Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I initiated my coverage of StoneCo Ltd. (NASDAQ: STNE ) in August 2023 with a "Buy" rating, highlighting at the time that STNE's forward 26x in earnings seemed like a solid foundation for future stock growth amid theDaniel Sereda is chief investment analyst at a fam ...

Based on my analysis, although Brazil's macroeconomic environment will weigh on StoneCo (NASDAQ: STNE ), the company has multiple initiatives to maintain its operational excellence. Apart from the company's improved financial profile, the company is starting to return value toWith over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessimism and exc ...

StoneCo (NASDAQ: STNE ) delivered strong Q3 numbers in November last year, which were, however, met with strong disdain by investors, with the stock plummeting 30% since then, accumulating more than 50% devaluation over the last twelve months.I am a researcher and operations manager at DM Martins Research. Previously, I contributed to TheStreet and currently write for platforms such as TipRanks and GuruFocus. Here at Seeking Alpha, my goal is to provide insightful analysis primarily on foreign equities, wit ...

StoneCo (STNE) shares have declined 26.1% over the trailing three months, underperforming the Zacks Computer & Technology sector’s return of 6.7% and the Zacks Internet - Software industry’s appreciation of 6.5%.STNE shares have lagged peers like Fortinet (FTNT) , Paylocity Holding (PCTY) and Smartsheet (SMAR) , which have appreciated 23.1%, 16.9% and 1.1%, respectively, over the same time frame.StoneCo's underperformance can be attributed to a decline in Total Payment Volume (TPV) within the key accounts s ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about StoneCo Ltd. (STNE) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.StoneCo currently has an average brokerage recommendation ( ...

StoneCo (STNE) shares have plunged 55.2% over the past year against the Zacks Internet - Software industry’s growth of 31.3% and the broader Zacks Computer & Technology sector’s return of 30.6%.The company has underperformed its industry peers, including Five9 (FIVE) , Innovid (CTV) and Smartsheet (SMAR) , over the same time frame.While Five9 has lost 46% over the past year, CTV and Smartsheet have rallied 114.1% and 17.4%, respectively.The underperformance can be attributed to increased competition from ba ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about StoneCo Ltd. (STNE) .StoneCo currently has an average brokerage recommendation (ABR) of 1.80, o ...

公司核心观点 - StoneCo Ltd. (STNE) 董事会批准了一项新的股票回购计划，授权回购 R$ 20 亿的股票，无固定到期日，显示了公司有效利用财务资源的承诺 [1] - 该计划取代了之前宣布的股票回购计划，StoneCo 已成功回购 1320 万股票，平均价格为 $13.52，总金额为 $17830 万，进一步突显了公司的财务实力和对股东价值的承诺 [2] 公司业务概述 - StoneCo 总部位于开曼群岛乔治城，为巴西的商家和集成合作伙伴提供金融科技和软件解决方案，支持店内、在线和移动渠道的电子商务 [3] - 在金融服务方面，StoneCo 提供支付、数字银行和信贷解决方案，在软件方面，提供 POS 和 ERP 解决方案、CRM、客户互动工具、电子商务和全渠道解决方案 [3] 公司财务状况 - StoneCo 持续评估资本的最佳使用以最大化股东回报，并在董事会咨询下开发更结构化的决策框架 [4] - 2024 年第三季度，StoneCo 从经营活动中产生了 R$13150 万的现金 [4] - 截至 2024 年 9 月 30 日，StoneCo 拥有 R$ 401330 万的现金和现金等价物，预计能够维持当前的股票回购计划，继续增强股东财富 [4] 公司股票表现 - StoneCo 的股票在过去一年中下跌了 30.3%，而行业增长了 44.9% [5] 公司评级 - StoneCo 目前持有 Zacks 排名 1（强力买入）[6] 行业其他公司 - Plexus Corp. (PLXS) 目前持有 Zacks 排名 1，是一家顶级电子合同制造服务提供商，服务于医疗保健/生命科学、工业和航空航天/国防市场部门 [7] - 在最近一个季度，PLXS 实现了 20.92% 的盈利惊喜 [8] - Workday Inc. (WDAY) 目前持有 Zacks 排名 2（买入），在最近一个季度实现了 7.36% 的盈利惊喜 [9] - WDAY 是企业级人力资源和财务管理软件解决方案的领先供应商，通过将财务和人力资源整合为一个云系统，改变了企业获取分析见解和决策支持的方式 [9] - InterDigital, Inc. (IDCC) 目前持有 Zacks 排名 1，长期增长预期为 17.44% [10] - IDCC 是先进移动技术的先驱，设计和开发用于数字蜂窝、无线 3G、4G 和 IEEE 802 相关产品和网络的先进技术解决方案 [10]

公司情况 - StoneCo是一家巴西金融科技公司专注于支付处理银行和客户关系管理软件[1] - 自报告第三季度业绩以来公司市值已损失超过22%（撰写本文时）[1] 分析师情况 - 分析师在STNE股票中有受益的多头头寸通过股票所有权期权或其他衍生品[2] - 文章由分析师自己撰写表达自己的观点未因撰写文章接受报酬（除了来自Seeking Alpha）与文章中提到股票的公司没有业务关系[2]

Investors interested in Internet - Software stocks are likely familiar with StoneCo Ltd. (STNE) and Paycor HCM, Inc. (PYCR) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnings estimate ...