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Nu Holdings enters Q2 earnings with strong customer and credit growth, but rising provisions and costs cloud the near-term risk-reward setup.

Nu Holdings has delivered a 74.6% return over the past three years, yet its current checks give a mixed read on whether the stock price is ahead of or behind an intrinsic value estimate. The Excess Returns model points to Nu Holdings trading below an estimated intrinsic value, while traditional earnings multiples lean the other way and suggest the stock is priced more richly. Over the past three years Nu Holdings has returned 74.6%, which puts more focus on whether recent gains are already...

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

The company is trading at a high P/E ratio for a bank. Does it deserve to?

Key Investor TakeawaysNubank (NYSE:NU) received approval to operate as a bank in Mexico, positioning it to become the country’s largest digital bank with more than 15 million customersThe bank expanded rapidly across Latin America by offering digital-first banking, credit, savings, and financial tools designed to reach underserved consumersStrengthened its position in Brazil through financial inclusion initiatives, growing adoption in regions with limited access to traditional banking services w

Binance, Visa, Nubank, and BNY took the BeInCrypto Stage at Rio Innovation Week 2026 to debate stablecoins, superapps, and prediction markets.

Nu Holdings Ltd. (NU) reached $14.48 at the closing of the latest trading day, reflecting a +1.05% change compared to its last close.

The BeInCrypto Stage returns to Rio Innovation Week for a fourth year, with panels on tokenised equities, prediction markets and crypto voter.

XTransfer, a leading B2B cross-border trade payment platform, has been named to CNBC's 2026 list of the World's Top Fintech Companies in the Payments Segment, highlighting its growing impact in the digital payments landscape. This recognition underscores the company's commitment to providing secure and efficient cross-border payment solutions for SMEs, thereby addressing the complexities of international financial operations. XTransfer's inclusion in this prestigious list, compiled with...

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

SoFi offers a broader revenue mix, rising fee income and strong capital, while Nu faces heavier unsecured credit and Latin America risks.

In the closing of the recent trading day, Nu Holdings Ltd. (NU) stood at $14.04, denoting a -4.36% move from the preceding trading day.

Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. But uncertainty about fiscal and monetary policy has tempered enthusiasm, limiting the industry’s gains to 3.8% over the past six months. This return lagged the S&P 500’s 6.3% climb.

The question may depend on what type of investor you are.

Recently, Zacks.com users have been paying close attention to Nu (NU). This makes it worthwhile to examine what the stock has in store.

Recent research in the digital payment sector reveals a significant gap between the expectations and capabilities of treasury and finance professionals in settling transactions in real-time. A Jiko survey shows that while 76% consider 24/7 settlement important for organizational operations, only 19% have achieved this capability, highlighting integration challenges and associated costs as major barriers. As geopolitical tensions, inflation, and uncertainties about banking stability rise,...

With shares falling 24% from their all-time record, it's time to take a closer look at this Latin American fintech enterprise.

White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. A copy can be downloaded here. The portfolio delivered 8.5% in Q2 2026, trailing the S&P 500 TR’s (CAD) 17.3%, MSCI AC TR’s (CAD) 16.4%, and the S&P TSX TR’s 6.9% returns. The YTD’s 1.8% return also trailed the indices. The firm […]

Nu Holdings Ltd. (NU) concluded the recent trading session at $14.19, signifying a -2.21% move from its prior day's close.

MercadoLibre just delivered its worst margin quarter in years, sending shares tumbling, yet one analyst stands alone on Wall Street with a target that towers above the crowd. Here is what the numbers actually say about whether the bull case survives.

David Vélez of Nubank and Robin Vince of BNY will join the boards of both the OpenAI Foundation and OpenAI Group PBC

OpenAI has appointed two prominent financial executives from Nubank and BNY Mellon to its board of directors in preparation for a potential initial public offering.

OpenAI is adding David Vélez, founder and global chief executive of Nubank, a Latin American digital services firm, and Robin Vince, the chief executive of Bank of New York Mellon to its board of directors, the company said. Vince will chair the audit committee, OpenAI said. The company has worked to improve its corporate governance after a previous set of directors abruptly fired Chief Executive Sam Altman three years ago for what they described as a lack of candor in his communications, throwing the company into disarray.

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The Tiger Global-led round values the startup at $1 billion as it wires stablecoin rails directly into a federally chartered bank, aiming to modernize the correspondent-banking plumbing behind cross-border payments.

NU expands its banking footprint in Brazil and Mexico as rising customers, deposits and credit point to further growth.

Post acquisition, Banco Porto Real's banking licence will be incorporated alongside the licences Nubank already holds.

Nu Holdings announced the purchase of Brazil’s Banco Porto Real de Investimentos SA, which will help it secure a banking license in the country.

NU's 6.3% monthly rise reflects record profits, customer growth and Mexico gains, but rapid credit expansion and higher provisions support holding the stock.

The global payment card issuance software market is projected to reach $5.04 billion by 2035, driven by innovations in cloud-native platforms, virtual cards, and digital banking. A recent comprehensive report from Research and Markets highlights the significant growth opportunities and competitive dynamics anticipated in the sector. Covering 16 geographies, the strategy-oriented analysis underscores the potential impact of emerging payment technologies and post-pandemic developments on the...