DLocal: Wall Street Is Missing The Bigger Picture, I See Double-Digit Upside

DLocal demonstrates exceptional growth, with Q2 2026 TPV up 92% YoY to $17.7B and revenue up 56%. Wall Street is worried about shrinking margins. I see a global payments business with far more room to grow. Existing customers are driving remarkable growth. A 153% net revenue retention rate shows how much opportunity remains within DLocal's merchant base.

Seeking Alpha • Oct 27, 2026

dLocal to Report Third Quarter 2026 Financial Results

MONTEVIDEO, Uruguay, Oct. 14, 2026 (GLOBE NEWSWIRE) -- DLocal Limited (NASDAQ: DLO, “dLocal” or the “Company”), the leading cross-border payment platform connecting global merchants to emerging markets, intends to release financial results for its third fiscal quarter ended September 30, 2026 on November 12, 2026 after market close.

GlobeNewsWire • Oct 14, 2026

DLocal: Margin Compression Is A Feature Of Scale, Not A Defect

DLocal enables merchants to access local payment methods in 60+ markets via API, driving rapid TPV growth and high client retention. DLO's gross profit grew 28.6% YoY in Q2 2026 despite take-rate compression, as volume discounts for large partners are offset by expanding transaction volumes. The stock trades at a forward P/E of 16.9, 78% below its 2021 peak, with market skepticism focused on margin compression as local-to-local flows and large merchants increase.

Seeking Alpha • Oct 7, 2026

Buy 19 September LoPrice/HiYield Dividend Dogs Out Of 38

Dividend-paying stocks, especially low-priced high-yield 'Dividend Dogs,' offer historically superior risk-adjusted returns and are currently undervalued relative to growth stocks. Analyst projections for the top ten LoPrice/HiYield Dogs suggest average net gains of 50.29% by September 2027, with individual upside estimates up to 65.24%. Twenty-four of thirty-eight highlighted stocks show 'safer' dividends supported by free cash flow, while fourteen rely on borrowed funds for payouts, signaling heightened risk.

Seeking Alpha • Sep 30, 2026

dLocal: Why Lower Take Rates Do Not Break The Thesis

dLocal (DLO) offers a single integration for global merchants to access 60+ emerging markets, driving strong TPV and revenue growth. Take-rate compression, now at 0.71%, is driven by merchant mix, volume tiers, and local-to-local transaction growth, not just competition. DLO trades at a discount to peers like Adyen and EBANX, with a compelling PEG ratio and 4x 2025 sales, supporting attractive risk/reward.

Seeking Alpha • Sep 22, 2026

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

Here is how DLocal (DLO) and Paymentus (PAY) have performed compared to their sector so far this year.

Zacks Investment Research • Sep 16, 2026

dLocal Partners with Oscilar to Further Optimize AML and Compliance for the Next Era of Cross-Border Payments

PALO ALTO, Calif.--(BUSINESS WIRE)-- #LATAM--Cross-border payment platform dLocal taps Oscilar for AI-powered AML, sanctions screening, transaction monitoring and compliance for 60+ markets.

Business Wire • Sep 14, 2026

Dlocal's 2026 Outlook: Soaring Total Payment Volume Meets a Reasonable Valuation

Dlocal maintains a strong moat through 38 localized payment licenses across emerging markets. High merchant concentration and margin compression remain material risks for long-term investors.

The Motley Fool • Sep 12, 2026

DLocal Limited (DLO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

DLocal Limited (DLO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Seeking Alpha • Sep 11, 2026

DLocal Is Testing the Breakout Level That Could Change Its Stock Story

Some of the more intriguing setups in the market right now are the ones quietly building bases, well away from the headlines dominated by AI and mega-cap technology.

MarketBeat • Aug 31, 2026