Added to YB: 2025-02-24
Pitch date: 2025-02-24
NU [bullish]
Nu Holdings Ltd.
+29.75%
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
$73.6B
Pitch Price
$11.06
Price Target
21.00 (+42%)
Dividend
N/A
EV/EBITDA
N/A
P/E
20.75
EV/Sales
N/A
Sector
Banks
Category
growth
Show full summary:
NU: A Bullish Opportunity For The Semiconductor Sector
NU (calls): Bought Jan '27 $15 calls at $2.05. Stock rallied $4→$16 (Jan '23-Jan '25) on rapid growth. Analysts project 2027 EPS $1.07 (2x this yr) on ~30% rev growth + operating leverage. 20x PE = ~$21 stock, 3x on calls. Temporary FX issue reversal could push shares to mid-$20s by expiry.
Read full article (1 min)