$NU

5 theses
bullish 40%neutral 20%bearish 40%
Avg return (1m)
+2.3%
Win rate (1m)
100% (2 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 8, 4:30 PM ET
$NUSEC Form 4bearish
Sold 221,707 @ $15.81 avg · $3,505,232 · 2026-08-14

Form 4: Fragelli Henrique Camossa Saldanha sold NU

Fragelli Henrique Camossa Saldanha (Chief Risk Officer at Nu Holdings Ltd.) reported an open-market sale of 221,707 shares of NU at an average $15.81, roughly $3,505,232, in a Form 4 filed 2026-08-18.

At post $14.35Now $15.33+6.8% since postedas of Sep 8, 4:30 PM ET
1d+1.8%
3d+1.6%
1w+5.5%
1m
3m
6m
1y
View filing on SEC.gov →
$NUSEC Form 4bearish
Sold 50,000 @ $15.80 avg · $790,000 · 2026-08-14

Form 4: Junqueira Cristina Helena Zingaretti sold NU

Junqueira Cristina Helena Zingaretti (US CEO & Chief Growth Officer at Nu Holdings Ltd.) reported an open-market sale of 50,000 shares of NU at an average $15.80, roughly $790,000, in a Form 4 filed 2026-08-18.

At post $14.35Now $15.33+6.8% since postedas of Sep 8, 4:30 PM ET
1d+1.8%
3d+1.6%
1w+5.5%
1m
3m
6m
1y
View filing on SEC.gov →
$NUr/wallstreetbetsDDbullish
u/ThrowRA137731 · 70d agono track record yet
Long 1,000 shares of NU

The Bull case for $NU (one of my next 10x)

NU is executing well with 135M customers, strong 83% activity rates, and ARPAC rising to $16. The company posted Q1 revenue of $5B, net income of $871M, and a 40% YoY credit portfolio growth. With analyst projections of $22B revenue in 2026 and continued earnings expansion, the author believes the stock will reach $100 despite a stated fair value of $19-22.

At post $13.36Now $15.33+14.8% since postedas of Sep 8, 4:30 PM ET
1d+0.2%
3d+1.9%
1w+1.9%
1m+8.5%
3m
6m
1y
original post →
$NUr/wallstreetbetsDDbullish
u/Encripta · 97d agono track record yet
Long 2,000 shares of NU

Waiting for Revolut IPO? NU Holdings is cheaper and more profitable

NU Holdings is a fintech company operating across LATAM (Brazil, Colombia, Mexico) with superior profitability metrics compared to Revolut at a fraction of the valuation. With upcoming USA market entry in 2027 and current undervaluation, the stock should trade at least at $25 near-term and potentially $50+ if the broader neobank sector gains IPO momentum.

At post $12.12Now $15.33+26.5% since postedas of Sep 8, 4:30 PM ET
1d-1.2%
3d-1.2%
1w-0.2%
1m+12.3%
3m+27.1%
6m
1y
original post →
$NUr/wallstreetbetsYOLOneutral
u/Superb-Importance793 · 120d agono track record yet

$NU at $13.4

NU sits at a critical technical support level ($13–$13.50) ahead of Q1 2026 earnings Wednesday, May 14th. A beat could bounce the stock toward $14.50–$15.50; a miss or credit deterioration breaks down to $12.50.

At post $13.50Now $15.33+13.6% since postedas of Sep 8, 4:30 PM ET
1d-1.7%
3d-4.2%
1w-9.0%
1m-13.9%
3m+2.5%
6m
1y
original post →

End of results.