Core Insights - MercadoLibre has seen significant activity from institutional investors, with 87.62% of its stock owned by them, indicating strong institutional interest in the company [1] - The stock price of MercadoLibre (MELI) has recently decreased by 0.9%, with a current trading price of $1,988.26 [2] - Insider selling has been noted, with directors selling shares at prices around $2,047.88 and $2,027.37, raising concerns about market confidence [3] Institutional Activity - Bison Wealth LLC acquired a new stake worth approximately $206,000 in the fourth quarter [1] - Empowered Funds LLC increased its stake by 6.9%, now holding shares valued at $1,483,000 after acquiring 49 additional shares [1] - Focus Partners Wealth raised its position by 42.0%, owning shares worth $1,176,000 after acquiring 178 additional shares [1] - Sivia Capital Partners LLC purchased a new stake worth about $261,000 in the second quarter [1] - CWM LLC increased its stake by 13.9%, now holding shares valued at $2,718,000 after purchasing 127 additional shares [1] Stock Performance Metrics - The company has a market capitalization of $100.80 billion, a P/E ratio of 48.52, and a P/E/G ratio of 0.99 [2] - The stock has a 52-week low of $1,723.90 and a high of $2,645.22, indicating volatility in its trading range [2] - The current ratio is 1.17, quick ratio is 1.15, and debt-to-equity ratio is 0.55, reflecting the company's financial health [2] Analyst Ratings and Price Targets - Benchmark reduced its price target from $2,875.00 to $2,780.00 while maintaining a "buy" rating [4] - Morgan Stanley increased its price objective from $2,850.00 to $2,950.00, giving the stock an "overweight" rating [4] - Barclays raised its price target from $2,800.00 to $2,900.00, also rating it as "overweight" [4] - Weiss Ratings downgraded the stock from a "buy (b-)" to a "hold (c+)" rating [4] - The consensus rating for MercadoLibre is "Moderate Buy" with an average target price of $2,886.25 [4] Insider Transactions - Director Stelleo Tolda sold 246 shares for a total of $503,778.48 at an average price of $2,047.88 [3] - Director Emiliano Calemzuk sold 45 shares for $91,231.65 at an average price of $2,027.37, resulting in a 14.90% decrease in ownership [3] - Over the last ninety days, insiders have sold 1,136 shares worth $2,308,788, with only 0.25% of the stock owned by corporate insiders [3] Market Sentiment and Future Outlook - Positive sentiment from JPMorgan's upgrade to overweight and a raised price target of $2,800, citing easing competition [9] - A partnership with Brazilian retailer Assaí is expected to enhance revenue and logistics monetization [9] - Concerns about insider selling and heavy investment spending are affecting market confidence [9] - Credit trends indicate rising bad-loan expenses in Mercado Crédito, which could impact profitability [9]