I rate MercadoLibre as Buy, driven by reasonable valuation, robust growth, and a defensible integrated ecosystem in LATAM. FX-neutral revenue growth remains strong at 48.9% Y/Y, though it's cooling down slightly. Key risks for MELI include stiffer competition from Asian players (Temu, Shein, Shopee).
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 is betting on transaction growth over ticket size as GMV momentum builds heading into peak season.
JD.com and MercadoLibre face off as margin discipline, growth trade-offs and valuation gaps shape which global e-commerce stock offers more upside.
MercadoLibre remains a 'Buy' with nearly 40% upside by the end of 2026, after a 20% drawdown driven by macro and competitive pressures. MELI's Q3 revenues surged 39% Y/Y to $7.4B, with strong buyer and GMV growth, but margins declined due to growth investments. Competition from Amazon, Sea, and Temu is intensifying, yet MELI continues to defend its dominant position through customer focus and long-term strategy.
MercadoLibre's growth is fueled by robust e-commerce and accelerating Fintech adoption in Brazil and Mexico
MercadoLibre (NASDAQ: MELI) has had a challenging 2025 despite its dominance in Latin America's e-commerce and fintech markets.
MELI's credit portfolio is surging, boosting engagement but heightening margin pressure as card-driven growth reshapes its lending mix.
MercadoLibre slides as heavy investments squeeze margins, raising questions about profitability despite strong user and volume growth.
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 (MELI) reported earnings 30 days ago. What's next for the stock?
Mercado Libre is reportedly investing more than ever before in coupons for this week's Black Friday sale amid heightened competition in Latin America from other online retailers such as Amazon, Shein, Shopee and Temu. The Latin American firm's investment in coupons amounts to nearly $19 million, Bloomberg reported Tuesday (Nov. 25).