We came across a bullish thesis on DLocal Limited on wallstreetbets subreddit by  Ok_Neat9473. In this article, we will summarize the bulls’ thesis on DLO. DLocal Limited's share was trading at $14.51 as of September 25th. DLO’s trailing and forward P/E were 30.23 and 20.28 respectively according to Yahoo Finance. DLocal (DLO) Drops on 4th Day as Shareholder Disposes 15 Million Shares DLocal (DLO) has emerged as a standout fintech in the high-growth emerging markets payments space, positioning itself as ...

MONTEVIDEO, Uruguay, Oct. 08, 2025 (GLOBE NEWSWIRE) -- DLocal Limited (NASDAQ: DLO, “dLocal” or the “Company”), a technology-first payments platform enabling global enterprise merchants to connect with billions of consumers in emerging markets, intends to release financial results for its third fiscal quarter ended September 30, 2025 on November 12, 2025 after market close. The Company will host a conference call and video webcast on November 12, 2025 at 5:00 p.m. Eastern Time. Please click here to pre-regi ...

Group 1: Market Trends and Trading Strategies - The current market environment is characterized by all-time highs across various asset classes, making it difficult for investors to adhere to their original plans [1] - Investors often face the temptation to hold onto stocks for additional gains, even when their initial objectives have been met [1][2] - A proactive approach to trading, such as preparing for volatility in advance, can help capitalize on short-term opportunities [3] Group 2: Company-Specific Insights - SoundHound AI (NASDAQ:SOUN) has experienced over 250% stock growth in the past year, driven by its focus on Voice AI systems, but remains unprofitable with a larger EPS loss than expected in Q2 2025 [4][6] - Micron Technology (NASDAQ:MU) has seen significant revenue growth, reporting $11.3 billion in Q4, the largest in its history, but technical indicators suggest a potential profit-taking opportunity after a 50% gain in just over a month [7][9] - Dlocal (NASDAQ:DLO) is a profitable fintech startup with consistent sales growth, but faces challenges due to currency devaluation in Argentina, indicating a potential exit point for investors [10][13] - ACM Research (NASDAQ:ACMR) has shown strong performance with an 11% jump recently and annual sales exceeding $780 million, but earnings surprises are slowing, and revenue missed expectations in Q3 for the first time since 2023 [14][16] - Axcelis Technologies (NASDAQ:ACLS) reported over $1 billion in sales last year, but its revenue has declined recently, with Q2 2025 showing a YOY decline of over 20%, suggesting a potential pullback despite a 30% stock increase over the last three months [18][20]

Industry Overview - Emerging markets, which account for 85% of the global population, are driving a digital payments revolution projected to nearly double to $4.2 trillion by 2030 [1] - DLocal is positioned as a leading platform for merchants, providing access to over 900 local payment methods [1] Company Insights - DLocal is recognized as a premier bridge for merchants seeking convenient access to local payment solutions [1]

Industry Overview - Emerging markets, which account for 85% of the global population, are driving a digital payments revolution projected to nearly double to $4.2 trillion by 2030 [1] - DLocal is positioned as a leading platform for merchants, providing access to over 900 local payment methods [1] Company Insights - DLocal is recognized as a premier bridge for merchants seeking convenient access to local payment solutions [1]

Core Viewpoint - DLocal continues to impress investors following its recent quarterly earnings release, with a notable increase in stock price after an analyst raised the price target [1] Group 1: Analyst Insights - Citigroup's Amon Shirazy increased DLocal's price target by 16% to $17 per share from $14.60, maintaining a buy recommendation [2] - The analyst raised his net income forecast for full-year 2025 by 15% and increased the 2026 projection by 5%, indicating confidence in the company's growth potential despite declining volumes [4] Group 2: Financial Performance - DLocal reported a 53% year-over-year increase in total payment volume, reaching $9.2 billion, alongside a 50% revenue improvement to $256 million for the second quarter [5] - The company raised its revenue and non-GAAP EBITDA guidance for the entirety of 2025, reflecting strong performance and positive outlook [5]

dLocal (NASDAQ: DLO ) is a rising fintech player in the emerging markets. After learning about it in late June, I have looked over it and pondered it carefully, looking at the current financial state, the risks, the milestones it mustI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my resear ...

dLocal (NASDAQ: DLO ) is a rising fintech player in the emerging markets. After learning about it in late June, I have looked over it and pondered it carefully, looking at the current financial state, the risks, the milestones it mustI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my resear ...

DLocal (NASDAQ: DLO ) is a payment processing company specialized in emerging markets. During its recent quarterly report, it returned to extraordinary growth after several weak quarters, improving transaction volume and take rate.My name is María Fernanda and I'm currently studying an MBA. My inspiration investors are Warren Buffett, Peter Lynch and Terry Smith, so I look for quality companies at a reasonable valuation. I believe that, in the long term, fundamentals are what drive the share price, so I loo ...

Core Viewpoint - DLocal has returned to extraordinary growth in its recent quarterly report, showing improvements in transaction volume and take rate after several weak quarters [1] Company Summary - DLocal is a payment processing company that specializes in emerging markets [1] - The company has experienced a significant recovery in its performance metrics, indicating a positive trend in its business operations [1]