Invezz
11 Nov 2026, 12:30 UTC · 4h ago
Nu Holdings stock analysis: why Nubank shares may soar after its earnings
Impact · against what's priced in
The upcoming earnings report for Nu Holdings provides a catalyst to test whether the market's current discount on growth is justified, but the projected revenue and EPS figures are already consistent with bullish analyst targets. PayPal and Block are mentioned only as slower-growing peers, which reinforces existing market views on their relative stagnation.
- NU+0.30
Challenges what's priced in
- The price assumes
Revenue growth sustaining well above the 11.1% required rate—closer to 30%
The market currently refuses to pay for sustained growth near 30%, but analysts expect a 44% revenue jump to $5.98 billion this quarter, which would validate the higher-growth trajectory the price currently declines.
What NU's price assumes · Aug 27
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