Susquehanna Anticipates Strong 2026 for Nu Holdings (NU) Amid Global Expansion, Stable Asset Quality [Yahoo! Finance]
Nu Holdings Ltd. (NU)
Company Research
Source: Yahoo! Finance
The firm anticipates a strong 2026 as the company nears a global expansion phase, applying its growth model from Brazil, Mexico, and Colombia to the US market. Additionally, Susquehanna expressed confidence in the company's asset quality, citing stable delinquency rates and strong unit economics across existing regions. In Q3 2025, Nu Holdings Ltd. (NYSE:NU) reported having 127 million customers, which generated over $4 billion in revenue. Net income grew to $783 million, which was a 39% increase on a currency-neutral basis, driven by strong penetration in Mexico and continued expansion in Brazil. The company also introduced an AI-first strategy, using ML to enhance credit modeling and operational efficiency, which contributed to improved asset quality and a record Return on Equity (ROE) of 31%. Despite these records, the company saw slight compression in net interest margins due to a shift toward lower-risk assets and increased funding costs in Brazil. Management remains focused
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NU
News
- Nu Holdings: Still A Winner - Just Not From Here [Seeking Alpha]Seeking Alpha
- 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
- 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