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MEMELI

MercadoLibre, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 49% YoYStreet coverage with positive forward estimatesConsistent chatter on X (457/wk), no spike
$MELI·$94B·Specialty Retail·Consumer Cyclical
$1857.42+0.8%YTD-8.4%1Y-22.8%
Mentions · last 7 days
2026-07-10: 127 posts2026-07-11: 41 posts2026-07-12: 40 posts2026-07-13: 110 posts2026-07-14: 61 posts2026-07-15: 58 posts2026-07-16: 39 posts479+17%
Price updated 7h ago·X counts updated 6h ago
MEMELI
$MELIMercadoLibre, Inc.
$1,857.42+0.77%479 posts+17%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $MELI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

MercadoLibre reaccelerating with directors buying — 3 consecutive insider purchases into the +20% MoM rally.

MercadoLibre is Latin America's dominant e-commerce and fintech platform — Argentina, Brazil, Mexico, and other LatAm markets, spanning marketplace, payments (Mercado Pago), credit, and logistics. The stock is up 20% MoM as growth reaccelerates.

  • Revenue grew 49% YoY last quarter — real acceleration driven by Brazil marketplace expansion and Mercado Pago fintech growth; the top-line trajectory is one of the highest in mid-cap tech at this scale.
  • Trades at 42x TTM earnings, 2.6x sales, and a 13% FCF yield — reasonable for a business growing 40%+ with real profitability; the PEG at 1.4x captures the growth-adjusted value case.
  • Three consecutive insider purchases including a director's $1M USD buy at $1,655 (per corpus) — genuine insider conviction near the recent highs, which is the strongest smart-money signal available.
  • Mercado Libre opening 28,000 new Brazil logistics positions (56% expansion in Brazil logistics workforce) signals massive growth capex commitment — real operational investment ahead of the revenue ramp.
  • 52-week position 33rd percentile with position vs 50-day MA +9% — the tape has confirmed the reacceleration; the fresh 6-month high breakout captures the momentum shift.

August 5 Q2 earnings is where the growth reacceleration either extends or contracts: revenue growth held above 45% plus specific Mexico and Brazil marketplace commentary is what keeps the run alive; a modest beat with cautious guide is where the multiple compresses. Real LatAm compounder with real insider conviction — the setup rewards continued execution and the 'growth over near-term margins' management framing is fair given the addressable market.

Agrees with X sentimentThe bullish X take on MELI at 42x with 40%+ growth, the DCFriday segment-by-segment valuation frameworks, and the three consecutive insider purchases (including $1M director buy) is analytically fair. The 2030 PT $7,000 is aspirational but the direction is right.

What to watch: Aug 5 Q2 earnings — need revenue growth held above 45% and specific Mexico/Brazil marketplace commentary. A modest beat with cautious guide is where the multiple compresses.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment27 posts analyzed · as of 2026-07-15

MercadoLibre chatter is bullish momentum. MELI is +20% MoM near $1,900/share after three consecutive insider purchases including a Director's $1M USD purchase at $1,655/share. Community treats the PEG at 1.40x as attractive despite the bounce. Bulls point to Mercado Libre opening 28,000 new Brazil logistics positions (56% expansion in the Brazil logistics workforce) signaling growth ahead. Community sets 2030 PT at $7,000 in the aspirational-list bucket. MELI features prominently in DCFriday valuation models with segment-by-segment analysis (Commerce, Payments, Credit). Charts show a fresh 6-month high breakout. No meaningful bear thread.

Read the AI verdict + X sentiment for $MELI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Latin America's dominant e-commerce marketplace and Mercado Pago fintech platform covering payments, lending, and asset management.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $MELI.

Specialty Retail · Consumer Cyclical

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

What this means for $MELI

Partial — Operates Latin America's dominant e-commerce marketplace and Mercado Pago fintech platform covering payments, lending, and asset management; the AI shopping agent shift and tariff supply-chain disruption is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$XRTSPDR S&P Retail ETF
+5.5%YTD
+14.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
42.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
13.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
29.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$8.23$8.75-5.9%
Q4 2025Feb 24, 2026$11.03$11.45-3.7%
Q3 2025Oct 29, 2025$8.32$9.12-8.8%
Q2 2025Aug 4, 2025$10.31$11.93-13.6%
Next earningsWed, Aug 5·consensus EPS $8.69

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$8.8B+49.0%43.7%6.9%$8.23$1.3B
Q4 FY25$8.8B+44.6%43.2%10.1%$11.03$4.8B
Q3 FY25$7.4B+39.5%43.3%9.8%$8.30$2.5B
Q2 FY25$6.8B+33.8%45.6%12.2%$10.32$2.2B

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$40.7B$38.8B – $41.8B$38.95$35.19 – $48.9816
FY27$51.9B$48.3B – $53.3B$56.59$46.97 – $65.2217
FY28$63.7B$63.2B – $64.3B$78.73$62.48 – $95.3018
FY29$79.6B$74.8B – $84.3B$129.17$118.86 – $138.9111
FY30$94.7B$88.9B – $100.2B$175.00$161.03 – $188.209

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.34%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+9.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 47.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.345-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 11Marcelo MelamudSVP - Chief Accounting Officer125 sh$200KBuyMay 22Aguzin Alejandro NicolasDirector600 sh$994KBuyFeb 27Marcelo MelamudSVP - Chief Accounting Officer57 sh$100K
+ 8 other (7 awards · 1 gift) in window

See when $MELI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 263
AI summary

Sean Summers was appointed EVP Marketing & Advertising at MercadoLibre, Inc., effective June 17, 2026, and indirectly holds 305 shares through a trust. Routine initial Section 16 officer disclosure for a new C-suite appointment at the dominant Latin American e-commerce and fintech platform.

SC 13D/AActivist amendmentJun 18SC 13D/A
AI summary

The Galperin Trust / Meliga No. 1 Corp group filed Amendment No. 2 on a Schedule 13D for MercadoLibre (MELI), disclosing aggregate beneficial ownership of 3,400,136 shares representing approximately 6.7% of the class. The reporting group includes Virgin Islands entities associated with MercadoLibre co-founder Marcos Galperin. Voting and dispositive power are shared within the group. No new purchase or sale transactions were described.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

MercadoLibre, Inc. held its 2026 Annual Meeting on June 9, 2026. Shareholders voted to elect Class I directors to serve until 2029; approved Say-on-Pay for fiscal 2025 compensation on an advisory basis; and ratified Pistrelli, Henry Martin y Asociados S.A. (EY Argentina) as independent auditor. Routine annual governance filing for Latin America's dominant e-commerce and fintech platform.

8-KOfficer or director changeApr 38-K — Item 5.02: Officer or director change
AI summary

MELI disclosed a personnel change (8-K Item 5.02, dated 2026-04-03). An executive departure and a new appointment are both reported. Bonus Program, the bonus payout for each of Ariel Szarfsztejn (Chief Executive. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 8 other (2 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CART or MELI: Which Is the Better Value Stock Right Now?zacks.com·16h agoMercadoLibre Rallies 13% in a Month: Time to Buy MELI Stock?zacks.com·17h agoWhy MercadoLibre Is Choosing Growth Over Near-Term Marginszacks.com·2d agoAndre Chaves, Senior VP and Country Head for Mercado Pago Brazil, Discusses Fintech in Brazil, Credit Quality, and the Growth Opportunitygurufocus.com·3d agoAndre Chaves, Senior VP and Country Head for Mercado Pago Brazil, Discusses Fintech in Brazil, Credit Quality, and the Growth Opportunitybusinesswire.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

Consumer Fintech & Neobanks

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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