DLODLOTechnology · Software - Infrastructure

DLO Stock Forecast: dLocal Ltd. Price Predictions for 2026-2027

Last close, 2 Oct 2026
$14
+0.15% on the day

The 10 Wall Street analysts covering dLocal Ltd. hold a median 12-month price target of $19 — +38.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 66 of 100 as at 1 Oct 2026 — in the upper half.

Market cap
$4.0B
Ticker Nerd rank
66 / 100
Median analyst target
$19
Analysts covering
10
Revenue$399.7M+55.8% y/y
Operating income$65.6M
Net income$54.8M
Free cash flow$130.6M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−2.3%
1M
−11.7%
YTD
−1.3%
1Y
−0.5%
From 52W high
−12.9%
From 52W low
+26.7%
$11
$16
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

DLO stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores dLocal Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 1 Oct 2026
66 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
88
Quality
86
Momentum
71
Volatility
70
Revisions
68
Issuance
53
Value
49
Size
26
Accruals
11

Growth (88): Sales and profits are climbing, and climbing faster than before.

Accruals (11): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

DLO stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on DLO, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$12$14$16$18$20$22Jan 26Apr 26Jul 26Oct 26DLOHigh $21Median $19Low $15

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says10 analysts
9 Buy1 Hold0 Sell
Low $15Median $19High $21

The green dot is the last close — the median target sits +38.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 4 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
27 Aug 2026Truist SecuritiesMaintainsBuy$17 → $18
31 July 2026Goldman SachsMaintainsBuy—
31 July 2026Goldman SachsMaintainsBuy$17 → $19
24 July 2026Truist SecuritiesMaintainsBuy—
24 July 2026Truist SecuritiesMaintainsBuy$15 → $17
1 July 2026UBSUpgradeBuy—
1 July 2026UBSUpgradeBuy$16 → $20
27 May 2026Truist SecuritiesMaintainsBuy—
17 Mar 2026Truist SecuritiesMaintainsBuy—
2 Feb 2026JP MorganMaintainsOverweight—
17 Dec 2025Itau BBAInitiatesOutperform—
11 Dec 2025Truist SecuritiesUpgradeBuy—
20 Oct 2025UBSMaintainsNeutral—
14 Oct 2025Goldman SachsUpgradeBuy—
16 Sept 2025CitigroupMaintainsBuy—
22 Aug 2025Truist SecuritiesMaintainsHold—
14 Aug 2025HSBCUpgradeBuy—
30 July 2025UBSMaintainsNeutral—
2 June 2025Truist SecuritiesInitiatesHold—
27 May 2025CitigroupInitiatesBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DLO appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

DLO vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, dLocal Ltd. returned −0.5% against +15.4% for the S&P 500, dividends included.

DLO vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Jan 26Apr 26Jul 26Oct 26DLOS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

DLO analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−1.0%
Analysts raising
2
Analysts cutting
2
Fundamentals

dLocal Ltd. (DLO) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
20.1×

Cheaper than 36% of US stocks

Price / sales
3.0×

Cheaper than 40% of US stocks

Price / book
7.3×

Cheaper than 13% of US stocks

EV / EBITDA
13.3×

Cheaper than 26% of US stocks

Growth & margins
Revenue growth (YoY)
55.8%

Higher than 88% of US stocks

Earnings growth (YoY)
27.6%

Higher than 64% of US stocks

Gross margin
31.8%

Higher than 37% of US stocks

Operating margin
16.1%

Higher than 74% of US stocks

Net margin
15.0%

Higher than 78% of US stocks

Returns & dividend
Return on equity
41.3%

Higher than 91% of US stocks

Return on assets
8.6%

Higher than 90% of US stocks

Dividend yield
5.8%

Higher than 84% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

dLocal Ltd. (DLO) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • dLocal Ltd. has a market value of $4.0B and an enterprise value of $3.2B.

  • Revenue in the twelve months to 30 June 2026: $1.4B. The latest quarter grew 55.8% year on year.

  • Net income over the same four quarters: $204.1M, a 15.1% net margin.

  • Diluted earnings per share, trailing twelve months: $0.67.

  • Free cash flow in the twelve months to 30 June 2026: $388.4M.

  • dLocal Ltd. spent $86.1M on share buybacks and $57.2M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 294.3M.

  • Trailing P/E: 20.1×; forward P/E: 11.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 5.76%, paying out 29% of earnings.

