DLocal (NASDAQ:DLO) Issues Quarterly Earnings Results

by · The Markets Daily

DLocal (NASDAQ:DLO – Get Free Report) posted its earnings results on Friday. The company reported $0.18 EPS for the quarter, hitting the consensus estimate of $0.18, Zacks reports. The firm had revenue of $399.66 million during the quarter, compared to analysts’ expectations of $366.77 million. DLocal had a net margin of 15.85% and a return on equity of 41.22%. The company’s quarterly revenue was up 55.9% compared to the same quarter last year. During the same period last year, the company posted $0.14 EPS.

DLocal Price Performance

NASDAQ DLO traded down $0.59 during trading hours on Friday, reaching $14.17. 5,066,685 shares of the company’s stock traded hands, compared to its average volume of 2,009,462. DLocal has a 52-week low of $10.64 and a 52-week high of $16.78. The firm has a 50-day simple moving average of $13.88 and a 200 day simple moving average of $13.10. The firm has a market cap of $4.18 billion, a PE ratio of 22.49 and a beta of 0.97.

Key DLocal News

Here are the key news stories impacting DLocal this week:

  • Positive Sentiment: Second-quarter TPV reached nearly $18 billion, up 92% year over year and marking the company’s seventh consecutive quarter of more than 50% growth. Revenue rose 55.9% to $399.66 million, exceeding the roughly $366.77 million analyst estimate, while gross profit reached a record $127 million, up 29%. DLocal Reports Second Quarter 2026 Financial Results
  • Positive Sentiment: Management is targeting 60%–70% TPV growth and 25%–30% gross-profit growth in 2026, with operating leverage expected to improve. The outlook supports the long-term growth case, although gross-profit growth is projected to trail TPV growth. DLocal 2026 Growth Targets
  • Positive Sentiment: DLocal expanded its relationship with ACI Worldwide to broaden access to local payment methods across Latin America, potentially strengthening its regional payments network and merchant offering. ACI Worldwide and DLocal Expand Local Payment Access
  • Neutral Sentiment: Unusually high options activity included purchases of 21,694 call contracts, about 219% above typical daily volume. This may indicate speculative bullish positioning but does not confirm a fundamental change in valuation.
  • Neutral Sentiment: A technical analysis report identified possible support around the stock after recent weakness, while analysts have generally raised earnings estimates. This could help sentiment but is less significant than the quarterly results. DLocal Technical Analysis
  • Negative Sentiment: Adjusted earnings of $0.18 per share missed the Zacks consensus estimate of $0.20, although they matched another consensus estimate and improved from $0.14 a year earlier. The earnings miss likely contributed to the negative investor reaction despite the revenue and TPV beats. DLocal Q2 Earnings Estimate Miss

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on DLO shares. Truist Financial increased their price target on shares of DLocal from $15.00 to $17.00 and gave the stock a “buy” rating in a research note on Friday, July 24th. Wall Street Zen cut DLocal from a “buy” rating to a “hold” rating in a research report on Monday, May 18th. Weiss Ratings reiterated a “hold (c)” rating on shares of DLocal in a report on Friday, July 17th. The Goldman Sachs Group increased their target price on DLocal from $17.00 to $19.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Finally, UBS Group upgraded DLocal from a “neutral” rating to a “buy” rating and lifted their price target for the company from $16.00 to $20.00 in a research report on Wednesday, July 1st. Six equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $18.67.

Get Our Latest Analysis on DLocal

Insider Transactions at DLocal

In other news, Director Sebastian Kanovich sold 72,753 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $15.54, for a total value of $1,130,581.62. Following the sale, the director directly owned 4,700 shares of the company’s stock, valued at $73,038. The trade was a 93.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director William Rodney Pruett purchased 20,000 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The stock was bought at an average price of $11.85 per share, for a total transaction of $237,000.00. Following the purchase, the director directly owned 108,043 shares in the company, valued at $1,280,309.55. The trade was a 22.72% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders sold 1,103,153 shares of company stock worth $16,231,782. Corporate insiders own 45.44% of the company’s stock.

Institutional Investors Weigh In On DLocal

A number of institutional investors have recently modified their holdings of DLO. Cria Inc. bought a new position in shares of DLocal during the fourth quarter valued at $56,560,000. Atmos Capital Gestao DE Recursos LTDA. bought a new position in DLocal in the 4th quarter worth about $54,128,000. Jain Global LLC purchased a new stake in DLocal during the 4th quarter valued at about $21,085,000. Two Sigma Investments LP grew its position in DLocal by 131.6% during the 3rd quarter. Two Sigma Investments LP now owns 1,732,140 shares of the company’s stock valued at $24,735,000 after purchasing an additional 984,341 shares during the last quarter. Finally, Holocene Advisors LP increased its stake in DLocal by 174.4% during the 3rd quarter. Holocene Advisors LP now owns 1,349,365 shares of the company’s stock valued at $19,269,000 after purchasing an additional 857,685 shares in the last quarter. 90.13% of the stock is owned by hedge funds and other institutional investors.

About DLocal

(Get Free Report)

dLocal is a fintech company specializing in cross-border payments and payouts for global merchants operating in emerging markets. Headquartered in Montevideo, Uruguay, the company offers a technology platform that simplifies complex payment flows, enabling businesses to connect with local payment methods through a single integration.

The dLocal platform supports a wide range of local payment options, including credit and debit cards, bank transfers, e-wallets and cash-based methods. It incorporates risk-management tools, compliance services and anti-fraud solutions to help clients navigate regulatory requirements and minimize payment failures across diverse jurisdictions.

dLocal serves merchants in sectors such as e-commerce, online marketplaces, digital content and gig economy platforms.

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