DLO

dLocal Limited (DLO) | Rumor.io

dLocal

DLO

Attention (50-day avg)0.01%

Attention rank (50-day avg)#508

Bullish sentiment (50-day avg)86%

Price to earnings ratio20.7

Market capitalization4.1B

Earnings per share0.68

Dividend yield (TTM)5.69%

Revenue (annual)1.1B

Net income (annual)196.9M

Social

What share of all stock conversation is about DLO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% -0.01	0.02% -0.02

Aug 14

DLocal Limited's (DLO) stock dropped 10% after reporting earnings that missed expectations and showed declining margins.
Investors are starting to price in the end of the re-investment cycle and the beginning of the op. leverage cycle, causing the stock to rise 5% in pre-market.
The company's balance sheet and relatively low cash requirements are surprising investors, as DLO is taking on a $150M credit facility, which may be a catalyst for growth.

Generated by AI

Sentiment

Of the messages about DLO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	100% +2.25	96.73% +13.65	94.46% -2.95
Bearish	0%	0% -2.25	3.27% -13.65	5.54% +2.95

Bullish· Aug 13

DLocal's Q2 2026 earnings are expected to show a 10% QoQ and 68% YoY increase in Total Payment Volume, with revenue and adjusted EPS also expected to meet or exceed forecasts.
The company's adjusted free cash flow will return over 30% to shareholders, and the CEO has stated that the company is just at the beginning of its growth trajectory.
DLocal's growth has remained above 50% year over year for seven consecutive quarters, with the last three quarters at or above 70%, and the company's management is focused on incremental gross profit from incremental Total Payment Volume, rather than managing to a specific take-rate percentage.

Bearish· May 15

$DLO's Q1 earnings miss has led to a significant price drop, with the stock down 14% in the last 5 days.
The company's decision to invest in its own growth is seen as a negative by Wall Street, which prioritizes short-term profits over long-term potential.
DLocal's net income declined 10% YoY in Q1 due to an out-of-period tax adjustment, which has contributed to the bearish sentiment surrounding the stock.

Generated by AI

Topics

Of the messages about DLO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	12.16%	3.47%
Announcements	—	—	2.93%	4.49%
Earnings	—	—	47.52%	16.09%
Macro	—	—	19.59%	62.92%
Analysts	—	—	17.79%	13.03%
Controversies	—	—	0%	0%

Earnings· May 15

DLocal Limited (DLO) reported Q1 2026 earnings with a 73% YoY increase in Total Payment Volume (TPV) to $14.1B, marking six consecutive quarters of 50%+ growth.
Despite the strong revenue growth, net income fell 10% YoY due to a one-time tax charge and higher expenses, while adjusted free cash flow (FCF) collapsed to $15M.
The stock reaction was a 7% drop AH, but some analysts believe the market got it backward, and the company's underlying thesis is getting stronger, with the model gaining real traction in emerging markets.

Analysts· Oct 14

Goldman Sachs upgrades DLocal Limited ($DLO) to Buy from Neutral, raises price target to $19 from $12, expecting 20%+ EBITDA growth in the mid-term driven by geographic diversification and new merchant additions.
The upgrade is based on Goldman Sachs' greater confidence in DLocal's ability to deliver 20%+ EBITDA growth in the mid-term, backed by continued global expansion, increased share with existing merchants, and new merchant additions.
The price target increase implies 40% upside from current levels, with Goldman Sachs expecting solid total payment volume (TPV) growth through 2027, supported by successful geographical diversification, gaining share with existing merchants, and attracting new merchants.

Announcements· Nov 13

DLocal Limited (DLO) reported a 52% YoY revenue increase to $282M in Q3'25, driven by a 59% surge in TPV and a 136% NRR.
The company's Q3'25 earnings results beat analyst estimates, but its shares dropped 11.71% to $13.12 due to margin pressure from tariffs and inflation.
DLocal's strong TPV growth and potential rebound near $13 support make it a stock to watch, with a target price of $16.

