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STNESTNETechnology · Software - Infrastructure

STNE Stock Forecast: StoneCo Ltd. Price Predictions for 2026-2027

Last close, 4 Sept 2026
$10
−2.03% on the day

The 17 Wall Street analysts covering StoneCo Ltd. hold a median 12-month price target of $15 — +49.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 54 of 100 as at 5 Sept 2026 — in the upper half.

Market cap
$2.3B
Ticker Nerd rank
54 / 100
Median analyst target
$15
Analysts covering
17
Revenue$3.3B+1.6% y/y
Operating income$1.4B
Net income$449.9M
Free cash flow$1.4B
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+4.1%
1M
−10.0%
YTD
−20.1%
1Y
−28.4%
From 52W high
−39.2%
From 52W low
+10.9%
$9
$17
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

STNE stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores StoneCo Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 5 Sept 2026
54 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Quality
93
Value
92
Issuance
65
Growth
51
Volatility
46
Revisions
42
Momentum
38
Size
33
Accruals
20

Quality (93): The business earns solid, repeatable profits on what it owns.

Accruals (20): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

STNE stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on STNE, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$15$20$25Oct 25Jan 26Apr 26Jul 26STNEHigh $24Median $15Low $9

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says17 analysts
9 Buy7 Hold1 Sell
Low $9Median $15High $24

The green dot is the last close — the median target sits +49.4% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
28 Aug 2026UBSMaintainsBuy$15 → $13
23 July 2026JefferiesInitiatesHold—
23 July 2026JefferiesInitiatesHold$13
17 July 2026UBSMaintainsBuy$17 → $15
17 July 2026UBSMaintainsBuy—
27 May 2026JP MorganMaintainsOverweight—
15 May 2026BTIGMaintainsBuy—
15 May 2026CitigroupDowngradeNeutral—
29 Apr 2026Goldman SachsDowngradeNeutral—
15 Apr 2026JP MorganMaintainsOverweight—
11 Mar 2026UBSMaintainsBuy—
3 Mar 2026BTIGReiteratesBuy—
9 Feb 2026BTIGInitiatesBuy—
28 Jan 2026Goldman SachsMaintainsBuy—
28 Jan 2026UBSMaintainsBuy—
14 Oct 2025Goldman SachsMaintainsBuy—
9 Sept 2025B of A SecuritiesMaintainsBuy—
29 Aug 2025UBSMaintainsBuy—
16 July 2025JP MorganMaintainsOverweight—
12 May 2025BarclaysMaintainsEqual-Weight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. STNE appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

STNE vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 4 Sept 2026, StoneCo Ltd. returned −28.4% against +20.0% for the S&P 500, dividends included.

STNE vs S&P 500, last 12 monthsTotal return, rebased to 100
60708090100110120Oct 25Jan 26Apr 26Jul 26STNES&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

STNE analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−5.5%
Analysts raising
2
Analysts cutting
1
Fundamentals

StoneCo Ltd. (STNE) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
3.8×

Cheaper than 67% of US stocks

Price / sales
0.2×

Cheaper than 94% of US stocks

Price / book
1.0×

Cheaper than 73% of US stocks

EV / EBITDA
1.6×

Cheaper than 57% of US stocks

Growth & margins
Revenue growth (YoY)
1.6%

Higher than 31% of US stocks

Earnings growth (YoY)
−25.7%

Higher than 18% of US stocks

Gross margin
65.7%

Higher than 79% of US stocks

Operating margin
39.6%

Higher than 92% of US stocks

Net margin
24.7%

Higher than 86% of US stocks

Returns & dividend
Return on equity
34.0%

Higher than 89% of US stocks

Return on assets
6.9%

Higher than 84% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

StoneCo Ltd. (STNE) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • StoneCo Ltd. has a market value of $2.3B and an enterprise value of $2.2B.

  • Revenue in the twelve months to 30 June 2026: $13.8B. The latest quarter grew 1.6% year on year.

  • Net income over the same four quarters: $3.4B, a 24.4% net margin.

  • Diluted earnings per share, trailing twelve months: $14.09.

  • Free cash flow in the twelve months to 30 June 2026: $3.6B.

  • StoneCo Ltd. spent $3.0B on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 230.6M.

  • Trailing P/E: 3.8×; forward P/E: 4.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • StoneCo Ltd. employs 0 people.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 8 Sept 2026

Data provided by Twelve Data

Peers

STNE vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSoftware - Infrastructure
CompanyMarket capTKN rank
STNEStoneCo Ltd.$2.3B
54
PAYOPayoneer Global, Inc.$2.4B
44
FIVNFive9, Inc.$2.5B
84
NNNextNav, Inc.$2.6B
31
TDCTeradata Corp.$2.6B
98
NTCTNetScout Systems, Inc.$2.7B
95
RAMPLiveRamp Holdings, Inc.$2.3B
99

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own StoneCo Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest STNE news & analysis

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

Seeking Alpha · 25 Aug 2026positive

Seeking Alpha restates its Strong Buy rating on StoneCo, describing a compelling long-term risk-reward amid near-term macro headwinds and slower Selic rate cuts. The analysis highlights STNE's robust balance sheet, aggressive buybacks, a special dividend, and a combined ~39% shareholder yield in H1, with valuation implying a wide margin of safety relative to a conservative DCF.

