Nubank Aktie News

Driven by a surge in commodity prices and shifting trade alliances, Latin American stocks are leading the way in 2026. The global energy transition, digital transformation, and favorable demographics position Latin America for the potential to break from historic boom-bust cycles and sustain long-term growth. Stocks in the region stand to gain from macroeconomic and structural tailwinds, includ...

Nu Holdings continues to deliver exceptional growth, and the valuation is undemanding. I expect a Q4 earnings beat driven, in part, by currency effects. I'm not entirely convinced the U.S. market expansion is the best opportunity, but it could be a decent move.

Nu Holdings (NU) has matured into a highly profitable digital bank, boasting ~127m customers, 30% RoE, and robust deposit-funded lending. NU's revenue growth is expected to slow to mid-twenties by 2027, but ARPAC expansion and lending mix diversification support continued topline momentum. Valuations are optimistic, with P/B at ~8x and forward PE at ~20x, leaving little room for rerating despit...

Brazil's macro carry remains intact in 2026, but its impact is increasingly uneven across sectors and business models, favoring platforms like Nu Holdings over traditional incumbents. Nu Holdings is entering a new phase where scale, efficiency, and earnings quality matter more than raw growth—and the numbers are starting to reflect that shift. With policy uncertainty ahead, assets that benefit ...

Nu Holdings' impressive unit economics support its burgeoning earnings base. SoFi Technologies continues to move the needle forward with ongoing product launches.

NuBank has grown rapidly over the past five years. It will continue to expand as income levels and internet penetration rates rise.

While U.S. equities have struggled to gain meaningful traction this year, several emerging markets have delivered strong outperformance. A large part of that strength has come from renewed interest in commodities and non-dollar assets.

Buffett completely sold out of Nu Holdings at the end of 2024. Nu has become the largest financial institution in Brazil.