MercadoLibre Inc. (MELI)
MercadoLibre: A High-Growth Compounder Dominating Latin American Commerce
MercadoLibre is a dominant Latin American e-commerce and fintech leader, delivering rapid growth across online shopping, payments, shipping, and credit. MELI posted nearly 40% year-over-year revenue growth in FQ3 2025, with strong gains in gross merchandise value and unique active buyers. Despite a bottom-line miss, MELI's premium valuation is justified by its high double-digit growth and operational excellence across major markets.
MercadoLibre: A Solid Buying Opportunity That You Shouldn't Miss
MercadoLibre (MELI) remains a top growth play in Latin America, despite facing bear market pressures and heightened competition in Brazil. MELI's integrated e-commerce and fintech platform continues to drive strong user acquisition, revenue, and margin expansion, leveraging strongly on its scale and logistics infrastructure. Short-term margin pressures are likely due to increased competition and shipping subsidies, but these are not expected to structurally impair MELI's long-term trajectory.
Mercado Libre: Amazon's Aggression Proves Who Really Dominates LatAm
Mercado Libre remains a buy due to strong execution and a dominant ecosystem, despite recent stock weakness and competitive pressures. MELI faces heightened competition, notably from Amazon and Chinese players, but continues to outpace peers in logistics, digital experience, and fintech integration. Q3 results showed robust growth in GMV, active buyers, and fintech users, though margins and EPS missed expectations due to increased costs and competition.
MercadoLibre: A 20% Pullback That Looks Like A Buying Opportunity
MercadoLibre remains a 'Buy' after a 20% pullback, supported by robust revenue growth and strong fintech momentum. MELI posted Q3 revenue up 39% YoY, with record active buyers and expanding fintech engagement, despite margin pressures and FX headwinds. Valuation supports a fair price near $2,800, with a favorable risk/reward profile at current levels and a compelling growth-adjusted valuation.
3 Reasons to Fold MercadoLibre Stock Post Third Quarter Earnings Miss
MELI's Q3 beat on revenue but missed on earnings, as shrinking margins and rising competition cloud its outlook.
Brokers Suggest Investing in MercadoLibre (MELI): Read This Before Placing a Bet
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
MercadoLibre Q3 Earnings Miss Estimates, Revenues Rise Y/Y
MELI's Q3 earnings miss estimates despite 39.5% revenue growth, fueled by strong commerce and fintech momentum.
MercadoLibre (MELI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for MercadoLibre (MELI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
MercadoLibre, Inc. (MELI) Q3 2025 Earnings Call Transcript
MercadoLibre, Inc. ( MELI ) Q3 2025 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Richard Cathcart - Head of Investor Relations Martin de Los Santos - EVP & CFO Ariel Szarfsztejn - Commerce President Osvaldo Giménez - Fintech President Conference Call Participants Andrew Ruben - Morgan Stanley, Research Division Irma Sgarz - Goldman Sachs Group, Inc., Research Division Robert Ford - BofA Securities, Research Division Josh Beck - Raymond James & Associates, Inc., Research Division Craig Maurer - Financial Technology Partners LP Vinicius Pretto de Souza - Itaú Corretora de Valores S.A., Research Division Trevor Young - Barclays Bank PLC, Research Division John Halpert - Cantor Fitzgerald & Co., Research Division Neha Agarwala - HSBC Global Investment Research James Friedman - Susquehanna Financial Group, LLLP, Research Division Joao Pedro Soares - Citigroup Inc., Research Division Marvin Fong - BTIG, LLC, Research Division Kaio Penso Da Prato - UBS Investment Bank, Research Division Marcelo Santos - JPMorgan Chase & Co, Research Division Pedro Caravina Geoffrey Elliott Presentation Richard Cathcart Head of Investor Relations Hello, everyone, and welcome to the MercadoLibre Earnings Conference Call for the quarter ended September 30, 2025.
MercadoLibre: Latin America's Digital Empire Deserves A Premium
MercadoLibre (MELI) is a dominant, vertically integrated digital ecosystem in Latin America, driving growth through commerce, fintech, and logistics. MELI's structural advantages, data-driven credit, and operational excellence create a compounding flywheel, outpacing competitors despite macro and FX volatility. I rated the stock as a buy as it remains an excellent compounder with a strong MOAT.
3 Stocks Well Below 52-Week Highs Poised for a Q4 Rebound
Technical analysis has numerous applications and uses, but here's the most important one. Assessing where a stock trades in relation to its 52-week high can serve as a key indicator of the market's outlook for that company or industry group, and the 20% discount level is one of the most important benchmarks in this analysis.
MercadoLibre to sell products of Brazil rival Casas Bahia under new partnership
E-commerce firm MercadoLibre will start to sell Brazilian retailer Casas Bahia's products on its platform in November under a new long-term commercial partnership, the companies said on Thursday.
