MercadoLibre, Inc. $MELI Shares Sold by 2Xideas AG

2Xideas AG reduced its holdings in MercadoLibre, Inc. (NASDAQ:MELI) by 24.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,780 shares of the company’s stock after selling 562 shares during the quarter. 2Xideas AG’s holdings in MercadoLibre were worth $4,160,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in MELI. Capital Research Global Investors grew its holdings in MercadoLibre by 3.4% during the third quarter. Capital Research Global Investors now owns 1,816,092 shares of the company’s stock worth $4,244,604,000 after acquiring an additional 59,838 shares during the period. Capital World Investors grew its position in MercadoLibre by 1.3% during the 3rd quarter. Capital World Investors now owns 1,740,129 shares of the company’s stock worth $4,067,194,000 after purchasing an additional 22,659 shares in the last quarter. Lavaca Capital LLC raised its stake in MercadoLibre by 140,201.3% during the 2nd quarter. Lavaca Capital LLC now owns 1,066,290 shares of the company’s stock valued at $2,786,888,000 after purchasing an additional 1,065,530 shares during the period. Schroder Investment Management Group raised its stake in MercadoLibre by 9.8% during the 3rd quarter. Schroder Investment Management Group now owns 572,726 shares of the company’s stock valued at $1,432,565,000 after purchasing an additional 50,893 shares during the period. Finally, WCM Investment Management LLC lifted its holdings in shares of MercadoLibre by 0.4% in the third quarter. WCM Investment Management LLC now owns 497,518 shares of the company’s stock valued at $1,244,447,000 after purchasing an additional 1,833 shares in the last quarter. Institutional investors and hedge funds own 87.62% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on MELI shares. JPMorgan Chase & Co. cut MercadoLibre from an “overweight” rating to a “neutral” rating and decreased their target price for the stock from $2,650.00 to $2,100.00 in a research report on Thursday. Dbs Bank raised shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a research report on Tuesday, December 2nd. Wedbush cut their target price on shares of MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating for the company in a research report on Wednesday, February 25th. Weiss Ratings lowered shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. Finally, Cantor Fitzgerald cut their price objective on MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating for the company in a report on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $2,725.33.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Analysts and commentators still point to MELI’s long track record of “monster” growth and say the stock looks cheaper on valuation metrics versus its historical multiple, which supports a longer‑term recovery thesis. The Latin American Stock Delivering Monster Growth at a Record-Low Valuation
• Neutral Sentiment: Consensus analyst positioning remains skewed positive (many buy/strong‑buy ratings and a substantially higher consensus price target), creating a potential catalyst for a rebound if sentiment stabilizes — but that gap also highlights downside risk while catalysts play out. MercadoLibre’s $2,100 Price Target: Can MELI Recover From Its 17% Monthly Slide?
• Negative Sentiment: JPMorgan downgraded MELI from Overweight to Neutral and cut its price target (from $2,650 to $2,100), explicitly flagging margin pressures and reducing its bullish stance — a primary driver of the recent selloff. MercadoLibre (MELI) Stock Plummets 7% as JPMorgan Abandons Bullish Stance
• Negative Sentiment: MercadoLibre’s plan to invest ~$3.4B in Argentina (expanding logistics, fintech and hiring) is growth‑oriented but raises near‑term margin and cash‑flow concerns; investors are weighing capex upside vs immediate profit pressure. MercadoLibre’s Argentina Bet Expands Logistics And Fintech But Tests Margins
• Negative Sentiment: Macro/geopolitical risk (intensifying U.S.‑Israeli conflict with Iran) has hit growth names and specifically pressured MELI shares in recent sessions as investors move to de‑risk. Why MercadoLibre (MELI) Shares Are Sliding Today
• Negative Sentiment: Short‑term sentiment also reflects recent earnings dynamics (an EPS miss vs. estimates despite strong revenue growth) and analysts’ margin concerns, magnifying downside after the downgrade and headlines. Here’s Why MercadoLibre (MELI) Fell More Than Broader Market

MercadoLibre Stock Performance

Shares of MercadoLibre stock opened at $1,670.00 on Friday. MercadoLibre, Inc. has a 12 month low of $1,631.18 and a 12 month high of $2,645.22. The company has a current ratio of 1.17, a quick ratio of 1.15 and a debt-to-equity ratio of 0.68. The company has a market capitalization of $84.67 billion, a PE ratio of 42.39, a PEG ratio of 0.90 and a beta of 1.48. The stock’s fifty day simple moving average is $1,996.22 and its 200 day simple moving average is $2,119.50.

MercadoLibre (NASDAQ:MELI) last announced its earnings results on Tuesday, February 24th. The company reported $11.03 EPS for the quarter, missing the consensus estimate of $11.66 by ($0.63). MercadoLibre had a return on equity of 33.73% and a net margin of 6.91%.The company had revenue of $8.76 billion for the quarter, compared to analyst estimates of $8.45 billion. During the same quarter last year, the business posted $12.61 earnings per share. The business’s quarterly revenue was up 44.6% on a year-over-year basis. On average, research analysts predict that MercadoLibre, Inc. will post 43.96 EPS for the current year.

MercadoLibre 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.