New York, Feb 17, 2026, 07:31 EST — Premarket
- Nu Holdings shares down about 0.4% in premarket trade at $16.75
- U.S. index futures slip as investors return from the long weekend and wait for inflation data and Fed remarks
- Nu is due to report Q4 results on Feb. 25 after the close
Nu Holdings Ltd shares edged lower in premarket trading on Tuesday, with the Nubank parent at $16.75, down $0.07 from the prior close, according to Public.com data. (Public)
The move puts a spotlight on what comes next, not what just happened. Traders are back after a U.S. holiday break, and the market mood has been choppy as investors debate whether growth stocks are priced for easier rates.
That matters for Nu because it sits in a part of the market that can swing with shifts in U.S. rate expectations and risk appetite. A hot inflation print or a jump in bond yields can hit fast-growing names first, even when the company’s own headlines are quiet.
U.S. stock index futures were lower early Tuesday amid fresh unease about AI-driven disruption and with investors looking ahead to a key inflation report and comments from Federal Reserve officials. Jefferies economist Mohit Kumar called AI adoption “an overall positive,” while saying it can reshape business models; traders are also watching the personal consumption expenditures report and Fed speakers Michael Barr and Mary Daly later in the day. (Reuters)
For Nu, the calendar is simple: fourth-quarter results are due Feb. 25 after the U.S. market close, followed by a conference call at 5 p.m. Eastern Time, the company’s investor relations site shows. Nu says it serves more than 122 million people in Brazil, Mexico and Colombia. (Nubank RI)
The stock slid 1.3% in the last regular session, ending Feb. 13 at $16.82. (StockAnalysis)
Investors tend to focus on a few moving parts in Nu’s results: loan growth, funding costs and credit quality. Net interest income — the spread between what a lender earns on loans and what it pays for funding — is likely to be a headline number again.
They will also watch for any change in delinquency trends and how hard the company is leaning into new credit, especially outside Brazil. Guidance or tone on the call can matter as much as the headline profit figure.
But a downside case is easy to sketch. If U.S. inflation data come in hot and push rate-cut bets out again, fintech and other growth stocks can sell off together, regardless of individual earnings. A surprise jump in credit losses would add company-specific pressure.
