MELI - MercadoLibre Inc

NASDAQ · Consumer Cyclical · Internet Retail

$1,589.60

Market Closed

End of day · Jun 12, 2026, 12:00 AM

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About

MercadoLibre, Inc. operates online commerce platforms in Latin America. It operates Mercado Libre Marketplace, an automated online commerce platform that enables businesses, merchants, and individuals to list merchandise and conduct sales and purchases online; and Mercado Pago FinTech platform, a financial technology solution platform, which facilitates transactions on and off its marketplaces by providing a mechanism that allows its users to send and receive payments online, as well as allows users to transfer money through their websites or on the apps. The company also offers Mercado Fondo that allows users to invest funds deposited in their Mercado Pago accounts; Mercado Credito, which extends loans to certain merchants and consumers; and Mercado Envios logistics solution that enables sellers on its platform to utilize third-party carriers and other logistics service providers, as well as fulfillment and warehousing services for sellers. In addition, it provides Mercado Libre Classifieds, an online classified listing service, where users can list and purchase motor vehicles, real estate, and services; Mercado Libre Ads, an advertising platform, which enables large retailers and brands to promote their products and services on the web; and Mercado Shops, an online storefronts solution that enables users to set-up, manage, and promote their own digital stores. The company was incorporated in 1999 and is headquartered in Montevideo, Uruguay.

https://www.mercadolibre.com

MELI - MercadoLibre Inc

Consumer Cyclical

Anyone looking at MELI recently is probably feeling a bit whiplashed. The stock was trading north of 2500 less than a year ago, and since then it's been grinding lower in pretty clear stages. Even with the recent bounce to about 1870, that's off a major slide since last fall. It feels like the market is still digesting some combination of macro worries and concern about competition in Latin America. I'm taking a cautious stance. MELI still has a clear lead in e commerce and fintech across Latin America, and that kind of network effect doesn't evaporate overnight. Their fintech business in particular has been quietly growing, and if management keeps pulling off double digit revenue growth in that segment, I think the stock can recover some lost ground. That said, I'm only targeting a move to 1900.00 from the current 1585.91. The path up looks much slower from here, especially if we're in a higher for longer rates regime that keeps pressuring high multiple tech. Main risk is that the competitive pressures from regional and global players (think Amazon, Nubank etc.) do start to chip away at MELI's dominance, and the market punishes any slip in their top line. If they guide down, it's going to hurt, and nobody's going to step in to save the day in this tape. Also, the stock could just keep dead money vibes for a while if macro stays choppy. Catalyst wise, I'll be watching for their next earnings. If MELI can deliver a beat on marketplace growth and keep margins stable, the narrative could shift back in their favor, at least enough for a sentiment swing. But I'm not rushing in heavy given the trend and the macro setup here.

Entry

$1,585.91

Above

$1,900.00

Jul 27, 2026

Karma

122 to 17261

Bullish

Open

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