Controversies· Nov 17

dLocal's stock dropped 50% due to a short report by Muddy Waters accusing the company of fraud, but some investors believe the report may be an example of sloppy accounting rather than actual wrongdoing.
dLocal has yet to release a detailed rebuttal to the short report, which is raising concerns among investors and fueling speculation about a potential lawsuit against Muddy Waters.
The company has responded to the allegations, stating that they will address the claims in an "appropriate forum" and cautioning shareholders to be cautious, but the lack of a clear denial is seen as incriminating by some investors.

Macro· May 16

The author mentions buying DLO when it was out of favor, indicating a contrarian investment strategy.
The stock is considered overbought, which may lead to a potential correction.
The author is taking a long-term view, waiting to see what the future holds for the stock.

Technical Analysis· Aug 14

$DLO has broken out of a logarithmic wedge and is targeting the $18 area, with a potential retest of the weekly 200 SMA.
The stock is trading in a 13-19 range, with a Darvas box breakout and a bull flag formation, indicating a strong upward trend.
$DLO has seen a significant price jump of +40% since a breakout signal was triggered, with momentum intact and a potential squeeze risk due to a high short ratio.

Generated by AI

Community

Of the messages about DLO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	53.57%	63.42%
Newcomers	100%	100%	46.43%	36.58%

Regulars· Aug 14

The stock dropped 10% after reporting earnings, missing EPS by a penny and experiencing margin decline, leading to investor concerns.
The market is starting to price in the end of the re-investment cycle and the beginning of the op. leverage cycle, causing a 5% pre-market increase after being down 5% after-hours yesterday.
A credit facility of $150M was taken on, which surprised some, and the company's business of building global payments infrastructure is improving, with financials showing 92% TPV growth and 15% operating profit growth.

Newcomers· May 16

Newcomers to the market are questioning whether DLocal's rapid growth is due to voluntary expansion or obligatory measures to defend growth by reducing margins.
Investors are nervous about DLocal's growth, despite its explosive Q1 2026 earnings, and are analyzing the company's financials to understand its current share price.
Institutional investors have been quietly buying DLocal shares, with over 90% of ownership held by institutions, including General Atlantic's 21% stake since the IPO.

Generated by AI

News

DLocal (DLO) Stock Still Looks Cheap As Shares Fell 75% In 5 Years

DLocal has seen its share price move around over the years, and that history now puts a spotlight on a simple issue for investors. The question is whether the current US$14.45 price tag is supported by the returns the business earns on the capital it puts to work. The stock has fallen 75.4% over 5 years, which puts more weight on whether the underlying return on capital story justifies staying invested at all. The new partnership with Oscilar to upgrade anti money laundering monitoring and...

14d agoYahoo Finance

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1	Global-E Online Ltd.GLBE	0%new
2	Shift4 Payments Inc. Class A Common StockFOUR	0%new
3	Pagaya Technologies Ltd. Class A Ordinary SharesPGY	0%+0
4	Oscar Health, Inc.OSCR	0.05%+0.02
5	MercadoLibre Inc.MELI	0%-0.1
6	Zeta Global Holdings Corp.ZETA	0%-0.03
7	Rubrik, Inc.RBRK	0.01%-0.02
8	CFLT - Confluent, Inc.	——
9	TransMedics Group, Inc.TMDX	0%-0.01
10	Duolingo, Inc. Class A Common StockDUOL	0.01%-0.01

dLocal Limited

Technology
Software - Infrastructure

dLocal Limited is a financial technology company that provides a unified payments platform for global merchants operating in emerging markets. Through its One dLocal model, the company enables businesses to accept online payments and send payouts through a single integration, supporting cross-border and local-to-local transactions across regions including Latin America, Africa, the Middle East, and Asia. Its platform connects merchants with a wide range of local payment methods such as cards, bank transfers, direct debit, cash, and alternative payment options, helping companies navigate fragmented payment systems in multiple countries. dLocal also offers solutions for platform-based businesses, allowing marketplaces and digital businesses to manage payment flows more efficiently. The company serves a broad mix of industries, including commerce, streaming, ride-hailing, financial services, travel, software, gaming, and advertising. Founded in 2016 and headquartered in Montevideo, Uruguay, dLocal Limited plays a key role in digital payment infrastructure for international businesses expanding into emerging economies.

