NU Earnings
Thursday, May 14 2026
EPS Estimate
$0.21
$0.20 – $0.22
Revenue Estimate
$5.1B
Current Price
$14.51
Our Position
bullish · highNu Holdings Gains 4M Customers Despite Stock Dip
est. revisions stable
(+0.1pp / 30d)
Strong customer growth and profitability in key markets alongside expected U.S. expansion suggest robust long-term value despite recent stock weakness.
Watch: Watch Q1 2026 earnings and U.S. launch plans for signs of sustaining growth and operational leverage.
Data Signal Summary
2 bullish
2 bearish
Put/call 0.6 (bullish skew)
Analysts: bullish
Price downtrend
Insider selling
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
downtrend
From 52w High
-6.0%
P/E Ratio
26.0
Est. Revisions (30d)
+0.3% 1up/1dn
Analyst Target (mean)
$20 $15–$22 +37%
Options P/C Ratio
0.63
Est. Dispersion
16% 8 analysts
Fund Convergence
strong Coatue, Citadel, Renaissance, Two Sigma, Tiger Global
Recent Activity
insider trades
2 transactions
Exercise
·
FRAGELLI HENRIQUE CAMOSSA SALDANHA (Officer)
·2,361,450 shares
·$770,390
Sell
·
JUNQUERIA CRISTINA HELENA ZINGARETTI (Officer)
·300,000 shares
·$4,444,162
analyst ratings
1 rating
CICC
·init
→Outperform
13d ago
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