Nu Holdings Ltd. (NU)
Nu Holdings' Massive Brazil Opportunity Continues to Fuel Growth
NU's vast opportunity in Brazil and expanding presence in Mexico and Colombia continue to support its long-term growth story.
Nu Holdings: ARPAC Growth And Valuation Outweigh Credit Risks
Nu Holdings is a fast-growing branchless bank with a growing customer base across Brazil, Mexico, and Colombia. The most recent quarterly results, Q1 2026, were strong. ARPAC is growing rapidly. Mexico has achieved break-even and will be accretive to earnings from Q2 2026 and onwards while Brazil continues to be monetized. Credit risk concerns, rising ECL and NPL levels in Brazil remain a near-term risk and may create volatility.
NU Stock is Down 30.5% in the Past 6 Months: Should You Buy the Dip?
Nu Holdings' 30.5% six-month drop has renewed dip-buying interest as investors weigh strong growth against Brazil's credit risks.
Here's Why Investors Should Hold NU Stock in Their Portfolios Now
Nu Holdings slides 28% in six months, but 2026-27 forecasts call for sharp y/y revenue and earnings growth as customers top 135M and efficiency improves.
Nu Holdings Ltd. (NU) is Attracting Investor Attention: Here is What You Should Know
Nu (NU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Nu Holdings: Analyzing The New CFO And Credit Risk
Nu Holdings: Analyzing The New CFO And Credit Risk
Nu Holdings: Seasonality Creates Entry Opportunity
Nu Holdings Ltd. delivered Q1 results exceeding my expectations, with revenue up 57.6% and net income up 56.4% YoY. Despite strong results, NU shares dropped 8% on concerns over rising NPLs, increased cost to serve, and fluctuating Mexico deposits. I view these concerns as largely seasonal or strategic, with management proactively addressing credit risk and funding optimization.
Nu Holdings: Growth Remains Strong Despite The Earnings Miss
Nu Holdings is down to $12.69 following Q1 2026 results. My updated base case points to a meaningful upside by 2026. I remain focused on NU's scale, efficiency, and long-term potential despite the recent earnings miss.
Down 30% From Its Highs, This Warren Buffett Favorite Is Trading Under $20
Stocks trading under $20 often get dismissed as lottery tickets, but every so often a genuine compounder slips into that bucket because sentiment has cracked while fundamentals remain intact.
Nu Holdings: The Market Is Underappreciating Its Growth Potential
Nu Holdings has declined over 35% but remains a high-growth, high-ROE bank with substantial runway in Brazil and Mexico. In Brazil, NU captures only 7% of the profit pool and has minimal SME penetration, suggesting significant untapped domestic opportunity. NU's Mexican operations are now breakeven, with less than 1% market share in a rapidly growing, underbanked market.
Nu Holdings Ltd. (NU) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Nu (NU) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Rate Cuts Are Off the Table. Here Are 2 Stocks Under $30 Built Exactly for This Moment
With short-term rates still elevated, tariff uncertainty churning through earnings models, and credit spreads widening at the margins, balance sheet quality has quietly become the most underrated factor in equity selection.
