US · Consumer Cyclical · Internet Retail
EPS came in at 8.83 against a street estimate of 9.41 — a miss of 6.2%.
Analysts rate MercadoLibre Inc. a strong buy (22 buy, 4 hold, 0 sell out of 26) with an average price target of $2,271.93.
CONFIDENT MercadoLibre surpassed $10B revenue (+50% YoY) with 6.7% EBIT margin. Credit portfolio grew 75% YoY with healthy NPLs. Management emphasizes ecosystem flywheel: ecosystemic users generate multiples of single-product users. Disciplined reinvestment over near-term profits. Q2 2026 Brazil leading growth driver with engagement step-changes post-shipping threshold cut. Mexico facing tax reform and macro headwinds but still gaining market share. Argentina showing positive credit card early adoption despite macro stress elsewhere. Analysts pressed margin sustainability, Brazil credit cycle risk, Mexico tax headwinds, and credit card profitability timing. Management defended strategic reinvestment philosophy, emphasized low NPLs and conservative underwriting, clarified Mexico still gaining share despite headwinds, and explained credit card NIMAL temporary compression from issuance acce…
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| Fund | Stake |
|---|---|
| Capital Research Global Investors | 6.19% |
| Baillie Gifford & Co Limited. | 6.00% |
| Capital Research & Mgmt Co - Division 3 | 3.70% |
| Capital World Investors | 3.50% |
| Morgan Stanley - Brokerage Accounts | 2.95% |
| Amvescap Plc. | 2.90% |
| Eagle Capital Management LLC | 2.78% |
| BlackRock Inc | 2.61% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net revenues and financial income were $10,750 million, up from $7,409 million in the third quarter of 2025. • | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net revenues and financial income were $10,750 million, up 45% YoY and 41% FX-neutral. • Income from operations was $676 | 2026-11-04 |
| Company announcement · Q3 2026 MERCADOLIBRE, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Company closed an underwritten public offering of $1,000,000,000 aggregate principal amount | 2026-09-14 |
| Material agreement · Q3 2026 MERCADOLIBRE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • MercadoLibre issued $1,000 million in new debt securities (5.850% Notes due 2036) • Interes | 2026-09-10 |
| Quarterly report · Q2 2026 MERCADOLIBRE, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net revenues and financial income (six months): $19,014 million (2026) vs $12,725 milli | 2026-08-06 |
| Results announced · Q3 2026 MERCADOLIBRE Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenues & financial income: $10,169 million, up 50% year-over-year (fastest pace in 4 | 2026-08-05 |
| Shareholder vote results · Q2 2026 MERCADOLIBRE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held June 9, 2026 • 50,697,182 shares of common stock issued | 2026-06-12 |
| Quarterly report · Q1 2026 MERCADOLIBRE, INC. - Q1 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $46.934 billion (March 31, 2026) vs. $42.667 billion (December 31, 2 | 2026-05-08 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.