MELI's Q3 beat on revenue but missed on earnings, as shrinking margins and rising competition cloud its outlook.
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.
MELI's Q3 earnings miss estimates despite 39.5% revenue growth, fueled by strong commerce and fintech momentum.
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 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 (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.
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.
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.
MercadoLibre (MELI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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?
SHOP's global scale, AI momentum and rising profitability give it an edge over MELI's cost-heavy Latin American model.
With over 82% of revenues tied to just three markets, MELI's regional focus could threaten its growth resilience.