Creator sentiment
7 creators · 7 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Delivered a triple beat and raised guidance despite a tough macro environment.
- +Trading at less than 20 times next year's earnings, which looks very cheap.
- +Long-term growth targets appear very achievable given current momentum.
- +Deserves a premium over NU due to US-based strong banking regulations and high-quality customers (average income $160k, FICO ~765).
- +Trades at 2.3x tangible book value, cheaper than NU's 5x, making it attractive on a bank valuation basis.
- +Stock is in the buy zone at $16.21, support floor around $16.74.
- +Added 125 shares on Tuesday.
- +Member growth is accelerating at over 35% year-over-year on tough comparisons, and products per member are rising, driving revenue per product.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 3 Stocks to Buy During This Earnings-Driven Market Selloff
Delivered a triple beat and raised guidance despite a tough macro environment. · Trading at less than 20 times next year's earnings, which looks very cheap. · Long-term growth targets appear very achievable given current momentum.
📹 NU Stock Analysis! Generational Buy?
Deserves a premium over NU due to US-based strong banking regulations and high-quality customers (average income $160k, FICO ~765). · Trades at 2.3x tangible book value, cheaper than NU's 5x, making it attractive on a bank valuation basis.
📹 SoFi Stock to $26? What the $6.4 Billion Target Needs
Record profits are real and the 2027 target gives investors something concrete to hold management to. · Revenue per financial services product is falling, which could make the $6.4B target harder to hit if it keeps sliding. · If revenue per product climbs again while credit stays healthy, the stock could have more room to run. · Credit risk from unsecured personal loans and rising marketing costs are key risks to watch.