  • dLocal Ltd. employs 1,274 people — $1.1M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 1 Oct 2026

Data provided by Twelve Data

Peers

DLO vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSoftware - Infrastructure
CompanyMarket capTKN rank
DLOdLocal Ltd.$4.0B
66
PAYPaymentus Holdings, Inc.$3.9B
66
TENBTenable Holdings, Inc.$4.0B
98
RELYRemitly Global, Inc.$4.4B
76
BOXBox, Inc.$4.8B
95
WIXWix.com Ltd.$3.1B
46
AVPTAvePoint, Inc.$3.0B
73

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own dLocal Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest DLO news & analysis

Buy 19 September LoPrice/HiYield Dividend Dogs Out Of 38

Seeking Alpha · 30 Sept 2026neutral

A Seeking Alpha report highlights low-priced, high-yield "Dividend Dogs" stocks as currently undervalued relative to growth stocks, with analyst projections suggesting average net gains of 50.29% by September 2027 for the top ten. Of the thirty-eight highlighted stocks, twenty-four have dividends supported by free cash flow, while fourteen rely on borrowed funds for payouts, indicating heightened risk.

Why it matters — The article's screening of dividend-paying stocks could indirectly position DLO among the broader market context that investors use when evaluating dividend potential and risk, though DLO is not specifically named.

dLocal: Why Lower Take Rates Do Not Break The Thesis

Seeking Alpha · 22 Sept 2026positive

An article examines dLocal's take-rate compression, now at 0.71%, attributing it to merchant mix, volume tiers, and local-to-local transaction growth rather than competition alone. It notes dLocal trades at a discount to peers like Adyen and EBANX while continuing to drive strong TPV and revenue growth.

Why it matters — A DLO watcher would care because the piece argues that recent take-rate compression reflects structural growth factors rather than competitive pressure, suggesting the market may be over-pricing that risk.

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

Zacks Investment Research · 16 Sept 2026neutral

A Zacks Investment Research article compares DLocal Limited's year-to-date stock performance against its business services sector peers, including a comparison with Paymentus.

Why it matters — A DLO watcher would care because the piece benchmarks DLocal's stock performance against its sector and a direct peer, offering context on how the company is tracking relative to its industry this year.

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

Business Wire · 14 Sept 2026positive

dLocal announced it has partnered with Oscilar to implement AI-powered anti-money laundering, sanctions screening, transaction monitoring, and compliance support across its 60+ markets. The collaboration is aimed at further optimizing dLocal's AML and compliance capabilities for cross-border payments.

Why it matters — DLO watchers would care because this partnership signals ongoing investment in strengthening compliance and risk management, which supports dLocal's ability to operate safely and reliably across its many international markets.

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

The Motley Fool · 12 Sept 2026neutral

The Motley Fool outlines Dlocal's 2026 outlook, noting soaring total payment volume paired with a reasonable valuation. It highlights the company's moat from 38 localized payment licenses across emerging markets, while flagging high merchant concentration and margin compression as material risks.

Why it matters — A DLO watcher would care because the item weighs the company's competitive moat against key risks that could affect its long-term performance.

FAQ

Frequently asked questions about DLO stock

What is the DLO stock price forecast for 2026-2027?

The 10 Wall Street analysts covering dLocal Ltd. have a median 12-month price target of $19, with estimates ranging from $15 to $21. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is DLO stock a buy right now?

Of the 10 analysts covering dLocal Ltd., 9 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks dLocal Ltd. 66 out of 100 across roughly 4,600 US stocks as at 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank DLO?

As at 1 Oct 2026, dLocal Ltd. ranks 66 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (88 of 100).

Will DLO stock go up?

No one can know that. What the data says: the median 12-month target from 10 analysts implies +38.2% from the last close, and Ticker Nerd's factor model ranks dLocal Ltd. 66 out of 100 as at 1 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the DLO stock forecast for 2030?

No analyst covering dLocal Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DLO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $15 to $21 over the next 12 months.

How has DLO stock performed over the past year?

dLocal Ltd. returned -0.5% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does dLocal Ltd. do?

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.

What is the latest news on DLO?

The most recent item we track (Seeking Alpha, 30 Sept 2026): "Buy 19 September LoPrice/HiYield Dividend Dogs Out Of 38". A Seeking Alpha report highlights low-priced, high-yield "Dividend Dogs" stocks as currently undervalued relative to growth stocks, with analyst projections suggesting average net gains of 50.29% by September 2027 for the top ten. Of the thirty-eight highlighted stocks, twenty-four have dividends supported by free cash flow, while fourteen rely on borrowed funds for payouts, indicating heightened risk.

Company

About dLocal Ltd.

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.

CEO Mr. Pedro Arnt · 1,274 employees · Uruguay · https://www.dlocal.com