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Tuesday's Bonus News dLocal Keeps Winning, but the Stock Still Has Something to ProveWritten by Ryan Hasson. Date Posted: 3/19/2026. 
Key Points - dLocal has beaten earnings and revenue estimates for the fourth consecutive quarter, with Q4 TPV surging 70% year over year to a record $13.1 billion and full-year revenue surpassing $1 billion for the first time.
- Analysts have a consensus price target of $17, implying nearly 50% upside, yet DLO continues to trade at a forward P/E below 11 despite its consistent execution.
- The fundamental case is compelling, but the stock remains in a downward channel, and a break above $14 would be the key technical signal that sentiment is beginning to shift.
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Uruguayan-based fintech company dLocal (NASDAQ: DLO) has delivered yet another impressive quarter, easily topping both earnings and sales estimates. The company has now beaten expectations for the fourth consecutive quarter, reinforcing a clear trend of operational excellence and management's consistent execution. Yet despite that track record, the stock continues to trade at what appears to be a significant discount, with a forward P/E below 11 as of the close on Wednesday, March 18. With key metrics pointing to strong growth and the shares well off their 52-week high, the question is whether this represents a compelling long-term buying opportunity. Let's unpack the results and see what Wall Street thinks. DLO Posts an Impressive Q4 Beat I've worked for the CIA, personally met four US presidents, and spent 45 years studying the markets—calling Black Monday six weeks before it happened, predicting the fall of the Berlin Wall, and pinpointing the exact bottom in 2009. But what I'm about to share with you is the boldest prediction of my career. After meeting Elon Musk face-to-face at a private gathering of Wall Street elites and months of my own research, I'm now staking my reputation on one date: March 26, 2026. That's when I believe Elon will announce the SpaceX IPO—what Bloomberg is calling the biggest listing of all time. I have found an access code that lets you grab a pre-IPO stake before it happens, but in 72 hours, your window could close. Click here to see how to claim your SpaceX access code dLocal closed out 2025 with fourth-quarter results that showed accelerating growth across every key metric. Total Payment Volume (TPV) hit a record $13.1 billion, up 70% year over year, marking the fifth consecutive quarter of growth above 50%. Revenue surged 65% to $338 million, while gross profit rose 38% to $116 million. Profitability improved meaningfully as well, with adjusted EBITDA increasing 38% year over year and net income jumping 87%. Adjusted free cash flow doubled and exceeded net income, underscoring the strength of dLocal's asset-light, high-conversion business model. The full-year picture is equally compelling. TPV climbed 60% to a record $41 billion, while revenue topped $1 billion for the first time in company history. Gross profit rose 37%, adjusted EBITDA increased 47% with margin expansion, and net income grew 63% to $197 million. Free cash flow was a particular standout, rising 110% year over year, and the strength of that cash generation allowed management to announce an expected dividend. Demand remains robust across regions, driven by e-commerce, streaming, financial services, and continued geographic expansion in Latin America, Africa, and Asia. Although rapid scaling and geographic expansion have put some pressure on margins, the broader picture is one of strong execution and disciplined cost control. The results reinforce dLocal's position as a leading payments-infrastructure platform in emerging markets. Sentiment Is Strong, But the Chart Has Work to Do It's easy to see why sentiment on dLocal is broadly bullish: the results speak for themselves, and so does the valuation. Of nine analysts covering the stock, seven rate it a Buy and two a Hold, producing a consensus Moderate Buy. The consensus price target stands out at $17, implying nearly 50% upside from Wednesday's close. Given the strength of the recent results, analyst sentiment and the price target are likely to improve further in the coming days and weeks. That said, there's work to do on the technical side. Despite the strong fundamentals and consistent execution, DLO has traded in a downward channel for several months and has failed to build meaningful upside momentum. It's down 19% year to date and nearly 18% over the past three years, a reminder that strong fundamentals don't always translate into near-term price gains. For sentiment to genuinely shift on the chart, the shares would need to break above and hold the $14 level, which would signal a potential breakout of the downward-channel resistance and could mark the start of a higher-timeframe uptrend. Until that happens, the stock remains a fundamentally compelling but technically unconfirmed opportunity—one that patient, long-term investors may find increasingly difficult to ignore at current levels. | 
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