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StoneX Group: The Market Is Missing Its Software and AI Opportunity

Summary

  • I rate StoneX Group (NASDAQ: SNEX) a Strong Buy because the company combines a fast-growing financial infrastructure business with an expanding software and technology platform that remains underappreciated by the market.


  • Growth is being driven by record activity across listed derivatives, OTC products, securities trading, payments, and global market access, while management continues investing in AI-driven automation and workflow solutions.


  • The company delivered record fiscal Q2 2026 results, including net operating revenues of $829.1 Mn, net income of $174.3 Mn, and diluted EPS of $2.07, representing growth of 70%, 143%, and 120%, respectively.


  • Valuation remains attractive relative to the company’s growth profile. I believe the market continues to value StoneX primarily as a transaction-driven financial services company while giving limited credit to its growing software, workflow, and AI opportunities.

Nasdaq and Stonex 100 years billboards in Times Square above Tamashii Nations Store New York at dusk
Source: StoneX

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