StoneCo publishes third-quarter 2026 earnings call transcript
STNE•StoneCo cut its 2026 adjusted gross profit outlook to R$6.1–6.2 billion from R$6.6–7 billion and reduced adjusted basic earnings per share guidance to R$9.1–9.5 from R$10.8–11.4. Management cited higher interest rates, greater credit losses and short-term pressure from client-retention initiatives.
1. 2026 outlook reduced
StoneCo cut its 2026 adjusted gross profit outlook to R$6.1–6.2 billion from R$6.6–7 billion. Adjusted basic earnings per share guidance fell to R$9.1–9.5 from R$10.8–11.4.
2. 2027 targets withdrawn
Management cited higher interest rates, greater credit losses and short-term pressure from client-retention initiatives for the reductions. Executives withdrew 2027 targets amid economic uncertainty and will decide whether to issue updated guidance when reporting full-year results.
