dLocal

DLO

Market cap $4.44B

Shares of emerging markets payments specialist DLocal (DLO -1.62%) rose 10% this week as of 11 a.m. ET on Friday, according to data provided by S&P Global Market Intelligence.

DLocal (DLO) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

MONTEVIDEO, Uruguay, Oct. 08, 2025 (GLOBE NEWSWIRE) -- DLocal Limited (NASDAQ: DLO, “dLocal” or the “Company”), a technology-first payments platform enabling global enterprise merchants to connect with billions of consumers in emerging markets, intends to release financial results for its third fiscal quarter ended September 30, 2025 on November 12, 2025 after market close.

When markets hit new all-time highs and every asset class seems to be joining the party, it can be challenging to stick to your plan.

DLocal combines 50% revenue growth, 25%+ margins, and innovation in BNPL and stablecoins, capturing massive emerging-market digital payment expansion. Total Payment Volume surged 53% year-over-year to $9.2 billion, with cross-border volumes growing 76% in Q1 2025. Adjusted EBITDA grew 64% YoY to $70 million, maintaining a strong 27% margin and expanding free cash flow to $48 million.

Up-and-coming fintech DLocal (DLO 3.28%) emerged a little more on Tuesday, thanks to an analyst's price target increase. Investors seemed to agree with the move, as they bid the stock up by more than 3% on the day.

dLocal (DLO) is a promising fintech company operating in emerging markets, offering a unique investment opportunity at an attractive valuation. After extensive analysis of DLO's financials, risks, and growth milestones, I am convinced of its quality and potential. DLO stands out as one of the few remaining quality fintech plays, making it a compelling choice for investors seeking growth.

DLocal delivered an outstanding Q2 2025, with 53% TPV growth and improved take rate, signaling a return to extraordinary growth. Geographic diversification is reducing reliance on top markets, while the S-curve adoption thesis highlights a large, underpenetrated addressable market. Risks remain around take rate compression and emerging market volatility, but I see significant value and improving fundamentals at current prices.

DLocal Limited (NASDAQ:DLO ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 6:05 PM EDT Company Participants Pedro Arnt - CEO & Director Conference Call Participants Daer Labarta - Goldman Sachs Group, Inc., Research Division Unknown Attendee Presentation Daer Labarta Vice President Okay. Great. Good afternoon, everyone.

PANAMA CITY, Panama--(BUSINESS WIRE)--dLocal, (NASDAQ: DLO), leading payments platform that connects global businesses with emerging markets, and Western Union®, (NYSE: WU), leading international money transfer company, today announced a strategic alliance to enable digital payment methods on Western Union's online platforms in Latin America. Regional strategic impact The agreement aims to provide Western Union customers with a more agile and modern payment experience, aligned with local habits.