Nu Holdings Ltd. (NU): A Bull Case Theory [Yahoo! Finance]
Nu Holdings Ltd. (NU)
Company Research
Source: Yahoo! Finance
In this article, we will summarize the bulls' thesis on NU. Nu Holdings Ltd.'s share was trading at $15.78 as of September 26th. NU's trailing and forward P/E were 33.60 and 19.38, respectively according to Yahoo Finance. PagSeguro (PAGS) Soars to Fresh Peak as Firm Hints at 'Strategic Update' Pachai Leknettip/Shutterstock.com Nubank (NU) presents a compelling long-term growth opportunity driven by its under-monetized user base and substantial ARPAC upside. Currently, the bank serves 122.7 million users with a weighted-average ARPAC of $12.2, while mature cohorts already generate $27–$28 per month, and incumbents command ~$45. Management expects ARPAC to rise steadily toward incumbent levels while maintaining a low $1 cost to serve, creating significant operating leverage as cohorts mature. Even under an ultra-conservative scenario—assuming flat users for the next five years, ARPAC rising to only $20, and a 20% net margin—Nubank's revenue would reach $29.45 billion, translating
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NU
News
- How Upgraded Estimates and a 2026 Bank License Push Nu Holdings (NU) Into a New Phase [Yahoo! Finance]Yahoo! Finance
- NU (NYSE:NU) had its "neutral" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- NU (NYSE:NU) was upgraded by analysts at Santander from a "neutral" rating to an "outperform" rating.MarketBeat
- Nu unit intends to obtain banking license in Brazil in 2026 [Seeking Alpha]Seeking Alpha
- Nubank Intends to Obtain Banking License in Brazil in 2026Business Wire
NU
Earnings
- 11/13/25 - Beat
NU
Sec Filings
- 12/3/25 - Form 6-K
- 11/26/25 - Form 144
- 11/25/25 - Form 144
- NU's page on the SEC website