Nu Holdings Ltd. (NU) | Rumor.io

Nu Holdings

Attention (50-day avg)0.04%

Attention rank (50-day avg)#201

Bullish sentiment (50-day avg)89%

Price to earnings ratio18.5

Market capitalization59.1B

Earnings per share0.66

Dividend yield (TTM)—

Revenue (annual)10.6B

Net income (annual)2.9B

Social

What share of all stock conversation is about NU?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.1	0.03% +0.01	0.02% -0.03	0.04% -0.08

Sep 29

Needham advises buying Nu Holdings Ltd. stock despite recent acquisition reports, citing its potential for growth.
Large blocks of $NU calls were purchased at the ask, leading to a significant increase in premium and suggesting a potential bounce in the stock.
The Nov. 20 $14 calls have reached over 102K volume, with a separate 500K-share stock print crossing near $12.39, indicating a strong buying interest in the asset.

Generated by AI

Sentiment

Of the messages about NU that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +84.55	83.98% +29.43	76.18% -22.14	86.18% -5.37
Bearish	0% -84.55	16.02% -29.43	23.82% +22.14	13.82% +5.37

Bullish· Sep 28

Analyst firm Rothschild Redburn reiterated a $19 target on NU, citing a strong investment case.
NU's acquisition of Monzo, a UK-based fintech company, could be a game-changer, with the stock potentially shooting up after the Brazilian elections.
Despite recent volatility, NU's price is still 25% down from its last earnings high of $16.22, offering a buying opportunity.

Bearish· Aug 14

The stock's massive dilution due to constant capital raises has led to over 4 billion shares being added to the market, causing it to enter overbought territory with a PE ratio at ~24, which is at the top range of its peers.
The stock is experiencing a strong sell-off, with a 5% drop in minutes and heavy resistance at $16.5, making it difficult for the bulls to pump the stock back up.
The stock's fundamentals are weak, with analysts expecting an earning miss this time, and the company's price target of $10 is seen as unrealistic by some, with one analyst's price target being particularly criticized.

Generated by AI

Topics

Of the messages about NU that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	77.28%	51.32%	4.98%
Technical Analysis	—	0.36%	0.77%	1.58%
Macro	—	0.12%	0.06%	77.35%
Analysts	—	0.72%	19.21%	14.37%
Controversies	—	21.51%	28.64%	0.38%
Earnings	—	0%	0%	1.34%

Earnings· May 15

Nu Holdings Ltd. reported Q1 2026 earnings with net income of $871 million, up 41% year-over-year, but below market expectations of $936 million.
The company's credit costs surged 72%, driven by increased provisions for potential loan losses amid a rapidly growing and higher-risk credit portfolio, raising concerns about profitability.
Nu's total loan book expanded 40% year-over-year to $37.2 billion, led by credit cards and personal loans in Brazil and Mexico, but this growth also increased doubts about asset quality in a high-interest-rate environment.

Analysts· Jan 3

Morgan Stanley initiates coverage on Nu Holdings with an Overweight rating and a price target of $16.
Keybanc initiates coverage on Nu Holdings with an Overweight rating and a price target of $12, while UBS initiates coverage with a Buy rating and a price target of $12.5.
Susquehanna initiates coverage on Nu Holdings with a Positive rating and a price target of $14, while HSBC initiates coverage with a Hold rating and a price target of $10.

Announcements· Nov 13

Nu Holdings reported Q3'25 earnings, with revenue reaching a record $4.2B, up 39% YoY, and net income of $783M, a 39% YoY increase.
The company added 4.3M new customers in Q3'25, a 16% YoY increase, reaching a total of 127M customers globally, and ARPAC crossed the $13 mark for the first time, reaching $13.4.
Nu Holdings' CEO stated the company's strong trajectory of growth, expanding its customer base and delivering record revenues, with a target price of $22 (+46%) on three catalysts.

Technical Analysis· Aug 15

The author expects Nu Holdings Ltd. ($NU) to re-test $14, with some believing it will fill the gap and continue its upward trend.
The stock has shown impressive growth, with a 42% increase in profit and 40% increase in revenue in Q2, but its sustainability is being questioned.
Technical analysis suggests that $NU's price action has been weak, with a tight range between $12-14, and some believe it may come crashing back down to $12.50 if it fails to show follow-through.

Generated by AI

Community

Of the messages about NU, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	36%	81.44%	78.37%	48.25%
Newcomers	64%	18.56%	21.63%	51.75%

Regulars· Sep 28

The release of Nu Holdings Ltd.'s new credit card with features such as 1.5% cashback on everything and no category limitations is generating interest.
The market's reaction to rumors of a possible acquisition of Monzo by Nu Holdings Ltd. is causing volatility, with some investors concerned about the company's expansion and capital usage.
Despite short-term volatility, long-term investors remain optimistic about the company's potential, with some even considering buying more shares, and a few others predicting a price increase after the elections.

