Nu Holdings (NU) is trading higher today, extending a rebound that has been building since the company’s late-February update highlighted strong full-year 2025 performance and reinforced the market’s view that earnings power is scaling alongside customer growth. In parallel, sentiment has been helped by a recent shift more constructive on the name after UBS upgraded NU to Buy in March 2026.

The most recent major fundamental checkpoint came with Nu’s full-year 2025 results released on February 25, 2026, which emphasized profitability and operating leverage at scale—an important point for a stock that can be sensitive to confidence in credit quality and growth durability. With the shares having been volatile earlier in the year, incremental bullish research actions in March have provided an additional tailwind as investors look for confirmation that the next leg of growth can be achieved without a meaningful deterioration in risk metrics.

Traders will be looking for follow-through in analyst activity, any additional company updates (including filings) that clarify near-term growth, credit trends, and expansion plans, and whether today’s strength is accompanied by broader risk-on flows into fintech and emerging-market-linked financials. If the move is primarily positioning-driven rather than headline-driven, intraday momentum could remain sensitive to market-wide shifts in rates and risk appetite.