S&P assigns StoneCo a BB rating: UBS targets StoneCo stock at USD 15

Published on 10/20/2026 at 14:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

StoneCo received a BB issuer rating on October 16, 2026. StoneCo stock costs EUR 10.25 on October 20, 2026 at Lang & Schwarz.

Credit profile and operating scale

StoneCo received a BB issuer rating on October 16, 2026.
StoneCo served more than 4.8 million active clients, up 6.4 percent year over year as of June 2026.
StoneCo stock trades at EUR 10.25 at 2:14 p.m. CEST at Lang & Schwarz on October 20, 2026.
Third-quarter results are scheduled for November 12, 2026.

STNE, KYG851581069, Illustration mit AI erstellt.

StoneCo (ISIN KYG851581069) was trading at EUR 10.25 at Lang & Schwarz on October 20, 2026, at 2:14 p.m. CEST. S&P Global Ratings assigned StoneCo a BB issuer credit rating with a stable outlook on October 16, 2026. Markets Insider reported on October 15, 2026, that UBS raised its StoneCo target from USD 13 to USD 15 and kept a Buy rating.

Credit quality meets slower growth

The rating adds a credit-market signal to StoneCo's operating picture. S&P expects adjusted revenue growth below 5 percent in 2026 and 2027, compared with 25 percent to 30 percent in the previous two years. It also expects an EBITDA margin above 43 percent, versus 45 percent to 50 percent previously.

StoneCo's customer base provides a counterweight to that slower expansion. S&P said active clients reached more than 4.8 million as of June 2026, a 6.4 percent increase from a year earlier. The credit portfolio stood at BRL 3.8 billion at the same date and remained below 10 percent of total revenue, keeping credit growth material but contained.

Three dated signals for StoneCo

On October 8, 2026, StoneCo announced third-quarter results for November 12, 2026, after the market close, according to MarketScreener. On October 15, 2026, UBS raised its target from USD 13 to USD 15, as Markets Insider reported. On October 16, 2026, S&P assigned StoneCo a BB rating and placed it on a stable outlook, according to S&P Global Ratings.

What dates matter next?

StoneCo's quiet period for third-quarter results begins on October 28, 2026, and the company is scheduled to release those results on November 12, 2026, according to MarketScreener. The report will test whether payment growth and credit discipline can support the profitability described in the rating analysis.

StoneCo stock and the euro quote

StoneCo was trading at EUR 10.25 at Lang & Schwarz on October 20, 2026, at 2:14 p.m. CEST. The quote gives German investors a live euro reference while the company remains listed on Nasdaq in USD. The further course of trading is shown by the continuously updated real-time quote of StoneCo stock.