MercadoLibre (NASDAQ:MELI) Given New $2,650.00 Price Target at BTIG Research

MercadoLibre (NASDAQ:MELI) had its target price lowered by BTIG Research from $2,750.00 to $2,650.00 in a research report report published on Wednesday,Benzinga reports. The firm currently has a buy rating on the stock.

A number of other equities analysts have also issued reports on the company. Cantor Fitzgerald decreased their price target on MercadoLibre from $2,900.00 to $2,750.00 and set an “overweight” rating for the company in a research note on Thursday, October 30th. JPMorgan Chase & Co. upgraded MercadoLibre from a “neutral” rating to an “overweight” rating and upped their price objective for the company from $2,650.00 to $2,800.00 in a report on Thursday, February 12th. Barclays lifted their target price on MercadoLibre from $2,800.00 to $2,900.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Morgan Stanley boosted their price target on shares of 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, Zacks Research raised shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $2,808.67.

MercadoLibre Stock Down 8.1%

MELI stock opened at $1,767.71 on Wednesday. The firm’s 50-day moving average is $2,056.91 and its two-hundred day moving average is $2,168.91. The company has a market capitalization of $89.62 billion, a price-to-earnings ratio of 44.87, a price-to-earnings-growth ratio of 0.95 and a beta of 1.44. MercadoLibre has a 52 week low of $1,654.24 and a 52 week 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 0.55.

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

Insider Activity at MercadoLibre

In related news, Director Stelleo Tolda sold 246 shares of MercadoLibre stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $2,047.88, for a total value of $503,778.48. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Henrique Vasoncelos Dubugras sold 845 shares of the business’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $2,028.14, for a total value of $1,713,778.30. The SEC filing for this sale provides additional information. Insiders sold 1,136 shares of company stock worth $2,308,788 in the last quarter. 0.25% of the stock is owned by company insiders.

Institutional Investors Weigh In On MercadoLibre

Several hedge funds have recently made changes to their positions in MELI. Laurel Wealth Advisors LLC acquired a new stake in MercadoLibre during the 4th quarter valued at $26,000. Transamerica Financial Advisors LLC purchased a new position in shares of MercadoLibre during the fourth quarter valued at $26,000. Darwin Wealth Management LLC acquired a new position in MercadoLibre during the second quarter valued at $29,000. Curio Wealth LLC acquired a new position in MercadoLibre during the fourth quarter valued at $30,000. Finally, Holos Integrated Wealth LLC purchased a new stake in MercadoLibre in the 4th quarter worth about $32,000. Hedge funds and other institutional investors own 87.62% of the company’s stock.

MercadoLibre News Summary

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Q4 revenue substantially beat expectations (≈45% YoY growth driven by commerce and fintech), reinforcing long‑term growth narrative. Business Wire Q4 Release
• Positive Sentiment: Company highlights continued investments in AI and shipping that it says are supporting efficiency and market share gains — an investor case for higher long‑term GMV and fintech adoption. Seeking Alpha AI & Shipping
• Positive Sentiment: Institutional interest and selective buying cited by analysts after the pullback; a new stake (89,000 shares) by Squadra signals fresh institutional accumulation. Fool: Squadra Purchase
• Neutral Sentiment: Analysts broadly remain constructive (buy/overweight/outperform), but several firms lowered price targets (e.g., Barclays, Cantor Fitzgerald, Wedbush, BTIG) — a short‑term headwind to sentiment despite maintained positive ratings. Benzinga: PT Revisions
• Neutral Sentiment: Market commentary frames the post‑earnings decline as a potential buy‑the‑dip for long‑term holders given high revenue growth and sizable addressable market in Latin America. MarketBeat Buy‑the‑Dip
• Negative Sentiment: EPS missed estimates (Q4 EPS $11.03 vs. consensus ≈$11.65–$12.09), driven by heavier investment and margin pressure — the primary catalyst for the share drop in extended trading. Benzinga: EPS Miss
• Negative Sentiment: Margin compression from accelerated spending on logistics, incentives and fintech could keep near‑term profitability volatile; investors should expect quarter‑to‑quarter EPS variability. Zacks: Margin Pressure

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.