StoneCo Shares Surge 4.8% Following Q2 Earnings Beat and Raised EPS Forecast

StoneCo (STNE) shares rose 4.8% post Q2 earnings, beating analyst expectations. The Brazilian fintech company boosted its full-year EPS forecast and adjusted 2025 gross profit guidance. Analysts project a strong upside potential with a 24.11% increase over the current stock price.

StoneCo Ltd. (STNE), a Brazilian fintech company, reported its second-quarter 2025 earnings on July 2, 2025, with shares rising 4.8% post-announcement. The company's earnings per share (EPS) of $0.39 per share surpassed the Zacks Consensus Estimate of $0.36 per share [1]. This marks an 8.33% earnings surprise compared to the estimate, following a 6.25% surprise in the previous quarter [1].

Revenues for the quarter ended June 2025 totaled $672.06 million, exceeding the Zacks Consensus Estimate by 2.91% and representing a 9.2% increase year-over-year [1]. Over the last four quarters, StoneCo has consistently topped consensus EPS and revenue estimates, with four out of the last four quarters showing an earnings beat [1].

The company also boosted its full-year EPS forecast and adjusted its 2025 gross profit guidance upward. Analysts project a strong upside potential, with a 24.11% increase over the current stock price [2]. StoneCo's second-quarter performance was driven by continued momentum in its primary sectors, including financial services and software, with a focus on Micro, Small, and Medium-sized Businesses (MSMB) offerings [2].

StoneCo's shares have added about 68.3% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [1]. The company's stock is currently ranked as a Zacks #1 Rank (Strong Buy) [1], indicating a strong potential for outperformance in the near future. Investors should monitor the company's earnings outlook and estimate revisions for the coming quarters to gauge future performance.

References:
[1] https://www.nasdaq.com/articles/stoneco-ltd-stne-beats-q2-earnings-and-revenue-estimates
[2] https://www.nasdaq.com/articles/stoneco-gears-report-q2-earnings-whats-offing