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    DLocal (DLO) Is Up 8.5% After Topping US$1 Billion Revenue And Announcing Buyback And Dividend

    Simply Wall St·03/20/2026 12:11:38
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    • DLocal Limited has already reported its fourth-quarter and full-year 2025 results, with revenue reaching US$337.89 million for the quarter and US$1.09 billion for the year, and net income of US$55.54 million and US$196.80 million respectively.
    • The company also lifted its Total Payment Volume by 60%, crossed the US$1 billion revenue threshold, and introduced a US$300 million share repurchase program alongside a confirmed dividend policy, underscoring its focus on scaling payments infrastructure while returning cash to shareholders.
    • Next, we’ll examine how surpassing US$1 billion in annual revenue and launching a large buyback reshape dLocal’s broader investment narrative.

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    DLocal Investment Narrative Recap

    To own dLocal, you need to believe that its emerging markets payment rails can keep attracting large global merchants while withstanding regulatory and competitive pressure. The latest results, with Total Payment Volume up 60% and revenue above US$1.09 billion, support the near term growth catalyst around scaling volumes, but do not remove the key risk of heavy reliance on a relatively small set of big customers.

    The new US$300 million share repurchase program stands out here. It sits alongside the company’s confirmed dividend policy and stronger earnings, and directly shapes how much of dLocal’s cash generation flows back to shareholders versus being reinvested into new products like stablecoin solutions and Buy Now Pay Later, both of which tie into the volume driven growth story.

    Yet behind these strong numbers, investors should still be aware that customer concentration and regulatory shifts in core markets could...

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

    DLocal's narrative projects $1.7 billion revenue and $346.3 million earnings by 2028. This requires 25.7% yearly revenue growth and an earnings increase of about $200 million from $145.9 million today.

    Uncover how DLocal's forecasts yield a $17.85 fair value, a 42% upside to its current price.

    Exploring Other Perspectives

    DLO 1-Year Stock Price Chart
    DLO 1-Year Stock Price Chart

    Before this earnings beat, the most optimistic analysts were already penciling in roughly US$2.0 billion of revenue and US$420.0 million of earnings by 2028, so this latest TPV and profit jump could either reinforce that bullish view or prompt some to reassess how much currency risk and take rate pressure you are really comfortable with.

    Explore 20 other fair value estimates on DLocal - why the stock might be a potential multi-bagger!

    Form Your Own Verdict

    Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

    • A great starting point for your DLocal research is our analysis highlighting 4 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.

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    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.