Barclays Issues Pessimistic Forecast for MercadoLibre (NASDAQ:MELI) Stock Price

MercadoLibre (NASDAQ:MELI) had its target price reduced by stock analysts at Barclays from $2,900.00 to $2,600.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Barclays‘s target price would indicate a potential upside of 49.35% from the stock’s current price.

Several other research firms have also weighed in on MELI. Zacks Research upgraded MercadoLibre from a “strong sell” rating to a “hold” rating in a research report on Friday, February 6th. Wedbush dropped their target price on shares of MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating on the stock in a report on Wednesday. Dbs Bank raised shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a research report on Tuesday, December 2nd. Itau BBA Securities reissued an “outperform” rating on shares of MercadoLibre in a research report on Wednesday. Finally, UBS Group cut their price objective on shares of MercadoLibre from $3,000.00 to $2,900.00 and set a “buy” rating on the stock in a report on Monday, November 24th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $2,808.67.

MercadoLibre Price Performance

MELI stock 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. MercadoLibre has a 1 year low of $1,654.24 and a 1 year high of $2,645.22. The firm has a 50-day moving average of $2,052.43 and a 200 day moving average of $2,165.94. The company has a market cap of $88.26 billion, a P/E ratio of 44.18, a PEG ratio of 0.87 and a beta of 1.44.

MercadoLibre (NASDAQ:MELI) last posted its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 earnings per share for the quarter, missing the consensus estimate of $11.66 by ($0.63). MercadoLibre had a net margin of 6.91% and a return on equity of 35.38%. The firm 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 firm posted $12.61 earnings per share. The business’s revenue was up 44.6% compared to the same quarter last year. On average, sell-side analysts forecast that MercadoLibre will post 43.96 EPS for the current year.

Insider Activity at MercadoLibre

In other news, Director Stelleo Tolda sold 246 shares of the stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $2,047.88, for a total transaction of $503,778.48. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Henrique Vasoncelos Dubugras sold 845 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $2,028.14, for a total transaction of $1,713,778.30. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,136 shares of company stock valued at $2,308,788. 0.25% of the stock is owned by insiders.

Institutional Trading of MercadoLibre

A number of institutional investors and hedge funds have recently modified their holdings of the business. Laurel Wealth Advisors LLC bought a new position in shares of MercadoLibre during the fourth quarter valued at $26,000. Transamerica Financial Advisors LLC purchased a new position in MercadoLibre in the 4th quarter worth about $26,000. Darwin Wealth Management LLC bought a new position in MercadoLibre during the 2nd quarter valued at about $29,000. Curio Wealth LLC purchased a new stake in shares of MercadoLibre during the 4th quarter valued at about $30,000. Finally, Holos Integrated Wealth LLC bought a new stake in shares of MercadoLibre in the fourth quarter worth approximately $32,000. Institutional investors own 87.62% of the company’s stock.

Trending Headlines about MercadoLibre

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.