Nu Holdings Secures US Banking Approval and Sees Price Target Rise to $22
Nu Holdings received conditional OCC approval to establish Nubank US and will report FQ4 2025 revenue of roughly $4.55 billion with GAAP EPS of $0.18 on February 25. Susquehanna raised the stock’s price target from $19 to $22 while a major hedge fund increased exposure to Brazilian financials and US banks.
1. US Banking Approval Received
On January 29, Nu Holdings received conditional approval from the Office of the Comptroller of the Currency to establish Nubank US, advancing its strategy to diversify beyond Brazil, Mexico and Colombia by launching services in the United States.
2. Fiscal Q4 2025 Earnings Outlook
Nu Holdings is set to report fiscal Q4 2025 results on February 25, with consensus forecasts of approximately $4.55 billion in revenue and GAAP EPS of $0.18, driven by its expanding digital banking, payments and lending operations.
3. Analyst Price Target Increase
On January 27, Susquehanna raised its price target on Nu Holdings from $19 to $22, joining Wolfe Research and other firms in maintaining Buy ratings and citing the company’s strong setup for global expansion in 2026.
4. Hedge Fund Boosts Brazilian Financials Stake
Druckenmiller’s firm has increased its stakes in Brazilian equities, U.S. banks and airlines, reflecting broader institutional bullishness toward Nu’s core financial services business in its home market.