StoneCo Ltd. (STNE) shares surged 5.39% in after-hours trading following the release of its second-quarter 2025 financial results and an upward revision of its 2025 guidance. The Brazilian fintech company reported a significant 31.9% year-over-year increase in financial income, reaching R$2.4 billion for the quarter.
The company's performance was further bolstered by its updated 2025 guidance, which now projects adjusted earnings per share (EPS) to exceed 9.6 reais and adjusted gross profit to surpass 6.37 billion reais. This represents a substantial 18% increase in the EPS forecast and a 14% year-over-year growth in gross profit, signaling strong confidence in the company's future performance.
StoneCo also announced a strategic shift, focusing on its core financial services including payments, banking, and credit. This move aims to capitalize on an estimated total addressable market of approximately R$100 billion, with over 90% of this market in areas where StoneCo's current penetration remains low. The company's decision to divest from certain software segments to concentrate on these high-potential core services appears to have resonated positively with investors, contributing to the after-hours stock price surge.