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MEMELI

MercadoLibre, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 49% YoYStreet coverage with positive forward estimatesConsistent chatter on X (308/wk), no spike
$MELI·$100B·Specialty Retail·Consumer Cyclical
$1926.25-2.6%YTD-5.0%1Y-15.7%
Price updated 10m ago·X counts updated 15h ago
MEMELI
$MELIMercadoLibre, Inc.
$1,926.25-2.63%308 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MELI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

308X posts · last 7 days
Aug 26Sep 8
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $MELI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data33 posts analyzed · as of 2026-09-08

MercadoLibre grew Q2 revenue 49.8% to $10.2B with items-sold at insane rates, and posters model a base case reaching ~$115B revenue and 15% operating margin by 2030. Op margin fell to 6.7% on aggressive investment in cheaper shipping, seller incentives, and lending — read as growth spend rather than deterioration.

Read what X is saying about $MELI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MELI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-08

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

LatAm e-commerce and fintech compounder still growing 50% at scale — the multi-year infrastructure moat is unusually cheap here.

MercadoLibre is the dominant e-commerce marketplace and fintech platform across Latin America — Amazon plus PayPal plus Uber Eats for a region of 640 million people. The stock is basically flat YTD after a strong Q2 print, offering a rare entry into a 50%-growth compounder at only 42x TTM earnings.

  • Growth is exceptional for a company at scale: Q1 revenue $8.85B grew 49% YoY at 44% gross margin, and the Aug 5 Q2 print showed continued acceleration — the fintech and logistics segments are the compounders on top of the marketplace base.
  • Free cash flow generation is meaningful — $1.28B in Q1 alone with 13% FCF yield — and the Magazine Luiza partnership onboarding Magalu products in Argentina expands the addressable market without capex.
  • 4,000+ items sold per minute and the fintech NIM expansion (per JPMorgan's 12.8% logistics-cost-of-GMV note) mean the network effects are compounding — few businesses at this scale still grow at these rates.

The Nov 4 Q3 print is the next real read — another beat with fintech user growth restarts the tape toward $2,500; a Brazilian macro shock or an Amazon LatAm push and the tape retests the lows. Watch fintech monthly active users and logistics cost as a percentage of GMV.

Agrees with X sentimentThe bull read on the Magalu partnership, 50%+ growth, 4,000 items sold per minute, and the $3,000 analyst targets aligns with the fundamentals; the portfolio-rotator to AMZN/RDDT is a fair pivot but doesn't break the base case.

What to watch: Nov 4 Q3 earnings — fintech monthly active users, logistics-cost-of-GMV, and any commentary on Argentine macro recovery or Amazon LatAm competitive move.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Consumer discretionary spending is the underlying cycle — back-to-school traffic is the near-term seasonality anchor, and omnichannel retailers with AI-driven inventory personalization (AMZN, BABA) are widening their share gap versus pure physical players. Value and pet categories are outperforming as consumers trade down in higher-inflation sub-segments.

What this means for $MELI

Partial — MercadoLibre's Latin American e-commerce and Mercado Pago fintech platform benefit from e-commerce penetration growth in Brazil and Mexico; consumer spending resilience and financial inclusion drive both segments independently of US discretionary trends.

Top industry ETF

$XRTSPDR S&P Retail ETF
-0.1%YTD
-2.0%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
Q2 2026Aug 5, 2026$9.19$8.65+6.2%
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%
Next earningsWed, Nov 4·consensus EPS $9.42

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$41.6B$40.8B – $41.9B$37.91$35.10 – $40.7616
FY27$53.3B$52.4B – $54.7B$54.62$47.31 – $60.2017
FY28$66.6B$55.9B – $71.9B$77.42$64.57 – $93.1718
FY29$86.0B$79.6B – $89.4B$121.99$110.18 – $128.2310
FY30$107.5B$99.5B – $111.8B$175.00$158.06 – $183.959

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.0.8×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.41%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.+3.4%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.β1.315-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$994K
+ 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
Free, forever. No credit card.

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 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

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

2 Beaten-Down Stocks to Buy and Hold for the Next 10 Yearsfool.com·22h agoIs MercadoLibre Becoming Latin America's Leading Fintech?zacks.com·2d agoMercadoLibre, Inc. $MELI Shares Sold by Greenland Capital Management LPdefenseworld.net·2d agoGroupe la Francaise Sells 4,413 Shares of MercadoLibre, Inc. $MELIdefenseworld.net·2d agoMercadoLibre (MELI) Up 8.8% Since Last Earnings Report: Can It Continue?zacks.com·5d 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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