MercadoLibre (NASDAQ:MELI – Free Report) had its target price reduced by UBS Group from $2,900.00 to $2,700.00 in a research report sent to investors on Friday morning,MarketScreener reports. They currently have a buy rating on the stock.
MELI has been the topic of a number of other reports. Morgan Stanley increased their price objective on shares of MercadoLibre from $2,850.00 to $2,950.00 and gave the stock an “overweight” rating in a research report on Monday, November 3rd. Benchmark reduced their price target on MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. JPMorgan Chase & Co. upgraded MercadoLibre from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $2,650.00 to $2,800.00 in a report on Thursday, February 12th. Barclays reduced their target price on MercadoLibre from $2,900.00 to $2,600.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 25th. Finally, Wedbush decreased their target price on MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating for the company in a research report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $2,795.33.
Read Our Latest Report on MELI
MercadoLibre Stock Performance
MercadoLibre (NASDAQ:MELI – Get Free Report) last posted its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 EPS for the quarter, missing the consensus estimate of $11.66 by ($0.63). MercadoLibre had a return on equity of 33.73% and a net margin of 6.91%.The firm had revenue of $8.76 billion for the quarter, compared to analysts’ expectations of $8.45 billion. During the same period in the previous year, the firm earned $12.61 earnings per share. The firm’s quarterly revenue was up 44.6% compared to the same quarter last year. On average, sell-side analysts anticipate that MercadoLibre will post 43.96 earnings per share for the current year.
Insider Buying and Selling
In related news, Director Stelleo Tolda sold 246 shares of MercadoLibre stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $2,047.88, for a total transaction of $503,778.48. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Henrique Vasoncelos Dubugras sold 845 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $2,028.14, for a total transaction of $1,713,778.30. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,136 shares of company stock valued at $2,308,788 over the last three months. 0.25% of the stock is owned by company insiders.
Institutional Inflows and Outflows
Several large investors have recently made changes to their positions in the stock. Laurel Wealth Advisors LLC bought a new position in MercadoLibre in the fourth quarter worth about $26,000. Transamerica Financial Advisors LLC bought a new position in shares of MercadoLibre during the 4th quarter worth approximately $26,000. Darwin Wealth Management LLC purchased a new stake in MercadoLibre during the second quarter valued at approximately $29,000. Curio Wealth LLC acquired a new stake in MercadoLibre in the fourth quarter valued at approximately $30,000. Finally, Holos Integrated Wealth LLC purchased a new position in MercadoLibre in the fourth quarter worth $32,000. 87.62% of the stock is owned by institutional investors.
More MercadoLibre News
Here are the key news stories impacting MercadoLibre this week:
- Positive Sentiment: Bull case: analysts and commentators call the post‑earnings pullback a buying opportunity given persistent high‑teens to mid‑40s revenue growth, fintech momentum and long runway in Latin America. MarketBeat argues the sell‑off is an overreaction to investment spending and highlights institutional accumulation. MercadoLibre Sold Off After Earnings—Why Bulls See a Buy-the-Dip Setup
- Positive Sentiment: Long‑term growth thesis: Seeking Alpha and Zacks pieces emphasize MercadoLibre’s durable market leadership, strong fintech expansion and attractive valuation after the pullback — arguing upside once investment spend normalizes. MercadoLibre: World-Class Execution And Undervalued
- Neutral Sentiment: Management and results detail: the Q4 earnings transcript highlights robust GMV and sold‑items growth (Brazil +35% GMV, sold items +45%) and management points to AI and other investments as drivers of future monetization — facts that support longer‑term growth but also explain current margin pressure. MercadoLibre (MELI) Q4 2025 Earnings Transcript
- Neutral Sentiment: Analyst tone mixed but constructive: earlier Wedbush notes kept an Outperform stance while trimming targets; some analysts trimmed price targets modestly but maintained bullish commentary. Wedbush Notes MercadoLibre, Inc. (MELI) Well-Positioned Going Into Q4
- Negative Sentiment: Earnings miss and margin compression triggered selling: MELI reported an EPS miss (EPS below consensus) despite a revenue beat; higher spending on logistics, lower free‑shipping thresholds and credit expansion compressed margins and sparked a notable share drop and a 52‑week low. Why MercadoLibre (MELI) Shares Are Getting Obliterated Today
- Negative Sentiment: Analyst cut: Wedbush recently lowered its price target (from $2,600 to $2,400) while keeping Outperform—an acknowledgement of near‑term earnings pressure that can weigh on sentiment. Wedbush Lowers MercadoLibre (MELI) Price Target amid Ongoing Investment Spending
MercadoLibre Company Profile
MercadoLibre, Inc operates an integrated e-commerce and fintech ecosystem serving consumers and businesses across Latin America. The company provides an online marketplace that connects buyers and sellers for a wide range of goods and services, supported by tools for merchants, advertising, and classifieds. Over time MercadoLibre has expanded beyond its marketplace roots into complementary areas that support digital commerce end to end.
Key offerings include its marketplace platform and a suite of logistics and payment services.
Further Reading
- Five stocks we like better than MercadoLibre
- Silver Crossed $100: Is the $500 surge next? (Join us March 4)
- America’s 1776 happening again
- Unlocked: Elon Musk’s Next Big IPO
- Silver paying 20% dividend. Plus 68% share gains
- REVEALED: Something Big Happening Behind White House Doors
Receive News & Ratings for MercadoLibre Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for MercadoLibre and related companies with MarketBeat.com's FREE daily email newsletter.
