MercadoLibre (NASDAQ:MELI) Price Target Lowered to $2,700.00 at UBS Group

MercadoLibre (NASDAQ:MELI) had its target price cut by research analysts at UBS Group from $2,900.00 to $2,700.00 in a research note issued to investors on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the stock. UBS Group’s price target would suggest a potential upside of 53.62% from the company’s previous close.

MELI has been the subject of a number of other research reports. Cantor Fitzgerald cut their price objective on shares of MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating for the company in a report on Wednesday. Wedbush cut their price target on MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating for the company in a research note on Wednesday. Weiss Ratings cut MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 8th. Zacks Research upgraded MercadoLibre from a “strong sell” rating to a “hold” rating in a research report on Friday, February 6th. Finally, Benchmark cut their price objective on MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating for the company in a research report on Thursday, October 30th. One equities research 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 stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $2,795.33.

MercadoLibre Stock Up 1.0%

Shares of MELI stock opened at $1,757.58 on Friday. MercadoLibre has a twelve month low of $1,654.24 and a twelve month high of $2,645.22. The stock has a market cap of $89.11 billion, a P/E ratio of 44.61, a P/E/G ratio of 0.86 and a beta of 1.44. The stock has a 50 day moving average of $2,047.63 and a 200 day moving average of $2,162.22. 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 issued 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 return on equity of 35.38% and a net margin of 6.91%.The firm had revenue of $8.76 billion for the quarter, compared to analyst estimates of $8.45 billion. During the same period in the previous year, the business earned $12.61 EPS. MercadoLibre’s revenue for the quarter was up 44.6% compared to the same quarter last year. As a group, sell-side analysts expect that MercadoLibre will post 43.96 EPS for the current year.

Insider Activity

In related news, Director Henrique Vasoncelos Dubugras sold 845 shares of the stock in a transaction on 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Emiliano Calemzuk sold 45 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $2,027.37, for a total value of $91,231.65. Following the completion of the transaction, the director owned 257 shares in the company, valued at $521,034.09. The trade was a 14.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,136 shares of company stock worth $2,308,788 over the last quarter. 0.25% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On MercadoLibre

A number of large investors have recently modified their holdings of MELI. Baillie Gifford & Co. grew its stake in MercadoLibre by 4.9% during the 4th quarter. Baillie Gifford & Co. now owns 3,481,563 shares of the company’s stock valued at $7,012,773,000 after acquiring an additional 164,120 shares in the last quarter. Capital Research Global Investors lifted its stake in MercadoLibre by 22.5% in the 4th quarter. Capital Research Global Investors now owns 2,225,031 shares of the company’s stock worth $4,481,812,000 after purchasing an additional 408,939 shares in the last quarter. Capital World Investors boosted its holdings in shares of 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 during the last quarter. Capital International Investors grew its position in shares of MercadoLibre by 7.3% in the fourth quarter. Capital International Investors now owns 1,725,125 shares of the company’s stock valued at $3,474,880,000 after purchasing an additional 118,018 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD grew its position in shares of MercadoLibre by 9.5% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,583,071 shares of the company’s stock valued at $3,188,718,000 after purchasing an additional 137,100 shares in the last quarter. Hedge funds and other institutional investors own 87.62% of the company’s stock.

MercadoLibre News Roundup

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Bull case: analysts and commentators call the post‑earnings pullback a buying opportunity given persistent high‑teens to mid‑40s revenue growth, fintech momentum and long runway in Latin America. MarketBeat argues the sell‑off is an overreaction to investment spending and highlights institutional accumulation. MercadoLibre Sold Off After Earnings—Why Bulls See a Buy-the-Dip Setup
• Positive Sentiment: Long‑term growth thesis: Seeking Alpha and Zacks pieces emphasize MercadoLibre’s durable market leadership, strong fintech expansion and attractive valuation after the pullback — arguing upside once investment spend normalizes. MercadoLibre: World-Class Execution And Undervalued
• Neutral Sentiment: Management and results detail: the Q4 earnings transcript highlights robust GMV and sold‑items growth (Brazil +35% GMV, sold items +45%) and management points to AI and other investments as drivers of future monetization — facts that support longer‑term growth but also explain current margin pressure. MercadoLibre (MELI) Q4 2025 Earnings Transcript
• Neutral Sentiment: Analyst tone mixed but constructive: earlier Wedbush notes kept an Outperform stance while trimming targets; some analysts trimmed price targets modestly but maintained bullish commentary. Wedbush Notes MercadoLibre, Inc. (MELI) Well-Positioned Going Into Q4
• Negative Sentiment: Earnings miss and margin compression triggered selling: MELI reported an EPS miss (EPS below consensus) despite a revenue beat; higher spending on logistics, lower free‑shipping thresholds and credit expansion compressed margins and sparked a notable share drop and a 52‑week low. Why MercadoLibre (MELI) Shares Are Getting Obliterated Today
• Negative Sentiment: Analyst cut: Wedbush recently lowered its price target (from $2,600 to $2,400) while keeping Outperform—an acknowledgement of near‑term earnings pressure that can weigh on sentiment. Wedbush Lowers MercadoLibre (MELI) Price Target amid Ongoing Investment Spending

About MercadoLibre

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.