StoneCoSTNE
About: StoneCo Ltd is a provider of financial technology solutions. It serves MSMBs great 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 offers payments, digital banking, and credit solutions, focusing Ton solution mainly on micro-merchants, and Stone solution on SMBs. In Software, it offers POS and ERP solutions for different retail and services verticals, Customer Relationship Management, engagement tools, e-commerce, and Order Management System solutions, among others.
Employees: 17,091
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
22% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 79
1% more call options, than puts
Call options by funds: $56.4M | Put options by funds: $55.6M
5% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 66
1% less funds holding
Funds holding: 280 [Q2] → 277 (-3) [Q3]
2.21% less ownership
Funds ownership: 69.86% [Q2] → 67.65% (-2.21%) [Q3]
8% less capital invested
Capital invested by funds: $2.43B [Q2] → $2.25B (-$183M) [Q3]
13% less funds holding in top 10
Funds holding in top 10: 16 [Q2] → 14 (-2) [Q3]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
JP Morgan Yuri Fernandes 62% 1-year accuracy 8 / 13 met price target | 86%upside $15 | Overweight Maintained | 16 Dec 2024 |
Barclays John Coffey 14% 1-year accuracy 1 / 7 met price target | 49%upside $12 | Equal-Weight Maintained | 18 Nov 2024 |
Susquehanna James Friedman 60% 1-year accuracy 38 / 63 met price target | 135%upside $19 | Positive Maintained | 13 Nov 2024 |
Financial journalist opinion
Based on 5 articles about STNE published over the past 30 days