For the second quarter of 2026, dLocal is expected to post consensus revenue of $366.77 million and EPS of $0.19, with its current $14.40 stock price sitting well below the $17.75 average analyst price target. Investors are primarily watching Total Payment Volume (TPV) growth, which analysts project will exceed 70% year-over-year for the Q2 2026 period.
Recent performance has been marked by record-setting volume expansion and a 55% revenue jump in Q1, although profit margins have faced headwinds from increased operating costs. Management’s ability to maintain high take rates while scaling with global merchants in over 60 emerging markets remains the central theme for this earnings report.