Website

Location

World Trade Centre Free Zone Tower 2

Montevideo, 11300

Uruguay

Social

What share of all stock conversation is about DLO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% -0.01	0.02% -0.02

Aug 14

DLocal Limited's (DLO) stock dropped 10% after reporting earnings that missed expectations and showed declining margins.
Investors are starting to price in the end of the re-investment cycle and the beginning of the op. leverage cycle, causing the stock to rise 5% in pre-market.
The company's balance sheet and relatively low cash requirements are surprising investors, as DLO is taking on a $150M credit facility, which may be a catalyst for growth.

Generated by AI

Sentiment

Of the messages about DLO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	100% +2.25	96.73% +13.65	94.46% -2.95
Bearish	0%	0% -2.25	3.27% -13.65	5.54% +2.95

Bullish· Aug 13

DLocal's Q2 2026 earnings are expected to show a 10% QoQ and 68% YoY increase in Total Payment Volume, with revenue and adjusted EPS also expected to meet or exceed forecasts.
The company's adjusted free cash flow will return over 30% to shareholders, and the CEO has stated that the company is just at the beginning of its growth trajectory.
DLocal's growth has remained above 50% year over year for seven consecutive quarters, with the last three quarters at or above 70%, and the company's management is focused on incremental gross profit from incremental Total Payment Volume, rather than managing to a specific take-rate percentage.

Bearish· May 15

$DLO's Q1 earnings miss has led to a significant price drop, with the stock down 14% in the last 5 days.
The company's decision to invest in its own growth is seen as a negative by Wall Street, which prioritizes short-term profits over long-term potential.
DLocal's net income declined 10% YoY in Q1 due to an out-of-period tax adjustment, which has contributed to the bearish sentiment surrounding the stock.

Generated by AI

Topics

Of the messages about DLO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	12.16%	3.47%
Announcements	—	—	2.93%	4.49%
Earnings	—	—	47.52%	16.09%
Macro	—	—	19.59%	62.92%
Analysts	—	—	17.79%	13.03%
Controversies	—	—	0%	0%

Earnings· May 15

DLocal Limited (DLO) reported Q1 2026 earnings with a 73% YoY increase in Total Payment Volume (TPV) to $14.1B, marking six consecutive quarters of 50%+ growth.
Despite the strong revenue growth, net income fell 10% YoY due to a one-time tax charge and higher expenses, while adjusted free cash flow (FCF) collapsed to $15M.
The stock reaction was a 7% drop AH, but some analysts believe the market got it backward, and the company's underlying thesis is getting stronger, with the model gaining real traction in emerging markets.

Analysts· Oct 14

Goldman Sachs upgrades DLocal Limited ($DLO) to Buy from Neutral, raises price target to $19 from $12, expecting 20%+ EBITDA growth in the mid-term driven by geographic diversification and new merchant additions.
The upgrade is based on Goldman Sachs' greater confidence in DLocal's ability to deliver 20%+ EBITDA growth in the mid-term, backed by continued global expansion, increased share with existing merchants, and new merchant additions.
The price target increase implies 40% upside from current levels, with Goldman Sachs expecting solid total payment volume (TPV) growth through 2027, supported by successful geographical diversification, gaining share with existing merchants, and attracting new merchants.

Announcements· Nov 13

DLocal Limited (DLO) reported a 52% YoY revenue increase to $282M in Q3'25, driven by a 59% surge in TPV and a 136% NRR.
The company's Q3'25 earnings results beat analyst estimates, but its shares dropped 11.71% to $13.12 due to margin pressure from tariffs and inflation.
DLocal's strong TPV growth and potential rebound near $13 support make it a stock to watch, with a target price of $16.

