DLO DLocal Limited Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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21:14
Aug 18
Aug 18
The author compliments the parent as the "DLO goat" without stating any personal position.
The author compliments the parent as the "DLO goat" without stating any personal position or forward-looking view on the ticker.
LOW
20:49
Aug 18
Aug 18
Recommends reading DLO valuation analysis
A five-year DLO valuation write-up is recommended as fantastic reading; no explicit position or price target stated.
LOW
22:23
Aug 13
Aug 13
"DLO earnings scheduled for tomorrow"
Author notes DLO's earnings report is scheduled for tomorrow; no directional view or position disclosed.
LOW
21:13
Aug 13
Aug 13
Shares thoughts on recent earnings report.
Shares thoughts and analysis on the company's recent earnings report.
LOW
20:54
Aug 13
Aug 13
TPV growth accelerates under new CEO
Author highlights a sharp acceleration in TPV growth and a positive change in business trajectory under the CEO's long-term focus.
HIGH
20:42
Aug 13
Aug 13
DLO post-earnings dip buyable on 80% TPV growth
Buy DLO on post-earnings weakness; TPV grew 80% YoY (7th consecutive quarter of 50%+ growth), guidance raised for TPV and gross profit, and net revenue retention of 153% signals durable expansion despite EPS miss and declining take rates driven by mix shift to local-to-local.
MED
20:30
Aug 13
Aug 13
DLO TPV growth offsets margin noise
Buy DLO as exceptional 92% YoY TPV growth more than offsets near-term margin compression and lower take rates, validating the company's growth trajectory and management execution.
MED
20:13
Aug 13
Aug 13
DLO Q2 revenue/EBIT beat, guidance raised
Reports DLO Q2 revenue/EBIT beating estimates with TPV +92% YoY and 2026 TPV/gross profit guidance raised; no directional stance from speaker.
MED
13:35
Aug 03
Aug 03
Author celebrates Substack anniversary and lists past deep dives as portfolio/watchlist.
Author celebrates Substack anniversary and lists past deep dives as portfolio/watchlist coverage, not current positions or forward calls.
07:45
Jul 17
Jul 17
Author discloses an active long position in DLO, up 30% from a recent bottom.
Author discloses an active long position in DLO, up 30% from a recent bottom, held as a non-consensus diversifier away from popular high-beta growth names.
MED
21:04
Jul 10
Jul 10
The author lists five tickers in reply to a parent asking for forgotten favorites to monitor.
The author lists five tickers in reply to a parent asking for forgotten favorites to monitor, making this a watchlist response rather than an explicit position or trade call.
LOW
14:13
Jul 05
Jul 05
Author lists this ticker as part of their current portfolio and asks for critique.
Author lists this ticker as part of their current portfolio and asks for critique; under current-position semantics this is a long/held position, though no fresh catalyst is stated.
LOW
18:44
Jul 04
Jul 04
Author explicitly lists DLO as a current portfolio holding in a monthly holdings update.
LOW
18:40
Jul 04
Jul 04
Author holds Dlocal as highest-conviction position.
Author holds Dlocal as highest-conviction position, citing persistent undervaluation and recent 20% price move as validation; plans to add on any pullback.
MED
22:35
Jun 20
Jun 20
Author nominates DLO as the best business meeting quality criteria — simple operations.
Author nominates DLO as the best business meeting quality criteria — simple operations, low capex, consistent FCF, strong balance sheet, durable moat, and reasonable valuation — in response to a direct prompt for such a name.
MED
19:58
Jun 04
Jun 04
The author is testing interest in a subscription service to share their portfolio.
The author is testing interest in a subscription service to share their portfolio and watchlists, not expressing any directional trade views.
LOW
19:35
Jun 04
Jun 04
Buy DLO — Dlocal trades at 18x trailing / 12x forward PE despite 73% YoY TPV growth.
