Mercado Libre (MELI)

• Market cap: $119B
• 1 day: 0.05%
• 5 days: -0.92%
• 1 month: -0.49%
• 3 months: -1.24%
• 6 months: 16.69%
• Year to date: 32.54%
• 1 year: 9.31%
• 5 years: 125.64%
• 10 years: 2,104.86%
• 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 Q2 regulatory disclosures by fund managers ($100M+ AUM)

169% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 80

33% more capital invested

Capital invested by funds: $78.6B [Q1] → $104B (+$25.8B) [Q2]

11% more repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 507

8% more funds holding

Funds holding: 1,383 [Q1] → 1,498 (+115) [Q2]

6% more funds holding in top 10

Funds holding in top 10: 82 [Q1] → 87 (+5) [Q2]

0.21% more ownership

Funds ownership: 78.77% [Q1] → 78.98% (+0.21%) [Q2]

20% less call options, than puts

Call options by funds: $2.81B | Put options by funds: $3.51B

Research analyst outlook

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

• Low target: $2,700
• Avg. target: $2,895
• High target: $3,500

11 analyst ratings

• positive: 9 82%
• neutral: 2 18%
• negative: 0 0%

Citigroup Joao Pedro Soares	$2,850	Buy Maintained	18 Aug 2025
JP Morgan Marcelo Santos	$2,700	Neutral Maintained	7 Aug 2025
Benchmark Fawne Jiang	$2,875	Buy Reiterated	5 Aug 2025
Cantor Fitzgerald Deepak Mathivanan	$2,700	Overweight Reiterated	5 Aug 2025
Raymond James Josh Beck	$2,750	Strong Buy Reiterated	5 Aug 2025