StoneCo Q4 Earnings: The Problem That No One Saw In The Company's Results (Rating Downgrade) [Seeking Alpha]
StoneCo Ltd. - Class A Common Share (STNE)
Company Research
Source: Seeking Alpha
STNE's pricing strategy drove revenue growth but led to zero card growth and increased churn, risking future market share and profitability. Margins declined as rising costs outpaced revenues; 2026–2027 gross profit guidance is below market expectations, justifying a depressed 7x earnings multiple. Improvement in results or significant interest rate cuts in Brazil are needed to reconsider a positive rating; capital return from the Linx sale could be a catalyst. Dadan/iStock via Getty Images Investment Thesis I am downgrading my buy to hold recommendation on StoneCo ( STNE ) shares following the release of Q4 results. This article is part of my coverage of the company's results. My last This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not rece
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STNE
News
- StoneCo (STNE) was upgraded by Zacks Research from "strong sell" to "hold".MarketBeat
- StoneCo: I Am Doubling Down To Secure A Double-Digit Buyback Yield [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