NASDAQ:MELI

MercadoLibre (MELI)

1,763.02
-0.34 (0.02%)
as of Jul 2, 2026, 11:59:37 pm Market Open.
98 watching
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Investor Insights
star iconJul 5, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

MercadoLibre (MELI-Q) showcases a compelling growth narrative in South America's digital economy, often likened to Amazon's dominance in the U.S. Despite recent investor sentiment trending negative, experts highlight robust underlying growth with recent revenue surging 49% year-over-year. The company's strategic investments in logistics and fintech are expected to yield significant long-term benefits, although they may cause short-term pain as reflected in a recent price drop. Although the stock trades at a premium forward PE of 40x, some experts see current levels as attractive despite geopolitical and currency volatility risks in the markets it operates. Overall, the dynamics surrounding its growth and operational improvements combined with a robust free cash flow position support the argument for further research into this stock.

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Consensus
Positive
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Valuation
Overvalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this e-commerce company, based in Buenos Aires, provider of online retail services in Latin America.  It has 85 million unique customers using its services.  We like that cash reserves are growing, while debt is aggressively retired and shares are bought back.  We continue to recommend a stop at $1300, looking to achieve $1920 — upside potential of 30%.  Yield 0%

(Analysts’ price target is $1921.38)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly

This e-commerce company, based in Buenos Aires, provides online retail services in Latin America.  We like that cash reserves are growing, while debt is aggressively retired and shares are bought back.  Recently reported revenues were up 40% and operating income increased over 130%.  We recommend setting a stop-loss at $1300, looking to achieve $1820 — upside potential of 18%.  Yield 0%

(Analysts’ price target is $1818.97)
BUY

He was an original investor. It is the Latin American version of Amazon.

Unspecified
The macro background of the countries they operate in are not that strong for the most part. They need to control their costs and price some of their lines better but should turn to profitability. Too expensive.
COMMENT
Selling puts Take some of the risk away, if there's an ugly blow-up a la PayPal and Meta of this past week.
PAST TOP PICK
(A Top Pick Oct 22/20, Up 24%) Undisputed e-commerce and fintech leader in Latin America. He let it go in January at $1950. Buy it here around $1600, add at 1500 and 1400. 12-month price target of $2108. A trading stock.
PARTIAL BUY

Purchased it recently in one of his funds. It is the latin-american version of Amazon. Their operations focus in Brazil, Argentina and Mexico. E-commerce will continue to grow, and it is a good way to get exposure in an area that is not typically on investor's radar. It is expensive, but it may always be expensive.

TOP PICK
Dominant force in digital payments and e-commerce in Latin America. Compelling long-term investment. Building an eco system. Their payment stream business grows at 52% annually. High valuation, so buy in quarters. No dividend. (Analysts’ price target is $1242.09)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

BUY ON WEAKNESS

Stockchase Research Editor: Michael O'Reilly A similar e-commerce opportunity like SHOP is to North America, MELI is to Latin America. The company uses its platform to help businesses sell their items online and also has a fintech side of their business to help manage cash payments. The company reported strong Q1 earnings with sales growth over 30% for the past five years and the trend is catching on in the region. The company reports earnings this week, so there could be some opportune volatility. We would look to a pullback towards $1000 as an excellent entry point with an eye to re-test highs near $1200 or towards $1400.

PARTIAL SELL
It's at its all-time high. It needs to pass its last peak (it's close to it now). Otherwise, take half your shares now.
TOP PICK
Has fallen 17% from recent highs due to macro economic issues. The eBay of Latin America. No dividend. (Analysts’ price target is $639.50)
TOP PICK
Online marketplace that serves a lot of the countries in the South and Latin America. Volatile stock and is a little erratic now. Fantastic fundamentals. Recently broke out of a long (December-June) range, so as long as it continues to trade around the $58 range, it has a lot of potential to go higher.
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