Newcomers· Sep 28

Newcomers are excited about Nu Holdings Ltd.'s potential acquisition of Monzo bank, with some users questioning the deal's feasibility and others speculating about the acquisition's impact on the company's valuation.
The acquisition of Monzo would be a significant expansion for Nu Holdings Ltd. in the UK, but users are concerned about potential dilution and the company's ability to manage the acquisition.
Nu Holdings Ltd.'s stock price is experiencing a sharp pullback due to concerns about the bond market, flattening yield curves, and shifting macroeconomic expectations, which are affecting the company's net interest margin and credit quality.

Generated by AI

News

Nubank (NU): Monzo Talks Add a European Growth Option, but Credit Execution Remains Key

Monzo Talks Add a New Growth Option Nu Holdings Ltd. (NYSE:NU), NuBank’s parent company, is exploring a potential acquisition of UK digital bank Monzo, giving the Latin American fintech another path toward international expansion as it builds out its existing operations. Monzo is reportedly in early-stage discussions with Nu’s parent company over a potential cash-and-stock […]

1d agoYahoo Finance

Nu and Revolut are expanding into the same markets

1d agoaxios.com

Monzo in talks over potential sale to Brazil’s Nubank – report

The alternative option under consideration is an equity fundraising round exceeding an £8bn valuation, intended to finance further growth into mainland Europe.

1d agoYahoo Finance

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1	Banco Bradesco S.A. ADRBBD	0.01%+0.01
2	StoneCo Ltd. Class A Common SharesSTNE	0%-0.01
3	MercadoLibre Inc.MELI	0%-0.1
4	Inter & Co. Inc. Class A Common SharesINTR	0%0
5	PagSeguro Digital Ltd. Class A Common SharesPAGS	0%0
6	dLocal LimitedDLO	0%new
7	Itaú Unibanco Holding S.A. ADRITUB	0%0
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Nu Holdings Ltd.

Financial Services
Banks - Regional

Nu Holdings Ltd. is a financial technology company that provides digital banking services through its mobile-first platform. The company offers a broad range of products, including spending accounts, credit cards, personal loans, payments and transfers, savings, investments, insurance, and business banking solutions. It also extends its ecosystem with services such as an e-commerce marketplace, mobile phone plans, and travel-related offerings. Nu Holdings serves individual customers and small businesses across Brazil, Mexico, Colombia, and other international markets, with Brazil remaining its core market. Headquartered in São Paulo, Brazil, Nu Holdings Ltd. operates as one of the leading digital financial services platforms in Latin America, focusing on simplified, app-based financial access and everyday money management.

Website

Location

Rua Capote Valente, 39

Sao Paulo, SP, 05409-000

Brazil

Social

What share of all stock conversation is about NU?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.1	0.03% +0.01	0.02% -0.03	0.04% -0.08

Sep 29

Needham advises buying Nu Holdings Ltd. stock despite recent acquisition reports, citing its potential for growth.
Large blocks of $NU calls were purchased at the ask, leading to a significant increase in premium and suggesting a potential bounce in the stock.
The Nov. 20 $14 calls have reached over 102K volume, with a separate 500K-share stock print crossing near $12.39, indicating a strong buying interest in the asset.

Generated by AI

Sentiment

Of the messages about NU that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +84.55	83.98% +29.43	76.18% -22.14	86.18% -5.37
Bearish	0% -84.55	16.02% -29.43	23.82% +22.14	13.82% +5.37

Bullish· Sep 28

Analyst firm Rothschild Redburn reiterated a $19 target on NU, citing a strong investment case.
NU's acquisition of Monzo, a UK-based fintech company, could be a game-changer, with the stock potentially shooting up after the Brazilian elections.
Despite recent volatility, NU's price is still 25% down from its last earnings high of $16.22, offering a buying opportunity.

Bearish· Aug 14

The stock's massive dilution due to constant capital raises has led to over 4 billion shares being added to the market, causing it to enter overbought territory with a PE ratio at ~24, which is at the top range of its peers.
The stock is experiencing a strong sell-off, with a 5% drop in minutes and heavy resistance at $16.5, making it difficult for the bulls to pump the stock back up.
The stock's fundamentals are weak, with analysts expecting an earning miss this time, and the company's price target of $10 is seen as unrealistic by some, with one analyst's price target being particularly criticized.

