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MEMELI

MercadoLibre, Inc.

$MELI·$91B·Specialty Retail·Consumer Cyclical
$1801.44+0.2%YTD-11.2%1Y-24.7%
Mentions · last 7 days
2026-07-18: 29 posts2026-07-19: 20 posts2026-07-20: 37 posts2026-07-21: 34 posts2026-07-22: 47 posts2026-07-23: 50 posts2026-07-24: 49 posts270+28%
Price updated 19h ago·X counts updated 19h ago
MEMELI
$MELIMercadoLibre, Inc.
$1,801.44+0.15%270 posts+28%
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 numbersEvent coming upAI verdict · as of 2026-07-24

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

MercadoLibre lands August 5 with World Cup ad tailwinds and 49% quarterly revenue growth into the print.

MercadoLibre is a $91.9B Latin American e-commerce and fintech leader with Q1 revenue of $8.84B at a 43.7% gross margin and EPS of $8.23. P/E is 42.5, price-to-sales is 2.6, and debt-to-equity is 1.7. The stock is down 11% year-to-date and 25% over twelve months, so the setup is a growth compounder in drawdown into a print.

  • Q2 2026 earnings scheduled for August 5, with World Cup programmatic cost-per-mille pricing inflecting across Argentina and Brazil; bulls flag potential material ad-revenue beats against consensus
  • The twenty-year revenue CAGR sits at roughly 40%, revenue rose 49% quarter-over-quarter, and gross margin holds at 44% while management deliberately walks operating margin down to reinvest in fulfillment and free shipping
  • GMV growth is accelerating across the Latin America footprint; MercadoLibre is pitching in-house pharmacy to Chile after the Brazil launch, extending the vertical strategy
  • The stock is roughly 30% off highs and forming a base under the 200-day simple moving average; bulls call it the best compounder in the market at the current valuation

The core question is whether the reinvestment cycle produces durable market-share gains against Amazon, Shopee and Shein in Latin America. Watch August 5 for GMV growth by geography, take-rate trajectory, and Mercado Pago total-payment-volume; the print sets the tone into year-end.

Agrees with X sentimentX frames MELI as a best-in-class compounder in drawdown with World Cup ad tailwinds; that maps to the fundamentals, though the operating-margin reinvestment cycle is a real earnings-power drag.

What to watch: August 5 Q2 earnings for GMV growth by geography, take-rate, ad-revenue growth and Mercado Pago total-payment-volume; commentary on fulfillment reinvestment; Argentina inflation and Brazil rate exposure.

On the calendar: August 5, 2026 Q2 earnings release

X sentiment

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

Bullish sentiment21 posts analyzed · as of 2026-07-24

MercadoLibre posters emphasize a durable 40%+ revenue CAGR for over a decade — even 30% for 28 consecutive quarters by some counts — with the current setup framed as a 30% pullback from highs offering a base near the 200-SMA. Q1 delivered 49% quarter-over-quarter sales growth and 44% gross margin, and posters cite World Cup programmatic CPMs inflecting in Argentina and Brazil as a potential Q2/Q3 ad-revenue beat catalyst into the August 5 print. FX tailwinds from strengthening LatAm currencies further support the constructive read.

Read the AI verdict + X sentiment for $MELI

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  • 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

Neutral — Operates Latin America's dominant e-commerce marketplace and Mercado Pago fintech platform covering payments, lending, and asset management; limited read-through from specialty retail macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+1.5%YTD
+6.7%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 $8.66

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$39.30$35.48 – $49.3816
FY27$52.0B$48.4B – $53.4B$56.39$46.81 – $65.0017
FY28$63.9B$63.3B – $64.5B$77.86$61.79 – $94.2418
FY29$80.1B$75.0B – $84.5B$125.96$115.55 – $135.0611
FY30$94.7B$88.7B – $99.9B$175.00$160.52 – $187.639

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.29%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.+6.3%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.-5.5%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 today0.6% 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.

MercadoLibre's GMV Growth Is Accelerating Across Latin Americazacks.com·2d agoMercadoLibre is Down 10% This Year But Its Relentless Growth Has One Analyst Predicting 55% Gains247wallst.com·2d agoMercadoLibre pitches in-house pharmacy to Chile after launch in Brazilreuters.com·2d agoHow MercadoLibre's Fulfillment Network Is Widening Competitive Moatzacks.com·3d agoAssetmark Inc. Sells 477 Shares of MercadoLibre, Inc. $MELIdefenseworld.net·3d ago

In themes

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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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