2026-10-30 → 11-02 Earnings Bull 🔥Developing
MELI Oversold Before Earnings, Historical Bounce Odds High RSI under 30 after 10% 3-week drop; 11 of 15 prior cases saw gains 10 sessions later
D1 -2.1% · since -5.8%
› 3 waves of this story2026-10-30 Multiple independent sources confirm MELI's earnings release next week2026-11-01 Earnings week schedule confirmed; market watches profit and growth2026-11-02 RSI under 30 after 10% 3-week drop; 11 of 15 prior cases saw gains 10 sessions later2026-10-27 Analyst
Citigroup upgrades to Buy D1 +0.7% · +5d -1.1%
2026-10-27 Analyst Bull
Citi Upgrades MELI to Buy, PT $2,050 Citi sees recent weakness as entry point, citing growth ahead of local consumer markets.
D1 +0.7% · +5d -1.1%
2026-10-20 Company Bull
MELI Ecosystem Users Grow 37%, Acquiring TPV Exceeds $41.2B Multiple sources confirm ecosystem synergy and fintech expansion
D1 +2.2% · +5d -10.6%
2026-10-20 Capital Bear
CWA Asset Management Cuts MELI Position by 10.1% in Q3 13F filing shows institutional repositioning, a bearish signal from one manager
D1 +2.2% · +5d -10.6%
2026-10-12 Analyst Bull
Analysts Bullish on MELI Ecosystem Growth, Trim Price Target Multiple sources cite commerce-fintech flywheel and Brazil tailwinds; Cantor cuts PT to $2200
D1 +0.1% · +5d -2.8%
2026-10-06 Analyst Bull
Jefferies Reiterates Buy, PT $2,600 Drug retail could boost GMV, drive frequency and conversion
D1 -0.1% · +5d +1.0%
2026-09-23 → 10-05 Analyst Bull
Michael Burry Adds MercadoLibre Stake, Calls Sell-off a Mistake Famed investor contrarian bullish, tied to AI short hedge
D1 -1.5% · +5d -3.9%
› 2 waves of this story2026-09-23 Prominent investor discloses increased stake, signaling confidence in MELI2026-10-05 Famed investor contrarian bullish, tied to AI short hedge2026-10-05 Other Bull
Brazil First-Round Election Outcome Favors Brazil-Exposed Assets Like MELI Bolsonaro leads first round, seen as more business-friendly, potentially positive for Brazil assets
D1 +9.7% · +5d +1.7%
2026-09-26 Company Bull
MercadoLibre Ads Adopted by Netflix, TikTok; Growth Strong Ads growing 65% YoY; Netflix and TikTok acceptance signals rising LatAm ad platform status
D1 -2.3% · +5d +8.7%
2026-09-24 Product Bull
MercadoLibre to launch 1-hour delivery, expand pharmacy in Brazil Exec confirms new service; State Street raised stake, signaling expansion and institutional support
D1 -2.5% · +5d -3.9%
2026-09-23 Analyst Bull
New Street Research Initiates Buy on MercadoLibre, PT $2,450 Two independent sources confirm new coverage with bullish stance
D1 -1.5% · +5d -3.9%
2026-09-22 Company Bull
MercadoLibre Ad Business Surges in Q2, AI Tools Drive Share Gains Ad revenue tops 10% of LatAm digital ad market, AI and video inventory expand
D1 +0.3% · +5d -5.6%
2026-09-18 Analyst Bear
MELI premium valuation under pressure as estimates fall Rich P/E with margin weakness draws scrutiny on valuation risk
D1 -2.1% · +5d -1.9%
2026-09-15 8-K filing
8-K: Item 8.01, Item 9.01 D1 -3.8% · +5d -0.1%
2026-09-15 Company Bull
MELI AI Investments Drive Growth; User & Payment Data Strong AI boosts efficiency; 100M+ users and growing Pago balances in Brazil/Mexico validate ecosystem
D1 -3.8% · +5d -0.1%
2026-09-09 → 09-10 Capital
MercadoLibre Successfully Issues USD 1,000M 2036 Senior Notes Company confirms issuance with strong demand, securing long-term financing.
