MELI
MERCADOLIBRE INC
$1,651.20
+3.53%
$80.9B
No data for this timeframe.
Vol
Market Cap$80.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders10 funds
Inst. Value$6.4B
Inst. Activity2 buys / 3 sells
Insider Activity1B / 0S
Insider Net $$100.1K
Reddit Sentiment65° Warm
SEC Reports5
Congressional7 trades
Recent Activity
May 7, 2026
SEC
MercadoLibre's Q1 2026 revenue grew 49% YoY to $8.845B, but operating income fell 20% to $611M and EPS of $8.23 missed c
8-K — Impact 6/10
Apr 23, 2026
SEC
MercadoLibre filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting, detailing the 2026 Long
DEFA14A — Impact 4/10
Apr 3, 2026
SEC
MercadoLibre adopted a new 2026 Long Term Retention Program (LTRP) and established performance goals for its 2026 bonus
8-K — Impact 4/10
Feb 27, 2026
Insider
Melamud Marcelo bought 57 shares
SVP - Chief Accounting Officer @ $1,755.77 ($100.1K)
Inst.
FMR LLC — TRIM
515,875 shares ($1.0B)
Inst.
NORGES BANK — NEW
296,409 shares ($597.0M)
May 8, 2026
short_volume
Short Volume: MELI — 57.3% short (0.6M / 1.0M)
Short: 563,126 | Exempt: 30,555 | TRF Vol: 983,311 | Short Ratio: 57.3% | Off-exchange volume (dark
Mar 12, 2026
Congress
Michael McCaul buy
$1,001 - $15,000 — House
Price Targets
$2,230.28
+35.1% upside
Strong Buy
Current $1,651.20
Low $1,750.00
Median $2,250.00
High $2,800.00
25 analysts
$1,750.00
$2,800.00
Analyst Ratings
10Strong Buy
18Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | Citigroup | DOWNGRADE | Buy → Neutral |
| May 13, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| May 13, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 11, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| May 11, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $9.01 ▼ -24.9% | $8.45 — $9.76 | -13% YoY | 9 |
| Next Q | $9.54 ▼ -28.1% | $8.61 — $10.90 | 15% YoY | 9 |
| Current FY | $41.08 ▼ -17.8% | $36.49 — $51.52 | 4% YoY | 16 |
| Next FY | $59.14 ▼ -15.4% | $49.78 — $73.46 | 44% YoY | 18 |
Latest Reports
MIXED
8-K
6/10
MercadoLibre's Q1 2026 revenue grew 49% YoY to $8.845B, but operating income fell 20% to $611M and EPS of $8.23 missed c
May 7, 2026
NEUTRAL
DEFA14A
4/10
MercadoLibre filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting, detailing the 2026 Long
Apr 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $3.5B | — |
| FMR LLC | $1.0B | TRIM |
| NORGES BANK | $597.0M | NEW |
| BANK OF AMERICA CORP | $533.0M | — |
| VANGUARD GROUP INC | $441.7M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 27, 2026 | Melamud Marcelo | BUY | $100.1K |
Reddit Sentiment
65°
Warm
Bearish
Neutral
Bullish
Congressional Trades
2 members: 7 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Michael McCaul | R | BUY | $1,001 - $15,000 |
| Michael McCaul | R | BUY | $1,001 - $15,000 |
| Michael McCaul | R | BUY | $1,001 - $15,000 |
10 institutional holders with $6.4B total value (3,200,982 shares) as of 2025-Q4. Top holders: MORGAN, FMR, NORGES. Net selling activity: 3 institutions trimmed/exited vs 2 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,729,499 | $3.5B | 54.8% | — |
| 2 | FMR LLC | 515,875 | $1.0B | 16.4% | TRIM -63.1% |
| 3 | NORGES BANK | 296,409 | $597.0M | 9.4% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 264,592 | $533.0M | 8.4% | — |
| 5 | VANGUARD GROUP INC | 219,309 | $441.7M | 7.0% | — |
| 6 | WELLS FARGO & COMPANY/MN | 96,029 | $193.4M | 3.0% | ADD +33.9% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 27,528 | $55.4M | 0.9% | TRIM -54.4% |
| 8 | TWO SIGMA INVESTMENTS, LP | 3,200 | $6.4M | 0.1% | NEAR_EXIT -96.2% |
| 9 | DODGE & COX | 1,392 | $2.8M | 0.0% | DOUBLED +255.1% |
| 10 | Duquesne Family Office LLC | 47,149 | $95.0K | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 1,397,761 | 515,875 | -63.1% | $1.0B | 2025-Q4 |
