MercadoLibre, Inc. (MELI)

NMS – Real Time Price. Currency in USD

1578.78

+21.48 (1.38%)

At close: May 12, 2026, 4:00 PM EDT

12.05.2026

MercadoLibre's Margins Are Falling - And That's Bullish

MercadoLibre is rated BUY, as I see short-term margin compression as a strategic investment for long-term ecosystem dominance. MELI's Q1'26 revenue surged 49% YoY, driven by robust growth in both Commerce (39%) and Fintech (54%) segments, despite operating margin dropping to 6.9%. Margin pressure stems from aggressive credit expansion, lower free shipping thresholds, targeted take rate cuts, and heavy 1P inventory investment.

11.05.2026

MercadoLibre Boldly Invests in Growth: Discount Deepens

MercadoLibre NASDAQ: MELI reported a robust Q1 result, but only one problem. The company's margin contracted, and guidance expects the hit to continue, leaving investors feeling a bit squeamish.

11.05.2026

Is MercadoLibre (MELI) a Buy as Wall Street Analysts Look Optimistic?

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?

09.05.2026

MercadoLibre Q1: The Selloff Is A Gift

I am reiterating a "buy" rating on MercadoLibre despite a 13% post-earnings drop, driven by strategic investments causing near-term margin compression while the top line accelerates. MELI's revenue growth is accelerating, with Commerce Revenue up 47% and Fintech revenue up 51% YoY, as strategic investments deepen user engagement. Margin pressure stems from expanded free shipping, credit portfolio growth, and logistics capex, but unit shipping costs and engagement metrics are improving.

08.05.2026

MercadoLibre Q1 Earnings Call Highlights

MercadoLibre NASDAQ: MELI opened 2026 with what executives repeatedly characterized as an investment-led quarter, highlighting accelerating growth in both commerce and fintech while acknowledging margin pressure tied to a deliberate push to scale key initiatives.

08.05.2026

MercadoLibre's Q1 Earnings Miss Estimates, Revenues Rise Y/Y

MELI's Q1 earnings miss estimates despite surging revenue growth fueled by booming commerce, fintech and ad sales.

08.05.2026

MercadoLibre, Inc. (MELI) Q1 2026 Earnings Call Transcript

Videos

24.12.2025

Positive

Why Amazon, Meta, Mercado Libre and Doordash are this analyst's top internet stock picks

05.08.2025

Neutral

Final Trades: Apple, PG&E, MercadoLibre and XLI

05.08.2025

Neutral

Mercado Libre CFO on Q2 results

11.07.2025

Positive

Mercado Libre stock has best long-term opportunity: Strategy Asset Managers' Hulick

Upgrades / Downgrades

Ticker	Brokerage Firm	Ratings Change	Price Target	Date
MELI	JP Morgan	Overweight	undefined >> $2,800	February 12th 2026

Press releases

07.05.2026

Mercado Libre Kicks Off 2026 with Fastest Revenue Growth in Almost Four Years as Strategic Investments Drive Market Share Gains

MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Mercado Libre (NASDAQ: MELI): NET REVENUE $8.8 BILLION ↑49% YoY Growth INCOME FROM OPERATIONS $611 MILLION 6.9% Margin NET INCOME $417 MILLION 4.7% Margin  Q1 2026 Mercado Libre (NASDAQ: MELI), Latin America's leading e-commerce and fintech platform, today announced first quarter 2026 financial results, with net revenue and financial income growing 49% YoY to $8.8 billion - the fastest pace of growth since the second quarter of 2022. Incom.

07.05.2026

MercadoLibre, Inc. Reports First Quarter 2026 Financial Results

MONTEVIDEO, Uruguay--(BUSINESS WIRE)--MercadoLibre, Inc. Reports First Quarter 2026 Financial Results.

02.03.2026

Mercado Libre's CFO, Martin de los Santos, Unpacks Q4'2025 Results in Latest CFO Perspectives Episode

MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Mercado Libre (NASDAQ: MELI), the leading e-commerce and fintech platform in Latin America, today released the latest episode of “CFO Perspectives,” a special series within the Inside Mercado Libre podcast. Following our Q4 earnings report, Chief Financial Officer Martin de los Santos shares insight into Mercado Libre's performance this past quarter. In this episode, de los Santos addresses the rationale behind investments and the results they are deliverin.

24.02.2026

Mercado Libre Caps Stellar 2025 Performance with 45% YoY Revenue Growth in Q4 as Strategic Investments Accelerate Market Share Gains

MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Mercado Libre (NASDAQ: MELI), Latin America's leading e-commerce and fintech platform, today announced fourth quarter and full year 2025 financial results. This quarter, Mercado Libre delivered net revenue and financial income of $8.8 billion, a 45% YoY increase. This caps a year of sustained momentum with full year revenue increasing 39% YoY and income from operations growing 22% YoY. Strategic investments are driving growth, strengthening our market posit.

MercadoLibre, Inc. (MELI)

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MercadoLibre, Inc. (MELI)

MercadoLibre's Margins Are Falling - And That's Bullish

MercadoLibre Boldly Invests in Growth: Discount Deepens