Update shared on16 Aug 2025
Fair value Increased 8.69%DLocal's consensus price target has increased to $13.90, driven by strong quarterly EBIT outperformance, robust payment volumes, improved cost controls, and greater disclosure, though some analysts caution that much of the company's growth potential is already reflected in the current valuation.
Analyst Commentary
- Recent quarterly results showed a significant EBIT beat and continued strong payment volumes, exceeding analyst expectations.
- Improved cost control measures were evident, with operating efficiencies delivered despite ongoing investment in personnel and technology.
- Enhanced transparency and upgraded disclosures over the past year have contributed to renewed market confidence in DLocal.
- Bullish analysts cite recent consistent performance as a catalyst for upgrades and price target increases.
- Some major analysts remain cautious, seeing only modest near-term upside as much of the long-term growth potential is already reflected in DLocal's current valuation, resulting in neutral or equal weight ratings despite higher price targets.
What's in the News
- DLocal updated 2025 earnings guidance, projecting 30%-40% year-on-year revenue growth and citing strong first half performance, while warning of risks from macroeconomic and currency volatility.
- Guillermo López Pérez appointed Chief Financial Officer, bringing over 25 years of finance and payments experience from firms such as Visa, American Express, Featurespace, and Tink; outgoing interim CFO Jeffrey Brown returns to VP of Finance.
Valuation Changes
Summary of Valuation Changes for DLocal
- The Consensus Analyst Price Target has risen from $12.79 to $13.90.
- The Net Profit Margin for DLocal has risen from 19.17% to 20.35%.
- The Future P/E for DLocal has risen slightly from 15.99x to 16.79x.
Disclaimer
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