Reported Earnings • May 08
First quarter 2026 earnings released: EPS: US$8.23 (vs US$9.74 in 1Q 2025) First quarter 2026 results: EPS: US$8.23 (down from US$9.74 in 1Q 2025). Revenue: US$8.85b (up 49% from 1Q 2025). Net income: US$417.0m (down 16% from 1Q 2025). Profit margin: 4.7% (down from 8.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe. 공시 • May 01
MercadoLibre, Inc. to Report Q1, 2026 Results on May 07, 2026 MercadoLibre, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 07, 2026 공시 • Apr 25
MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026 MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026. Buy Or Sell Opportunity • Mar 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 17% to €1,424. The fair value is estimated to be €1,782, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 23% per annum over the same time period. Reported Earnings • Feb 25
Full year 2025 earnings released: EPS: US$39.39 (vs US$37.69 in FY 2024) Full year 2025 results: EPS: US$39.39 (up from US$37.69 in FY 2024). Revenue: US$28.9b (up 39% from FY 2024). Net income: US$2.00b (up 4.5% from FY 2024). Profit margin: 6.9% (down from 9.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Multiline Retail industry in Europe. 공시 • Feb 14
MercadoLibre, Inc. to Report Q4, 2025 Results on Feb 24, 2026 MercadoLibre, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 24, 2026 Recent Insider Transactions • Dec 16
Independent Director recently sold €1.5m worth of stock On the 12th of December, Henrique Dubugras sold around 845 shares on-market at roughly €1,728 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months. New Risk • Nov 21
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (5.7% average weekly change). New Risk • Nov 02
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 59% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company. Reported Earnings • Oct 30
Third quarter 2025 earnings released: EPS: US$8.30 (vs US$7.83 in 3Q 2024) Third quarter 2025 results: EPS: US$8.30 (up from US$7.83 in 3Q 2024). Revenue: US$7.41b (up 40% from 3Q 2024). Net income: US$421.0m (up 6.0% from 3Q 2024). Profit margin: 5.7% (down from 7.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. 공시 • Oct 28
Mercado Libre, Inc. Launches New Episode of Inside MercadoLibre, Featuring Roberta Donato - Brazil Marketplace VP - oneller Tools MercadoLibre, Inc. launched a new episode of the Inside MercadoLibre podcast. In the first video format of the Inside MercadoLibRE podcast, now live on Spotify and YouTube, Roberta Donato discusses tools that sellers have available to them to build stores and communicate with potential buyers, as well as run promotional campaigns, engage on social media and leverage Mercado Ads. Previous episodes can be accessed here; they include: Acquiring with Paula Arregui - Acquiring SVP, Marcos Galperin on MELI's Culture, Strategic and Growth Opportunities with Leandro Cuccioli - Strategy SVP, Ad Advertising with Sean Summers - CMO & Mercado Ads EVP, Logistics with Agustin Costa - Shipping SVP, and Artificial Intelligence with Sebastian Barrios - Technology SVP. 공시 • Oct 24
MercadoLibre, Inc. to Report Q3, 2025 Results on Oct 29, 2025 MercadoLibre, Inc. announced that they will report Q3, 2025 results on Oct 29, 2025 Buy Or Sell Opportunity • Oct 22
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 11% to €1,811. The fair value is estimated to be €2,290, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 58%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 26% per annum over the same time period. Buy Or Sell Opportunity • Oct 06
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to €1,836. The fair value is estimated to be €2,313, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 58%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 26% per annum over the same time period. New Risk • Aug 06
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 57% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 06
Second quarter 2025 earnings released: EPS: US$10.32 (vs US$10.47 in 2Q 2024) Second quarter 2025 results: EPS: US$10.32 (down from US$10.47 in 2Q 2024). Revenue: US$6.79b (up 34% from 2Q 2024). Net income: US$523.0m (down 1.5% from 2Q 2024). Profit margin: 7.7% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. 공시 • May 22
Mercadolibre Inc. Announces CEO Changes, Effective January 1, 2026 MercadoLibre Inc. announced that Chief Executive Officer Marcos Galperin will transition to the role of executive chairman, marking the first change in the top job since he founded the company over two decades ago. Ariel Szarfsztejn, who has been an executive at MercadoLibre since 2017, will assume the position of CEO as of January 1, 2026. Szarfsztejn, a 43-year-old Argentine, holds an MBA from Stanford University and is currently the commerce president at MercadoLibre. Galperin, 53, will take on a more strategic role within the company with his new title. 공시 • May 21
MercadoLibre, Inc. to Report Q2, 2025 Results on Jul 31, 2025 MercadoLibre, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025 Reported Earnings • May 08
First quarter 2025 earnings released: EPS: US$9.74 (vs US$6.79 in 1Q 2024) First quarter 2025 results: EPS: US$9.74 (up from US$6.79 in 1Q 2024). Revenue: US$5.94b (up 37% from 1Q 2024). Net income: US$494.0m (up 44% from 1Q 2024). Profit margin: 8.3% (up from 7.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. 
