NU · PEAD ↑ 45

Nu Holdings reported Q2 2026 EPS of $0.22 on 2026-08-13, beating the $0.20 consensus by $0.02 (+10.0%).

Print-day reaction was +2.7% versus the prior close, a modest but positive initial response to the beat. The overnight gap to the T+1 open added a striking +13.0%, signalling a sharp after-hours re-rating that dwarfed the print-day move. Over the following two trading sessions (T+1 through T+3), the price drifted −5.8%, giving back a meaningful portion of the gap without fully erasing it. Cumulative abnormal return of +6.5% versus SPY.US confirms a net-long PEAD signal despite the partial fade; the drift-read holds through 2026-11-10.