Wall Street thinks these struggling stocks are undervalued, and certain analysts expect monster gains in the next year.Shares of The Trade Desk (TTD 5.61%) and MercadoLibre (MELI +2.49%) have declined 71% and 24%, respectively, from their record highs. But Wall Street analysts generally think the stocks are undervalued, and some anticipate substantial gains in the next year.Among 42 analysts, The Trade Desk has a median target price of $60 per share, implying 53% upside from the current share price of $39. ...

Key Takeaways EM equities lead developed markets in 2025 on improving conditions and valuation discounts.IBN benefits from rising digital adoption and stronger loan demand across key EM regions.TSM and MELI gain from supply-chain shifts, manufacturing growth and expanding e-commerce demand.Emerging-market (EM) economies today present a compelling alternative to developed markets, and recent data offers a fresh lens. Going by the International Monetary Fund’s (IMF) October 2025 update, emerging and developin ...

MercadoLibre has long prospered from adversity, but investors should still be aware of these challenges.MercadoLibre (MELI 4.48%) has become one of the more prosperous companies in Latin America by turning challenges into revenue streams. The company pounced on the opportunity in online commerce early and then created businesses to address the lack of fintech and logistics options in the region.More recently, its stock has suffered as its success brings emerging challenges. Knowing that, MercadoLibre stock ...

Key Takeaways MELI's rapid credit expansion is deepening user engagement but introducing new margin and risk pressures.Credit cards are taking a larger share as funding costs climb and asset quality stays broadly stable.Competition from SE and NU is intensifying, adding pressure on MELI's credit pricing and lending margins.MercadoLibre’s (MELI) lending arm has become a powerful driver of engagement inside Mercado Pago and its rapid expansion is shaping the company’s operating profile. The credit portfolio i ...

“Real power is choosing when to step away,” says Argentina’s richest person, Marcos Galperin, who’s stepping down as CEO of MercadoLibre at the end of the year https://t.co/K5uXsGQFO2 ...

Key Takeaways MercadoLibre shares fell 15.6% in six months amid margin pressure and rising investor caution.MELI's shipping cuts and fintech expansion drove strong volume gains but pushed margins lower.MercadoLibre faces intense competition from major platforms, limiting upside for its premium valuation. MercadoLibre (MELI) shares have declined 15.6% over the past six months, underperforming the Zacks Retail-Wholesale sector and the Zacks Internet-Commerce industry’s growth of 4.3% and 5.2%, respectively.Th ...

One of Latin America’s fastest-growing tech giants is back on institutional buy lists — here’s why that matters now.New York City-based D1 Capital Partners initiated a new position in MercadoLibre (MELI 3.41%), acquiring 128,803 shares valued at approximately $301 million, according to a November 14 SEC filing.What HappenedAccording to a U.S. Securities and Exchange Commission (SEC) filing dated November 14, D1 Capital Partners L.P. established a new position in MercadoLibre (MELI 3.41%) during the third qu ...

Core Viewpoint - The article discusses three growth stocks that have recently underperformed but are expected to improve in the upcoming year due to various catalysts and market recognition of their potential [2]. Group 1: Roblox - Roblox has experienced a 30% decline since its peak in September, primarily due to concerns over slowing growth and profitability, despite a year-over-year revenue growth of 48% [4][6]. - The company has warned of a potential slight decline in operating margin due to increased development expenses and investments in infrastructure and safety [4]. - Analysts maintain a strong buy rating for Roblox, with a consensus price target of $146.28, indicating a potential upside of over 50% from its current price [7]. Group 2: Rocket Lab - Rocket Lab's stock has been volatile, recently declining due to the postponement of the first flight of a new rocket design to early next year, which disappointed investors [8][10]. - The company is positioned to enter the medium-lift segment of the orbital launch market, which is expected to grow at an average annual rate of nearly 15% through 2034 [10]. - Approximately two-thirds of Rocket Lab's revenue comes from technology and communication solutions for satellites, which remains unaffected by the timing of its new rocket launch [11]. Group 3: MercadoLibre - MercadoLibre, often referred to as the Amazon of Latin America, is the market leader in a fragmented e-commerce industry, with significant growth potential driven by increasing broadband and smartphone penetration [12][13]. - The e-commerce industry in South America is projected to grow by 21% year-over-year, doubling in size between 2023 and 2027 [13]. - Despite a nearly 20% decline in stock price since mid-year due to unexpected expenses from a free-shipping promotion, the company reported a 38% increase in commerce revenue on a constant-currency basis [15][16].

Core Insights - Mercado Libre successfully issued USD 750 million in senior unsecured notes due in 2033, marking its first issuance since achieving Investment Grade status [1] - The transaction was met with strong demand, being oversubscribed by 3.6 times with participation from over 150 institutional investors, indicating robust confidence in the company's strategy and execution [1] - Proceeds from the issuance will be allocated for general corporate purposes, reflecting the company's ongoing cash generation capacity [1]

Core Thesis - MercadoLibre, Inc. (MELI) is positioned as a dominant e-commerce and fintech powerhouse in Latin America, benefiting from a diversified ecosystem that includes an online marketplace, payments platform (Mercado Pago), logistics network (Mercado Envíos), and lending arm (Mercado Crédito) [2][4] Group 1: Business Model and Ecosystem - The interconnected nature of MercadoLibre's businesses creates a self-reinforcing flywheel, where sellers utilize Mercado Pago for payments, and Mercado Envíos optimizes delivery using marketplace data, enhancing efficiency and reducing costs [2][3] - Mercado Crédito extends credit to users based on transaction history, which lowers risk and stimulates commerce, thereby driving a virtuous cycle of growth [3][4] - The company's ability to reinvest profits into its ecosystem supports ongoing growth and strengthens its competitive position, making it a long-term compounder in the digital economy of the region [4] Group 2: Market Position and Growth Potential - MercadoLibre's marketplace dominance, combined with integrated financial services and logistics, provides a unique growth platform that enhances user experience and creates new monetization opportunities [4] - The strong network effects and customer engagement across Latin America position MercadoLibre to benefit from both e-commerce and fintech growth in a rapidly expanding market [4] - Despite a stock price depreciation of approximately 19.85% since previous coverage, the bullish thesis remains intact due to the company's integrated ecosystem and growth potential [5]