StoneCo Enters 2026 Cheap, With Credit Set To Drive The Next Leg Of Earnings

Core Viewpoint - Despite strong operational execution in the last two quarters, shares in StoneCo (STNE) have decreased by approximately 12.7% since late August 2025 [1]. Group 1: Company Performance - StoneCo has demonstrated strong operational execution over the last two quarters [1]. - The decline in share price of 12.7% indicates potential market concerns despite operational improvements [1]. Group 2: Analyst Insights - The analysis is conducted by an equity research analyst focusing on undercovered stocks in Brazil and Latin America, with occasional insights on global large caps [1]. - The analyst has a beneficial long position in StoneCo shares, indicating confidence in the company's future performance [2].