StoneCo (STNE) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $2.40
- Estimate
- $2.42
- Surprise
- -0.9%
- Score at report (before → after)
- 6.9 → 6.9/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
StoneCo (STNE) missed the $2.42 estimate with diluted EPS of $2.40 — a modest 0.9% shortfall. TrendMatrix's engine moved from Buy (Wait) (6.9/10) to Hold at 6.9/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates STNE Buy (Wait) at 5.8/10.
2 of the last 4 quarters beat the estimate; this quarter's -0.9% surprise compares with a +3.1% four-quarter average. Next scheduled report: 2026-11-12.
What supports the rating
- V7 flight-to-quality bonus: +0.5 (Q=8.1 in RISK_OFF)
- High-quality business
What argues against it
- Sector modifier (Technology): -0.8
- Leverage penalty (D/E 1.9): -1.0
- Consecutive earnings misses (2)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $10.04
- Entry target
- $9.29
- Price target
- $13.72
- Stop
- $8.46
- Upside to target
- +36.7%
- Reward-to-risk
- 3.7:1
At 4.0× trailing and 4.4× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
STNE at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Software - Infrastructure
- Market cap
- $2.38B
- P/E (fwd)
- 4.4
- P/E (ttm)
- 4.0
- 52-week range
- $9.08–$19.95
- Off 52-week high
- 49.7%
- RSI (14)
- 64
- Volume vs avg
- 0.08×
- Score today
- 5.8/10