NYSE
13.85USD
-0.21 (-1.49%)
We have scored 76 news catalysts on Nu Holdings Ltd. (NU) over the past 12 months. The biggest single-day move next to one of them came Jul 6, 2026, when NU closed +3.3%: “Nu Holdings: Soaring NII Growth, Profitable And Cheap”. Coverage across the window leans positive (average ticker sentiment +0.55). Most of the impact sits in sector financials and emerging market exposure.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
67.5B
P/E
—
EPS
—
Beta
0.94
52W range
11.2-18.98
Day range
13.75–14.15
Open
14.00
Prev close
14.06
Volume
14.7M
Avg volume
74.9M
Dividend
0.00
IPO
2021-12-09
Analysts publish price targets on NU, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
7 analyst price targets from $13 to $19
as of 2026-08-27
The market is 11% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Nu Holdings Ltd. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Nu Holdings Ltd., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for NU: .
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Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States. The company provides spending solutions comprising Nu credit and prepaid card, a digitally enabled card that acts as a credit and a prepaid card; Nubank+ Tier, an evolution of the Nu experience; Ultraviolet credit and prepaid card, a premium metal credit card; mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobile phones; and Nu Shopping, an integrated marketplace that enables customers to purchase goods and services from various ecommerce retailers. It also offers transactional solutions, such as Nu Personal Accounts, a digital account solution for personal financial activities; Nu business accounts for entrepreneur customers and their businesses; and Nu business prepaid and credit card. In addition, it offers savings and investing solutions, including Money Boxes, a solution for goal-based investing; investing solutions, an attractive investment product with customized and conflict-free guidance; and NuCrypto, a solution for buying and selling cryptocurrencies through the Nu app. Further, the company provides borrowing solutions comprising personal unsecured and secured loans; Pix financing that enables credit card and digital account customers to make free and instant peer-to-peer transfers; Boleto financing, which enables credit card and digital account customers to make payments; purchase financing; cash-in financing; and NuPay to make online purchases and pay for services through Nu app. Additionally, it offers protection solutions, such as NuInsurance protection solutions, including life, mobile, auto, home, and financial protection insurance policies; and beyond financial services solutions, including NuTravel, a travel portal; and NuCel, a mobile phone service. Nu Holdings Ltd. was founded in 2013 and is headquartered in São Paulo, Brazil.
The reconstruction
The price sits 11% below the median published target and at the 29th percentile of the model spread, meaning the market leans bearish and explicitly refuses to pay for the sustained high-growth, high-margin outcomes that bull models require.
What the disagreement turns on
Whether the 76% year-over-year surge in expected credit losses is a temporary cost of scaling new credit products that will normalize as cohorts season, or the start of structural asset-quality deterioration that breaks the 22% free-cash-flow margin; quarterly provisioning data can measure this, but the available tools cannot.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $15.17 on 2026-08-27 — the quote has since moved -9%, so read this as a record of what was priced in then, not now.
