Market Cap
$87.6B
MELI
MERCADOLIBRE INC
$1,687.78 ▲ +0.16%
Prev close $1,685.12Market cap$87.6B
ConsensusStrong Buy
12-mo target$2,269.94 (+34.5%)
▲ Bullish
Analyst conviction 8/10
Insider Buying Cluster (2 insiders)High Impact Filing (8/10)28 New Institutional Positions22 Institutional Exits E-commerce & PlatformsFintech & Payments
Snapshot
The big-picture read on MELI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$46.7B
Inst. Activity
28 buys / 22 sells
Insider Activity
$1.3M buy / $0.00 sell
Insider Net $
$1.3M
Social Sentiment
65° Warm
SEC Reports
8
Congressional
12 trades
Price chart 30d -15.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 short_volume
Sep 10, 2026 SEC Short Volume: MELI — 67.2% short (0.4M / 0.5M)
Short: 350,777 | Exempt: 678 | TRF Vol: 522,103 | Short Ratio: 67.2% | Off-exchange volume (dark poo
MercadoLibre has priced and entered into an underwriting agreement for $1 billion of 5.850% senior unsecured notes due 2
8-K — Impact 4/10
MercadoLibre reported Q2 2026 revenue of $10.17B (beat consensus by 4.2%) with 50% YoY growth, but GAAP EPS of $9.19 (be
8-K — Impact 6/10
Jun 30, 2026 Inst.
EAGLE CAPITAL MANAGEMENT LLC — ADD
1,406,953 shares ($2.4B)
Jun 30, 2026 Inst.
Jun 15, 2026 SEC JPMORGAN CHASE & CO — TRIM
518,406 shares ($872.5M)
SVP Chief Accounting Officer Marcelo Melamud purchased $200K worth of MELI shares on the open market. The purchase is im
INSIDER-BUY — Impact 2/10
Jun 15, 2026 Congress
Michael McCaul buy
$1,001 - $15,000 — House
Jun 12, 2026 Insider
Lawson Martin R was granted 94 shares
Director
Analyst ratings buy % -7.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
83% rate it Buy or better · 30 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 3, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 11, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Aug 6, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 15, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jun 2, 2026 | BTIG | REITERATE | Buy | 53% |
| May 13, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| May 13, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 13, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 11, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 17 | 5 | 0 | 0 | 83% | |
| Aug 1, 2026 | 8 | 17 | 5 | 0 | 0 | 83% | |
| Jul 1, 2026 | 8 | 17 | 5 | 0 | 0 | 83% | |
| Jun 1, 2026 | 8 | 17 | 5 | 0 | 0 | 83% | |
| May 1, 2026 | 10 | 18 | 3 | 0 | 0 | 90% | |
| Apr 1, 2026 | 9 | 19 | 3 | 0 | 0 | 90% | |
| Mar 1, 2026 | 9 | 20 | 2 | 0 | 0 | 94% | |
| Feb 1, 2026 | 9 | 19 | 3 | 0 | 0 | 90% |
Price targets
Where 26 covering analysts think MELI trades over the next 12 months.
$2,269.94 +34.5% upside Strong Buy
Current$1,687.78 Low$1,750.00 Median$2,275.00 High$2,800.00 26 analysts
$1,750.00$2,800.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
65°
Warm
BearishNeutralBullish
Recent posts
MELI a great company that I BELIEVE has allot to run, possibly to $5,000
▲ 1 · 💬 0· ⚡ 0.5
MELI stock
▲ 1 · 💬 0· ⚡ 0.5
Looking to streamline holdings into 10–12 core positions. Heavy AI/Tech focus, feedback welcome!
▲ 1 · 💬 5· ⚡ 0.5
Mercado Libre (MELI): How risky is MELI’s credit business?
▲ 1 · 💬 0· ⚡ 0.5
Mercado Libre (MELI) - How risky is MELI’s credit business?
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 0 bearish, 3 mixed, 4 neutral · avg impact 5.0/10.
