MercadoLibre's strong e-commerce and fintech growth in Latin America has outperformed expectations, despite macroeconomic and tariff uncertainties. Recent quarters showed impressive revenue and user growth, with marketplace and fintech segments both accelerating, reinforcing MELI's long-term potential. Rising bad debt expense and margin pressure are concerns, but credit quality and provision coverage remain healthy for now.
Mercado Libre's NASDAQ: MELI shares are up nearly 300% in the last two years and have ample room to run. The business is growing and accelerating, with plenty of market left to address.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
MELI's Q2 earnings miss estimates despite surging 33.8% revenue growth, fueled by strong commerce and fintech momentum.
MercadoLibre's Q2 earnings showed robust growth across all segments, but profit margins were pressured by increased investments in marketing and logistics. Long-term fundamentals remain strong, with accelerating user growth, expanding fintech adoption, and significant market share opportunities in Latin America. Management's focus on reinvestment is driving sustained growth and past investments have proven successful in strengthening MercadoLibre's competitive position.
Although the revenue and EPS for MercadoLibre (MELI) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
MercadoLibre, Inc. (NASDAQ:MELI ) Q2 2025 Earnings Conference Call August 4, 2025 5:00 PM ET Company Participants Ariel Szarfsztejn - Commerce President Martin de los Santos - EVP & CFO Osvaldo Gimenez - Fintech President Richard M. Cathcart - Head of Investor Relations Conference Call Participants Andrew R.
MercadoLibre (MELI) came out with quarterly earnings of $10.31 per share, missing the Zacks Consensus Estimate of $12.01 per share. This compares to earnings of $10.48 per share a year ago.
Despite strong Q2 growth projections, MELI's stretched valuation and rising competition may limit investor upside.
Mercado Libre CEO Marcos Galperin will focus “quite a bit” on artificial intelligence when he moves to a new role as executive chairman on Jan. 1, 2026, he said Wednesday (July 30) on the company's investor relations podcast.
MercadoLibre (MELI) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for MercadoLibre (MELI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.