STNESTNETechnology · Software - Infrastructure

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

Last close, 22 Oct 2026
$11
−3.46% on the day

The 17 Wall Street analysts covering StoneCo Ltd. hold a median 12-month price target of $15 — +34.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 49 of 100 as at 22 Oct 2026 — in the lower half.

Market cap
$2.7B
Ticker Nerd rank
49/ 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
−2.0%
1M
+13.1%
YTD
−11.8%
1Y
−28.3%
From 52W high
−32.8%
From 52W low
+22.3%
$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 22 Oct 2026
49/ 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
89
Volatility
65
Issuance
65
Growth
52
Revisions
38
Size
31
Momentum
24
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$25Jan 26Apr 26Jul 26Oct 26STNEHigh $24Median $15Low $8

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 $8Median $15High $24

The green dot is the last close — the median target sits +34.8% 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.

STNE appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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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 22 Oct 2026, StoneCo Ltd. returned −28.3% against +15.6% for the S&P 500, dividends included.

STNE vs S&P 500, last 12 monthsTotal return, rebased to 100
60708090100110120Jan 26Apr 26Jul 26Oct 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
−0.3%
Analysts raising
1
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
4.5×

Cheaper than 67% of US stocks

Price / sales
0.2×

Cheaper than 92% of US stocks

Price / book
1.5×

Cheaper than 53% of US stocks

EV / EBITDA
1.7×

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
0.0%

Higher than 1% of US dividend payers

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 $2.7B and an enterprise value of $2.3B.

  • 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: 4.5×; forward P/E: 4.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • StoneCo Ltd. employs 0 people.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 22 Oct 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.$2.7B49
FIVNFive9, Inc.$2.7B89
NTCTNetScout Systems, Inc.$2.7B97
CLBTCellebrite DI Ltd.$2.8B42
EEFTEuronet Worldwide, Inc.$2.5B55
PAYOPayoneer Global, Inc.$2.4B46
PAGSPagSeguro Digital Ltd.$3.1B66

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

Brazilian Fintechs Earnings Preview Q3: My Thoughts On PAGS, PICS And STNE

Seeking Alpha · 21 Oct 2026negative

The earnings preview expects a weak quarter for acquiring, as lower take rates offset modest transaction-volume growth. It says credit growth may support results, but flags rising delinquencies, risk costs and financial expenses, and describes STNE as facing structural deterioration.

Why it matters — STNE watchers should note the preview’s negative assessment of the company’s position amid sector-wide credit and cost pressures.

StoneCo Ltd. (STNE) Laps the Stock Market: Here's Why

Zacks Investment Research · 19 Oct 2026positive

StoneCo Ltd. closed the latest trading session at $11.49, up 1.86% from the previous day.

Why it matters — STNE watchers may note the stock's daily gain in the latest session.

StoneCo Ltd. (STNE) Suffers a Larger Drop Than the General Market: Key Insights

Zacks Investment Research · 12 Oct 2026negative

StoneCo Ltd. (STNE) closed the recent trading day at $12.25, down 1.69% from the preceding trading day. The headline says the decline was larger than the general market.

Why it matters — STNE watchers may note the stock’s reported daily decline relative to the broader market.

StoneCo: The Election Catalyst Amplifies My Bull Thesis

Seeking Alpha · 9 Oct 2026positive

Seeking Alpha says StoneCo could benefit from a potential Bolsonaro election victory. It also notes that the company’s credit portfolio doubled year over year in Q2, while provisions grew faster than credit, which the article describes as improved risk management versus 2021.

Why it matters — A possible decline in Brazil’s country risk premium could support StoneCo’s valuation and more favorable credit and payment conditions.

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 $8.22 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. 49 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank STNE?

As at 22 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).

Will STNE stock go up?

No one can know that. What the data says: the median 12-month target from 17 analysts implies +34.8% from the last close, and Ticker Nerd's factor model ranks StoneCo Ltd. 49 out of 100 as at 22 Oct 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: $8.22 to $24 over the next 12 months.

How has STNE stock performed over the past year?

StoneCo Ltd. returned -28.3% over the 12 months to 22 Oct 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, 21 Oct 2026): "Brazilian Fintechs Earnings Preview Q3: My Thoughts On PAGS, PICS And STNE". The earnings preview expects a weak quarter for acquiring, as lower take rates offset modest transaction-volume growth. It says credit growth may support results, but flags rising delinquencies, risk costs and financial expenses, and describes STNE as facing structural deterioration.

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