DLOTechnology · Software - InfrastructureThe 10 Wall Street analysts covering dLocal Ltd. hold a median 12-month price target of $19 — +28.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 63 of 100 as at 22 Oct 2026 — in the upper half.
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.
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): 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.
The bullish and bearish analyst opinions on DLO, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +28.0% from it.
Of the 20 most recent actions, 4 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 Aug 2026 | Truist Securities | Maintains | Buy | $17 → $18 |
| 31 July 2026 | Goldman Sachs | Maintains | Buy | — |
| 31 July 2026 | Goldman Sachs | Maintains | Buy | $17 → $19 |
| 24 July 2026 | Truist Securities | Maintains | Buy | — |
| 24 July 2026 | Truist Securities | Maintains | Buy | $15 → $17 |
| 1 July 2026 | UBS | Upgrade | Buy | — |
| 1 July 2026 | UBS | Upgrade | Buy | $16 → $20 |
| 27 May 2026 | Truist Securities | Maintains | Buy | — |
| 17 Mar 2026 | Truist Securities | Maintains | Buy | — |
| 2 Feb 2026 | JP Morgan | Maintains | Overweight | — |
| 17 Dec 2025 | Itau BBA | Initiates | Outperform | — |
| 11 Dec 2025 | Truist Securities | Upgrade | Buy | — |
| 20 Oct 2025 | UBS | Maintains | Neutral | — |
| 14 Oct 2025 | Goldman Sachs | Upgrade | Buy | — |
| 16 Sept 2025 | Citigroup | Maintains | Buy | — |
| 22 Aug 2025 | Truist Securities | Maintains | Hold | — |
| 14 Aug 2025 | HSBC | Upgrade | Buy | — |
| 30 July 2025 | UBS | Maintains | Neutral | — |
| 2 June 2025 | Truist Securities | Initiates | Hold | — |
| 27 May 2025 | Citigroup | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
DLO appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 22 Oct 2026, dLocal Ltd. returned +0.2% against +15.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 34% of US stocks
Cheaper than 37% of US stocks
Cheaper than 12% of US stocks
Cheaper than 23% of US stocks
Higher than 87% of US stocks
Higher than 64% of US stocks
Higher than 37% of US stocks
Higher than 74% of US stocks
Higher than 78% of US stocks
Higher than 91% of US stocks
Higher than 90% of US stocks
Higher than 94% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $4.4B and an enterprise value of $3.6B.
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.
Trailing P/E: 21.8×; forward P/E: 13.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 5.30%, paying out 29% of earnings.
dLocal Ltd. employs 1,274 people — $1.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
dLocal said it plans to release financial results for its third fiscal quarter, ended September 30, 2026, after market close on November 12, 2026.
Why it matters — The announcement gives DLO watchers the scheduled date for the company’s quarterly financial update.
Seeking Alpha argues that DLocal’s margin compression reflects growth in local-to-local flows and large merchants, with volume discounts offset by expanding transaction volumes. Gross profit grew 28.6% year over year in Q2 2026 despite take-rate compression.
Why it matters — DLO watchers may track whether transaction-volume growth continues to offset pricing pressure as the company scales.
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.
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.
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.
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.
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. 63 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, dLocal Ltd. ranks 63 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).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +28.0% from the last close, and Ticker Nerd's factor model ranks dLocal Ltd. 63 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
dLocal Ltd. returned +0.2% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (GlobeNewsWire, 14 Oct 2026): "dLocal to Report Third Quarter 2026 Financial Results". dLocal said it plans to release financial results for its third fiscal quarter, ended September 30, 2026, after market close on November 12, 2026.
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
