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A strong swell shook the price of Nu Holdings this Monday, September 28, 2026, after the giant’s alleged plans were revealed neobanking Latin American to acquire its British counterpart monzo. The revelation of these approaches, added to the warnings issued by Wall Street analysts, caused a drop of more than 8% in the value of its securities during the day.
At the close of intraday trading, the stock of the parent company Nubank fluctuated close to US$12.55. With this result in red, the paper accumulated a contraction of 10.36% in the last five days. Investor nervousness skyrocketed after the dissemination of a report prepared by Goldman Sachs Research dated September 27, 2026, based on initial revelations from the newspaper Financial Times.
According to the analyst firm, the conversations evaluated between Wildebeest and the British digital bank contemplate a purchase range between 8,000 million and 10,000 million pounds sterling (equivalent to between US$ 10,500 million and US$ 13,200 million). The transaction It would be structured through a combined payment of cash and shares. In addition, the report indicates that contacts have been initiated with private equity firms to explore the sale of up to 15% of the stake in monzoalong with a possible traditional capital round.
From the perspective of Goldman Sachsa movement of this caliber would represent between 16% and 20% of the total market capitalization of Wildebeestwarning that “any transaction of that scale by Wildebeest would have strategic risks.” In financial matters, although the implicit valuation of monzo maintains general alignment with Wildebeest When measuring the projected gross profit for fiscal year 2025, experts clarified that the British firm would trade at a premium compared to Wildebeest by reviewing indicators such as the price-earnings ratio (P/E) and the price-book value ratio (P/BV).
Added to the doubts about the price are the logistical complexities that the entity would face, at a time when Wildebeest manages the credit cycle in Brazil and advances its growth strategy in Mexico and the United States. Likewise, it was recalled that Wall Street usually supports the organic growth model of Wildebeest based on a structure of costs reduced. Until now, Wildebeest has remained cautious and has not publicly confirmed these versions.
