Core Insights - StoneCo Ltd. is set to release its Q4 2025 earnings on March 2, 2026, with analysts expecting an EPS of $0.48 and revenue of approximately $728.9 million [1][6] - The company is experiencing a revenue growth forecast of 16.2% year-over-year, driven by its MSMB payment volume and credit portfolio expansion, along with effective cost management [2][6] - StoneCo's Total Payments Active Client base has increased to 4.7 million, reflecting a 3.1% sequential growth, and the company has exceeded consensus EPS estimates in three of the past four quarters by an average of 9.12% [3] Financial Metrics - The price-to-sales (P/S) ratio is 1.70, indicating the premium investors are willing to pay for each dollar of sales, while the enterprise value to sales (EV/Sales) ratio is 2.48 [4] - The enterprise value to operating cash flow ratio is at -100.38, indicating challenges in generating positive operating cash flow, whereas the current ratio of 1.43 suggests reasonable liquidity to cover short-term liabilities [5]

George Town, Grand Cayman--(Newsfile Corp. - February 27, 2026) - StoneCo Ltd. (NASDAQ: STNE) ("Stone" or "the Company") today announced the successful closing of Linx sale, following the satisfaction of all closing conditions, including regulatory approval without restrictions from the Brazilian Administrative Council for Economic Defense (CADE) on February 20th, 2026. Stone continues to serve its clients' software needs through its robust partnership program and native horizontal business management solu ...

Key Takeaways StoneCo is set to report Q4 results with revenues projected to rise 16.2% year over year.STNE's MSMB payment volume growth and expanding credit portfolio may have fueled results.STNE's focus on cost management is expected to drive operating leverage in Q4.StoneCo Ltd. (STNE) is scheduled to report fourth-quarter 2025 results on March 2, after market close. The company’s quarterly results are likely to display a year-over-year rise in revenues and earnings per share (EPS).In the previous quarte ...

Wall Street expects a year-over-year increase in earnings on higher revenues when StoneCo Ltd. (STNE) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on March 2, might help the stock move higher if these key numbers are better than expectat ...

StoneCo Ltd. (STNE) ended the recent trading session at $16.75, demonstrating a -1.09% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.84%. On the other hand, the Dow registered a loss of 0.34%, and the technology-centric Nasdaq decreased by 1.43%. Heading into today, shares of the company had gained 11.64% over the past month, outpacing the Computer and Technology sector's gain of 1.75% and the S&P 500's gain of 1.8%.Investors will be eagerly watching for the p ...

Core Viewpoint - StoneCo Ltd. is a prominent financial technology company in Brazil, recognized for its innovative payment solutions and strong market position in the Latin American fintech sector, with a positive outlook from analysts and investors [1][3]. Market Performance - StoneCo's stock closed at $16.59, reflecting a 1.9% increase from the previous session, outperforming major indices like the S&P 500 and Nasdaq [2]. - Over the past month, the stock has surged by 9.7%, significantly exceeding the gains of the Computer and Technology sector and the S&P 500 [2]. - The current trading price is $16.99, with a recent price change of 2.41%, and the stock has fluctuated between $16.38 and $17.04 today [4]. Earnings Projections - Analysts project earnings of $0.5 per share for the upcoming earnings report on March 2, 2026, indicating a year-over-year growth of 28.21% [3]. - Revenue is expected to reach $749 million, representing a 21.29% increase compared to the same quarter last year, highlighting the company's growth trajectory [3]. Market Capitalization and Trading Volume - StoneCo has a market capitalization of approximately $4.55 billion and a trading volume of 5,509,215 shares, reinforcing its status as a key player in the fintech sector [4]. Analyst Price Target - Banco Santander has set a new price target for StoneCo at $21, suggesting a potential increase of 23.6% from its current trading price, indicating strong investor confidence [1].

Core Viewpoint - StoneCo Ltd. has been downgraded by Santander from "Outperform" to "Neutral," indicating a more cautious outlook on the stock despite recent positive performance in the market [1][6]. Company Performance - At the time of the downgrade, StoneCo's stock was priced at $16.99, closing at $16.59, which represents a 1.9% increase from the previous session, outperforming the S&P 500 and Dow [2]. - Over the past month, StoneCo's stock has surged by 9.7%, significantly outperforming the Computer and Technology sector's gain of 0.49% and the S&P 500's increase of 0.38% [3][6]. - The company's market capitalization is approximately $4.55 billion, with a trading volume of 5,509,215 shares, and the stock has fluctuated between a low of $16.38 and a high of $17.04 on the day of reporting [5]. Upcoming Earnings Report - Investors are anticipating StoneCo's upcoming earnings report on March 2, 2026, with analysts predicting earnings of $0.5 per share, reflecting a year-over-year growth of 28.21% [4]. - The consensus estimate for revenue is $749 million, indicating a 21.29% increase from the same quarter last year [4].

Group 1 - StoneCo Ltd. will release its fourth quarter and fiscal year 2025 financial results on March 2, 2026, after market close [1] - A conference call to discuss the results will be held on the same day at 5:00 PM ET [1] - The company will initiate its Quiet Period related to the financial results on February 16, 2026 [3] Group 2 - Stone is a leading provider of financial technology and software solutions that enable merchants to conduct commerce seamlessly across multiple channels [4]

Core Viewpoint - Despite strong operational execution in the last two quarters, shares in StoneCo (STNE) have decreased by approximately 12.7% since late August 2025 [1]. Group 1: Company Performance - StoneCo has demonstrated strong operational execution over the last two quarters [1]. - The decline in share price of 12.7% indicates potential market concerns despite operational improvements [1]. Group 2: Analyst Insights - The analysis is conducted by an equity research analyst focusing on undercovered stocks in Brazil and Latin America, with occasional insights on global large caps [1]. - The analyst has a beneficial long position in StoneCo shares, indicating confidence in the company's future performance [2].

Core Viewpoint - StoneCo Ltd. announces the resignation of CEO Mr. Pedro Zinner effective March 2026, citing personal reasons, and highlights the company's strategic evolution during his tenure [1][2][3] Leadership Transition - Mr. Zinner has been CEO for three years, leading significant strategic changes including divestment of non-core assets and transitioning Stone into a comprehensive financial services platform [2] - The Board expresses gratitude for Mr. Zinner's leadership and plans to nominate him for election to the Board of Directors, with an expectation of him becoming Chairman [3] - Mr. Mateus Scherer, currently CFO, will be appointed as the new CEO effective March 2026, ensuring continuity in leadership and strategy [4] - Mr. Diego Salgado will take on expanded responsibilities as the new CFO and Investor Relations Officer [5] - Ms. Lia Matos will conclude her role in the company but will remain as an advisor, with her responsibilities being reorganized internally [6] - Mr. Sandro Bassili is expected to become the Chief Operating Officer following the Linx divestiture [7] Company Overview - StoneCo is a leading provider of financial technology solutions, enabling merchants to conduct commerce across multiple channels and grow their businesses through payments, banking, credit, and software solutions [8]