StoneCoSTNE
About: StoneCo Ltd is a provider of financial technology solutions. It serves MSMBs solutions, at fair prices, and provides the customer experience to help them manage their businesses and sell more. Its Stone Business Model combines end-to-end, cloud-based technology platforms; differentiated hyper-local and integrated distribution approaches; and white-glove, on-demand customer service. It has two segments Financial Services segment, which includes payments solutions, digital banking, credit, insurance solutions as well as the registry business. In the Software segment solution includes POS/ERP, TEF and QR Code gateways, reconciliation, CRM, OMS, e-commerce platform, engagement tool, ads solution, and marketplace hub. It generates the majority of its revenue from the Financial Services segment.
Employees: 16,793
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
172% more call options, than puts
Call options by funds: $72.1M | Put options by funds: $26.5M
24% more capital invested
Capital invested by funds: $1.64B [Q4 2024] → $2.04B (+$395M) [Q1 2025]
5.87% more ownership
Funds ownership: 69.6% [Q4 2024] → 75.47% (+5.87%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 11 (+0) [Q1 2025]
8% less funds holding
Funds holding: 268 [Q4 2024] → 247 (-21) [Q1 2025]
18% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 83
20% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 75
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Barclays John Coffey | 9%upside $15 | Equal-Weight Maintained | 12 May 2025 |
Citigroup Gustavo Schroden | 9%upside $15 | Buy Upgraded | 22 Apr 2025 |
Morgan Stanley Jorge Kuri | 56%downside $6 | Underweight Maintained | 21 Mar 2025 |
Financial journalist opinion
Based on 14 articles about STNE published over the past 30 days
