Nu Holdings: The Market Is Still Sleeping, Here Are The Catalysts

Let's go over the near-to-mid-term catalysts that should send the stock much, much higher. Nu's mature cohorts are at a monthly ARPAC of $27, compared to the total average of $11.40. That alone is almost a $20 billion opportunity, and that only takes into account existing offerings. In addition, Nu is constantly launching new services and products, which will lead to a higher mature ARPAC over time. Importantly, the 100 million customer mark is also far from being a peak: In Q1'24, Nu's revenues reached $2. ...