Mercado LibreMELI
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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
23% more repeat investments, than reductions
Existing positions increased: 507 | Existing positions reduced: 411
15% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 157
0% more funds holding
Funds holding: 1,277 [Q3] → 1,278 (+1) [Q4]
0.73% less ownership
Funds ownership: 79.18% [Q3] → 78.45% (-0.73%) [Q4]
13% less funds holding in top 10
Funds holding in top 10: 72 [Q3] → 63 (-9) [Q4]
17% less capital invested
Capital invested by funds: $81.9B [Q3] → $68.4B (-$13.5B) [Q4]
31% less call options, than puts
Call options by funds: $2.05B | Put options by funds: $2.96B
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Cantor Fitzgerald Deepak Mathivanan 60% 1-year accuracy 34 / 57 met price target | 3%upside $2,400 | Overweight Maintained | 16 Apr 2025 |
Benchmark Fawne Jiang 57% 1-year accuracy 32 / 56 met price target | 7%upside $2,500 | Buy Initiated | 15 Apr 2025 |
Morgan Stanley Andrew Ruben 100% 1-year accuracy 3 / 3 met price target | 10%upside $2,560 | Overweight Maintained | 10 Apr 2025 |
Goldman Sachs Irma Sgarz 100% 1-year accuracy 2 / 2 met price target | 18%upside $2,750 | Buy Maintained | 3 Mar 2025 |
JP Morgan Marcelo Santos 67% 1-year accuracy 4 / 6 met price target | 1%downside $2,300 | Neutral Maintained | 25 Feb 2025 |
Financial journalist opinion
Based on 40 articles about MELI published over the past 30 days
