MercadoLibre Today MELI MercadoLibre $2,329.51 -78.51 (-3.26%) 52-Week Range $1,646.00 ▼ $2,645.22 P/E Ratio 57.46 Price Target $2,740.83 The analyst forecast for a 50% upside is shy of the triple-digit gains implied by the technical action, but it is a good starting point and likely to be increased over time as quarterly results are issued. Likewise, the institutional group provides support in Q3, owning roughly 90% of the stock and reverting to buying in the first weeks of the quarter. Mercado Libre had a ...

Core Insights - Analysts project that MercadoLibre (MELI) will report quarterly earnings of $12.01 per share, reflecting a year-over-year increase of 14.6% [1] - Revenue is expected to reach $6.52 billion, marking a 28.6% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' projections [1] Revenue Estimates - 'Revenues- Fintech' are estimated at $2.94 billion, representing a 39.9% increase from the prior-year quarter [4] - 'Revenues- Commerce' are forecasted to be $3.70 billion, indicating a 24.7% year-over-year change [4] - 'Geographic Revenue- Mexico' is projected to reach $1.38 billion, reflecting a 15.2% increase from the previous year [4] Geographic Revenue Projections - 'Geographic Revenue- Argentina' is estimated at $1.46 billion, showing a significant increase of 68.9% year-over-year [5] - 'Geographic Revenue- Brazil' is expected to be $3.51 billion, indicating a 26.1% increase from the prior year [5] - 'Geographic Revenue- Fintech- Brazil' is projected at $1.40 billion, reflecting a 29.1% year-over-year change [6] Additional Metrics - 'Gross merchandise volume' is predicted to be $14.90 billion, compared to $12.65 billion from the previous year [7] - 'Total payment volume' is expected to reach $64.01 billion, up from $46.33 billion year-over-year [7] - 'Geographic Revenue- Commerce- Mexico' is estimated at $876.54 million, indicating a 9.7% increase from the prior-year quarter [7] Market Performance - Over the past month, shares of MercadoLibre have declined by 4.7%, contrasting with the Zacks S&P 500 composite's increase of 3.4% [8] - Currently, MELI holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near future [8]

MercadoLibre (MELI -0.36%), an e-commerce specialist based in Latin America, has been on fire this year, with the company's shares up by 35% since early January. That's despite the significant uncertainty and volatility stocks have experienced, which suggests that the market is impressed with MercadoLibre's financial results or prospects (or both). The market is right. MercadoLibre is firing on all cylinders and still boasts an excellent long-term outlook. The stock is not cheap -- shares are changing hands ...

Core Viewpoint - Apple's stock has declined by 19% this year, underperforming compared to the Nasdaq Composite, which has recently recovered from bear market territory [1][2] Group 1: Financial Performance - In Q2 of fiscal year 2025, Apple's revenue increased by 5% year over year to $95.4 billion, with earnings per share at $1.65, up nearly 8% from the previous year [4] - Apple generated $98.5 billion in free cash flow over the trailing-12-month period, reflecting a 5% year-over-year decline, yet it remains one of the companies with the most cash available [4][6] Group 2: Strategic Advantages - Apple is focusing on various AI-related initiatives, which could enhance its future smartphones, and its substantial cash reserves will support its AI strategy [7][8] - The company has over 2.35 billion devices in circulation and a strong services segment with over a billion paid subscriptions, indicating a deep ecosystem for monetization [9][10] Group 3: Investor Sentiment - Warren Buffett's Berkshire Hathaway has not sold any shares of Apple, maintaining it as the top holding in its portfolio, suggesting long-term confidence in the stock [12][13]

A company named MercadoLibre (MELI 0.52%) is the largest e-commerce platform in Latin America, doing business in major economies such as Argentina, Brazil, Mexico, and Colombia. But it's far more than just an e- commerce company. It's an interesting combination of business segments and these parts work together to form a powerful growth engine. In 2024, MercadoLibre grew its total net revenue by a little more than 37% to $20.8 billion. Growth at this scale is impressive. And the company also did it in style ...

Core Insights - MercadoLibre reported exceptional financial results for the first quarter, significantly exceeding analyst expectations [1][4] - The company's stock surged by as much as 10.6% following the announcement of its quarterly financial report [1] Financial Performance - Revenue for the first quarter reached $5.9 billion, marking a 64% year-over-year increase in local currencies [3] - E-commerce revenue grew by 57%, while fintech revenue surged by 73% [3] - Operating income was $763 million, up 45%, and net income was $494 million, resulting in earnings per share (EPS) of $9.74, a 44% increase [3] Market Context - Analysts had estimated revenue of $5.52 billion and EPS of $8.27, indicating that MercadoLibre significantly outperformed these expectations [4] - Gross merchandise volume was $13.3 billion, a 40% year-over-year increase in local currencies, supported by 66.6 million unique buyers [4] - Total payment volume (TPV) reached $58.3 billion, climbing 72% [4] Strategic Focus - The company does not provide quarterly guidance, emphasizing a long-term focus [5] - MercadoLibre achieved all-time high brand preference metrics in key markets such as Brazil, Argentina, Mexico, and Chile [5] - The company is concentrating on expanding its credit portfolio, fintech offerings, and same- and next-day delivery services, which have contributed to its growth [5] Valuation Perspective - MercadoLibre's forward earnings are at 48 times and forward sales at 4 times, which may appear expensive but is justified by its strong execution and consistent performance [6][7]

Company Overview - MercadoLibre operates primarily in e-commerce and has a significant fintech segment, serving 18 countries in Latin America with consistent high growth across various metrics [3][4] - The company reported a 96% year-over-year increase in revenue, a 56% rise in gross merchandise volume, and a 49% increase in total payment volume for the fourth quarter of 2024 [3] E-commerce Growth - The e-commerce sector is still experiencing rapid growth, with items sold increasing by 27% year over year and unique buyers rising by 24%, surpassing 100 million total buyers [4] - Management is implementing strategies to attract new customers and retain existing ones, such as opening new fulfillment centers and expanding free shipping options [4] Fintech Expansion - Monthly active users in the fintech segment grew by 34% year over year, exceeding 60 million [5] - The credit business saw assets under management increase by 129%, with the total credit portfolio up by 74%, indicating strong growth in this area [5] Market Potential - MercadoLibre has a first-mover advantage in the Latin American market, which is still developing in terms of e-commerce and fintech services [6] - E-commerce penetration in Latin America is currently at 14.4% of total retail sales and is projected to reach 17.7% by 2028, indicating significant growth potential [7] Digital Disruption - The financial industry in Latin America is underdeveloped, with only half of the adult population in Mexico having a bank account and less than 20% holding a credit card [8] - MercadoLibre is well-positioned to capitalize on this disruption and continue its growth trajectory by bringing more users online [8] Tariff Impact - As a non-U.S. company, MercadoLibre is less affected by U.S. tariff issues, providing a hedge for investors concerned about the current trade environment [9][10] - The company has opened its first U.S. distribution center in Texas to facilitate cross-border commerce, further enhancing its operational capabilities [9] Valuation and Future Outlook - Despite a 58% stock price increase over the past year, MercadoLibre's forward P/E ratio is 34, which is below its five-year average, suggesting potential for continued investment [11] - While growth rates may eventually slow, the company is expected to maintain robust growth due to ongoing market penetration and the introduction of new services [12]