| NORGES BANK | NEW | — | 296,409 | — | $597.0M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 60,348 | 27,528 | -54.4% | $55.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 83,129 | 3,200 | -96.2% | $6.4M | 2025-Q4 |
| DODGE & COX | DOUBLED | 392 | 1,392 | +255.1% | $2.8M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 47,711 | 60,348 | +26.5% | $141.0M | 2025-Q3 |
| DODGE & COX | NEW | — | 392 | — | $916.1K | 2025-Q3 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | EXIT | 4,525 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | EXIT | 267,386 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 267,386 | — | $698.8M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 255 | 47,711 | +18610.2% | $124.7M | 2025-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | NEW | — | 4,525 | — | $11.8M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EXIT | 735 | 0 | -100.0% | $0.00 | 2025-Q2 |
| FMR LLC | ADD | 861,939 | 1,351,189 | +56.8% | $2.6B | 2025-Q1 |
| UBS Group AG | ADD | 208,933 | 331,743 | +58.8% | $647.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 552,403 | 320,683 | -41.9% | $625.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 6,953 | 110,229 | +1485.3% | $215.0M | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 1,632 | 735 | -55.0% | $1.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 255 | — | $501.8K | 2025-Q1 |
| Fund 1 Investments, LLC | EXIT | 4,000 | 0 | -100.0% | $0.00 | 2025-Q1 |
| Mawer Investment Management Ltd. | EXIT | 1,506 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 225,266 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | ADD | 168,613 | 225,266 | +33.6% | $383.1M | 2024-Q4 |
| UBS Group AG | ADD | 146,706 | 208,933 | +42.4% | $355.3M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 93,536 | 125,285 | +33.9% | $213.0M | 2024-Q4 |
1 unique insiders with 1 transactions. Net insider value: $100.1K ($100.1K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 27, 2026 | Melamud Marcelo | SVP - Chief Accounting Officer | BUY | 57 | $1,755.77 | $100.1K |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 2 neutral. Avg impact: 5.6/10.
MIXED
8-K
6/10
MercadoLibre's Q1 2026 revenue grew 49% YoY to $8.845B, but operating income fell 20% to $611M and E
May 7, 2026
NEUTRAL
DEFA14A
4/10
MercadoLibre filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting, deta
Apr 23, 2026
NEUTRAL
8-K
4/10
MercadoLibre adopted a new 2026 Long Term Retention Program (LTRP) and established performance goals
Apr 3, 2026
MIXED
INST-CLUSTER
6/10
Institutional activity in MERCADOLIBRE INC (MELI) during 2025-Q4 shows a mixed signal: sovereign wea
Feb 28, 2026
BULLISH
8-K
8/10
MercadoLibre reported strong Q4 2025 results with $8.76 billion in net revenues and financial income
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (90% buy). Based on 31 analysts: 10 strong buy, 18 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$2,230.28 mean target
+35.1% upside
Strong Buy (1.56)
$1,750.00 Low
$2,800.00 High
| Metric | Value |
|---|---|
| Current Price | $1,651.20 |
| Target Low | $1,750.00 |
| Target Mean | $2,230.28 |
| Target Median | $2,250.00 |
| Target High | $2,800.00 |
| # Analysts | 25 |
| Recommendation | Strong Buy (1.56) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$9.01 | $8.45 | $9.76 | -12.6% | -24.9% | 0↑ 8↓ | $9.6B | 42.1% | 9 |
| Next Q 2026-09-30 |
$9.54 | $8.61 | $10.90 | 14.6% | -28.1% | 0↑ 8↓ | $10.3B | 38.8% | 9 |
| Current FY 2026-12-31 |
$41.08 | $36.49 | $51.52 | 4.3% | -17.8% | 0↑ 14↓ | $40.3B | 39.5% | 16 |
| Next FY 2027-12-31 |
$59.14 | $49.78 | $73.46 | 44.0% | -15.4% | 1↑ 14↓ | $50.5B | 25.3% | 18 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $9.009 | |
| 7d ago | $11.180 | -2.171 |
| 30d ago | $11.994 | -2.986 |
| 60d ago | $12.759 | -3.751 |
| 90d ago | $14.170 | -5.161 |
11 analyst firms have rated this stock: 2 upgrades, 3 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Citigroup | DOWNGRADE | Buy | Neutral |
