Dlocal (DLO) | News Based Sentiment Analysis

• On October 2, 2025, dLocal announced an expanded partnership with XanderPay, extending their reach across 13 key emerging markets – Argentina, Brazil, Chile, China, Colombia, India, Mexico, Morocco, Panama, Peru, Saudi Arabia, Thailand, and Uruguay. This collaboration aims to reduce cross-border hotel payment settlement times from 3 to 5 days and lower fees from 3-7%, which should attract more hotels and online travel agencies to dLocal’s platform.
• An insider at dLocal proposed selling 40,000 Restricted Stock Units (RSU) shares on October 1, 2025, valued at $571,200, representing approximately 0.024% of the company’s outstanding shares. While insider sales aren’t always negative, investors will want to monitor the situation for further context.
• M. V. Cunha of Yellowbrick Investing added dLocal Limited to their portfolio on October 1, 2025, citing strong Q2 results and consistent partnership announcements as key reasons for their conviction. Shares were acquired in the “low $14s,” indicating a favorable entry point based on the analyst’s assessment.
• Yellowbrick Investing views dLocal as a trusted long-term hold with potential upside to 2030, despite acknowledging it isn’t the highest short-term gainer. This suggests a belief in the company’s long-term growth prospects and its ability to capitalize on opportunities in emerging markets.
• A technical analysis from October 3, 2025, described dLocal as being in a short-term accumulation phase, with price stability near a pivot point of $14.04 and a Relative Strength Index (RSI) of 38.164. This suggests potential for a price breakout if the accumulation phase continues.
• The options market showed an “overwhelming bullish skew” on October 3, 2025, with a Put/Call Open Interest Ratio of 0.35, indicating a “Bullish Continuation” and anticipating a high-volume breakout and potential gamma squeeze. This suggests strong positive sentiment among options traders.

The Investment Story: October was a positive month for dLocal, marked by a significant partnership expansion, bullish analyst sentiment, and positive technical indicators, despite a minor insider share sale. These developments point to continued growth and potential for future gains.

What It Means for Investors: The expanded partnership and positive analyst coverage suggest dLocal is well-positioned to benefit from the growing demand for cross-border payment solutions in emerging markets. The insider sale is a small concern, but the overall narrative is optimistic. Investors should monitor the impact of the XanderPay partnership on financial performance.

Looking Ahead: Investors should watch for dLocal’s Q3 earnings report to see if the XanderPay partnership is translating into increased revenue and profitability. Monitoring future insider trading activity and the company’s progress in emerging markets will also be crucial.

The Bottom Line: dLocal appears to be executing its strategy effectively, expanding its reach, and attracting positive attention from analysts and investors. The company’s focus on emerging markets and its innovative payment solutions make it a potentially attractive investment for those seeking exposure to high-growth regions.