u/AhrenHeirman

Revenue: $4.968B vs $5.06B expected

EPS: $0.18 ($871 million) vs $0.19 expected

Total Customers: over 135 million

MARPAC: $15,9

Nu Holdings reports Q1 2026 earnings on May 14th, after market close. Here's what the street is expecting:

Revenue: $4.97B (+53% YoY) — up from $4.86B last quarter

EPS: $0.20 (+82% YoY) — up from $0.18 last quarter

Customers: 136.4M (+15% YoY) — up from 131M last quarter

These would be absolutely MONSTER numbers. For context, last year they grew revenue 39% YoY and grew total customers 15%. This company grows like a startup, but with a $60B+ Market Cap.

Still trading at ~17-18x forward P/E while growing EPS at 80%+ YoY...

You guys adding, holding or trimming going into earnings?