Mercado Libre

MELI

Market cap $110B

With over 82% of revenues tied to just three markets, MELI's regional focus could threaten its growth resilience.

It's a good thing I haven't limited my investments to a single stock. the best way to achieve long-term wealth is through a properly diversified portfolio of great stocks.

In this video, I will cover the recent updates regarding MercadoLibre (MELI -6.05%) and Booking Holdings and explain why both stocks took a hit recently. Watch the short video to learn more, consider subscribing, and click the special offer link below.

MercadoLibre (MELI) closed the most recent trading day at $2, moving 6.21% from the previous trading session.

The age of AI is causing headlines to change so quickly that I need to move to smaller articles just to keep up. This is part one of a three-part report that provides an update on my family's ZEUS fund and a comprehensive fundamental analysis update for my current holdings. And then, finally, a look at potential high-yield, deep-value, and growth alternatives to my current nine-stock plan for 2026.

Latin American e-commerce firm MercadoLibre will test the waters for online pharmaceutical sales through its newly acquired drugstore in Brazil, the company's local head said on Thursday, a first step in entering the country's multi-billion-dollar online medicine market.

MercadoLibre dominates Latin America's e-commerce and fintech sectors, leveraging its Marketplace, Mercado Pago, and lending services across the region. MELI's Q2 FY25 results showed 39% YoY revenue growth, robust fintech expansion, and strong loan portfolio performance, despite margin pressures due to high spend on growth initiatives. Strategic moves like integrating with Google Ad Manager and launching Mi Página enhance MELI's ecosystem, driving user engagement and monetization opportunities.

MercadoLibre dominates Latin America's digital economy through first-mover logistics, local payments, and credit ecosystems that foreign entrants cannot replicate efficiently within the region's high-cost, fragmented infrastructure. Short-term free-shipping subsidies are temporary; fixed-cost leverage, fulfillment scale, and mix shift toward fintech and ads will drive sustainable operating margin recovery and expanding EPS through 2026. With 30–40% normalized EPS growth, resilient regional leadership, and high behavioral lock-in, MELI offers 25–35% annualized return potential and remains a conviction Strong Buy at $2,190.

It can be pretty tough to predict when the next share split will be for any given name.

MELI's fast-growing credit book is straining margins, with rising risks that could deepen pressure in coming quarters.