STNE
StoneCo Ltd.14.67
-0.62-4.05%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Guidance clarified; execution focus sharpens
Q&A clarified 2026 guidance embeds BRL 2B buybacks boosting EPS 17-24% despite modest gross profit growth from selling investments to reposition Stone beyond payments. Credit NPLs ticked up from specialized desk volatility and seasoning, but yields improved to 3.1% amid scaling. TPV mid-single digits hinges on execution: onboarding rebounding, churn targeted via customized bundles. Competition rational; macro and mix drag persist. New CEO priorities: deepen engagement, accelerate banking/credit, harness AI productivity. Execution now rules.
Key Stats
Market Cap
3.92BP/E (TTM)
-Basic EPS (TTM)
-0.59Dividend Yield
0%AFRM
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