Group 1 - DLocal Limited (NASDAQ:DLO) is recognized as one of the best performing new tech stocks, with Truist raising its price target to $17 from $16 while maintaining a Buy rating ahead of the Q4 2025 earnings report [1] - Truist anticipates solid performance for DLocal in Q4 2025, but notes that challenging year-over-year comparisons may hinder significant volume exceedance [1] - Itau BBA analyst William Barranjard initiated coverage of DLocal with an Outperform rating and set a price target of $21 [3] Group 2 - Truist expresses general optimism about the FinTech sector's trajectory through 2026, suggesting that management teams may provide more conservative guidance to reset expectations [2] - DLocal operates a global payment processing platform, offering a robust pay-in solution for businesses to receive payments through various methods [4]

Core Viewpoint - The retail sector is experiencing significant growth, particularly in E-commerce, presenting investment opportunities in related areas such as online payment systems and logistics [1][2]. E-commerce Growth - E-commerce companies are expected to see a breakout in activity, which will positively impact online payment platforms and logistics stocks [2]. - PayPal Holdings Inc. is highlighted as a key player in the payment processing ecosystem, with institutional investors showing confidence by increasing their stakes [3][4]. PayPal Insights - PayPal's stock is forecasted to reach $90.03 within 12 months, indicating a potential upside of 28.27% from the current price of $70.19 [5]. - Institutional investments in PayPal have surged, with $5.5 billion entering the stock over the past quarter, reflecting strong confidence in its future performance [5][6]. - The earnings per share (EPS) forecast for PayPal suggests a growth rate of 9.2%, with an expected EPS of $1.30 in Q4 2025 [7]. United Parcel Service (UPS) Analysis - Analysts from Citigroup maintain a Buy rating for United Parcel Service, with a target price of $149, suggesting a potential increase of 26.4% from current levels [9]. - UPS's stock is forecasted to reach $138.09 in 12 months, representing a 19.81% upside [10]. - UPS offers a dividend of $6.56 per share, translating to an annualized yield of 5.6%, which is attractive in the current market [11]. FedEx Overview - FedEx stock is projected to reach $301.67 within 12 months, indicating a potential upside of 31.02% [13]. - The EPS forecast for FedEx suggests a significant increase of 37.5%, with an expected EPS of $5.57 in Q3 2025 [13][14]. - FedEx is also trading at a premium P/E ratio of 15.6x, reflecting market confidence in its growth potential linked to E-commerce trends [12].