Analyst Price Targets — STNE
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| August 28, 2026 11:14 am | — | UBS | $13.00 | $9.56 | TheFly | StoneCo price target lowered to $13 from $15 at UBS |
| July 23, 2026 8:41 am | — | Jefferies | $12.60 | $11.36 | TheFly | StoneCo initiated with a Hold at Jefferies |
| July 17, 2026 11:43 am | — | UBS | $15.00 | $11.20 | TheFly | StoneCo price target lowered to $15 from $17 at UBS |
| May 15, 2026 10:15 am | — | BTIG | $15.00 | $9.70 | TheFly | StoneCo price target lowered to $15 from $22 at BTIG |
| April 29, 2026 8:29 am | — | Goldman Sachs | $14.00 | $11.66 | TheFly | StoneCo downgraded to Neutral from Buy at Goldman Sachs |
| March 11, 2026 12:34 pm | — | UBS | $19.00 | $14.55 | TheFly | StoneCo price target lowered to $19 from $19.50 at UBS |
| February 9, 2026 10:32 am | — | BTIG | $22.00 | $17.08 | TheFly | StoneCo initiated with a Buy at BTIG |
| January 29, 2026 1:41 am | — | Banco Santander | $21.00 | $16.99 | TheFly | StoneCo downgraded to Neutral from Outperform at Grupo Santander |
| January 28, 2026 1:11 pm | — | UBS | $19.50 | $16.64 | TheFly | StoneCo price target lowered to $19.50 from $20 at UBS |
| January 27, 2026 11:20 am | — | Goldman Sachs | $19.00 | $16.28 | TheFly | StoneCo price target lowered to $19 from $22 at Goldman Sachs |
Latest News for STNE
StoneCo remains a Strong Buy, with a compelling long-term risk-reward despite near-term macro headwinds and slower Selic cuts. STNE's robust balance sheet, aggressive buybacks, and recent special dividend delivered a combined ~39% yield in H1, highlighting strong shareholder returns. Current valuation bakes in substantial risk, with a conservative DCF yielding intrinsic value significantly above current levels,…
Macroeconomic headwinds are hurting Stoneco (STNE +2.18%).
StoneCo reported weak Q2 results, with revenue up only 2.5% YoY and EPS missing expectations. The company is shifting toward credit to sustain growth, but rising delinquencies raise concerns about revenue quality. High-interest rates, competition, and Brazil's challenging macro environment could pressure growth and profitability further.
Shares of Nu Holdings (NYSE:NU | NU Price Prediction) are up 10% Friday afternoon to $15.35, while StoneCo (NASDAQ:STNE) stock is down 6% to $9.59.
StoneCo Ltd. (STNE) Q2 2026 Earnings Call Transcript
🧮 Earnings Move Analyzer
Insider Trading
Insider Trading
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Senate Trading
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U.S. House Trading
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Options Chain
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