Update shared on 26 Nov 2025
Fair value Increased 1.97%Analysts have slightly increased their price targets for DLocal. The valuation estimate has risen from approximately $16.94 to $17.28 per share, reflecting minor adjustments to growth and profitability forecasts.
Analyst Commentary
Bullish Takeaways- Bullish analysts are responding to DLocal's updated growth and profitability forecasts by raising their price targets. This indicates increased confidence in the company's execution.
- Upward revisions to valuation estimates point to more positive outlooks on revenue momentum and margin stability.
- Recent model adjustments reflect optimism around DLocal's ability to achieve stronger-than-expected performance in the near term.
- Analysts are maintaining favorable ratings, such as Overweight, and higher price targets. This suggests they see substantial room for further appreciation if growth trends persist.
- Some analysts continue to exercise caution and retain Neutral ratings despite the raised price targets. This highlights ongoing concerns about the sustainability of growth rates.
- Analysts are wary that incremental improvements in forecasts may not fully offset uncertainties related to the competitive landscape.
- There remains a focus on DLocal's ability to consistently deliver on execution. Valuation increases are viewed as moderate rather than aggressive.
What's in the News
- dLocal and Western Union have formed a strategic alliance to enable digital payment methods on Western Union's platforms in Latin America. The goal is to expand local and alternative payment solutions across key markets such as Chile, Mexico, Peru, Panama, Argentina, and Brazil (Key Developments).
- dLocal completed a follow-on equity offering, raising approximately $191.25 million through the issuance of 15,000,000 Class A Common Shares at $12.75 per share, with a per-share discount of $0.3825 (Key Developments).
- The company has filed another follow-on equity offering for 15,000,000 Class A Common Shares (Key Developments).
- Certain Class A and Class B Common Shares are subject to a lock-up agreement that restricts sale or transfer from September 3, 2025, to December 3, 2025, except under specific conditions (Key Developments).
Valuation Changes
- The Fair Value Estimate has risen slightly, increasing from $16.94 to $17.28 per share.
- The Discount Rate has decreased marginally, moving from 9.11 percent to 9.06 percent.
- The Revenue Growth Forecast has edged down from 27.27 percent to 26.16 percent.
- The Net Profit Margin is projected to improve modestly, rising from 20.17 percent to 20.25 percent.
- The Future P/E Ratio estimate has fallen, shifting from 19.62x to 18.43x.
Disclaimer
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