DLO Earnings

DLO reported its earnings on 2026-03-18, showcasing a revenue of 337.89M against an estimate of 296.12M, resulting in a 14.11% surprise. The EPS was 0.22, surpassing the expected 0.18 by 22.22%. The stock experienced a 9.43% price change on the earnings day and a 12.84% change over the next five days, reflecting market reactions to the results.

Following DLO's earnings announcement on 2026-03-18, the stock price moved by 9.43% on the day of the release. Over the subsequent five days, it saw a 12.84% change. Historically, DLO's stock price tends to shift by an average of -2.78% in the 10 days leading up to earnings and -5.04% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate DLO's annual revenue to reach 298.73M, while the EPS is projected at 0.18. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between DLO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, DLO's stock price typically moves by -2.78% in the 10 days before its earnings and -5.04% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.18 and revenue of 298.73M.

The earnings call highlights strong financial performance, including significant growth in TPV, revenue, and net income. Despite some concerns about Argentina's FX volatility and G&A expenses, the company exhibits robust expansion plans and product innovation, such as the Buy Now, Pay Later Fuse and stablecoin adoption. The Q&A section reveals optimism about long-term growth and market expansion, particularly in Latin America, Africa, and Asia. The market cap of $2.36 billion suggests moderate stock price sensitivity. Overall, the positive financial results and strategic initiatives suggest a positive stock price movement of 2% to 8%.