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Added to YB: 2026-09-17

Pitch date: 2026-09-14

NU [bullish]

Nu Holdings Ltd.

Author Info

No bio for this author

Company Info

Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.

Market Cap

$69.6B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

19.63

EV/Sales

N/A

Sector

Banks

Category

growth

Show full summary:
WD #358: Rate Hike, 52-Week Low Watch, Nu's U.S. Launch

NU (update): Nu’s U.S. launch pairs fee-free transfers across 35 countries with a proprietary banking system that services accounts for about $1 per customer monthly, an estimated 80-90% below legacy banks. Remittances can attract users and deposits that feed its high-yielding loan book, while the broader U.S. opportunity extends beyond Latino customers; initially holding deposits via stablecoins and sharing economics with Circle creates friction.

Read full article (12 min)