Controversies· Nov 17

dLocal's stock dropped 50% due to a short report by Muddy Waters accusing the company of fraud, but some investors believe the report may be an example of sloppy accounting rather than actual wrongdoing.
dLocal has yet to release a detailed rebuttal to the short report, which is raising concerns among investors and fueling speculation about a potential lawsuit against Muddy Waters.
The company has responded to the allegations, stating that they will address the claims in an "appropriate forum" and cautioning shareholders to be cautious, but the lack of a clear denial is seen as incriminating by some investors.

Macro· May 16

The author mentions buying DLO when it was out of favor, indicating a contrarian investment strategy.
The stock is considered overbought, which may lead to a potential correction.
The author is taking a long-term view, waiting to see what the future holds for the stock.

Technical Analysis· Aug 14

$DLO has broken out of a logarithmic wedge and is targeting the $18 area, with a potential retest of the weekly 200 SMA.
The stock is trading in a 13-19 range, with a Darvas box breakout and a bull flag formation, indicating a strong upward trend.
$DLO has seen a significant price jump of +40% since a breakout signal was triggered, with momentum intact and a potential squeeze risk due to a high short ratio.

Generated by AI

Community

Of the messages about DLO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	53.57%	63.42%
Newcomers	100%	100%	46.43%	36.58%

Regulars· Aug 14

The stock dropped 10% after reporting earnings, missing EPS by a penny and experiencing margin decline, leading to investor concerns.
The market is starting to price in the end of the re-investment cycle and the beginning of the op. leverage cycle, causing a 5% pre-market increase after being down 5% after-hours yesterday.
A credit facility of $150M was taken on, which surprised some, and the company's business of building global payments infrastructure is improving, with financials showing 92% TPV growth and 15% operating profit growth.

Newcomers· May 16

Newcomers to the market are questioning whether DLocal's rapid growth is due to voluntary expansion or obligatory measures to defend growth by reducing margins.
Investors are nervous about DLocal's growth, despite its explosive Q1 2026 earnings, and are analyzing the company's financials to understand its current share price.
Institutional investors have been quietly buying DLocal shares, with over 90% of ownership held by institutions, including General Atlantic's 21% stake since the IPO.

Generated by AI

dLocal

Social

Aug 14

Bullish· Aug 13

Bearish· May 15

Earnings· May 15

Analysts· Oct 14

Announcements· Nov 13

Controversies· Nov 17

Macro· May 16

Technical Analysis· Aug 14

Regulars· Aug 14

Newcomers· May 16

Is dLocal’s (DLO) Growth Engine Built to Last?

DLocal surges 71% after InvestingPro identified undervaluation By Investing.com

dLocal: Why Lower Take Rates Do Not Break The Thesis (NASDAQ:DLO)

Is DLocal Limited (DLO) Stock Outpacing Its Business Services Peers This Year?

DLocal and Palomar: two midcap stocks with strong revenue growth and upside

DLocal (DLO) Stock Still Looks Cheap As Shares Fell 75% In 5 Years

Also Discussed

dLocal Limited

Company Information

Location

Is dLocal’s (DLO) Growth Engine Built to Last?

DLocal surges 71% after InvestingPro identified undervaluation By Investing.com

dLocal: Why Lower Take Rates Do Not Break The Thesis (NASDAQ:DLO)

Is DLocal Limited (DLO) Stock Outpacing Its Business Services Peers This Year?

DLocal and Palomar: two midcap stocks with strong revenue growth and upside

DLocal (DLO) Stock Still Looks Cheap As Shares Fell 75% In 5 Years

Also Discussed

Social

Aug 14

Bullish· Aug 13

Bearish· May 15

Earnings· May 15

Analysts· Oct 14

Announcements· Nov 13

Controversies· Nov 17

Macro· May 16

Technical Analysis· Aug 14

Regulars· Aug 14

Newcomers· May 16