D1 -2.6% · +5d -2.0%
› 2 waves of this story2026-09-09 Seeks proceeds for general corporate purposes, stock fell 3.13% intraday2026-09-10 Company confirms issuance with strong demand, securing long-term financing.2026-09-10 8-K filing
8-K: Item 1.01, Item 7.01, Item 9.01 D1 +1.6% · +5d -4.3%
2026-09-03 Analyst Bull
MercadoLibre Recommended for Long-Term Hold; Stock Back at $2000 Two Motley Fool articles recommend buying; social media notes stock back at $2000 despite strong growth
D1 -0.8% · +5d -4.7%
2026-09-02 Company
MercadoLibre Pushes Company-Wide AI Adoption; Magalu Joins Platform Internal AI tools empower non-technical staff; Brazilian retailer Magalu begins selling on MELI
D1 +2.2% · +5d -5.0%
2026-08-18 Earnings Bull
MELI Q2 GMV Up 44% to $21.9B, Marketplace Momentum Strong Multiple sources confirm strong GMV growth, underscoring LatAm e-commerce competitiveness
D1 -0.5% · +5d +12.2%
2026-07-22 → 08-13 Capital Bull
MELI Gains Burry Stake & Mexico Growth Bull Case Burry long position and Mexico scale-up potential boost investor attention
D1 -1.3% · +5d +3.6%
› 9 waves of this story2026-07-22 Alesco opens new position while Amova, Assetmark, Baader Bank trim stakes, showing institutional divergence.2026-07-22 Alesco opens new position, Assetmark and Baader Bank trim stakes, continuing institutional adjustments.2026-07-27 Cetera raised stake 19.1%; Delta Global initiated 307-share position, extending institutional moves2026-07-28 Cetera +19.1%, Delta new stake, Dynamo +248.5%2026-07-31 Institutional moves continue recent trend of position changes2026-08-01 13F filing shows new position, continuing trend of institutional adjustments2026-08-03 13F filing shows sale of 64,277 shares, reducing holdings to 200,315; institutional moves remain in focus.2026-08-03 Q1 stake cut 24.3% continues institutional repositioning2026-08-13 Burry long position and Mexico scale-up potential boost investor attention2026-08-13 Capital Bull
Michael Burry adds to MELI long position Prominent investor Michael Burry publicly states adding to MercadoLibre at $1850, drawing market attention
D1 +0.0% · +5d +5.1%
2026-08-11 → 08-12 Analyst Bull
Goldman Sachs Sees MELI EBIT at $10.7B by 2030 GS sees EBIT margin back to double digits by 2030; stock trades at 10x 2030 EBIT
D1 +6.3% · +5d -8.3%
› 4 waves of this story2026-08-11 Analysts note cheap vs cash earnings, 17x next year, growth undeniable2026-08-11 Multiple independent X users flag valuation as reasonable vs growth; revenue growth accelerated for 4 straight quarters2026-08-11 J.P. Morgan maintains Hold, raises PT to $2,150; multiple analysts cite growth and valuation appeal2026-08-12 GS sees EBIT margin back to double digits by 2030; stock trades at 10x 2030 EBIT2026-08-10 → 08-11 Company Bull
MercadoLibre's Accelerating Revenue Growth Draws Attention Analysts note MELI's revenue growth accelerated for 4 straight quarters, up 50% YoY
D1 +0.2% · +5d -2.0%
› 3 waves of this story2026-08-10 Multiple sources confirm growth-first strategy lifts conversion and buyer activity, though margins pressured2026-08-11 Revenue growth accelerated for 4 straight quarters, up 50% YoY; margin sacrifice for growth acknowledged2026-08-11 Analysts note MELI's revenue growth accelerated for 4 straight quarters, up 50% YoY2026-08-08 Analyst Bull
Analysts Reiterate MELI's Long-Term LatAm E-commerce Growth Potential Multiple independent sources highlight low LatAm e-commerce penetration and large market runway, supporting MELI's long-term growth narrative
D1 +0.2% · +5d -2.0%
› 3 waves of this story2026-08-08 Multiple independent X users cite low LatAm e-commerce penetration and stabilizing NPLs, seeing large growth runway2026-08-08 Multiple sources cite low LatAm e-commerce penetration and large market growth, consistent with prior analyst optimism2026-08-08 Multiple independent sources highlight low LatAm e-commerce penetration and large market runway, supporting MELI's long-term growth narrative2026-08-06 → 08-07 Earnings Bull
MercadoLibre Q2 Revenue Surpasses $10B, Beats Estimates Margin fell from 12.2% to 6.7%, ad revenue up 62%, market weighs growth vs profitability
D1 -4.8% · +5d -0.1%
› 3 waves of this story2026-08-06 Revenue up 50% YoY, EPS and net income beat estimates, showing strong growth2026-08-06 Q2 call focuses on engagement; ad revenue up 62%, free shipping boosts DAUs2026-08-07 Margin fell from 12.2% to 6.7%, ad revenue up 62%, market weighs growth vs profitability2026-08-03 → 08-05 Earnings
MercadoLibre to Report Earnings Next Week Multiple sources confirm timing; focus on NIMAL and other metrics
D1 +1.1% · +5d -3.9%
› 2 waves of this story2026-08-03 Multiple independent sources confirm MELI reports Wednesday (Aug 5); market watches growth sustainability.2026-08-05 Multiple sources confirm timing; focus on NIMAL and other metrics