Buy DLO — Dlocal trades at 18x trailing / 12x forward PE despite 73% YoY TPV growth, six consecutive quarters of 50%+ TPV growth, a $300M buyback, and a capex-light EM payments model; margin pressure and currency risk are already reflected in the valuation, making the risk/reward compelling.
HIGH
09:47
May 31
May 31
DLocal shows “insane growth” and “good fundamentals” according to the commenter. High organic growth in emerging‑market payments, paired with disciplined margins, suggests a hidden compounder. A fast‑growing fintech that fits a value thesis if current price is below intrinsic value. FX volatility, regulatory crackdowns in operating countries, or slowdown in merchant expansion.
LOW
16:00
May 03
May 03
Daniel Koss shares a YouTube interview with dLocal CEO Pedro Arnt discussing the company's.
Daniel Koss shares a YouTube interview with dLocal CEO Pedro Arnt discussing the company's growth in emerging markets, cross-border payments, and stablecoins, but expresses no personal forward-looking view.
HIGH
15:51
Apr 30
Apr 30
Interview with dLocal CEO discussing company's business model, moat.
Interview with dLocal CEO discussing company's business model, moat, and growth opportunity in emerging-market payments and stablecoin/agentic commerce.
MED
18:37
Mar 31
Mar 31
Author discloses top 10 DLO position.
Author discloses a large existing DLO position, noting it has become a top 10 holding after recent purchases.
MED
21:01
Mar 18
Mar 18
Long DLO — stellar performance regardless of market reaction: TPV +60% YoY.
Long DLO — stellar performance regardless of market reaction: TPV +60% YoY, gross profit +37% YoY, NRR 162%, take rates declining as expected.
MED
15:56
Mar 17
Mar 17
Included in fintech comparative research summary
Mentions the ticker in a comparative research summary of lending and fintech companies.
LOW
22:05
Mar 03
Mar 03
Notes news of 4% dividend yield
Notes news regarding a 4% dividend yield, no directional view stated.
LOW
20:00
Feb 13
Feb 13
Both companies have high "Short Float" (>10-14%) and rising institutional buying (Transactions up >12%). DLocal (DLO) has ~30% revenue growth and is profitable. This setup creates a "Short Squeeze" potential. When strong hands (institutions) accumulate while short interest is high, any positive catalyst can force shorts to cover, fueling a rapid price ascent (similar to Tesla's past moves). LONG. Speculative play on a "Transition" phase driven by short covering. High volatility; these are "falling knives" until the trend explicitly reverses.
22:27
Feb 05
Feb 05
Co-mentioned as a higher-quality alternative to narrative-driven names.
Co-mentioned as a higher-quality alternative to narrative-driven names; author expresses preference for holding over hyper-growth stocks, no specific catalyst stated.
MED
10:25
Jan 20
Jan 20
dLocal announces partnership with HONOR for Peru payment services.
dLocal announces partnership with HONOR for Peru payment services; no directional view from speaker.
LOW
10:43
Jan 15
Jan 15
Buy DLO on the thesis that total payment volume growth will more than offset take rate.
Buy DLO on the thesis that total payment volume growth will more than offset take rate compression, and the asset-light, scalable business model supports future margin stabilization without heavy reinvestment.
MED
21:30
Jan 12
Jan 12
Author expects DLO to rally soon, based on momentum from his other top holdings that have.
Author expects DLO to rally soon, based on momentum from his other top holdings that have already moved significantly YTD.
MED
18:40
Jan 10
Jan 10
Buy DLO; author expresses a patient bullish stance, suggesting gradual appreciation over time.
Buy DLO; author expresses a patient bullish stance, suggesting gradual appreciation over time, with no specific catalyst or data point provided.
LOW
About DLO Analyst Coverage
Buzzberg tracks DLO (DLocal Limited) across 7 sources. 21 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (54%). 39 total trade ideas tracked. Latest voices: tacticzh, mvcinvesting, u/Far-East-locker.