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Nu Holdings Ltd. (NU) Stock Analysis

Falling Knife setup

SellModerate Confidence

Financial Services · Banks - Regional

Sell if holding. Momentum 1.8/10 is below the 5.0 floor at $14.16 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Consecutive earnings misses (2).

Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States. The company provides spending solutions comprising Nu credit and prepaid card, a digitally enabled card that acts as a credit and a prepaid card; Nubank+... Read more

$14.16+26.4% A.UpsideScore 6.4/10#25 of 142 Banks - Regional
Stop $13.42Target $17.88(analyst − 10%)A.R:R 4.7:1
Analyst target$19.87+40.3%21 analysts
$17.88our TP
$14.16price
$19.87mean
$22

Sell if holding. Momentum 1.8/10 is below the 5.0 floor at $14.16 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Consecutive earnings misses (2). Chart setup: Death cross, below all MAs, RSI 33, MACD bearish. Score 6.4/10, moderate confidence.

Passes 5/7 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on weak momentum. Suitability: moderate.

Thesis

Rewards
Strong growth profile
Analyst upside: 26%
Risks
Consecutive earnings misses (2)
Negative momentum

Key Metrics

P/E (TTM)24.2
P/E (Fwd)12.2
Mkt Cap$68.2B
EV/EBITDA
Profit Mgn41.0%
ROE30.3%
Rev Growth43.9%
Beta1.11
DividendNone
Rating analysts23

Quality Signals

Piotroski F4/9

Options Flow

P/C0.64bullish
IV58%elevated
Max Pain$5-64.7% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Volume
0.0
Obv
1.0
Ma Position
2.2
Macd
2.5
Rsi
3.5
Volume distribution (falling OBV)Below 200-MA but MA still rising (+1.8%/30d) — pullback in uptrend, not confirmed weakness

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
1.1
Surprise Avg
2.8
Erm
5.0
Earnings Timing
5.0
Earnings concerns: 1B/2MEarnings in 14 days
GatesMomentum 1.8<4.5EARNINGS PROXIMITY 14d<=14d (soft)A.R:R 4.7 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARFalling KnifeSuitability: Moderate
RSI
33 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $13.83Resistance $15.81

Price Targets

$13
$18
A.Upside+26.3%
A.R:R4.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! NEWS_MOD=-1: HOLD_IF_HOLDING → SELL_IF_HOLDING
! Momentum score 1.8/10 — below 4.5 minimum

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-05-14 (14d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is NU stock a buy right now?

Sell if holding. Momentum 1.8/10 is below the 5.0 floor at $14.16 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Consecutive earnings misses (2). Chart setup: Death cross, below all MAs, RSI 33, MACD bearish. Prior stop was $13.42. Score 6.4/10, moderate confidence.

What is the NU stock price target?

Take-profit target: $17.88 (+26.4% upside). Prior stop was $13.42. Stop-loss: $13.42.

What are the risks of investing in NU?

Consecutive earnings misses (2); Negative momentum.

Is NU overvalued or undervalued?

Nu Holdings Ltd. trades at a P/E of 24.2 (forward 12.2). TrendMatrix value score: 6.9/10. Verdict: Sell.

What do analysts say about NU?

23 analysts cover NU with a consensus score of 4.2/5. Average price target: $20.

What does Nu Holdings Ltd. do?Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United...

Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States. The company provides spending solutions comprising Nu credit and prepaid card, a digitally enabled card that acts as a credit and a prepaid card; Nubank+ Tier, an evolution of the Nu experience; Ultraviolet credit and prepaid card, a premium metal credit card; mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobile phones; and Nu Shopping, an integrated marketplace that enables customers to purchase goods and services from various ecommerce retailers. It also offers transactional solutions, such as Nu Personal Accounts, a digital account solution for personal financial activities; Nu business accounts for entrepreneur customers and their businesses; and Nu business prepaid and credit card. In addition, it offers savings and investing solutions, including Money Boxes, a solution for goal-based investing; investing solutions, an attractive investment product with customized and conflict-free guidance; and NuCrypto, a solution for buying and selling cryptocurrencies through the Nu app. Further, the company provides borrowing solutions comprising personal unsecured and secured loans; Pix financing that enables credit card and digital account customers to make free and instant peer-to-peer transfers; Boleto financing, which enables credit card and digital account customers to make payments; purchase financing; cash-in financing; and NuPay to make online purchases and pay for services through Nu app. Additionally, it offers protection solutions, such as NuInsurance protection solutions, including life, mobile, auto, home, and financial protection insurance policies; and beyond financial services solutions, including NuTravel, a travel portal; and NuCel, a mobile phone service. Nu Holdings Ltd. was founded in 2013 and is headquartered in São Paulo, Brazil.

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