Added to YB: 2026-04-08
Pitch date: 2026-04-05
NU [neutral]
Nu Holdings Ltd.
+0.14%
current return
Author Info
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Company Info
Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.
Market Cap
$69.2B
Pitch Price
$14.13
Price Target
17.60 (+23%)
Dividend
N/A
EV/EBITDA
N/A
P/E
24.39
EV/Sales
N/A
Sector
Banks
Category
growth
Nu Holdings (NU) Executive Summary: Why Fundamentals Are Exploding While the Stock Is Tanking
NU (overview): Latin America's largest digital bank, 131M customers, primarily Brazil (85%+ rev). Q4 2025: EPS +65% YoY, rev +57% YoY beat. UBS upgraded to Buy, $17.6 PT (24% upside vs ~$14.15). Down 25% from Jan peak, testing $13-14 support on heavy volume. Risks: BRL FX exposure, credit quality in emerging markets, regulatory changes, 75% founder voting control, 45% rev from credit cards.
Read full article (5 min)