Retail chatter around Fiserv spiked on Stocktwits, surging more than 131% over 24 hours.
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Nu (NU) delivered earnings and revenue surprises of +10.00% and +1.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Nu Holdings posted net profit of $1.06 billion for the April-June quarter, a 49% rise year-on-year on a foreign-exchange-neutral basis and above the $967.2 million Visible Alpha estimate. The profit increase was driven by higher revenue and an improvement in risk-adjusted net interest margin, Chief Financial Officer Rob Livingston, who assumed the role last month, told Reuters. Credit portfolio "did slow a little bit sequentially in terms of the growth rate relative to the first quarter," Livingston said, but noted the move came from an unusually strong recent expansion.

These catalysts could prove to be the actual drivers of the stock.

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...

Nu shares are up more than 15% this year.
SE's growth is accelerating across e-commerce, fintech and gaming, but heavier spending and credit provisions are pressuring near-term margins.
SE's 35% three-month rally is backed by broad growth, but rising investment and credit costs could test further upside.
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?
Main Street Capital (MAIN) delivered earnings and revenue surprises of -3.00% and +4.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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.
Nubank (NYSE:NU) agreed to acquire Banco Porto Real to secure a full Brazilian banking license. The transaction is subject to regulatory approval before completion. Nubank plans to keep its Brazilian app and user experience unchanged following the deal. For investors watching Nu Holdings, the planned acquisition of Banco Porto Real is a meaningful step in the company’s home market of Brazil. Nubank already operates as a large digital financial platform, and a full banking license would sit...
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