MELI MercadoLibre, Inc.

bullish · high conviction SHIFT track record → $1695.53 -0.64 (-0.0%)
Mkt Cap $84B P/E 43.4 fwd 27.9 52wk $1495.00 - $2645.22 Updated Friday
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We disagree with Wall Street. Analyst consensus: bearish. Our position: bullish. Check the factor breakdown for details.
Insider buying: $993,556 bought by 1 insider (30d)
Est. revisions: -24.9%
Factor Model (net -3.2)

Factor Model

net -3.2 6.6 / 10
Est. Revisions
-0.9
Insider Activity
+0.0
Momentum
-0.3
Analyst Rev.
-1.0
Narrative Gap
+0.0

MercadoLibre's Q1 revenue jumps 49% YoY

Watch: Q2 2026 earnings will reveal margin trends and loan loss updates critical for validating recovery progress and investment thesis.

MercadoLibre posted Q1 2026 net revenue growth of 49% to $8.8 billion, with total payment volume up 50% and gross merchandise volume up 42%. Operating margin stands at 6.9%, net margin at 4.7%. Despite a 36% stock drop in the past year, insider Alejandro Aguzin bought almost $1 million in shares, signaling confidence. Mixed analyst sentiment prevails, with bearish consensus and downward EPS revisions.

Strong revenue and payment volume growth suggest durable business momentum despite share price pressure and margin challenges, supported by insider buying amid cautious analyst outlooks.

Evidence

Updated Saturday JPMorgan Cuts MercadoLibre (MELI) Price Target after Earnings, Sees Margin Pressure Ahead yahoo-finance
Updated Friday Could This Fintech Stock Help Make You a Millionaire? yahoo-finance
4d ago Insider buy by AGUZIN ALEJANDRO NICOLAS (MELI): $993,556
10d ago What Offers Mercado Libre (MELI) a Longer Runway for Extraordinary Growth? yahoo-finance
14d ago MarketBeat Week in Review – 05/11 - 05/15 yahoo-finance
15d ago Raymond James Cuts MercadoLibre (MELI) Price Target, Stays Bullish yahoo-finance
17d ago Citigroup down MELI: Buy → Neutral
18d ago UBS main MELI: Neutral → Neutral
7 older signals
18d ago JP Morgan main MELI: Neutral → Neutral
19d ago Morgan Stanley main MELI: Overweight → Overweight
19d ago 3 Growth Stocks Down 20% to Buy Right Now
20d ago MercadoLibre (MELI) Believed To Be Powering Commerce Across An Entire Continent
20d ago Barclays main MELI: Overweight → Overweight
22d ago When will the vortex ofAI/memory/chip stocks sucking money out of other stocks end?
23d ago BTIG main MELI: Buy → Buy
Fundamentals & Data ▾
MercadoLibre, Inc. Consumer Cyclical · Internet Retail
Mkt Cap
$84B
P/E
43.4 fwd 27.9
Beta
1.41
52w Range
$1495.00 - $2645.22
Short Interest
894,321 1.77%
Days to Cover
2.3 -14%
Technicals mixed
vs 20d MA
+0.7%
from 52w Hi
-9.4%
Vol (20d)
57%
1w return
+2.7%
1m return
-5.4%
Vol ratio
0.7x
Insiders
selling 2B / 4S
Analysts
bearish 0 up / 2 down
EPS Estimate
$9.01 -24.9% 30d 0up / 8dn
Est. Dispersion
14% 9 analysts
Analyst Target
$2230 $1750 - $2800
Options P/C
0.64
Fund Convergence
strong Citadel, D.E. Shaw, Renaissance, Bridgewater
Financials
Revenue
$8.8B +49% YoY
FCF
$1.8B
Gross Margin
44%
Op Margin
7%
Momentum: decelerating
Top Holders
Citadel $1.0B
D.E. Shaw $459M
Renaissance $55M
Bridgewater $34M
Recent Filings & Data
insider trade 1
net buying · $993,556 bought
1 insider · 1 transactions (30d)
Recent transactions
AGUZIN ALEJANDRO NICOLAS · buy · $993,556
analyst rating 1
Citigroup down → Neutral 18d ago
Track Record (0/1 correct) ▾

Direction History

0/1 correct at 5 days
2026-04-28 bearish +1.4% ✗
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15 signals · latest Updated Saturday

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