Fintech Stocks Gain Attention as Financial Services Go Digital
Interactive Brokers, Nu Holdings and Visa highlight how fintech is redefining payments, lending and investing with AI, blockchain and digital wallets.
NU - Nu Holdings Ltd.
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$16.04
DETAILS
HIGH:
$19.00
LOW:
$13.00
MEDIAN:
$17.00
CONSENSUS:
$16.04
UPSIDE:
7.80%
Stock News
Nu Holdings: Surprising NIM Drives Future Expectations
Nu Holdings Ltd. (NU) is rated 'Strong Buy' following Q2 2026, driven by robust revenue and net income growth. Q2 results showed 55% YoY revenue growth, 66.5% net income growth, and a sustainable risk-adjusted NIM of 12.4%. Brazil and Mexico remain key growth drivers, with rising ARPAC, maturing cohorts, and significant room for customer penetration in Mexico.
Should You Buy, Sell, or Hold Nu Holdings Now That Its Earnings Are Out?
Nu Holdings continues to grow its revenue and customers rapidly. Growth continues without sacrificing credit cost or quality.
Nu Holdings Stock: Buy or Sell?
Nu Holdings (NU +1.81%) Stock: Buy or Sell?
Nu Holdings Still Has A Massive Growth Runway
Nu Holdings recently released its second quarter earnings and easily surpassed analyst estimates on both revenue and adjusted EPS. The company's high growth continued, with revenue up 39% and earnings up 49% y/y for the quarter. The bank's NPL ratios were a disappointing spot in the quarter: they remained far above average (less NPLs is better than more).
One of Wall Street's Best-Known Hedge Funds Just Loaded Up on These 5 Stocks
Lee Ainslie's Maverick Capital executed one of its most dramatic portfolio rotations in years, pivoting away from mature chip leaders and consumer discretionary names.
Nu Holdings Added Millions of Customers Again Last Quarter. Is the Stock Priced for That Growth?
Nu's profits are surging as it gains millions of new customers. Credit cards and unsecured loans make up the bulk of the lending portfolio, two product lines that carry higher risk.
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
Ark Invest was a buyer of tech and fintech stocks that declined on Monday.
Is Nu Holdings' Mexico Business Finally Carrying Its Own Weight?
Nu is expanding into Mexico to reduce its dependence on Brazil. That newer business is becoming its core growth engine.
Nu Holdings Banks More Than Half the Adults in Brazil
Nu ended the second quarter with about 118 million customers in Brazil out of 138.9 million globally. Quarterly net income surpassed $1 billion for the first time, rising 49% year over year on a currency-neutral basis.
Nu Holdings Jumps 10% to a Five-Month High, StoneCo Drops 6% as Nubank Breaks From the Pack
Shares of Nu Holdings (NYSE:NU | NU Price Prediction) are up 10% Friday afternoon to $15.35, while StoneCo (NASDAQ:STNE) stock is down 6% to $9.59.
Stocks Slip as Retail Sales, Consumer Sentiment Weigh
Stocks are lower midday while the S&P 500 Index (SPX) and Nasdaq Composite (NDX) head for a third-straight weekly win
NU stock: why Q2 earnings may have unlocked further upside
Nu Holdings (NU) shares are ripping higher this morning after the neobank reported blowout fiscal Q2 earnings, featuring a decisive top- and bottom-line beat. On the back of record unit economics, NU's revenue climbed 39% year-on-year to $5.9 billion – helping its net income soar a remarkable 49% to $1.1 billion in the second quarter.
I Said This Fintech Growth Stock Was Bottoming Out in June, and I Was Right
This stock is up 40% since hitting a 52-week low on June 3. The rally could be just getting started.
NU Q2 Earnings Call Focuses on Margins, AI and Mexico
NU says record risk-adjusted margins can stay near current levels as AI expands, credit holds firm and Mexico's banking push accelerates.
Why Nu Holdings Stock Jumped 13% Today
Nu Holdings beat Wall Street's projections across the board in Q2 2026. Mexican regulators approved Nu's banking license, immediately making Nubank the largest digital bank in the country.