Generated by AI

Topics

Of the messages about NU that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	77.28%	51.32%	4.98%
Technical Analysis	—	0.36%	0.77%	1.58%
Macro	—	0.12%	0.06%	77.35%
Analysts	—	0.72%	19.21%	14.37%
Controversies	—	21.51%	28.64%	0.38%
Earnings	—	0%	0%	1.34%

Earnings· May 15

Nu Holdings Ltd. reported Q1 2026 earnings with net income of $871 million, up 41% year-over-year, but below market expectations of $936 million.
The company's credit costs surged 72%, driven by increased provisions for potential loan losses amid a rapidly growing and higher-risk credit portfolio, raising concerns about profitability.
Nu's total loan book expanded 40% year-over-year to $37.2 billion, led by credit cards and personal loans in Brazil and Mexico, but this growth also increased doubts about asset quality in a high-interest-rate environment.

Analysts· Jan 3

Morgan Stanley initiates coverage on Nu Holdings with an Overweight rating and a price target of $16.
Keybanc initiates coverage on Nu Holdings with an Overweight rating and a price target of $12, while UBS initiates coverage with a Buy rating and a price target of $12.5.
Susquehanna initiates coverage on Nu Holdings with a Positive rating and a price target of $14, while HSBC initiates coverage with a Hold rating and a price target of $10.

Announcements· Nov 13

Nu Holdings reported Q3'25 earnings, with revenue reaching a record $4.2B, up 39% YoY, and net income of $783M, a 39% YoY increase.
The company added 4.3M new customers in Q3'25, a 16% YoY increase, reaching a total of 127M customers globally, and ARPAC crossed the $13 mark for the first time, reaching $13.4.
Nu Holdings' CEO stated the company's strong trajectory of growth, expanding its customer base and delivering record revenues, with a target price of $22 (+46%) on three catalysts.

Technical Analysis· Aug 15

The author expects Nu Holdings Ltd. ($NU) to re-test $14, with some believing it will fill the gap and continue its upward trend.
The stock has shown impressive growth, with a 42% increase in profit and 40% increase in revenue in Q2, but its sustainability is being questioned.
Technical analysis suggests that $NU's price action has been weak, with a tight range between $12-14, and some believe it may come crashing back down to $12.50 if it fails to show follow-through.

Generated by AI

Community

Of the messages about NU, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	36%	81.44%	78.37%	48.25%
Newcomers	64%	18.56%	21.63%	51.75%

Regulars· Sep 28

The release of Nu Holdings Ltd.'s new credit card with features such as 1.5% cashback on everything and no category limitations is generating interest.
The market's reaction to rumors of a possible acquisition of Monzo by Nu Holdings Ltd. is causing volatility, with some investors concerned about the company's expansion and capital usage.
Despite short-term volatility, long-term investors remain optimistic about the company's potential, with some even considering buying more shares, and a few others predicting a price increase after the elections.

Newcomers· Sep 28

Newcomers are excited about Nu Holdings Ltd.'s potential acquisition of Monzo bank, with some users questioning the deal's feasibility and others speculating about the acquisition's impact on the company's valuation.
The acquisition of Monzo would be a significant expansion for Nu Holdings Ltd. in the UK, but users are concerned about potential dilution and the company's ability to manage the acquisition.
Nu Holdings Ltd.'s stock price is experiencing a sharp pullback due to concerns about the bond market, flattening yield curves, and shifting macroeconomic expectations, which are affecting the company's net interest margin and credit quality.

Generated by AI

Nu Holdings

Social

Sep 29

Bullish· Sep 28

Bearish· Aug 14

Earnings· May 15

Analysts· Jan 3

Announcements· Nov 13

Technical Analysis· Aug 15

Regulars· Sep 28

Newcomers· Sep 28

Nubank Names Ley as Mexico CEO as it Reshuffles Leadership

Breakingviews - COMMENTARY: Why a Nubank-Monzo deal could make financial sense

Why a £10bn Monzo takeover could be good for the UK

Nubank (NU): Monzo Talks Add a European Growth Option, but Credit Execution Remains Key

Nu and Revolut are expanding into the same markets

Monzo in talks over potential sale to Brazil’s Nubank – report

Also Discussed

Nu Holdings Ltd.

Company Information

Location

Nubank Names Ley as Mexico CEO as it Reshuffles Leadership

Breakingviews - COMMENTARY: Why a Nubank-Monzo deal could make financial sense

Why a £10bn Monzo takeover could be good for the UK

Nubank (NU): Monzo Talks Add a European Growth Option, but Credit Execution Remains Key

Nu and Revolut are expanding into the same markets

Monzo in talks over potential sale to Brazil’s Nubank – report

Also Discussed

Social

Sep 29

Bullish· Sep 28

Bearish· Aug 14

Earnings· May 15

Analysts· Jan 3

Announcements· Nov 13

Technical Analysis· Aug 15

Regulars· Sep 28

Newcomers· Sep 28