Nu Holdings Market Sentiment

Market sentiment signals for Nu Holdings (NU): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 16, 2026	Itau BBA	Pedro Leduc—	+32.7%	$20 → $18	Downgrade	Outperform→Market Perform
Sep 11, 2026	Needham	Kyle Peterson—	+40.1%	$19 → $19	Maintained	Buy
Aug 25, 2026	Wolfe Research	Darrin Peller—	+25.4%	$18 → $17	Maintained	Outperform
Aug 20, 2026	UBS	Thiago Batista—	+34.2%	$17 → $18	Maintained	Buy
Aug 14, 2026	Susquehanna	James Friedman—	+18.0%	$13 → $16	Maintained	Neutral
Aug 14, 2026	Needham	Kyle Peterson—	+40.1%	$17 → $19	Maintained	Buy
Jul 7, 2026	JP Morgan	Yuri Fernandes—	+47.5%	$18 → $20	Maintained	Overweight
Jun 26, 2026	Needham	Kyle Peterson—	+25.4%	$17	Initiate	Buy
Jun 15, 2026	Citigroup	Gustavo Schroden—	-4.1%	$18 → $13	Downgrade	Buy→Neutral
Jun 3, 2026	Susquehanna	James Friedman—	-4.1%	$18 → $13	Downgrade	Positive→Neutral
Jun 2, 2026	B of A Securities	Mario Pierry—	-26.3%	$16 → $10	Downgrade	Neutral→Underperform
May 20, 2026	UBS	Thiago Batista—	+24.6%	$18 → $17	Maintained	Buy
Apr 14, 2026	CICC	——	+32.7%	$18	Initiate	Outperform
Mar 19, 2026	UBS	Thiago Batista—	+29.8%	$17 → $18	Upgrade	Neutral→Buy
Mar 4, 2026	UBS	Thiago Batista—	+26.8%	$18 → $17	Maintained	Neutral
Jan 27, 2026	Susquehanna	James Friedman—	+62.2%	$19 → $22	Maintained	Positive
Dec 4, 2025	UBS	Thiago Batista—	+35.7%	$16 → $18	Maintained	Neutral
Nov 20, 2025	JP Morgan	Yuri Fernandes—	+32.7%	$17 → $18	Maintained	Overweight
Nov 14, 2025	Keybanc	Alex Markgraff—	+40.1%	$15 → $19	Maintained	Overweight
Nov 14, 2025	Susquehanna	James Friedman—	+40.1%	$17 → $19	Maintained	Positive
Oct 16, 2025	UBS	Thiago Batista—	+18.0%	$16 → $16	Maintained	Neutral
Sep 5, 2025	JP Morgan	Domingos Falavina—	+25.4%	$16 → $17	Maintained	Overweight
Sep 2, 2025	UBS	Thiago Batista—	+15.0%	$14 → $16	Maintained	Neutral
Aug 27, 2025	Susquehanna	James Friedman—	+25.4%	$15 → $17	Maintained	Positive
Aug 25, 2025	B of A Securities	Jason Kupferberg—	+18.0%	$14 → $16	Maintained	Neutral