Analysts assign a USD 14.30 target to StoneCo stock

Published on 10/07/2026 at 05:05 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

StoneCo posted BRL 3.6 billion revenue in the second quarter and 4 percent TPV growth. Four analysts rate StoneCo stock Buy and six Hold.

STNE, KYG851581069, Illustration mit AI erstellt.

StoneCo Ltd. (ISIN KYG851581069) reported BRL 3.6 billion in revenue and 4 percent annual total payment volume growth in the second quarter of 2026, according to Yahoo Finance on August 13, 2026. MarketBeat listed a Hold consensus and a USD 14.30 average target on October 5, 2026, with four Buy ratings and six Hold ratings.

Credit drives the latest figures

StoneCo said adjusted gross profit reached BRL 1.6 billion in the second quarter, broadly stable year over year as higher revenue and lower financial expenses were offset by provisions linked to credit growth, according to Yahoo Finance.

The company also reported 4.8 million active merchants, while retail deposits increased 22 percent year over year. Adjusted earnings per share grew 9 percent, helped by share buybacks that reduced the share count, the August 13, 2026 transcript said.

Guidance meets higher credit risk

For the first half of 2026, adjusted gross profit totaled BRL 3.1 billion and adjusted basic earnings per share reached BRL 4.58. Full-year guidance remained at BRL 6.6 billion to BRL 7.0 billion for adjusted gross profit and BRL 10.8 to BRL 11.4 for adjusted basic earnings per share, according to Yahoo Finance.

Management identified higher interest rates and credit losses as the main pressure points. The transcript said every 100 basis point increase in Brazil's Selic rate carries a pre-tax impact of BRL 200 million to BRL 250 million, while the cost of risk stood at 21.5 percent in the quarter.

Nasdaq range frames valuation

StoneCo provides payment processing, digital banking, prepayment and credit products for merchants in Brazil, according to Stockanalysis. The company trades on Nasdaq under STNE, and its market capitalization was USD 2.8 billion on October 6, 2026, with a 52-week range of USD 8.95 to USD 19.64.

The Lang & Schwarz data showed a prior close of EUR 10.26 for October 5, 2026. On Nasdaq, StoneCo was last at USD 11.62 on October 6, 2026 at 4:00 p.m. EDT, placing the primary-exchange quote between its documented yearly low and high. The further course of trading is shown by the continuously updated real-time quote of StoneCo stock.