Benzinga
01 Oct 2026, 11:30 UTC · 2w ago
What's Going On With Nu Stock Thursday?
Impact · against what's priced in
The news is a non-event for NU's fundamental valuation. The denial of the Monzo acquisition removes a speculative inorganic growth catalyst, while the intra-day price movement is purely technical and does not challenge the core bearish assumption of growth deceleration to 11.1%.
- NU−0.10
Not in the price yet
- The price assumes
Revenue growth sustaining well above the 11.1% required rate
The confirmation that NU is not pursuing Monzo eliminates a potential inorganic shortcut to higher growth, reinforcing the market's current refusal to pay for growth exceeding 11.1% CAGR.
What NU's price assumes · Aug 27
Top 1 mover · tap to explore
