Nu Holdings: The Flywheel Thesis At Fair Value [Seeking Alpha]
Nu Holdings Ltd. (NU)
Company Research
Source: Seeking Alpha
NU's cross-selling, cost efficiency, and data-driven underwriting drive superior risk-adjusted returns and a 300% ARPAC monetization runway, especially in Mexico and Colombia. A conservative $17.75 price target reflects robust growth, high retention, and margin expansion, with operating leverage and disciplined capital adequacy supporting long-term value. Risks include slower market penetration in Mexico/Colombia and competitive fintech entrants, but NU's data moat, vertical integration, and 98% retention underpin its dominant position. ilkaydede/iStock via Getty Images Company Overview: Nu Holdings Ltd. ( NU ), the parent company of Nubank, operates the largest digital bank in Latin America, with million customers. NU's fully mobile model, with no physical branches, enables significant operating leverage This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate
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NU
News
- 1 Fintech Disruptor + 2 Mag 7 Stocks to Buy as Momentum Surges [Yahoo! Finance]Yahoo! Finance
- Nu Holdings Ltd. (NU): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- This Fintech Stock Could Be 1 of the Best Companies to Own in 2026 [Yahoo! Finance]Yahoo! Finance
- Why Nu Holdings Stock Jumped 61.6% In 2025 [Yahoo! Finance]Yahoo! Finance
- NU (NYSE:NU) was upgraded by analysts at Zacks Research from a "hold" rating to a "strong-buy" rating.MarketBeat
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