Why DLocal (DLO) Is Up 12.8% After Raising 2025 Outlook and Naming a New CFO

• DLocal Limited recently reported strong second quarter earnings and raised its 2025 revenue guidance, citing robust business momentum and updated leadership with Guillermo López Pérez appointed as CFO. The company highlighted growing sales in the first half of 2025 and reaffirmed its commitment to operational excellence and leadership depth.
• The combination of these operational and leadership updates signals a focus on scaling expertise to address rising market opportunities and operational complexities in global payments.
• Given the appointment of an experienced CFO, we'll look at how this leadership expansion could influence DLocal's investment narrative going forward.

The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 18 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.

DLocal Investment Narrative Recap

For DLocal, long-term investors need to believe in its ability to capture ongoing payments digitization across emerging markets, while reducing its dependency on a handful of top merchants. The recent CFO appointment and upgraded revenue guidance signal reinforced financial leadership and momentum, but do not fundamentally alter the largest short-term catalyst, expansion of products and geographies, or the key risk, which remains customer concentration. In the near term, the pivotal challenge continues to be broadening and securing the client base as scaling accelerates.

The company announcing stronger revenue guidance for 2025, anticipating 30%–40% year-on-year growth, is particularly relevant. This underscores management’s confidence in both existing merchant growth and new market entry, supporting the thesis that revenue diversification is progressing, even as concentration risks remain front of mind for investors seeking sustainable long-term value.

However, investors should remember that while growth forecasts have been revised upward, the risk posed by heavy reliance on the top 20 merchants is still something...

Read the full narrative on DLocal (it's free!)

DLocal's narrative projects $1.5 billion in revenue and $296.9 million in earnings by 2028. This requires 25.8% annual revenue growth and a $147.6 million earnings increase from $149.3 million today.

Uncover how DLocal's forecasts yield a $12.79 fair value, a 9% upside to its current price.

Exploring Other Perspectives

Sixteen members of the Simply Wall St Community have fair value estimates for DLocal spanning from US$9 to US$195.39 per share. Many see upside, yet concerns persist about revenue concentration that could shape the company's performance and resilience, make sure to explore these alternative viewpoints.

Explore 16 other fair value estimates on DLocal - why the stock might be worth 23% less than the current price!

Build Your Own DLocal Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your DLocal research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free DLocal research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate DLocal's overall financial health at a glance.

No Opportunity In DLocal?

Our daily scans reveal stocks with breakout potential. Don't miss this chance:

• This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality.
• Find companies with promising cash flow potential yet trading below their fair value.
• We've found 19 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com