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Sunday's Featured Content DLocal Stock Soars 43% After Earnings Beat and Raised GuidanceWritten by Ryan Hasson. Published 8/19/2025. 
Key Points - DLocal’s Q2 results smashed expectations across revenue, profitability, and free cash flow, with TPV up 53% YOY and adjusted EBITDA up 64%.
- Management lifted full-year revenue and profit forecasts, showing momentum is not a one-off but part of accelerating growth.
- With stronger execution under new leadership, structural growth drivers in emerging markets, the stock is moving from overlooked to a potential re-rating story.
DLocal Limited (NASDAQ: DLO) had spent much of the past year flying under the radar. Despite strong fundamentals, the payments technology company traded with little fanfare, hovering near flat year-to-date before its latest earnings. Many investors likely viewed it as misunderstood—a stock with value-like metrics but no clear catalyst or momentum. Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America's tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here That shifted dramatically after its most recent earnings release, which sent shares soaring over 43% in a week. With growth accelerating and sentiment turning, the question is whether the market is finally waking up to this payments giant's potential. A Quarter That Exceeded All Expectations The headline numbers were impressive. Total Payment Volume (TPV) hit a record $9.2 billion—up 53% year-over-year and 14% sequentially—marking the third straight quarter of over 50% growth. Revenue reached $256.5 million, well above the $229.7 million consensus. That's 50% growth year-over-year and 18% sequentially—a notable acceleration from the prior quarter's 18% year-over-year gain. In constant currency, revenue growth climbed to an even more impressive 63%. Profitability was equally striking. Adjusted EBITDA rose to $70.1 million, topping expectations of $55.8 million. That's a 64% increase from a year ago, with margins steady above 27%. Efficiency also improved, as adjusted EBITDA-to-gross profit climbed to 71% from 61% last year. Free cash flow surged 156% year-over-year to $48 million, even amid the company's ongoing investment cycle. Operating expenses grew just 9% year-over-year—far below revenue growth—highlighting clear operating leverage. And with $254 million in cash on hand, even after an extraordinary dividend in June, the balance sheet remains rock-solid. Raised Guidance Sparks Re-Rating Potential Management also raised full-year guidance, now forecasting revenue of about $1.01 billion (up from $958 million) and adjusted EBITDA of $274 million (versus $241 million prior). This bump reinforces confidence that the growth momentum is sustainable, not a one-off. For years, some investors questioned DLocal's transparency and execution. Under CEO Pedro Arnt—formerly CFO of Mercado Libre—that narrative appears to be shifting. The company has sharpened its communication, provided clearer updates, and proven its ability to execute at scale while maintaining efficiency. Growth Vectors and Competitive Positioning On the earnings call, management outlined three structural tailwinds: the vast addressable market for underpenetrated digital payments, deeper share-of-wallet gains with existing merchants, and the early-stage adoption curve of new clients. The top 20 merchants collectively drive results, underscoring both diversification and opportunities to deepen relationships with major global players. In a crowded, highly commoditized industry, DLocal differentiates itself by innovating local payment infrastructure in emerging markets. Its ability to serve global companies in regions with low digital penetration—while maintaining high margins—is a competitive edge that's hard to replicate. Analysts Begin to Take Notice The strong quarter also caught Wall Street's attention. HSBC upgraded the stock from Hold to Buy, raising its price target from $11.50 to $15. HSBC analysts cited cost discipline, innovative new products, and improved capital efficiency as reasons for confidence in DLocal's long-term trajectory. For a stock that has often been overlooked, this recognition could spark a long-awaited re-rating. A New Chapter in DLocal's Story DLocal's latest results were more than just a beat; they were a statement. Revenue growth is accelerating, profitability remains robust, and the company is demonstrating tangible operating leverage even while investing in future growth. With sentiment shifting, improved leadership communication, and raised guidance, this could mark the start of a new chapter for the stock. For investors, the key question is whether the recent 43% rally has already priced in this optimism, or if the market is only beginning to revalue a payments leader with a massive runway ahead. One thing is certain: after years of being misunderstood, DLocal is no longer flying under the radar.
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