Nu Holdings: Market Skepticism Appears Off The Charts
Updated - June 3, 2026 Nu Holdings hit a new 52-week low on the CFO change, but the stock rebounded pretty big on the hiring of a 30-yr veteran from Visa. The stock was cheap when trading at $19, much less below $12 now. -Nubank ( NU ) has appointed Rob Livingston as chief financial officer, effective July 13, 2026. -Current CFO Guilherme Lago will transition to special advisor. Original article posted on May 19 Nu Holdings reported Q1 revenues up 42% FXN to $5.3B, but the stock had a post-earnings dip driven by higher credit losses. The digital bank reported a credit loss increase attributed to seasonality and portfolio growth, not asset quality deterioration; NPL ratios remain stable. NU trades at a valuation far below its >30% projected growth, offering a compelling entry point amid market overreaction to credit risks. The stock trades at just 10x '27 EPS targets while the fintech has a major catalyst with the entry into the U.S. market. Looking for a portfolio of idea...