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Get what investors say about NU next
4 investor calls on NU in the last 90 days (4 bullish, 0 bearish). Follow NU free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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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.
Who’s talking about NU
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC (uncut) | Nu Holdings is a pan-Latin American digital bank rather than a cyclical Brazil-domestic play, so investors… |
| 2026-10-13 | David V LezFounder & Global CEO, Nubank | Bullish | Invest Like the Best | Nubank's cost-to-serve is ~3% of incumbent banks—pre-AI—giving it structural margin to undercut on fees and… |
| 2026-10-09 | Evan VanderveerManaging Partner, Vanshap Capital | Bullish | The Business Brew | Nu Holdings reached 140 million customers (60% of Brazil's population) with a branchless model enabled by… |
| 2026-08-17 | Evan VanderveerManaging Partner, Vanshap Capital | Bullish | Yet Another Value Podcast | Nubank's 20% efficiency ratio versus 40-60% for legacy Brazilian banks, 13,000 customers-per-employee, 30%… |
| 2026-01-21 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Nu Holdings is a digital banking play in Latin America that is breaking out technically and is owned in the… |
Next report: 12 Nov 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 13 Aug 2026 | after the close | 0.22 vs 0.21 | +0.9% |
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× — 16 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-26 | ||||||
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NU on the Wheel
NU did not pass our 1-month put test (V1, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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