Sallie Mae and Nubank Shares Skyrocket, What You Need To Know

What Happened?

A number of stocks jumped in the morning session after reports revealed President Trump was willing to end the military conflict with Iran. 

The news, reported by The Wall Street Journal, indicated the president's willingness to wind down hostilities, which sent U.S. stocks soaring across the board. An end to the war would significantly lower geopolitical risk and uncertainty, a positive development for the global economy. For the financial sector, a more stable economic environment often translates into stronger loan growth and better credit quality. Lower energy prices resulting from de-escalation can also boost consumer spending and business investment, further benefiting banks and other financial institutions.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Student Loan company Sallie Mae (NASDAQ:SLM) jumped 2.6%. Is now the time to buy Sallie Mae? Access our full analysis report here, it’s free.
• Personal Loan company Nubank (NYSE:NU) jumped 3.7%. Is now the time to buy Nubank? Access our full analysis report here, it’s free.

Zooming In On Nubank (NU)

Nubank’s shares are quite volatile and have had 17 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 8 days ago when the stock gained 5.6% on the news that reports revealed easing geopolitical tensions between the U.S. and Iran. 

The broader market rallied after President Trump announced that talks were underway to end hostilities and that he had postponed strikes against Iranian energy sites. The news sent major indices like the S&P 500 and Dow sharply higher, creating a 'risk-on' environment favorable to financial firms. For the asset management sector, which is closely tied to the performance of financial markets, the rally is a welcome tailwind. Rising equity values increase the value of assets under management (AUM), a key performance metric for these companies. The de-escalation also caused energy prices to tumble, with Brent crude oil falling more than 7%.

Nubank is down 18.2% since the beginning of the year, and at $13.93 per share, it is trading 25.8% below its 52-week high of $18.76 from January 2026. Investors who bought $1,000 worth of Nubank’s shares at the IPO in December 2021 would now be looking at an investment worth $1,348.

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