Analyst Price Targets — NU
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| January 27, 2026 11:59 am | — | Susquehanna | $22.00 | $18.18 | TheFly | Nu Holdings price target raised to $22 from $19 at Susquehanna |
| December 18, 2025 8:55 am | Tito Labarta | Goldman Sachs | $21.00 | $15.86 | StreetInsider | Goldman Sachs on Nu Holdings (Nubank) (NU): 'one our best ideas' |
| December 4, 2025 12:32 pm | Thiago Batista | UBS | $18.40 | $17.44 | TheFly | Nu Holdings price target raised to $18.40 from $16 at UBS |
| December 4, 2025 2:23 am | — | Banco Santander | $22.00 | $17.44 | TheFly | Nu Holdings upgraded to Outperform from Neutral at Grupo Santander |
| November 14, 2025 12:38 pm | Alex Markgraff | KeyBanc | $19.00 | $16.00 | StreetInsider | Nu Holdings (Nubank) (NU) PT Raised to $19 at KeyBanc |
| October 16, 2025 12:28 pm | — | UBS | $16.00 | $15.18 | TheFly | Nu Holdings price target raised to $16 from $15.60 at UBS |
| September 2, 2025 11:49 am | Thiago Batista | UBS | $15.60 | $14.86 | TheFly | Nu Holdings price target raised to $15.60 from $14.30 at UBS |
| August 25, 2025 12:27 pm | — | Bradesco | $17.00 | $14.23 | TheFly | Nu Holdings upgraded to Outperform from Neutral at Bradesco BBI |
| August 25, 2025 12:12 am | — | Banco Santander | $16.00 | $13.94 | TheFly | Nu Holdings upgraded to Neutral from Underperform at Grupo Santander |
| July 16, 2024 6:55 am | James Friedman | Susquehanna | $16.00 | $13.34 | TheFly | Nu Holdings price target raised to $16 from $14 at Susquehanna |
Latest News for NU
Last week's biggest large-cap decliners, led by Novo Nordisk, First Solar and Zoom, fell on earnings misses, weak guidance and drug-pricing worries.
Credit discipline matters more than growth. Emerging-market volatility is real.
The fintech upstart delivered record revenue, rising net income, and solid ROE. Nu is becoming a multiproduct banking platform, not just a digital credit card provider.
Nu grew sales and net income by 45% and 50% in Q4. Active customers and average revenue per user also rose by 15% and 27%, respectively.
NU's rapid revenue growth, expanding credit portfolio and AI-first ambition could give it the upper hand over rival fintech players right now.
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