Why it matters — A STNE watcher would care because the piece frames current share-price weakness as driven by macro rate fears rather than company fundamentals, pointing to shareholder returns and intrinsic value well above the trading level.

Stoneco Stock: Buy or Sell?

The Motley Fool · 22 Aug 2026negative

The Motley Fool published an article titled "Stoneco Stock: Buy or Sell?" that focuses on StoneCo Ltd. The piece notes that macroeconomic headwinds are currently hurting the company (STNE), which was trading up 2.18% at the time of the report.

Why it matters — StoneCo watchers would care because the article identifies macroeconomic headwinds as a current challenge affecting the company's performance.

StoneCo Q2: Growing With Low Quality

Seeking Alpha · 18 Aug 2026negative

StoneCo reported weak Q2 results, with revenue up only 2.5% year-over-year and earnings per share missing expectations. The company is shifting toward credit to sustain growth, though rising delinquencies, high interest rates, competition, and Brazil's challenging macro environment are cited as pressures.

Why it matters — The weak quarter and concerns over credit-related revenue quality signal potential headwinds to StoneCo's growth and profitability that watchers should monitor.

Nu Holdings Jumps 10% to a Five-Month High, StoneCo Drops 6% as Nubank Breaks From the Pack

24/7 Wall Street · 14 Aug 2026negative

on Friday afternoon, shares of Nu Holdings rose 10% to $15.35, reaching a five-month high, while shares of StoneCo fell 6% to $9.59, with Nubank breaking from the pack relative to StoneCo.

Why it matters — A StoneCo watcher would care because StoneCo's stock declined 6% in the same session that Nu Holdings rallied sharply, highlighting a divergence in investor sentiment between the two Brazilian fintech names.

StoneCo Ltd. (STNE) Q2 2026 Earnings Call Transcript

Seeking Alpha · 14 Aug 2026neutral

StoneCo Ltd. held its Q2 2026 earnings call, and Seeking Alpha published the full transcript of the event. The transcript covers the company's second-quarter 2026 financial results and management discussion.

Why it matters — The earnings call transcript provides STNE investors and analysts with direct insight into the company's latest financial performance and management commentary.

FAQ

Frequently asked questions about STNE stock

What is the STNE stock price forecast for 2026-2027?

The 17 Wall Street analysts covering StoneCo Ltd. have a median 12-month price target of $15, with estimates ranging from $9.1 to $24. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is STNE stock a buy right now?

Of the 17 analysts covering StoneCo Ltd., 9 rate it a Buy, 7 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks StoneCo Ltd. 54 out of 100 across roughly 4,600 US stocks as at 5 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank STNE?

As at 5 Sept 2026, StoneCo Ltd. ranks 54 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (93 of 100).

Will STNE stock go up?

No one can know that. What the data says: the median 12-month target from 17 analysts implies +49.4% from the last close, and Ticker Nerd's factor model ranks StoneCo Ltd. 54 out of 100 as at 5 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the STNE stock forecast for 2030?

No analyst covering StoneCo Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for STNE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $9.1 to $24 over the next 12 months.

How has STNE stock performed over the past year?

StoneCo Ltd. returned -28.4% over the 12 months to 4 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does StoneCo Ltd. do?

StoneCo Ltd. Class A Common Shares represent ownership in StoneCo Ltd., a financial technology company focused on serving merchants and integrated partners in Brazil.

What is the latest news on STNE?

The most recent item we track (Seeking Alpha, 25 Aug 2026): "StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now". Seeking Alpha restates its Strong Buy rating on StoneCo, describing a compelling long-term risk-reward amid near-term macro headwinds and slower Selic rate cuts. The analysis highlights STNE's robust balance sheet, aggressive buybacks, a special dividend, and a combined ~39% shareholder yield in H1, with valuation implying a wide margin of safety relative to a conservative DCF.

Company

About StoneCo Ltd.

StoneCo Ltd. Class A Common Shares represent ownership in StoneCo Ltd., a financial technology company focused on serving merchants and integrated partners in Brazil. StoneCo provides software and payment solutions that support electronic commerce across in-store, online, and mobile channels, with services spanning electronic payments, alternative payment methods, digital banking, prepayment, and credit solutions. The company also offers tools designed to help businesses manage transactions and improve customer experiences, including split-payment processing, recurring payments, multi-payment processing, and tap-on-phone functionality. StoneCo’s platform is aimed primarily at micro, small, and medium-sized businesses, as well as other commercial clients that need integrated financial and software services. Its business is centered on enabling day-to-day commerce through technology, payments infrastructure, and financial services tailored to Brazil’s evolving digital economy.

Cayman Islands · https://www.stoneco.com.br