MercadoLibre Inc. (MELI)
MercadoLibre: Don't Wait Till It Enters Beast Mode
I've decided to upgrade MercadoLibre to a "Buy," demonstrating my confidence in its dominant LatAm e-commerce and fintech ecosystem despite recent margin headwinds. MELI's robust scale, logistics, and fintech flywheel drive strong revenue growth and operating leverage growth, potentially offsetting competitive threats from rivals encroaching on its turf. MELI's recent weakness is construed as a timely buying opportunity, with the stock consolidating well, suggesting market conviction.
MercadoLibre (MELI) Exceeds Market Returns: Some Facts to Consider
In the latest trading session, MercadoLibre (MELI) closed at $2, marking a +1.33% move from the previous day.
3 Emerging Stocks You Haven't Heard Much From This Cycle
Most investors find overseas stocks appealing, sparking curiosity alongside reasonable fears. Trusting a company with one's hard-earned money requires a compelling thesis, which allows trust to be built and capital to be put to work outside the United States.
MercadoLibre (MELI) Beats Stock Market Upswing: What Investors Need to Know
In the most recent trading session, MercadoLibre (MELI) closed at $2, indicating a +1.23% shift from the previous trading day.
MELI vs. EBAY: Which Online Marketplace Stock Is the Better Pick?
EBAY's steady margins and global reach contrast with MELI's growth-at-a-cost strategy amid rising competition.
Why Is MercadoLibre (MELI) Down 1.2% Since Last Earnings Report?
MercadoLibre (MELI) reported earnings 30 days ago. What's next for the stock?
Should You Hold or Fold MercadoLibre Stock at P/E Multiple of 42.7X?
MELI's steep 42.7X P/E raises questions as margin strain, credit risk and competitive pressure build beneath the surface.
Why MercadoLibre Might Outperform The Market
MercadoLibre remains Latin America's e-commerce leader, benefiting from regional e-commerce penetration and a diversified business model including fintech and advertising. Q2 2025 results showed strong revenue growth (33% YoY), robust user gains, and expanding fintech/advertising, but EPS missed expectations and margins compressed. Margin pressure stemmed from increased marketing and shipping incentives; net income dipped slightly due to FX losses, notably from the Argentine Peso.
Is MercadoLibre (MELI) a Buy as Wall Street Analysts Look Optimistic?
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 Faces Margin Strain: Should You Hold or Fold the Stock?
MELI's aggressive growth push hits profitability, with EPS miss and margin squeeze raising investor red flags.
MercadoLibre Faces Ongoing Margin Strain: Is Profit Growth Slowing?
Heavy spending on payments, shipping and credit expansion is fueling MELI's market reach, yet margins reflect the strain of rapid growth plans.
MercadoLibre Q2: Sacrificing Margins For Growth
I reiterate my buy recommendation for MercadoLibre after Q2, supported by strong revenue growth and robust fintech performance, especially in Argentina. The company's margin sacrifice is a strategic move for customer loyalty and market share, not a sign of weakness, and can be reversed if needed. Valuation using a 5-year DCF model indicates a fair value of $2,705 per share, offering a 16.8% upside and an attractive risk-reward profile.
