StoneCo shares jump after Q4 adjusted EPS beats consensus estimates

Shares of StoneCo (STNE) are up over 6% in morning trading following the company’s recent fourth quarter earnings report. For the quarter, StoneCo posted adjusted earnings per share of 51c, exceeding analysts’ 48c consensus, with revenue of $690.09M missing analysts’ $717.93M consensus. In a letter to shareholders, the company said: “2025 was, above all, a year of deliberate simplification. That word, simplification, can sound like a euphemism for retreat. It is not. It is, in our view, one of the most underrated acts of leadership a management team can perform. Businesses naturally accumulate: products, brands, systems, reporting layers, meetings about meetings. Left unchecked, complexity becomes its own kind of drag on compounding. We chose to fight that drag directly.” The company also noted that Linx was not sold “because it was a bad business,” adding that it was sold ” because it was not our business — not in the sense that matters most.” Despite declining sharply on Tuesday, shares are up 6% to $14.56 on Wednesday morning.