NU Nu Holdings Ltd.

bullish · high conviction SHIFT track record → $14.51 +0.05 (+0.3%)
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Mkt Cap $73B P/E 26.0 fwd 13.2 52wk $10.93 - $18.98 Earnings 2026-05-14 3h ago
Insider selling: $4,444,162 sold by 2 insiders (30d)
Est. revisions: +0.3% (1 up, 1 down in 30d)
Factor Model (net +0.0)

Factor Model

net +0.0 1.0 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

Nu Holdings Gains 4M Customers Despite Stock Dip

Watch: Watch Q1 2026 earnings and U.S. launch plans for signs of sustaining growth and operational leverage.

Nu Holdings Ltd. added 4 million customers in Q1 2026, reaching 131 million total, with Mexico's user base hitting 15 million and growing 36% YoY. Revenue and net income rose 45% in 2025, supported by a 33% ROE, double a typical bank. The stock trades down 13% YTD at $14.61 despite positive fundamentals and conditional U.S. market entry approval for 2027.

Strong customer growth and profitability in key markets alongside expected U.S. expansion suggest robust long-term value despite recent stock weakness.

Evidence

3h ago Nu Holdings (NU) Hits 15 Million Users in Mexico yahoo-finance
3h ago Is This Financial Stock Undervalued Relative to Its Long-Term Growth Potential? yahoo-finance
13d ago CICC init NU: Outperform
40d ago Nu Holdings (NU) Revenue Surges 45% Year-Over-Year, Beats Expectations yahoo-finance
45d ago Better Growth Stock: SoFi Technologies vs. Nu Holdings yahoo-finance
49d ago UBS Lowers Nu Holdings (NU) Price Target To $17.2 yahoo-finance
54d ago Nu Holdings (NU) Stock Drops Over 6% After Hours – Here's Why benzinga
58d ago Nu Holdings (NU) Falls 9.5% After Earnings yahoo-finance
3 older signals
60d ago Stock Market Today, Feb. 26: Nu Holdings Drops After Investors React to Earnings - The Globe and Mail
60d ago Stock Market Today, Feb. 26: Nu Holdings Drops After Investors React to Earnings - The Globe and Mail
60d ago US stock market today: Why Dow up while Nasdaq and S&P 500 fall — Is Nvidia stock crash signaling AI trade - The Economic Times
Fundamentals & Data ▾
Nu Holdings Ltd. Financial Services · Banks - Regional
Mkt Cap
$73B
P/E
26.0 fwd 13.2
Beta
1.11
52w Range
$10.93 - $18.98
Short Interest
135.4M 3.57%
Days to Cover
2.3 +15%
Technicals downtrend
from 52w Hi
-6.0%
1w return
-5.4%
Insiders
selling 0B / 1S
Analysts
bullish 1 up / 0 down
EPS Estimate
$0.19 +0.3% 30d 1up / 1dn
Est. Dispersion
16% 8 analysts
Analyst Target
$20 $15 - $22
Options P/C
0.63
Fund Convergence
strong Coatue, Citadel, Renaissance, Two Sigma, Tiger Global
Financials
Revenue
$3.1B +49% YoY
FCF
$768M
Momentum: accelerating
Top Holders
Coatue $766M
Citadel $430M
Renaissance $381M
Two Sigma $272M
Tiger Global $185M
Recent Filings & Data
insider trade 2
net selling · $4,444,162 sold
2 insiders · 2 transactions (30d)
Recent transactions
FRAGELLI HENRIQUE CAMOSSA SALDANHA · exercise · $770,390
JUNQUERIA CRISTINA HELENA ZINGARETTI · sell · $4,444,162
analyst rating 1
CICC init → Outperform 13d ago
11 signals · latest 3h ago

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