Nubank Stock News

The Touchstone Sands Capital International Growth Fund (Class A Shares, Load Waived) underperformed the MSCI ACWI ex-U.S. Index for the quarter ended September 30, 2025. The top absolute contributors to investment results during the quarter were Shopify, Taiwan Semiconductor, and Sea Ltd. The top absolute detractors to investment results were Constellation Software, CTS Eventim AG, and MercadoL...

The market is thriving on confidence in AI. One year is a snapshot in time, and investors should focus on the long term.

Nu is getting bank charters in Mexico, Brazil, and the U.S. It already has a majority of the population in Brazil as customers, but it has a long growth runway in monetizing them. Nu is growing quickly and adding millions of new customers every quarter.

Nu Holdings demonstrates strong growth momentum, adding over 17M new customers in Q3. Revenues soared 42% year-over-year. The Fintech has a superior growth profile and a low valuation relative to other Fintechs, making it an attractive long-term revaluation play. NU is seeing improving monetization in its core market, Brazil. The Fintech is set to go on the offensive in 2026 by pursuing a bank ...

Alphabet is in an excellent position to capitalize on the ongoing artificial intelligence boom. Nu Holdings leverages technology to reach previously unbanked populations in Latin America.

Nu Holdings is delivering 40% FXN revenue growth but trades at a substantial discount to its growth profile. The fintech's profitability is exceptional, with a 33% ROE, 17.3% NIM, and an efficiency ratio below 28%, outpacing both fintech and traditional banks. Market skepticism centers on perceived loan risk in Latin America, despite manageable delinquency and robust deposit coverage.

Nu Holdings dominates Brazil's underbanked, high-fee banking oligopoly with a differentiated, tech-driven model. NU's model delivers superior economics, including wide unit margins, a best-in-class efficiency ratio, and consistently high ROE driven by low-cost deposits and data-driven underwriting. The core strategic priority is to replicate Brazil's playbook in Mexico and Colombia, two large u...

Alphabet has many tech-driven businesses and a vast moat in its search engine traffic. Nu is adding new locations to its platform.