Is MercadoLibre (MELI) Using Humanoid Robots to Unlock a New Phase of Operating Leverage?

• In December 2025, Agility Robotics announced a commercial agreement to deploy its Digit humanoid robots in MercadoLibre’s San Antonio, Texas facility, initially handling commerce-fulfillment tasks while the companies explore broader applications across Latin American warehouses to improve safety and productivity.
• The partnership highlights how AI-powered humanoid robots could help MercadoLibre address hard-to-fill, repetitive logistics roles, potentially easing labor constraints while allowing employees to focus on more complex, value-adding work.
• Next, we’ll examine how integrating Digit humanoid robots into logistics operations could influence MercadoLibre’s investment narrative around cost leverage and efficiency.

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MercadoLibre Investment Narrative Recap

To own MercadoLibre, you need to believe its e commerce and fintech ecosystem in Latin America can keep scaling while eventually rebuilding margins. The Digit humanoid robot rollout looks incrementally helpful for logistics efficiency, but is unlikely to materially shift the near term focus on margin recovery and the key risk around execution in logistics and fulfillment costs.

The recent US$750 million senior notes issuance in December 2025 stands out alongside the Agility Robotics agreement, as both relate to how MercadoLibre funds and executes its heavy investment cycle. That added liquidity may support logistics and automation projects that aim to improve unit economics over time, which sits at the heart of the current investment debate on cost leverage.

Yet investors should also weigh how execution risk in scaling logistics infrastructure could affect profitability if fulfillment costs stay elevated and...

Read the full narrative on MercadoLibre (it's free!)

MercadoLibre's narrative projects $46.9 billion revenue and $5.1 billion earnings by 2028. This requires 24.8% yearly revenue growth and roughly a $3.0 billion earnings increase from $2.1 billion today.

Uncover how MercadoLibre's forecasts yield a $2847 fair value, a 49% upside to its current price.

Exploring Other Perspectives

Twenty four Simply Wall St Community fair value estimates for MercadoLibre cluster between US$2,410.95 and US$3,406.20, underlining how far opinions can spread. Against this backdrop, the recent focus on logistics execution and fulfillment efficiency gives you a concrete lens to assess which of those expectations feel realistic for future performance.

Explore 24 other fair value estimates on MercadoLibre - why the stock might be worth as much as 78% more than the current price!

Build Your Own MercadoLibre Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your MercadoLibre research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free MercadoLibre research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate MercadoLibre's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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