2Xideas AG reduced its holdings in MercadoLibre, Inc. (NASDAQ: MELI) by 24.0% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,780 shares of the company's stock after selling 562 shares during the quarter. 2Xideas AG's holdings in MercadoLibre
MercadoLibre ( NASDAQ:MELI ), often called the “Amazon of Latin America,” has been a monster growth stock for nearly two decades.
Arrowstreet Capital Limited Partnership trimmed its position in MercadoLibre, Inc. (NASDAQ: MELI) by 28.5% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 372,766 shares of the company's stock after selling 148,265 shares during the quarter. Arrowstreet Capital Limited Partnership owned 0.74%
In the latest trading session, MercadoLibre (MELI) closed at $1, marking a -4.86% move from the previous day.
MercadoLibre, Inc. (NASDAQ: MELI) shares fell Thursday after JPMorgan downgraded the Latin American e-commerce giant, warning that intensifying competition in Brazil and heavier investment spending could keep profit margins under pressure.
MercadoLibre is pouring money back into the business in ways that could be very lucrative in the future. Uber Technologies has still barely tapped into its large addressable market.
MercadoLibre ( NASDAQ:MELI ) has had a rough stretch.
MercadoLibre (MELI) is rated BUY due to robust revenue growth, ecosystem expansion, and long-term margin potential despite recent margin pressures. MELI's aggressive investments in credit, 1P products, and logistics have reduced margins by 5–6 points, but are expected to drive future profitability and customer lock-in. Fintech revenue is outpacing Commerce, with 51% YoY growth; payments and ads businesses are emerging as high-margin, long-term growth drivers.
MercadoLibre stock slides 13% in a month as heavy investments pressure margins, even as cross-border trade and Mercado Pago growth signal future potential.
MercadoLibre (NASDAQ: MELI) and Sea Limited (NYSE: SE) both reported earnings and sold off despite businesses that continue to scale aggressively.
Despite robust ~45% year-over-year revenue growth and robust operational performance, overall, MercadoLibre has seen a ~30% stock price pullback from its mid-2025 high. MELI's strong track record and long-term opportunity ahead suggest it can continue to be a long-term compounder, as it benefits from scale and synergies in its ecosystem. Emerging market exposure creates risk, but also opportunity, with Latin America still being under-penetrated for e-commerce and fintech relative to other regions.
MercadoLibre's NASDAQ: MELI Q4 results and 2026 outlook are reason enough to buy this stock. The company is growing, outperforming peers, and has only reached 50% of its anticipated penetration.