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StoneCo Reports First Quarter 2026 Results

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(Very High)
Rhea-AI Sentiment
(Neutral)
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StoneCo (NASDAQ:STNE) reported its first quarter 2026 results, with the full earnings release available on the company’s investor relations website at https://investors.stone.co/.

StoneCo will host a 1Q26 earnings conference call on May 14, 2026, at 5:00 PM ET / 6:00 PM BRT, via Zoom webinar, phone dial-in, and live webcast.

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AI-generated analysis. Not financial advice.

Positive

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Negative

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Key Figures

Revenue & income: R$3,578.0M Adjusted net income: R$549.1M Adjusted gross profit: R$1,487.8M (41.6% margin) +5 more
8 metrics
Revenue & income R$3,578.0M Total revenue and income from continuing operations, Q1 2026; up 6.5% YoY, down 4.0% QoQ
Adjusted net income R$549.1M Adjusted net income from continuing operations, Q1 2026; up 3.5% YoY
Adjusted gross profit R$1,487.8M (41.6% margin) Q1 2026 adjusted gross profit; margin compressed amid higher credit-loss provisions
Cost of risk 21.9% Q1 2026 cost of risk on consolidated credit portfolio
NPLs >90 days 6.98% Non-performing loans over 90 days in consolidated credit portfolio, Q1 2026
Net income R$1,711,339K Q1 2026 net income vs R$516,747K a year earlier, aided by deferred tax gain
Basic EPS (cont. ops.) R$7.17 vs R$1.83 Basic earnings per share from continuing operations, Q1 2026 vs Q1 2025
Cash & equivalents R$6,092,289K Cash and cash equivalents at March 31, 2026

Market Reality Check

Price: $9.70 Vol: Volume 10,675,067 is 1.76...
high vol
$9.70 Last Close
Volume Volume 10,675,067 is 1.76x the 20-day average, indicating elevated trading interest ahead of the earnings release. high
Technical Shares at $9.69 trade below the 200-day MA of $15.65 and sit 51.43% under the 52-week high, near the 52-week low (+0.31%).

Peers on Argus

STNE’s -6.65% move contrasts with peers like QLYS (-3.05%) and ACIW (-2.13%), wh...
1 Down

STNE’s -6.65% move contrasts with peers like QLYS (-3.05%) and ACIW (-2.13%), which are down more modestly. Momentum scanning shows DLO down -9.72% with no news, pointing to stock-specific factors rather than a broad software/fintech move.

Common Catalyst Peer headlines today center on AI integrations and security authorizations, not earnings, suggesting STNE’s setup is driven by its own fundamentals.

Previous Earnings Reports

5 past events · Latest: Mar 02 (Neutral)
Same Type Pattern 5 events
Date Event Sentiment Move Catalyst
Mar 02 Q4/FY25 earnings Neutral -19.4% Reported Q4 and FY 2025 results with detailed materials on IR site.
Nov 06 Q3 2025 earnings Neutral -10.8% Posted Q3 2025 financial results and hosted scheduled conference call.
Aug 07 Q2 2025 earnings Neutral +7.0% Released Q2 2025 results with Zoom webinar and replay access.
May 08 Q1 2025 earnings Neutral -1.2% Announced Q1 2025 results and held an earnings conference call.
Mar 18 Q4/FY24 earnings Neutral +15.5% Reported Q4 and FY 2024 results with webcasted earnings call.
Pattern Detected

Earnings releases have produced volatile and often negative reactions, with an average move of -1.77% and several double-digit swings both up and down.

Recent Company History

Recent history shows StoneCo frequently delivering detailed earnings updates with significant share-price volatility. Over the last five earnings events (Mar 18, 2025 through Mar 2, 2026), price reactions ranged from -19.38% to +15.53%, averaging -1.77%. This first-quarter 2026 release, again posted to the investor relations site with a conference call, continues that pattern of structured disclosures that have historically led to sizable post-earnings moves.

Historical Comparison

-1.8% avg move · Over the past five earnings releases, STNE’s average move was -1.77%, with swings between -19.38% an...
earnings
-1.8%
Average Historical Move earnings

Over the past five earnings releases, STNE’s average move was -1.77%, with swings between -19.38% and +15.53%. This Q1 2026 announcement fits a well-established pattern of earnings events acting as major trading catalysts.

The company has consistently followed a similar format from FY 2024 through FY 2025, regularly posting full earnings materials and holding structured calls for each quarter and year-end.

Market Pulse Summary

This announcement reports Q1 2026 results with revenue of R$3,578.0M, adjusted net income of R$549.1...
Analysis

This announcement reports Q1 2026 results with revenue of R$3,578.0M, adjusted net income of R$549.1M, and strong net income of R$1,711,339K, but also rising credit risk, with cost of risk at 21.9% and NPLs over 90 days at 6.98%. The company highlighted a solid liquidity position with R$6,092,289K in cash. Investors may monitor future quarters for trends in margins, credit quality, and earnings stability around upcoming results calls.

AI-generated analysis. Not financial advice.

George Town, Grand Cayman--(Newsfile Corp. - May 14, 2026) - StoneCo Ltd. (NASDAQ: STNE) ("Stone" or the "Company") today reported its financial results for the first quarter ended March 31, 2026, in a Earnings Release wich is now posted to the company's Investor Relations website https://investors.stone.co/.

Conference Call

Stone will discuss its 1Q26 results during a teleconference today, May 14, 2026, at 5:00 PM ET/6:00 PM BRT.

The conference call can be accessed live over the Zoom webinar (ID: 811 4841 9160 | Password: 164760).

You can also access the meeting over the phone by dialing +1 646 931 3860 or +1 669 444 9171 from the U.S. Callers from Brazil can dial +55 21 3958 7888. Callers from the UK can dial +44 330 088 5830. The call will also be webcast live and a replay will be available a few hours after the call concludes. The live webcast and replay will be available on Stone's investor relations website at https://investors.stone.co/

About Stone Co.

Stone Co. is a leading provider of financial technology solutions that empower merchants to conduct commerce seamlessly across multiple channels and help them grow their businesses with payments, banking and credit.

Contact:

Investor Relations
investors@stone.co

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/297506

FAQ

When will StoneCo (NASDAQ:STNE) hold its Q1 2026 earnings conference call?

StoneCo will hold its Q1 2026 earnings conference call on May 14, 2026, at 5:00 PM ET / 6:00 PM BRT. According to StoneCo, the call will cover detailed 1Q26 financial results and business performance.

How can investors join the StoneCo (STNE) Q1 2026 earnings call by Zoom?

Investors can join the StoneCo Q1 2026 earnings call via Zoom webinar using ID 811 4841 9160 and password 164760. According to StoneCo, the Zoom link details are provided alongside the earnings materials on its investor relations website.

What are the phone dial-in numbers for the StoneCo (STNE) Q1 2026 conference call?

Investors can dial +1 646 931 3860 or +1 669 444 9171 from the U.S., +55 21 3958 7888 from Brazil, or +44 330 088 5830 from the UK. According to StoneCo, these numbers provide direct access to the 1Q26 call.

Where can investors find StoneCo’s Q1 2026 earnings release and webcast replay?

StoneCo’s full Q1 2026 earnings release and the live webcast replay are available on the company’s investor relations website at https://investors.stone.co/. According to StoneCo, the replay will be posted a few hours after the conference call ends.

What does the StoneCo (STNE) Q1 2026 earnings announcement include for shareholders?

The Q1 2026 earnings announcement includes StoneCo’s detailed financial results and an investor conference call on May 14, 2026. According to StoneCo, the complete earnings release is posted on its investor relations site for shareholders to review.