Nu Holdings Stock Surges After Impressive Q2 Results
Nu Holdings Ltd. (NYSE:NU) shares are jumping on Friday after the digital bank topped Wall Street's estimates in its second-quarter report and Needham raised its price target on the stock.
Nu Holdings Q2: The First Billion-Dollar Quarter Deserves A Buy Rating
NU Holdings (NU) delivered record Q2 2026 results, surpassing $1 billion in net income and achieving 39% YoY revenue growth with strong operational efficiency. NU's customer base expanded to 139 million, with rising activity rates and monthly revenue per active user up 22% YoY, while cost per user remains just $1. Risk-adjusted profit margin soared to 12.4%, driven by high-yielding credit products and effective risk management, outpacing traditional and fintech peers.
NU Q2 Earnings Call Highlights
NU NYSE: NU reported second-quarter 2026 net income of $1.1 billion, its first quarter above the $1 billion mark, as customer growth, deeper engagement and expanding credit income supported profitability. Net income rose 49% year over year and 17% sequentially, while return on equity reached a record 33%.
Nu Holdings Ltd. (NU) Surpasses Q2 Earnings and Revenue Estimates
Nu Holdings Ltd. (NU) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.2 per share.
Price Targets
Nubank price target lowered to $17 from $18 at Wolfe Research
$17.00
(was $14.76)
Darrin Peller
·
Wolfe Research
Nubank price target raised to $18.20 from $16.90 at UBS
$18.20
(was $14.61)
UBS
Nu Holdings (Nubank) (NU) PT Raised to $19 at Needham
$19.00
(was $13.93)
Kyle Peterson
·
Needham
Nubank initiated with a Buy at Needham
$17.00
(was $12.46)
Kyle Peterson
·
Needham
Nubank downgraded to Neutral from Positive at Susquehanna
$13.00
(was $11.93)
Susquehanna
Nubank downgraded to Sector Perform from Outperform at Scotiabank
$13.00
(was $11.93)
James Friedman
·
Scotiabank
Nubank price target lowered to $16.90 from $18.10 at UBS
$16.90
(was $12.65)
UBS
Nu Holdings price target raised to $22 from $19 at Susquehanna
$22.00
(was $18.18)
Susquehanna
Goldman Sachs on Nu Holdings (Nubank) (NU): 'one our best ideas'
$21.00
(was $15.86)
Tito Labarta
·
Goldman Sachs
Nu Holdings price target raised to $18.40 from $16 at UBS
$18.40
(was $17.44)
Thiago Batista
·
UBS
Nu Holdings upgraded to Outperform from Neutral at Grupo Santander
$22.00
(was $17.44)
Banco Santander
Nu Holdings (Nubank) (NU) PT Raised to $19 at KeyBanc
$19.00
(was $16.00)
Alex Markgraff
·
KeyBanc
Nu Holdings price target raised to $16 from $15.60 at UBS
$16.00
(was $15.18)
UBS
Nu Holdings price target raised to $15.60 from $14.30 at UBS
$15.60
(was $14.86)
Thiago Batista
·
UBS
Nu Holdings upgraded to Outperform from Neutral at Bradesco BBI
$17.00
(was $14.23)
Bradesco
Nu Holdings upgraded to Neutral from Underperform at Grupo Santander
$16.00
(was $13.94)
Banco Santander
Nu Holdings price target raised to $16 from $14 at Susquehanna
$16.00
(was $13.34)
James Friedman
·
Susquehanna
Nu Holdings initiated with an Overweight at Barclays
$15.00
(was $12.50)
John Coffey
·
Barclays
Nu Holdings (Nubank) (NU) PT Raised to $15.20 at Jefferies
$15.20
(was $11.79)
Inigo Vega
·
Jefferies
UBS Reiterates Buy Rating on Nu Holdings (Nubank) (NU)
$13.50
(was $11.71)
Thiago Batista
·
UBS