Analysts anticipate Nu Holdings to report Q2 2026 revenue of approximately $5.48 billion and earnings per share of $0.20, with the stock currently trading at $13.56 compared to an average price target of $17.24. The primary metric investors are monitoring is the Monthly Average Revenue per Active Customer (ARPAC), which is expected to reach approximately $16.50 as monetization efforts intensify across core markets.
This report is pivotal as analysts look for confirmation that the Mexico division has remained accretive to earnings following its break-even milestone last quarter. Furthermore, the market is tracking credit quality and provision levels in the Brazilian segment, which are currently being influenced by the Desenrola 2.0 consumer debt relief program.