MELI Stock Recent News

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I reiterate my buy recommendation for MercadoLibre after Q2, supported by strong revenue growth and robust fintech performance, especially in Argentina. The company's margin sacrifice is a strategic move for customer loyalty and market share, not a sign of weakness, and can be reversed if needed. Valuation using a 5-year DCF model indicates a fair value of $2,705 per share, offering a 16.8% upside and an attractive risk-reward profile.

MercadoLibre remains an undisputed market leader in the Latam region, thanks to its robust growth flywheel across the commerce/advertising/logistics/fintech end-markets. The same has been observed in the excellent FQ2'25 performance, as the management strategically utilizes numerous levers to drive mindshare growth while reducing friction. Given minimal tariff headwinds, we believe that MELI may continue outperforming, especially aided by the untapped advertising prowess, thanks to the GOOG partnership and streaming initiatives.

MercadoLibre's strong e-commerce and fintech growth in Latin America has outperformed expectations, despite macroeconomic and tariff uncertainties. Recent quarters showed impressive revenue and user growth, with marketplace and fintech segments both accelerating, reinforcing MELI's long-term potential. Rising bad debt expense and margin pressure are concerns, but credit quality and provision coverage remain healthy for now.

MercadoLibre remains the premier way to invest in Latin America's digital and economic growth, with unmatched commerce and fintech platforms driving expansion. Q2-25 results showed exceptional revenue and user growth across all segments, though profitability was missed due to aggressive investment in future opportunities. Management's focus on long-term market leadership justifies margin volatility; investing now is crucial to fend off strong competitors like Amazon, Shopee, and Nubank.

Mercado Libre's NASDAQ: MELI shares are up nearly 300% in the last two years and have ample room to run. The business is growing and accelerating, with plenty of market left to address.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

The Investment Committee give you their top stocks to watch for the second half.

MELI's Q2 earnings miss estimates despite surging 33.8% revenue growth, fueled by strong commerce and fintech momentum.

MercadoLibre's Q2 earnings showed robust growth across all segments, but profit margins were pressured by increased investments in marketing and logistics. Long-term fundamentals remain strong, with accelerating user growth, expanding fintech adoption, and significant market share opportunities in Latin America. Management's focus on reinvestment is driving sustained growth and past investments have proven successful in strengthening MercadoLibre's competitive position.