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MercadoLibre, Inc. Stock Price

NasdaqGS:MELI Community·US$83.1b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 681 Fair Values set on narratives written by author

MELI Share Price Performance

US$1,634.78
-946.96 (-36.68%)
US$2,439.88
Fair Value
US$1,634.78
-946.96 (-36.68%)
33.0% undervalued intrinsic discount
US$2,439.88
Fair Value
Price US$1,634.78
AnalystConsensusTarget US$2,439.88
Jobeda US$2,284.19
AnalystLowTarget US$1,750.00

MELI Community Narratives

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Fair Value US$2.44k 33.0% undervalued intrinsic discount

Digital Retail And MercadoPago Adoption Will Fuel Future Markets

5users have liked this narrative
1users have commented on this narrative
322users have followed this narrative
Fair Value
·
Fair Value US$2.28k 28.4% undervalued intrinsic discount

MercadoLibre's 19% Revenue Growth Will Propel Their Future Success

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
·
Fair Value US$1.75k 6.6% undervalued intrinsic discount

Fierce Stripe And PayPal Competition Will Weaken Latin America Prospects

0users have liked this narrative
0users have commented on this narrative
22users have followed this narrative
US$2.28k
28.4% undervalued intrinsic discount
Fair Value
Revenue
19.87% p.a.
Profit Margin
6.04%
Future PE
42.11x
Price in 2031
US$3.95k
US$1.75k
6.6% undervalued intrinsic discount
Revenue
23.45% p.a.
Profit Margin
5.95%
Future PE
34.12x
Price in 2029
US$2.4k
US$2.44k
33.0% undervalued intrinsic discount
Revenue
26.09% p.a.
Profit Margin
8.25%
Future PE
34.98x
Price in 2029
US$3.3k
US$3.29k
50.2% undervalued intrinsic discount
Revenue
30.5% p.a.
Profit Margin
10.48%
Future PE
36.76x
Price in 2029
US$4.42k

Trending Discussion

Updated Narratives

MELI logo

MercadoLibre's 19% Revenue Growth Will Propel Their Future Success

Fair Value: US$2.28k 28.4% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MELI: Heavy Investment Cycle And Competition Reset Near Term Margin Expectations

Fair Value: US$1.75k 6.6% undervalued intrinsic discount
22 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MELI: Heavy 2026 Investment In Argentina Expected To Reset Margins Before Expansion

Fair Value: US$2.44k 33.0% undervalued intrinsic discount
322 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

2 Risks
3 Rewards

MercadoLibre, Inc. Key Details

US$31.8b

Revenue

US$16.1b

Cost of Revenue

US$15.7b

Gross Profit

US$13.8b

Other Expenses

US$1.9b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
37.87
49.47%
6.04%
135.1%
View Full Analysis

About MELI

Founded
1999
Employees
123670
CEO
Ariel Szarfsztejn
WebsiteView website
www.mercadolibre.com

MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. The company operates Mercado Libre Marketplace, an online commerce platform that can be accessed through mobile app or website; and Mercado Pago, a financial technology solution platform, which offers comprehensive set of financial technology services to users and other users of its e-commerce platform. It also provides Mercado Fondo that allows users to invest funds deposited in their Mercado Pago accounts; Mercado Credito, which grants loans and obtains better funding alternatives; and Mercado Mercado Envios that facilitates the shipping of goods from the Company and sellers to buyers. In addition, the company provides Mercado Libre Classifieds, where users can list vehicles, properties, and services; Mercado Ads, an advertising platform, which enables retailers and brands to promote their products and services on the platform. MercadoLibre, Inc. was incorporated in 1999 and is headquartered in Montevideo, Uruguay.

Recent MELI News & Updates

Seeking Alpha Jun 03

MercadoLibre: I See An Early Digital Walled Garden Being Built

Summary MercadoLibre defies platform gravity by accelerating GMV growth and expanding take rates at massive scale, signaling deepening merchant and consumer dependency. I initiate MELI at Buy with a $2,300 price target, driven by logistics scale, fintech ecosystem strength, and anticipated EPS recovery in 2026–2027. Margin compression is a deliberate investment in logistics and fintech infrastructure, already yielding measurable cost advantages and cross-selling synergies. Key risk factors include delayed margin recovery, regulatory intervention in Mercado Pago, and LatAm FX exposure; watch Q2 2026 Brazil take rate elasticity for thesis validation. Read the full article on Seeking Alpha
Narrative Update Jun 01

MELI: Heavy Investment Cycle And Competition Reset Near Term Margin Expectations

MercadoLibre's analyst price targets have broadly moved lower, with several firms trimming expectations by $150 to $550 per share as analysts factor in ongoing competitive pressure, higher investment spending, and less certain monetization. At the same time, long term growth and margin assumptions in valuation models remain largely intact.

Recent updates

No updates