STNETechnology · Software - InfrastructureThe 17 Wall Street analysts covering StoneCo Ltd. hold a median 12-month price target of $15 — +55.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 49 of 100 as at 2 Oct 2026 — in the lower half.
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.
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): 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.
The bullish and bearish analyst opinions on STNE, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +55.1% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Aug 2026 | UBS | Maintains | Buy | $15 → $13 |
| 23 July 2026 | Jefferies | Initiates | Hold | — |
| 23 July 2026 | Jefferies | Initiates | Hold | $13 |
| 17 July 2026 | UBS | Maintains | Buy | $17 → $15 |
| 17 July 2026 | UBS | Maintains | Buy | — |
| 27 May 2026 | JP Morgan | Maintains | Overweight | — |
| 15 May 2026 | BTIG | Maintains | Buy | — |
| 15 May 2026 | Citigroup | Downgrade | Neutral | — |
| 29 Apr 2026 | Goldman Sachs | Downgrade | Neutral | — |
| 15 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 11 Mar 2026 | UBS | Maintains | Buy | — |
| 3 Mar 2026 | BTIG | Reiterates | Buy | — |
| 9 Feb 2026 | BTIG | Initiates | Buy | — |
| 28 Jan 2026 | Goldman Sachs | Maintains | Buy | — |
| 28 Jan 2026 | UBS | Maintains | Buy | — |
| 14 Oct 2025 | Goldman Sachs | Maintains | Buy | — |
| 9 Sept 2025 | B of A Securities | Maintains | Buy | — |
| 29 Aug 2025 | UBS | Maintains | Buy | — |
| 16 July 2025 | JP Morgan | Maintains | Overweight | — |
| 12 May 2025 | Barclays | Maintains | Equal-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.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 2 Oct 2026, StoneCo Ltd. returned −38.6% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 67% of US stocks
Cheaper than 94% of US stocks
Cheaper than 64% of US stocks
Cheaper than 57% of US stocks
Higher than 31% of US stocks
Higher than 18% of US stocks
Higher than 79% of US stocks
Higher than 92% of US stocks
Higher than 86% of US stocks
Higher than 89% of US stocks
Higher than 84% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $2.2B and an enterprise value of $2.1B.
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.
Trailing P/E: 3.6×; forward P/E: 4.2× — the forward figure prices analyst consensus estimates, not reported earnings.
StoneCo Ltd. employs 0 people.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
StoneCo Ltd. (STNE) closed at $9.55 on the recent trading day, a +1.38% gain over the previous session. The move surpassed overall market returns.
Why it matters — An above-market daily gain gives STNE watchers a signal that the stock is showing momentum relative to the broader market.
Zacks Investment Research reports that investors should pay close attention to StoneCo (STNE) stock due to recent movements in the options market that could signal what options traders know about the company.
Why it matters — A STNE watcher would care because unusual options-market activity may hint at informed trader expectations about the company's prospects.
StoneCo has pivoted to a profitable, focused financial services ecosystem serving micro, small, and medium businesses (MSMB) in payments, with expansion planned into 2026. However, high non-performing loan (NPL) ratios in the credit portfolio remain a persistent operational risk factor.
Why it matters — STNE watchers would care because the company is strategically pivoting toward a more profitable MSMB payments ecosystem, while carrying an ongoing credit-portfolio risk that could affect operational performance.
StoneCo Ltd. (STNE) closed the most recent trading day at $9.16, falling 3.48% from the previous session and declining more than the broader market. The stock underperformed on the trading day.
Why it matters — A STNE watcher would note that the stock declined more than the broader market, signalling a notably weaker trading day relative to its peers.
StoneCo Ltd. (STNE) closed its most recent trading day at $9.53, a decline of 2.26% from the previous session. The stock fell amid a broader market uptick, according to Zacks Investment Research.
Why it matters — STNE watchers would note the stock declined in price despite a rising market, signaling company-specific weakness on the day.
The 17 Wall Street analysts covering StoneCo Ltd. have a median 12-month price target of $15, with estimates ranging from $7.91 to $23. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
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. 49 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Oct 2026, StoneCo Ltd. ranks 49 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).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +55.1% from the last close, and Ticker Nerd's factor model ranks StoneCo Ltd. 49 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $7.91 to $23 over the next 12 months.
StoneCo Ltd. returned -38.6% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
StoneCo Ltd. Class A Common Shares represent ownership in StoneCo Ltd., a financial technology company focused on serving merchants and integrated partners in Brazil.
The most recent item we track (Zacks Investment Research, 2 Oct 2026): "StoneCo Ltd. (STNE) Surpasses Market Returns: Some Facts Worth Knowing". StoneCo Ltd. (STNE) closed at $9.55 on the recent trading day, a +1.38% gain over the previous session. The move surpassed overall market returns.
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
