STNE Earnings

STNE reported its earnings on 2026-05-14, showcasing a revenue of 679.39M against an estimate of 708.45M, resulting in a -4.1% surprise. The EPS was 0.42, surpassing the expected 0.42 by 0%. The stock experienced a -0.93% price change on the earnings day and a 13.92% change over the next five days, reflecting market reactions to the results.

Following STNE's earnings announcement on 2026-05-14, the stock price moved by -0.93% on the day of the release. Over the subsequent five days, it saw a 13.92% change. Historically, STNE's stock price tends to shift by an average of -1.99% in the 10 days leading up to earnings and 0.69% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate STNE's annual revenue to reach 3.81B, while the EPS is projected at 2.48. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between STNE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, STNE's stock price typically moves by -1.99% in the 10 days before its earnings and 0.69% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 2.48 and revenue of 3.81B.

The earnings call summary presents a mixed picture. Financial performance shows improvements in some areas but challenges in others, such as increased costs and credit risks. The Q&A reveals management's confidence in addressing these issues, yet lacks clarity on certain points, particularly regarding ARPAC and credit model performance. The market cap suggests moderate sensitivity to news, and with no strong catalysts for significant price movement, a neutral sentiment is appropriate.