BTIG Research Lowers MercadoLibre (NASDAQ:MELI) Price Target to $2,650.00

MercadoLibre (NASDAQ:MELI) had its price target dropped by BTIG Research from $2,750.00 to $2,650.00 in a report issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the stock. BTIG Research’s price target points to a potential upside of 52.22% from the company’s previous close.

Several other equities research analysts also recently issued reports on MELI. Benchmark lowered their price objective on shares of MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating for the company in a research report on Thursday, October 30th. Wedbush lowered their target price on MercadoLibre from $2,700.00 to $2,600.00 and set an “outperform” rating for the company in a report on Tuesday, February 17th. Dbs Bank raised MercadoLibre from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, December 2nd. Morgan Stanley upped their price objective on MercadoLibre from $2,850.00 to $2,950.00 and gave the stock an “overweight” rating in a research report on Monday, November 3rd. Finally, Cantor Fitzgerald decreased their price objective on MercadoLibre from $2,900.00 to $2,750.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $2,808.67.

MercadoLibre Trading Down 1.5%

NASDAQ:MELI opened at $1,740.88 on Wednesday. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.17 and a quick ratio of 1.15. The business’s 50-day simple moving average is $2,052.43 and its 200-day simple moving average is $2,165.94. MercadoLibre has a fifty-two week low of $1,654.24 and a fifty-two week high of $2,645.22. The stock has a market capitalization of $88.26 billion, a PE ratio of 44.18, a price-to-earnings-growth ratio of 0.87 and a beta of 1.44.

MercadoLibre (NASDAQ:MELI) last posted its earnings results on Tuesday, February 24th. The company reported $11.03 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.66 by ($0.63). MercadoLibre had a return on equity of 35.38% and a net margin of 6.91%.The business had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.45 billion. During the same period in the previous year, the company posted $12.61 earnings per share. MercadoLibre’s revenue for the quarter was up 44.6% compared to the same quarter last year. Sell-side analysts expect that MercadoLibre will post 43.96 earnings per share for the current fiscal year.

Insider Activity at MercadoLibre

In other MercadoLibre news, Director Stelleo Tolda sold 246 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $2,047.88, for a total value of $503,778.48. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Emiliano Calemzuk sold 45 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $2,027.37, for a total value of $91,231.65. Following the transaction, the director directly owned 257 shares in the company, valued at $521,034.09. This trade represents a 14.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,136 shares of company stock valued at $2,308,788. 0.25% of the stock is owned by insiders.

Institutional Investors Weigh In On MercadoLibre

Several large investors have recently made changes to their positions in the stock. Laurel Wealth Advisors LLC acquired a new stake in MercadoLibre in the fourth quarter valued at $26,000. Transamerica Financial Advisors LLC bought a new position in MercadoLibre during the fourth quarter worth about $26,000. Darwin Wealth Management LLC bought a new position in MercadoLibre during the second quarter worth about $29,000. Curio Wealth LLC acquired a new position in MercadoLibre during the fourth quarter worth approximately $30,000. Finally, Holos Integrated Wealth LLC bought a new stake in MercadoLibre in the fourth quarter valued at approximately $32,000. Institutional investors and hedge funds own 87.62% of the company’s stock.

MercadoLibre News Roundup

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Very strong top‑line and segment growth — Q4 revenue rose ~44–45%, GMV and fintech (Mercado Pago) surged, and user additions accelerated; company cites AI investments as a revenue/efficiency driver. Article Title
• Positive Sentiment: Market/institutional view: some analysts and institutional holders see the pullback as a buying opportunity — institutional ownership is high and a number of firms retained Buy/Outperform ratings after the print. Article Title
• Positive Sentiment: Recent inflows/new positions: at least one asset manager (SQUADRA) initiated/added a material stake, signaling active investor interest on weakness. Article Title
• Neutral Sentiment: Analyst reactions: several firms cut price targets (examples: Barclays, Cantor, Wedbush, BTIG) but generally kept positive ratings — view is that cuts reflect near‑term margin pressure rather than a change to the long‑term thesis. Article Title
• Neutral Sentiment: Leadership/strategy update: management is accelerating investments in AI, logistics and credit to capture penetration in Brazil, Mexico and Argentina — a strategic choice that supports long‑term TAM but clouds near‑term profitability. Article Title
• Negative Sentiment: EPS miss and margin compression: Q4 EPS (~$11.03) missed consensus, driven by higher spending (lowered free‑shipping thresholds, logistics and credit growth) — investors punished the miss and the uncertainty about when margins will recover. Article Title
• Negative Sentiment: Aftermath: the mixed print triggered sharp intraday selling and some analysts trimmed near‑term estimates; margin risk is the principal downside catalyst while revenue growth is intact. Article Title

MercadoLibre Company Profile

MercadoLibre, Inc operates an integrated e-commerce and fintech ecosystem serving consumers and businesses across Latin America. The company provides an online marketplace that connects buyers and sellers for a wide range of goods and services, supported by tools for merchants, advertising, and classifieds. Over time MercadoLibre has expanded beyond its marketplace roots into complementary areas that support digital commerce end to end.

Key offerings include its marketplace platform and a suite of logistics and payment services.