$DLO 0.56 Developing

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• @wallstengine bullish 86 eng

  UBS Upgrades $DLO to Buy from Neutral, Raises PT to $20 from $16 Analyst comments: "We see a combination of a strong growth path, with improving operating leverage and re-rating potential given the rising market confidence after a series of solid results. Growth should be supported by rising global digitalization and still lower e-commerce penetration in emerging markets, expansion into new geographies, and deeper relationships with clients, implying higher share of wallet. At the same time, we believe profitability should expand in 2H26, as DLocal reaps the fruits from the investment cycle deployed during 2024-2025. We incorporate those trends and increase our earnings estimates by +15%, on average, over 2026-2030E. Our earnings estimates are ~2% above consensus in 2027-2028E. At 16x/12x P/E 2026/2027E, DLO is trading below global peers, at a ~50% discount versus ~40% in the last ~3 years, and below historical levels, 25% below its ~3-year average. Adjusting for growth, we believe the stock trades at a compelling multiple." Analyst: Kaio Prato

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