Stocks / Banking

NUBanking

Nu Holdings Ltd.
$13.821d -0.1%5d -8.0%settled close · 2026-09-17
Mkt cap $69B (3/25)β 0.9852w $11.57–15.67Shares 3.79BNYSE since 2021Emp. 8,716nubank.com.br
The tape, with the calls on it

Who said what, and what NU did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

bullish bearish both sides
Who’s talkingIdea Scout · free

Who’s talking about NU

2 longlatest 2026-08-17
DateVoiceStanceVenueThesis
2026-08-17Evan VanderveerManaging Partner, Vanshap CapitalBullishYet Another Value PodcastNubank's 20% efficiency ratio versus 40-60% for legacy Brazilian banks, 13,000 customers-per-employee, 30%…
2026-01-21Joe Terranova (Virtus)Chief market strategist, VirtusBullishCNBC Halftime Final TradesNu Holdings is a digital banking play in Latin America that is breaking out technically and is owned in the…
Idea Scout tracks who’s talking across television, podcasts, and interviews — every stance dated to the appearance it came from. Sign up free →
Earnings

Next report: 11 Nov 2026

Confirmed date · consensus EPS 0.23. Reactions below are the next settled session over the prior close.
ReportWhenEPS actual vs est.Reaction
13 Aug 2026after the close0.22 vs 0.21+0.9%
The options tape

Notable options days

Sessions in the last 120 where NU’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-09-17
2026-09-03
2026-08-14
2026-08-13
2026-08-11
2026-07-20
2026-07-02
2026-06-17
2026-06-03
2026-06-02
2026-05-14
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
Today’s tape on NU is in this morning’s Brief. Get The Brief — $20/mo →