Added to YB: 2026-06-08
Pitch date: 2026-06-04
NU [bullish]
Nu Holdings Ltd.
-1.07%
current return
Author Info
Growth Curve by Austin Lieberman is a weekly newsletter that helps you find 10x stock ideas & makes you a better long-term investor. Sign up for the newsletter.
Company Info
Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.
Market Cap
$58.2B
Pitch Price
$12.10
Price Target
24.00 (+101%)
Dividend
N/A
EV/EBITDA
N/A
P/E
18.47
EV/Sales
N/A
Sector
Banks
Category
growth
Nu Holdings Deep Dive
NU: LatAm's largest digital bank (135M customers) down 37% from highs at $11.93 on BofA downgrade, CFO transition & slight Q1 EPS miss ($0.18 vs $0.20). Record Q1: $5.3B rev, 29% ROE, 17.6% efficiency. 3-country playbook + US bank approval + AI. Base case $24 (+101%), bear ~flat = strong asymmetry.
Read full article (8 min)