StoneCo

StoneCo delivered adjusted earnings per share of $2.40 in Q2 2026, meeting analysts’ expectations, while revenue of $3.59 billion missed the $3.67 billion forecast by about 2.2%. TPV grew 4% year‑over‑year, retail customer deposits rose to BRL 10.8 billion, and its lending and banking business was expanded. Management reaffirmed the full‑year outlook but now expects results at the lower end of the guidance range, citing persistent macroeconomic headwinds. The stock initially climbed in trading but turned negative after hours and remains close to its year low. » More on de.investing.com

StoneCo delivered adjusted EPS of R$2.40 in Q2‑2026; revenue of R$3.59bn, however, missed the R$3.67bn estimate. Adjusted net income from continuing operations fell year‑over‑year, with a net margin of 16.2%. Criticism centers on the sharply expanded loan portfolio (+107.5% to R$3.75bn) and persistently high lending costs in real terms in Brazil despite a lower Selic rate. Several analysts cut price targets, after which the stock fell in after‑hours trading and moved closer to its 52‑week low of $9.45. » More on de.investing.com

Analysts have mixed ratings on StoneCo, with a moderately bullish consensus (5 of 8 analysts rate Buy) and a 1‑year median target implying about 38% upside. UBS kept a Buy rating while lowering its price target from $19 to $17, while Citi cut to Neutral and trimmed its target to $11, warning that recent price changes could reduce volumes and competitive pressure may weaken take rates. StoneCo provides fintech and payment solutions to merchants across in‑store, online and mobile channels in Brazil. » More on finance.yahoo.com