StoneCo Ltd. (STNE) Beats Q2 Earnings and Revenue Estimates

Core Insights - StoneCo Ltd. reported quarterly earnings of $0.39 per share, exceeding the Zacks Consensus Estimate of $0.36 per share, and showing an increase from $0.30 per share a year ago, resulting in an earnings surprise of +8.33% [1] - The company achieved revenues of $672.06 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.91% and increasing from $615.13 million year-over-year [2] - StoneCo's stock has increased by approximately 68.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.36, with expected revenues of $661.83 million, while the estimate for the current fiscal year is $1.49 on $2.65 billion in revenues [7] - The trend of estimate revisions for StoneCo has been favorable, contributing to a Zacks Rank 1 (Strong Buy) for the stock, indicating expectations of outperformance in the near future [6] Industry Context - The Internet - Software industry, to which StoneCo belongs, is currently ranked in the top 28% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, highlighting the importance of monitoring these revisions for investment decisions [5]