MercadoLibre (NASDAQ:MELI) Price Target Cut to $2,600.00 by Analysts at Barclays

MercadoLibre (NASDAQ:MELI) had its target price trimmed by Barclays from $2,900.00 to $2,600.00 in a research report report published on Wednesday morning,Benzinga reports. The firm currently has an overweight rating on the stock.

Several other analysts have also issued reports on MELI. BTIG Research reduced their price target on shares of MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating on the stock in a research report on Wednesday. Zacks Research raised MercadoLibre from a “strong sell” rating to a “hold” rating in a report on Friday, February 6th. Morgan Stanley lifted their price target on MercadoLibre from $2,850.00 to $2,950.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Benchmark dropped 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. Finally, Wedbush decreased their target price on MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating on the stock in a research report on Wednesday. One equities 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 stock. According to data from MarketBeat.com, the stock currently has a consensus 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 company has a market cap of $89.62 billion, a PE ratio of 44.87, a price-to-earnings-growth ratio of 0.95 and a beta of 1.44. The business has a 50-day simple moving average of $2,056.91 and a 200 day simple moving average of $2,168.91. MercadoLibre has a 52 week low of $1,654.24 and a 52 week high of $2,645.22. The company has a quick ratio of 1.15, a current ratio of 1.17 and a debt-to-equity ratio of 0.55.

MercadoLibre (NASDAQ:MELI) last announced its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 earnings per share (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 quarter in the previous year, the company earned $12.61 earnings per share. The company’s quarterly revenue was up 44.6% on a year-over-year basis. Sell-side analysts anticipate that MercadoLibre will post 43.96 EPS for the current fiscal year.

Insider Buying and Selling

In other MercadoLibre news, Director Henrique Vasoncelos Dubugras sold 845 shares of the company’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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Emiliano Calemzuk sold 45 shares of the stock in a transaction dated 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 of the company’s stock, valued at $521,034.09. This represents a 14.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,136 shares of company stock worth $2,308,788 in the last 90 days. Insiders own 0.25% of the company’s stock.

Institutional Investors Weigh In On MercadoLibre

Institutional investors have recently added to or reduced their stakes in the business. Lavaca Capital LLC raised its stake in shares of MercadoLibre by 140,201.3% during the second quarter. Lavaca Capital LLC now owns 1,066,290 shares of the company’s stock valued at $2,786,888,000 after acquiring an additional 1,065,530 shares during the last quarter. Capital Research Global Investors increased its holdings in MercadoLibre by 22.5% in the fourth quarter. Capital Research Global Investors now owns 2,225,031 shares of the company’s stock valued at $4,481,812,000 after purchasing an additional 408,939 shares during the period. Assenagon Asset Management S.A. increased its holdings in MercadoLibre by 803.4% in the fourth quarter. Assenagon Asset Management S.A. now owns 333,455 shares of the company’s stock valued at $671,665,000 after purchasing an additional 296,543 shares during the period. Norges Bank bought a new position in MercadoLibre during the 4th quarter worth $597,045,000. Finally, Marshall Wace LLP lifted its holdings in MercadoLibre by 184.8% during the 4th quarter. Marshall Wace LLP now owns 311,818 shares of the company’s stock worth $628,083,000 after buying an additional 202,322 shares during the period. 87.62% of the stock is owned by institutional investors.

Trending Headlines about MercadoLibre

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

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.