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StoneCo (NASDAQ:STNE) stock rose 4.8% in Thursday after-hours trading after the company’s Q2 results topped consensus estimates and its full-year guidance for adjusted EPS increased.
The Brazilian fintech adjusted its 2025 adjusted gross profit guidance lower to R$6.375B (US$1.17B) from its prior outlook of at least R$7.050B, reflecting share buyback execution and the exclusion of discontinued operations. Its outlook for 2025 adjusted basic EPS, which includes continued and discontinued operations, rose to more than R$9.6 from more than R$8.6 prior, after incorporating H1 results.
Q2 adjusted EPS (basic) of R$2.33 (US$0.43), topping the average analyst estimate of R$2.05, increased from R$1.97 in Q1 and R$1.61 in last year’s Q2. Adjusted gross profit margin edged up to 44.6% from 44.4% in the prior quarter and fell from 47.1% a year ago.
Q2 total revenue and income of R$3.50B, missing the R$3.78B consensus, rose 4.2% Q/Q and 20% Y/Y.
Total payment volume climbed to R$136.3B in the quarter from R$133.5B in the previous quarter and R$126.1 in the year-ago period.
Micro and small- and medium business (“MSMB”) active client base rose 4.8% Q/Q and 17% Y/Y to 4.51M.
Adjusted gross profit declined to R$1.56B from R$1.64B in Q1 and increased from R$1.37B in Q2 2024.
MSMB TPV of R$122.3 climbed 2.3% Q/Q and 12% Y/Y.
Conference call at 5:00 PM ET.