MELI 8-K SEC Filing Analysis

Latest settled — T+20d

MELI ▼ -1.51% at T+20d

NEUTRAL call ✗ call lost -1.51% · α vs SPY -1.54% · entry $1,632.52 → $1,607.80

Next anchor: T+60d in 8w

Currently $1,641.16 · +0.53% from $1,632.52 entry

Entry anchored
May 7, 03:59 PM ET
via Databento tick

T+1d

-4.61%

call -4.61% · α -4.84%

$1,557.30

settled 5w ago

T+5d

-1.54%

call -1.54% · α -3.00%

$1,607.37

settled 27d ago

T+20d

-1.51%

call -1.51% · α -1.54%

$1,607.80

settled 5d ago

T+60d

—

call — · α —

—

in 8w

Price Chart

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Executive Summary

MercadoLibre's Q1 2026 revenue grew 49% YoY to $8.845B, but operating income fell 20% to $611M and EPS of $8.23 missed consensus of $8.78 by 6.3% as the company invested heavily in free shipping, credit cards, and cross-border trade, compressing margins.

Key Financial Metrics

Free Cash Flow

-$56.0M

Gross Margin

43.66%

Actionable Insight

Monitor the earnings call for updates on margin trajectory and investment payback. The revenue acceleration signals strong underlying demand, but near-term profitability headwinds may pressure the stock. Watch for any signs of moderating investment spend in coming quarters.

Key Facts

Revenue $8.845B, +49% YoY (fastest in ~4 years)
Operating income $611M, -20% YoY; margin 6.9% vs 12.9% a year ago
Net income $417M, -16% YoY; EPS $8.23 vs $8.78 consensus
Total Payment Volume $87.2B, +50% YoY; GMV $19.0B, +42% YoY
Credit portfolio $14.6B, +87% YoY; credit card portfolio more than doubled
Adjusted free cash flow -$56M (seasonally low, similar to Q1 2025)

Financial Impact

EPS miss of $0.55 (-6.3%) and 600bps operating margin compression

epsoperating incomenet incomeoperating margin

Risk Factors

Continued margin compression if investment pace continues
Credit portfolio growth could increase provisions if macroeconomic conditions worsen
Brazil tax reform headwinds affecting seller pricing in Mexico
Argentina consumption remains lukewarm

Market Snapshot

Exchange

Nasdaq

Sector

Services-Business Services, NEC

Analyst Consensus

90% bullish (31 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001099590-26-000014
Document: meli-20260507.htm	0001099590-26-000014
Document: 0001099590-26-000014-index-headers.html	0001099590-26-000014
Document: 0001099590-26-000014-index.html	0001099590-26-000014
Document: 0001099590-26-000014.txt	0001099590-26-000014
8-K Data (Synthetic)	0001099590-26-000014

5 reports for MELI

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for MELI — sortable, filterable
	Type				Now
May 7, 2026 4w ago	8-K MIXED ★ 6/10	$1,632.52 $1,607.80	▼ −1.51%	▼ −1.54%	$1,641.16 (+0.53%)
Apr 23, 2026 6w ago	DEFA14A NEUTRAL ★ 4/10	$1,835.22 $1,677.90	▼ −8.57%	▼ −12.60%	$1,641.16 (−10.57%)
Apr 3, 2026 9w ago	8-K NEUTRAL ★ 4/10	$1,710.37 $1,813.53	▲ +6.03%	▼ −2.95%	$1,641.16 (−4.05%)
Feb 28, 2026 14w ago	Institutional Cluster MIXED ★ 6/10	$1,777.00 $1,619.20	▼ −8.88%	▼ −0.94%	$1,641.16 (−7.64%)
Feb 24, 2026 15w ago	8-K BULLISH ★ 8/10	$1,767.71 $1,639.47	▼ −7.25%	▼ −2.02%	$1,641.16 (−7.16%)

US Market Status

Market Closed — Opens Thu (9h 38m)

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