Update shared on 12 Nov 2025
Fair value Increased 2.01%Analysts have increased their average price target on DLocal, raising fair value estimates from $16.61 to $16.94 per share. They cite stronger revenue growth forecasts and improving cost efficiency as key reasons for the adjustment.
Analyst Commentary
Bullish Takeaways- Bullish analysts have raised price targets following stronger than expected quarterly results and guidance. This reflects renewed confidence in DLocal’s execution.
- Consistent improvements in cost control and efficiency are noted. The company continues to invest in personnel and technology to support future growth.
- Upgrades in analyst ratings are attributed to sustained volume growth, an EBIT beat, and improved financial disclosures. These are viewed as key steps in restoring market confidence.
- Some analysts see DLocal’s recent performance as evidence of a turnaround, leading to more optimistic outlooks regarding the company's potential for long-term expansion.
- Bearish analysts maintain that much of DLocal’s long-term growth potential may already be priced into current share values. This suggests only modest near-term upside.
- There is caution regarding the risk-reward balance, as some believe the company’s prospects are balanced by competitive pressures in the payments sector.
- Despite operational improvements, certain analysts prefer to remain neutral and are awaiting further evidence of sustained outperformance or significant new growth drivers.
What's in the News
- dLocal and Western Union have entered a strategic alliance to enable digital payment methods on Western Union's online platforms in Latin America. This move expands options for remittance customers and supports the region's growing digital ecosystem (Key Developments).
- DLocal Limited has completed a follow-on equity offering, raising $191.25 million through the sale of 15 million Class A Common Shares at $12.75 per share (Key Developments).
- Certain Class A and Class B Common Shares of DLocal Limited will be subject to a lock-up agreement. This restricts sales for 91 days from September 3, 2025, to December 3, 2025 (Key Developments).
- DLocal Limited has filed a follow-on equity offering for 15 million Class A Common Shares (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from $16.61 to $16.94 per share.
- Discount Rate has fallen modestly from 9.23 percent to 9.11 percent, indicating a marginally lower risk assessment by analysts.
- Revenue Growth forecast has edged up, with estimates moving from 26.86 percent to 27.27 percent.
- Net Profit Margin is projected to decrease slightly, moving from 20.36 percent to 20.17 percent.
- Future P/E ratio is expected to rise from 19.30x to 19.62x, reflecting adjustments in growth and earnings expectations.
Disclaimer
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