 and set a "buy" rating for the company in a research note on Tuesday, January 27th. Finally, BTIG Research reaffirmed a "buy" rating and issued a $22.00 target price on shares of StoneCo in a report on Tuesday. Seven equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average price target of $17.50.

StoneCo Trading Up 4.1%

NASDAQ STNE opened at $14.29 on Thursday. The company has a quick ratio of 1.43, a current ratio of 1.37 and a debt-to-equity ratio of 0.81. The stock has a market capitalization of $4.09 billion, a P/E ratio of 9.34, a P/E/G ratio of 0.24 and a beta of 1.78. StoneCo has a 52-week low of $8.95 and a 52-week high of $19.95. The firm has a 50-day moving average price of $15.87 and a 200 day moving average price of $16.61.

StoneCo (NASDAQ:STNE - Get Free Report) last released its earnings results on Monday, March 2nd. The company reported $0.50 EPS for the quarter, beating analysts' consensus estimates of $0.48 by $0.02. StoneCo had a return on equity of 21.55% and a net margin of 15.38%.The company had revenue of $675.42 million during the quarter, compared to the consensus estimate of $704.26 million. Equities research analysts expect that StoneCo will post 1.16 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. State Street Corp raised its position in shares of StoneCo by 23.0% in the fourth quarter. State Street Corp now owns 7,714,651 shares of the company's stock valued at $114,101,000 after buying an additional 1,440,760 shares during the last quarter. SPX Gestao de Recursos Ltda boosted its holdings in shares of StoneCo by 1,054.8% during the fourth quarter. SPX Gestao de Recursos Ltda now owns 5,236,620 shares of the company's stock worth $77,450,000 after purchasing an additional 4,783,158 shares during the last quarter. Qube Research & Technologies Ltd purchased a new stake in shares of StoneCo in the third quarter valued at $58,017,000. Price T Rowe Associates Inc. MD increased its stake in StoneCo by 3.5% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,239,977 shares of the company's stock valued at $33,130,000 after purchasing an additional 75,434 shares during the last quarter. Finally, Balyasny Asset Management L.P. boosted its stake in StoneCo by 1,004.5% in the 4th quarter. Balyasny Asset Management L.P. now owns 1,934,964 shares of the company's stock worth $28,618,000 after buying an additional 1,759,782 shares during the last quarter. Hedge funds and other institutional investors own 73.19% of the company's stock.

StoneCo Company Profile

StoneCo Ltd., commonly known as Stone, is a Brazilian financial technology company that provides integrated digital payment solutions and related financial services to merchants. Through its cloud-based platform, Stone enables businesses of all sizes to accept a variety of payment methods, including point-of-sale (POS) terminals, mobile card readers and e-commerce gateways. In addition to payment acceptance, the company offers value-added services such as working capital loans, digital banking products and automated billing tools designed to help merchants manage cash flow and streamline operations.

Since its founding in 2012 by André Street and Eduardo Pontes, Stone has focused on serving over half a million merchants across Brazil's retail, restaurant and services sectors.

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