Why Did DLO Stock Jump After-Hours Today?

• DLocal said that it expects FY26 TPV to increase by up to 60% and gross profit to rise in the range of 22.5% – 27.5% compared to 2025. 
• DLocal’s Q4 revenues amounted to $337.9 million, up 65% year-over-year.
• The company said that the board authorized a new share repurchase program to purchase up to $300 million of Class A common shares. 

Shares of dLocal (DLO) jumped 5% during extended hours of trading on Wednesday after it reported a jump in its fourth-quarter (Q4) revenue as payments volume hit record during the quarter. 

DLocal’s Q4 revenues amounted to $337.9 million, up 65% year-over-year compared to $204.5 million in the fourth quarter of 2024. It also sailed past analyst expectations of $296.3 million, according to Stocktwits. 

The company's net income for Q4 2025 was $55.6 million, or $0.18 per diluted share, up 87% compared to a profit of $29.7 million, or $0.10 per diluted share, for the fourth quarter of 2024. 

“2025 was a year of exceptional execution, one that proved the strength of our business as we continue to build a world-leading financial infrastructure platform for emerging markets. Our flywheel is accelerating: high growth in a massive and expanding TAM, strong customer loyalty and retention, a growing capacity to innovate, and an asset-light, high-cash-conversion financial model,” said Pedro Arnt, CEO of dLocal.

DLO’s Total Payment Volume (TPV) reached a record $13.1 billion in the quarter, up 70% year-over-year compared to $7.7 billion in the fourth quarter of 2024. 

Outlook And Buyback

DLocal said that it expects FY26 TPV to increase by up to 60% and gross profit to rise in the range of 22.5% – 27.5% compared to 2025. 

The company said that the board authorized a new share repurchase program to purchase up to $300 million of Class A common shares, expiring at the earliest of March 2027 or upon reaching the repurchase limit.

Retail Reaction

Retail sentiment around DLO stock trended in the ‘bullish’ territory amid ‘normal’ message volume.

Shares in the company fell nearly 20% so far in 2026. 

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