---
title: Nu Holdings (NU) — Wall Street analysts' targets, grades and estimates
canonical: https://sweetvaluelab.com/stocks/nu/analysts
ticker: NU
as_of: 2026-11-02
sector: Financial Services
---
# Nu Holdings (NU) — Wall Street analysts

5 firms published a price target for NU in the last 90 days. Counting each firm once, at its latest, the median target is $19.00, 64% above the last close of $11.61 (Oct 30, 2026); the lowest is $17.00 and the highest $20.50.

These are the analysts' figures, quoted, not this site's. The site's own model value for NU is on the valuation page: https://sweetvaluelab.com/stocks/nu/valuation.

## At a glance

| Figure | Value |
| --- | ---: |
| Median target (each firm's latest, last 90 days) | $19.00 |
| Median target vs last close | +64% |
| 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, last 12 months | 1 / 4 |
| Consensus revenue growth, next 3 fiscal years | +30% a year |

## Each firm's latest target (last 90 days)

Newest first. Change is against the same firm's previous target; the last two columns are the target against the close on the day it was published and against the last close.

| Date | Firm | Target | Previous | Change | Vs price then | Vs price now | Report |
| --- | --- | ---: | ---: | ---: | ---: | ---: | --- |
| 2026-10-26 | Monness, Crespi, Hardt | $20.00 | — | — | +32% | +72% | https://thefly.com/ajax/news_get.php?id=4448906 |
| 2026-10-20 | UBS | $20.50 | $18.20 | +13% | +36% | +77% | https://thefly.com/ajax/news_get.php?id=4444870 |
| 2026-09-28 | Rothschild & Co Redburn | $19.00 | — | — | +40% | +64% | https://www.streetinsider.com/Analyst+Comments/Rothschild+Redburn+Reiterates+Buy+Rating+on+Nu+Holdings+%28Nubank%29+%28NU%29/27108995.html |
| 2026-08-25 | Wolfe Research | $17.00 | — | — | +15% | +46% | https://thefly.com/ajax/news_get.php?id=4416091 |
| 2026-08-14 | Needham | $19.00 | $17.00 | +12% | +36% | +64% | https://www.streetinsider.com/Analyst+Comments/Nu+Holdings+%28Nubank%29+%28NU%29+PT+Raised+to+%2419+at+Needham/26924463.html |

## Current grades (each firm's latest, last 12 months)

| As of | Firm | Grade |
| --- | --- | --- |
| 2026-10-20 | UBS | “Buy” |
| 2026-10-06 | J.P. Morgan | “Overweight” |
| 2026-09-28 | Needham | “Buy” |
| 2026-09-16 | Itau BBA | “Market Perform” |
| 2026-08-25 | Wolfe Research | “Outperform” |
| 2026-08-14 | Susquehanna | “Neutral” |
| 2026-06-15 | Citigroup | “Neutral” |
| 2026-06-02 | Bank of America | “Underperform” |
| 2025-11-14 | Keybanc | “Overweight” |

## Grade changes (last 24 months)

| Date | Firm | From | To | Action |
| --- | --- | --- | --- | --- |
| 2026-09-16 | Itau BBA | “Outperform” | “Market Perform” | downgrade |
| 2026-06-15 | Citigroup | “Buy” | “Neutral” | downgrade |
| 2026-06-03 | Susquehanna | “Positive” | “Neutral” | downgrade |
| 2026-06-02 | Bank of America | “Neutral” | “Underperform” | downgrade |
| 2026-03-19 | UBS | “Neutral” | “Buy” | upgrade |
| 2025-08-25 | Banco Bradesco BBI S.A | “Neutral” | “Outperform” | upgrade |
| 2025-08-20 | Citigroup | “Sell” | “Buy” | upgrade |
| 2025-04-08 | J.P. Morgan | “Neutral” | “Overweight” | upgrade |
| 2024-12-02 | Citigroup | “Neutral” | “Sell” | downgrade |

15 older changes are listed on the page.

## Consensus estimates by fiscal year

A reported year shows the company's revenue and GAAP diluted EPS with the consensus beside it; a later year shows the consensus average and its range. The analysts' EPS usually leaves items such as stock compensation out, so reported and estimated EPS are not like for like.

| Fiscal year | Status | Revenue | YoY | EPS | YoY | Consensus revenue | Consensus EPS | Analysts |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| 2022 | reported | $4.5B | +199% | -$0.08 | — | $4.8B (reported −6% vs it) | $0.01 | 2 |
| 2023 | reported | $7.7B | +70% | $0.21 | — | $6.9B (reported +11% vs it) | $0.23 | 4 |
| 2024 | reported | $11.1B | +45% | $0.40 | +90% | $10.1B (reported +10% vs it) | $0.42 | 5 |
| 2025 | reported | $15.9B | +43% | $0.58 | +45% | $14.0B (reported +13% vs it) | $0.61 | 4 |
| 2026 | estimate | $22.7B | +43% | $0.87 | +43% | $22.7B – $22.8B | $0.82 – $0.95 | 6 |
| 2027 | estimate | $28.2B | +24% | $1.14 | +30% | $27.3B – $29.9B | $1.09 – $1.27 | 7 |
| 2028 | estimate | $35.2B | +25% | $1.47 | +30% | $32.1B – $37.6B | $1.20 – $1.82 | 4 |
| 2029 | estimate | $30.9B | −12% | $1.79 | +21% | $29.4B – $32.6B | $1.67 – $1.92 | 2 |

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Source: https://sweetvaluelab.com/stocks/nu/analysts (SweetValueLab, free, no account). Targets, grades and estimates are the analysts' own, quoted from Financial Modeling Prep's analyst feeds; reported figures from the company's statements. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.