AMS Capital Ltda Trims Stake in MercadoLibre, Inc. $MELI

AMS Capital Ltda reduced its stake in MercadoLibre, Inc. (NASDAQ:MELI) by 62.2% during the third quarter, Holdings Channel.com reports. The firm owned 826 shares of the company’s stock after selling 1,359 shares during the quarter. MercadoLibre accounts for approximately 0.8% of AMS Capital Ltda’s holdings, making the stock its 12th largest position. AMS Capital Ltda’s holdings in MercadoLibre were worth $1,930,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of MELI. Bison Wealth LLC purchased a new stake in MercadoLibre in the fourth quarter worth about $206,000. Empowered Funds LLC raised its stake in shares of MercadoLibre by 6.9% in the first quarter. Empowered Funds LLC now owns 760 shares of the company’s stock worth $1,483,000 after buying an additional 49 shares during the period. Focus Partners Wealth lifted its position in shares of MercadoLibre by 42.0% during the 1st quarter. Focus Partners Wealth now owns 602 shares of the company’s stock valued at $1,176,000 after buying an additional 178 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in shares of MercadoLibre during the 2nd quarter valued at about $261,000. Finally, Geode Capital Management LLC grew its stake in shares of MercadoLibre by 9.0% during the 2nd quarter. Geode Capital Management LLC now owns 65,142 shares of the company’s stock valued at $163,107,000 after acquiring an additional 5,361 shares during the period. 87.62% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the stock. Itau BBA Securities restated an “outperform” rating on shares of MercadoLibre in a research note on Wednesday, February 25th. Cantor Fitzgerald dropped their price target on shares of MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating for the company in a research report on Wednesday, February 25th. JPMorgan Chase & Co. cut shares of MercadoLibre from an “overweight” rating to a “neutral” rating and reduced their price objective for the stock from $2,650.00 to $2,100.00 in a research note on Thursday, March 12th. Weiss Ratings downgraded shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 8th. Finally, BTIG Research lowered their target price on shares of MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating on the stock in a research note on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $2,725.33.

MercadoLibre Trading Down 2.2%

MELI stock opened at $1,690.26 on Thursday. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.17 and a quick ratio of 1.15. MercadoLibre, Inc. has a 1-year low of $1,631.18 and a 1-year high of $2,645.22. The business has a 50 day simple moving average of $1,969.27 and a two-hundred day simple moving average of $2,102.06. The company has a market capitalization of $85.70 billion, a price-to-earnings ratio of 42.90, a PEG ratio of 0.85 and a beta of 1.48.

MercadoLibre (NASDAQ:MELI) last released its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 earnings per share (EPS) for the quarter, missing the consensus estimate of $11.66 by ($0.63). MercadoLibre had a net margin of 6.91% and a return on equity of 33.73%. The company had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.45 billion. During the same quarter in the previous year, the business earned $12.61 EPS. The company’s quarterly revenue was up 44.6% on a year-over-year basis. Research analysts anticipate that MercadoLibre, Inc. will post 43.96 EPS for the current fiscal year.

Key Headlines Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: GMV and top-line growth came in ahead of expectations, led by strong Brazil performance — evidence that commerce demand remains healthy and supports long-term revenue trajectories. MercadoLibre (MELI) GMV Beats Expectations with Strong Brazil Growth
• Positive Sentiment: Mercado Pago (fintech) is showing accelerating asset growth, credit origination and AUM gains, which investors view as a durable, higher-margin revenue engine over time. This helps justify a longer-term bullish case despite near-term margin tradeoffs. MercadoLibre’s Fintech Momentum Builds: Can It Boost Revenues?
• Positive Sentiment: Analysts and bullish write-ups (e.g., Seeking Alpha) argue MELI is executing a deliberate, margin-sacrificing growth playbook with attractive valuation metrics (low EV/revenue, forward PEG <1), which could support a recovery if execution continues. MercadoLibre: Playing Chess, Not Checkers
• Neutral Sentiment: Market commentary highlights MELI’s high growth profile despite a Q4 decline in profits — mixed signals that make the stock sensitive to quarterly margin commentary and macro swings. 2026 Market Drop. 5 Stocks to Buy Right Now.
• Negative Sentiment: Q4 operating-margin decline and an EPS miss have triggered selling pressure and sent the stock lower as investors fret about the timing of margin recovery. MercadoLibre (MELI) Slid Following a Decline in Operating Margin
• Negative Sentiment: Short-term price weakness is being reinforced by coverage moves: Raymond James trimmed its price target (still a Strong Buy), and market headlines note MELI trading down more than the broader market — increasing downside momentum. MercadoLibre’s Fintech Momentum Builds: Can It Boost Revenues?
• Negative Sentiment: Passive/active manager commentary (Polen Capital) referenced in investor letters points to performance headwinds in 2025, which can amplify investor caution and outflows into underperforming large growth names. MercadoLibre (MELI) Registers a Bigger Fall Than the Market: Important Facts to Note

MercadoLibre 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.