Mercado Libre (MELI)

• Market cap: $121B
• 1 day: -0.61%
• 5 days: -4.31%
• 1 month: 0.02%
• 3 months: 19.55%
• 6 months: 37.21%
• Year to date: 35.27%
• 1 year: 39.73%
• 5 years: 143.13%
• 10 years: 1,660.14%
• Sector: Consumer Discretionary
• Industry: Internet Retail

About: MercadoLibre runs the largest e-commerce marketplace in Latin America, with more than 218 million active users and 1 million active sellers across 18 countries stitching into its commerce network or fintech solutions when last reported. The company operates a host of complementary businesses to its core online shop, with shipping solutions (Mercado Envios), a payment and financing operation (Mercado Pago and Mercado Credito), advertisements (Mercado Clics), classifieds, and a turnkey e-commerce solution (Mercado Shops) rounding out its arsenal. MercadoLibre generates revenue from final value fees, advertising royalties, payment processing, insertion fees, subscription fees, and interest income from consumer and small-business lending.

Employees: 84,207

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

129% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 86

38% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 406

29% more funds holding in top 10

Funds holding in top 10: 63 [Q4 2024] → 81 (+18) [Q1 2025]

15% more capital invested

Capital invested by funds: $68.4B [Q4 2024] → $78.5B (+$10.1B) [Q1 2025]

6% more funds holding

Funds holding: 1,290 [Q4 2024] → 1,366 (+76) [Q1 2025]

0.24% more ownership

Funds ownership: 78.49% [Q4 2024] → 78.73% (+0.24%) [Q1 2025]

19% less call options, than puts

Call options by funds: $1.95B | Put options by funds: $2.41B

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $2,500 5% upside
• Avg. target: $2,811 18% upside
• High target: $3,100 30% upside

7 analyst ratings

• positive: 5 71%
• neutral: 2 29%
• negative: 0 0%

Susquehanna James Friedman	25% upside $2,975	Positive Maintained	26 Jun 2025
Cantor Fitzgerald Deepak Mathivanan	13% upside $2,700	Overweight Maintained	11 Jun 2025
Jefferies Alex Wright	17% upside $2,800	Hold Downgraded	5 Jun 2025
JP Morgan Marcelo Santos	9% upside $2,600	Neutral Maintained	22 May 2025
Goldman Sachs Irma Sgarz	26% upside $3,000	Buy Maintained	14 May 2025