NU stock is a buy after a 10% dip due to overblown fears about NPLs, as revenue and growth remain strong.
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NU Stock Crashes 10% After Earnings - Opportunity or Trap?
smartCompass Value InvestingMay 15, 2026
Nu Holding (NU) experienced a 10% stock price drop following disappointing earnings, primarily due to a spike in non-performing loans (NPLs) to 5.0%. Despite this, revenue and revenue per customer exceeded expectations, and the company's NPL ratio remains comparable to or better than competitors like Mercado Libre. The creator views the market's reaction as an overreaction and maintains a positive outlook on NU's growth and efficiency.
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