Nu Holdings: Still A Winner - Just Not From Here [Seeking Alpha]
Nu Holdings Ltd. (NU)
Company Research
Source: Seeking Alpha
NU's revenue growth is expected to slow to mid-twenties by 2027, but ARPAC expansion and lending mix diversification support continued topline momentum. Valuations are optimistic, with P/B at ~8x and forward PE at ~20x, leaving little room for rerating despite strong fundamentals and execution. I maintain a strong Hold rating, awaiting a valuation pullback to improve margin of safety against credit risks and maturing growth. Thapana Onphalai/iStock via Getty Images Nu Holdings ( NU ) has already graduated from an early stage fintech into a large and profitable digital bank. So the early gains of a growing customer base (now ~127m from ~41m 4 years ago), consistent 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 any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for i
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NU
News
- Nu Holdings: Why I Remain Constructive Heading Into 2026 [Seeking Alpha]Seeking Alpha
- Affirm, Nubank, Enova, Hercules Capital, and Interactive Brokers Shares Are Soaring and Falling, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- Susquehanna Anticipates Strong 2026 for Nu Holdings (NU) Amid Global Expansion, Stable Asset Quality [Yahoo! Finance]Yahoo! Finance
- Brazil Alternative Lending Business Report 2025: A $3.35 Billion Market by 2029 from $1.66 Billion in 2024 - Nubank and Creditas Highlight the Shift Toward Scalable, Compliant, Ecosystem-Led Credit [Yahoo! Finance]Yahoo! Finance
- This Could Be 1 of the Best Bank Stock Buying Opportunities I've Seen in Years [Yahoo! Finance]Yahoo! Finance
NU
Earnings
- 11/13/25 - Beat
NU
Sec Filings
- 1/29/26 - Form 6-K
- 12/3/25 - Form 6-K
- 11/26/25 - Form 144
- NU's page on the SEC website