| May 13, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| May 13, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 11, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| May 11, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| May 8, 2026 | BTIG | MAINTAIN | Buy | Buy |
| May 7, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Apr 29, 2026 | UBS | DOWNGRADE | Buy | Neutral |
| Apr 21, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Apr 20, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 10, 2026 | BTIG | REITERATE | Buy | Buy |
| Apr 7, 2026 | Jefferies | UPGRADE | Hold | Buy |
| Mar 20, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Mar 12, 2026 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| Mar 9, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 2, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Feb 25, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Feb 17, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Feb 12, 2026 | JP Morgan | UPGRADE | Neutral | Overweight |
| Feb 4, 2026 | BTIG | REITERATE | Buy | Buy |
| Dec 19, 2025 | Wedbush | MAINTAIN | Outperform | Outperform |
| Dec 4, 2025 | BTIG | REITERATE | Buy | Buy |
| Nov 24, 2025 | UBS | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 10 | 18 | 3 | 0 | 0 | 90% | |
| Apr 1, 2026 | 9 | 19 | 3 | 0 | 0 | 90% | |
| Mar 1, 2026 | 9 | 20 | 2 | 0 | 0 | 94% | |
| Feb 1, 2026 | 9 | 19 | 3 | 0 | 0 | 90% | |
| Jan 1, 2026 | 9 | 19 | 3 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 7 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 12, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Apr 10, 2026 (30d) |
| Mar 2, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Apr 10, 2026 (40d) |
| Feb 27, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Mar 12, 2026 (14d) |
| Jan 30, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Feb 12, 2026 (14d) |
| Jan 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Feb 16, 2026 (18d) |
| Jan 26, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Feb 12, 2026 (18d) |
| Jan 13, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | MercadoLibre Inc | Feb 12, 2026 (31d) |
65°
Warm
Bearish
Neutral
Bullish
13 mentions
7 bullish
2 bearish
13 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 9, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 9, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Mar 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 27, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 27, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 25, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Feb 24, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Feb 24, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
MELI earnings YOLO 2/24 please save me Szarfsztejn
▲ 15
💬 19
⚡ 0.6
META, MELI or RDDT
▲ 1
💬 0
⚡ 0.5
Quality Companies at 52 Week Lows
▲ 1
💬 0
⚡ 0.5
MELI OR AMZON OR SEA?
▲ 1
💬 0
⚡ 0.5
MELI YOLO post earnings disaster. Bought the morning dip
▲ 16
💬 5
⚡ 0.5
May 8, 2026
short_volume
Short Volume: MELI — 57.3% short (0.6M / 1.0M)
Short: 563,126 | Exempt: 30,555 | TRF Vol: 983,311 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
MELI Q1 2026 Earnings Scheduled — 2026-05-07
Apr 13, 2026
short_interest
FTD: MELI — 31,935 shares ($56.7M) failed to deliver
Settlement: 20260413, Price: $1773.96, FTD Value: $56,651,412.6, MERCADOLIBRE INC COM STK (DE)
Mar 31, 2026
short_interest
FTD: MELI — 1,202 shares ($1.9M) failed to deliver
Settlement: 20260331, Price: $1619.20, FTD Value: $1,946,278.4, MERCADOLIBRE INC COM STK (DE)
Mar 24, 2026
short_interest
FTD: MELI — 4,912 shares ($8.2M) failed to deliver
Settlement: 20260324, Price: $1666.08, FTD Value: $8,183,784.96, MERCADOLIBRE INC COM STK (DE)
Feb 24, 2026
earnings_calendar
MELI Q4 2025 Earnings After Market Close — 2026-02-24