NEUTRAL8-K4/10
MercadoLibre has priced and entered into an underwriting agreement for $1 billion of 5.850% senior u
Sep 10, 2026
MIXED8-K6/10
MercadoLibre reported Q2 2026 revenue of $10.17B (beat consensus by 4.2%) with 50% YoY growth, but G
Aug 6, 2026
NEUTRALINSIDER-BUY2/10
SVP Chief Accounting Officer Marcelo Melamud purchased $200K worth of MELI shares on the open market
Jun 15, 2026
MIXED8-K6/10
MercadoLibre's Q1 2026 revenue grew 49% YoY to $8.845B, but operating income fell 20% to $611M and E
May 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 21, 2026
short_volume
Short Volume: MELI — 67.2% short (0.4M / 0.5M)
Short: 350,777 | Exempt: 678 | TRF Vol: 522,103 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: MELI — 70.8% short (0.4M / 0.5M)
Short: 358,722 | Exempt: 34 | TRF Vol: 506,694 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: MELI — 64.0% short (0.3M / 0.5M)
Short: 320,599 | Exempt: 144 | TRF Vol: 501,063 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: MELI — 63.5% short (0.3M / 0.5M)
Short: 347,047 | Exempt: 297 | TRF Vol: 546,816 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Aug 6, 2026
short_volume
Short Volume: MELI — 57.4% short (0.3M / 0.5M)
Short: 313,774 | Exempt: 368 | TRF Vol: 546,734 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $9.16 | $6.80–$9.91 | 10.1% | -1.0% | 4↑ 5↓ | $10.6B | 10 |
| Next Q | $11.12 | $8.30–$12.57 | 0.8% | -0.1% | 2↑ 7↓ | $11.9B | 10 |
| Current FY | $38.17 | $32.58–$45.36 | -3.1% | -0.3% | 2↑ 12↓ | $41.7B | 21 |
| Next FY | $55.95 | $41.38–$73.46 | 46.6% | -0.2% | 6↑ 8↓ | $53.5B | 22 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $9.162 | — |
| 7d ago | $9.254 | -0.092 |
| 30d ago | $9.254 | -0.092 |
| 60d ago | $9.715 | -0.553 |
| 90d ago | $9.536 | -0.373 |
Institutional ownership
Which big funds own MELI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $46.7B total value (27,542,938 shares) as of 2026-Q2. Top holders: Capital, BAILLIE, Capital. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital Research Global Investors | 3,138,040 | $5.3B | 11.4% | — |
| BAILLIE GIFFORD & CO | 3,040,410 | $5.2B | 11.0% | — |
| Capital International Investors | 1,873,498 | $3.2B | 6.8% | — |
| Capital World Investors | 1,773,692 | $3.0B | 6.4% | — |
| MORGAN STANLEY | 1,496,328 | $2.5B | 5.4% | — |
| Invesco Ltd. | 1,469,899 | $2.5B | 5.3% | — |
| EAGLE CAPITAL MANAGEMENT LLC | 1,406,953 | $2.4B | 5.1% | ADD +79.0% |
| BlackRock, Inc. | 1,323,217 | $2.2B | 4.8% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 863,100 | $1.5B | 3.1% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 857,100 | $1.5B | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT LLC | ADD | 785,937 | 1,406,953 | +79.0% | $2.4B |
| JPMORGAN CHASE & CO | TRIM | 847,071 | 518,406 | -38.8% | $872.5M |
| D1 Capital Partners L.P. | TRIM | 373,675 | 277,475 | -25.7% | $471.0M |
| NORGES BANK | NEW | — | 272,595 | — | $462.7M |
| HSBC HOLDINGS PLC | DOUBLED | 49,285 | 225,718 | +358.0% | $381.8M |
| Tidal Investments LLC | ADD | 112,216 | 216,459 | +92.9% | $367.4M |
| JENNISON ASSOCIATES LLC | TRIM | 318,708 | 200,538 | -37.1% | $340.4M |
| ROYAL BANK OF CANADA | TRIM | 444,603 | 175,817 | -60.5% | $298.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 96,107 | 147,990 | +54.0% | $254.5M |
| AMERIPRISE FINANCIAL INC | TRIM | 252,556 | 146,961 | -41.8% | $249.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 12 transactions. Net $1.3M — $1.3M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 12, 2026 | Lawson Martin R | Director | AWARD | 94 | — | — |
| Jun 12, 2026 | Sanders Richard A | Director | AWARD | 94 | — | — |
| Jun 12, 2026 | SEGAL SUSAN | Director | AWARD | 94 | — | — |
| Jun 12, 2026 | