StoneCo: I Am Doubling Down To Secure A Double-Digit Buyback Yield [Seeking Alpha]
StoneCo Ltd. - Class A Common Share (STNE)
Company Research
Source: Seeking Alpha
StoneCo's Q4 report added to investor worries as the stock collapsed 20% in response to weak TPV growth and a lackluster guidance for 2027. Gross profit guidance for 2027 was slashed from R$10.2B to R$7.2–8.3B, reflecting Linx divestiture and operational headwinds. A deeper dive into StoneCo's filings reveals a few red flags that need to be monitored closely. StoneCo's buyback potential is a real game-changer at these beaten down prices. Even in the base-case scenario, we are looking at a buyback yield of close to 11%. rparobe/E+ via Getty Images My investment in StoneCo ( STNE ) stock back in November 2021 has not gone that well. After 4+ years, I am sitting on a meager gain of ~4% on my initial investment while the S&P 500 has rallied almost 50% during this time. As much as I This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of STNE either through stock ownership, options, or other derivatives. I wrote this article my
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STNE
News
- StoneCo (STNE) was upgraded by Zacks Research from "strong sell" to "hold".MarketBeat
- StoneCo Q4 Earnings: The Problem That No One Saw In The Company's Results (Rating Downgrade) [Seeking Alpha]Seeking Alpha
- StoneCo Balances Buybacks Banking Expansion And AI To Shape Outlook [Yahoo! Finance]Yahoo! Finance
- StoneCo Ltd (STNE) Q4 2025 Earnings Call Highlights: Robust Financial Growth Amidst Strategic Shifts [Yahoo! Finance]Yahoo! Finance
- Why Did StoneCo Stock Crash Today? [Yahoo! Finance]Yahoo! Finance
STNE
Earnings
- 3/2/26 - Beat
STNE
Sec Filings
- 3/2/26 - Form 6-K
- 3/2/26 - Form 6-K
- 2/27/26 - Form 6-K
- STNE's page on the SEC website