DLocal's Q1: Post-Earnings Weakness Looks Mispriced To Me

DLocal Limited (DLO) remains a compelling fintech play, with robust execution and improving unit economics despite recent post-earnings volatility. DLO's Q1 2026 saw 73% YoY TPV growth and 55% revenue growth, but net take rate declined as large enterprise clients pressured fees. Management is proactively controlling OPEX via a hiring freeze and expanding into higher-margin Tier 2/3 payment networks to stabilize margins.

Seeking Alpha • May 15, 2026

Fintech dLocal posts first-quarter profit down 10%

Payments provider dLocal on Thursday reported a ​10% dip in its first-quarter net ‌profit missing analyst estimates as a one-off tax charge and higher expenses offset a surge ​in payment volumes.

Reuters • May 14, 2026

DLocal Q1 Earnings Call Highlights

DLocal NASDAQ: DLO reported another quarter of rapid payment volume growth, with management pointing to broad-based merchant expansion across emerging markets while also addressing higher operating expenses and a one-time tax adjustment that weighed on reported earnings.

MarketBeat • May 15, 2026

DLocal Limited (DLO) Q1 2026 Earnings Call Transcript

DLocal Limited (DLO) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 15, 2026

dLocal Reports First Quarter 2026 Financial Results

TPV surpassed US$14 billion for the first time (+73% year-over-year), six consecutive quarters of 50%+ year-over-year growth.  Record gross profit: US$119 million (+40% year-over-year). Operating profit US$57 million excluding prior years tax adjustments (+25% year-over-year). Expected higher OPEX from 2025 carry-over; operating leverage to improve in 2H26. Net income at US$52 million excluding prior-years tax adjustments (+11% year-over-year). Adjusted Free Cash Flow US$15 million, driven by temporary working capital effects, expected to revert. Guidance unchanged.

GlobeNewsWire • May 14, 2026

DLocal (DLO) Q1 Earnings and Revenues Beat Estimates

DLocal (DLO) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.15 per share a year ago.

Zacks Investment Research • May 14, 2026

DLocal (DLO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

DLocal (DLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • May 7, 2026

dLocal Limited Announces Dismissal of New York State Securities Class Action

MONTEVIDEO, Uruguay, April 20, 2026 (GLOBE NEWSWIRE) -- DLocal Limited (NASDAQ: DLO, “dLocal” or the “Company”), a leading cross-border financial infrastructure platform connecting global merchants to emerging markets, today announced that the Supreme Court of the State of New York, Appellate Division, First Department, has unanimously affirmed the dismissal of the putative class action lawsuit captioned In the Matter of DLocal Securities Litigation, Index No. 151778/23 (the “New York State Action”). The Supreme Court, New York County had previously granted the defendants' motion to dismiss the complaint in its entirety, and the Appellate Division has now unanimously upheld that decision.

GlobeNewsWire • Apr 20, 2026

3 Criminally Undervalued Software Stocks to Back Up the Truck On

Software stocks have always been expensive, up until a few months ago.

24/7 Wall Street • Apr 20, 2026

dLocal Updates Time of First Quarter 2026 Earnings Call; Date Remains May 14, 2026

MONTEVIDEO, Uruguay, April 16, 2026 (GLOBE NEWSWIRE) -- DLocal Limited (NASDAQ: DLO, “dLocal” or the “Company”), the leading cross-border payment platform connecting global merchants to emerging markets, today announced a change to the time of its previously scheduled earnings conference call.

GlobeNewsWire • Apr 16, 2026