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Nu Holdings Ltd. — Wall Street Analyst Estimates & Price Targets

NU
NYSEFinancial ServicesBanks - RegionalCIK 0001691493nubank.com.brAbout NU
Quant grade ?–not graded
Last close · Oct 30, 202611.61−0.44 (−3.65%)

The analysts at a glance

close of Oct 30, 2026
$19.00median of 5 firms' latest targets, 64% above the last close of $11.61
$19.0$17.0$20.5last close $11.6
Firms with a target · last 90 days
5
Lowest – highest target
$17.00 – $20.50
Current grades of 9 firms: positive / neutral / negative
5 / 3 / 1
Upgrades / downgrades · 12 months
1 / 4
Consensus revenue growth · next 3 FY
+30% a year

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker
$12.5$15.0$17.5$20.0$22.5NovJan 2026MarMayJulSep2025-11-14 · KeyBanc: $19.02025-12-04 · UBS: $18.42025-12-04 · Banco Santander: $22.02025-12-18 · Goldman Sachs: $21.02026-01-27 · Susquehanna: $22.02026-05-20 · UBS: $16.92026-06-03 · Susquehanna: $13.02026-06-03 · Scotiabank: $13.02026-06-26 · Needham: $17.02026-08-14 · Needham: $19.02026-08-20 · UBS: $18.22026-08-25 · Wolfe Research: $17.02026-09-28 · Rothschild & Co Redburn: $19.02026-10-20 · UBS: $20.52026-10-26 · Monness, Crespi, Hardt: $20.0
$12.5$15.0$17.5$20.0$22.5NovFebMayAug

Each firm's latest target

last 90 days · 5 firms
DateFirmTargetPreviousChangeVs price thenVs price now
2026-10-26Monness, Crespi, Hardt$20.00——+32%+72%
2026-10-20UBS$20.50$18.20▲ 13%+36%+77%
2026-09-28Rothschild & Co Redburn$19.00——+40%+64%
2026-08-25Wolfe Research$17.00——+15%+46%
2026-08-14Needham$19.00$17.00▲ 12%+36%+64%

Current grades

each firm's latest · 9 firms
As ofFirmGrade
2026-10-20UBS“Buy”
2026-10-06J.P. Morgan“Overweight”
2026-09-28Needham“Buy”
2026-09-16Itau BBA“Market Perform”
2026-08-25Wolfe Research“Outperform”
2026-08-14Susquehanna“Neutral”
2026-06-15Citigroup“Neutral”
2026-06-02Bank of America“Underperform”
2025-11-14Keybanc“Overweight”

Grade changes

last 24 months · 9
DateFirmGrade
2026-09-16Itau BBA“Outperform” → “Market Perform” downgrade
2026-06-15Citigroup“Buy” → “Neutral” downgrade
2026-06-03Susquehanna“Positive” → “Neutral” downgrade
2026-06-02Bank of America“Neutral” → “Underperform” downgrade
2026-03-19UBS“Neutral” → “Buy” upgrade
2025-08-25Banco Bradesco BBI S.A“Neutral” → “Outperform” upgrade
2025-08-20Citigroup“Sell” → “Buy” upgrade
2025-04-08J.P. Morgan“Neutral” → “Overweight” upgrade
2024-12-02Citigroup“Neutral” → “Sell” downgrade
15 older than 24 months
2024-08-02UBS“Buy” → “Neutral” downgrade
2024-07-22J.P. Morgan“Overweight” → “Neutral” downgrade
2023-10-05New Street Research“Buy” → “Neutral” downgrade
2023-09-11J.P. Morgan“Neutral” → “Overweight” upgrade
2023-05-18Citigroup“Buy” → “Neutral” downgrade
2022-12-08J.P. Morgan“Underweight” → “Neutral” upgrade
2022-11-11J.P. Morgan“Neutral” → “Underweight” downgrade
2022-07-18New Street Research“Neutral” → “Buy” upgrade
2022-01-03Susquehanna“Positive” → “Outperform” revised
2015-02-12Credit Suisse“Outperform” → “Neutral” downgrade
2014-12-29Brean Capital“Buy” → “Hold” downgrade
2013-09-26Argus Research“Hold” → “Buy” upgrade
2013-04-17UBS“Neutral” → “Buy” upgrade
2013-04-02Goldman Sachs“Buy” → “Neutral” downgrade
2013-01-22Argus Research“Buy” → “Hold” downgrade

Consensus estimates

revenue and EPS by fiscal year · reported years marked
FYRevenueYoYEPSYoYRevenue rangeEPS rangeAnalysts
2022reported$4.5B+199%-$0.08—est. $4.8B-6%est. $0.012
2023reported$7.7B+70%$0.21—est. $6.9B+11%est. $0.234
2024reported$11.1B+45%$0.40+90%est. $10.1B+10%est. $0.425
2025reported$15.9B+43%$0.58+45%est. $14.0B+13%est. $0.614
2026$22.7B+43%$0.87+43%$22.7B–$22.8B$0.82–$0.956
2027$28.2B+24%$1.14+30%$27.3B–$29.9B$1.09–$1.277
2028$35.2B+25%$1.47+30%$32.1B–$37.6B$1.20–$1.824
2029$30.9B-12%$1.79+21%$29.4B–$32.6B$1.67–$1.922
A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.