--- title: "Weekly Recap | NU Holdings -4.88%, launches US operations" type: "News" locale: "en" url: "https://longbridge.com/en/news/298793654.md" description: "NU Holdings (NU.US) fell 4.88% this week to $14.62, while the S&P 500 lost 0.8%, leaving the stock about 4.08 percentage points behind the benchmark. The four-session week had a weak shape: Tuesday opened at $15.56, touched a high of $15.82, then faded to $15.33; Wednesday slipped to the $15.00 level; Thursday dipped as low as $14.741 before a small bounce; Friday made the week’s low at $14.44 and closed at $14.62. The close stays above the 60-day moving average of $14." datetime: "2026-09-12T06:31:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/298793654.md) - [en](https://longbridge.com/en/news/298793654.md) - [zh-HK](https://longbridge.com/zh-HK/news/298793654.md) generator: "portal-rs" --- # Weekly Recap | NU Holdings -4.88%, launches US operations ## The Week NU Holdings (NU.US) fell 4.88% this week to $14.62, while the S&P 500 lost 0.8%, leaving the stock about 4.08 percentage points behind the benchmark. The four-session week had a weak shape: Tuesday opened at $15.56, touched a high of $15.82, then faded to $15.33; Wednesday slipped to the $15.00 level; Thursday dipped as low as $14.741 before a small bounce; Friday made the week’s low at $14.44 and closed at $14.62. The close stays above the 60-day moving average of $14.113 but below the 20-day at $14.87, pointing to softer short-term momentum. ## Key Events The main story was Nu’s official launch in the United States and the introduction of the multi-currency Nu Global account. From September 10, the company announced a high-yield savings account, credit cards, and remittance services for the US market, with the account covering more than 35 countries. Nu is entering the US through a sponsor bank, extending its international push beyond Brazil, Mexico, and Colombia. In parallel, Brazilian banks including Itaú, Nubank, and Banco do Brasil moved to offer more than 12 tokens to retail customers amid regulatory change, although reports noted the banks themselves remain reluctant to commit their own capital to crypto. On Friday the stock fell sharply, shifting attention away from launch coverage toward risk appetite. ## Analyst Ratings Twenty-two institutions rate NU Holdings: 13 at buy, 5 at outperform, 3 at hold, and 1 at underperform, with no sell ratings. The consensus rating is buy, and the consensus target price of $18.87273 sits about 29.09% above the latest close of $14.62. The target range is wide, from a low of $12 to a high of $23, suggesting meaningful dispersion among analysts. Within the diversified banks industry, NU ranks 5th out of 60 peers. ## The Week Ahead On the macro side, the New York Fed manufacturing index arrives on September 15, with a prior reading of 20.6 and a forecast of 14.75. September 16 brings US retail sales, retail sales ex-autos, import prices, the NAHB housing market index, and weekly EIA crude inventories. For NU, the next major corporate event is the fiscal Q3 2026 earnings release on November 12, where the market estimates EPS of $0.2227 and revenue of $5.937 billion. Before then, early feedback on the US launch and regulatory developments in Brazil could drive price swings. ## In Short This week paired a clear expansion step with a pull back: Nu rolled out its US product suite while the stock dropped roughly 5% and lagged the S&P 500 by more than 4 percentage points. On the latest trading day, large-lot flows were net positive while small-lot flows were net negative, adding a layer of divergence. Valuation sits at about 19.58x P/E and 5.33x P/B, which is not cheap by historical standards. The next test is whether initial US user and product data confirm the expansion story, and how Brazil’s domestic rate and inflation path shapes financial-sector valuations. *This article is generated by LongbridgeAI from market data, for information only and not investment advice.* ### Related Stocks - [NU.US](https://longbridge.com/en/quote/NU.US.md) ## Related News & Research - [Nu launches in the US, introduces multi-currency digital account in over 35 countries](https://longbridge.com/en/news/298641272.md) - [Nu Takes Next Step in International Expansion With Launch in the United States and introduction of Nu Global | NU Stock News](https://longbridge.com/en/news/298623579.md) - [Nubank launches in the U.S. through a sponsor bank](https://longbridge.com/en/news/298772906.md) - [Nubank to launch high-yield savings account, credit cards, remittances in the US](https://longbridge.com/en/news/298612561.md) - [Oil prices jump more than $3 after new strikes on Saudi, Strait of Hormuz](https://longbridge.com/en/news/298841124.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**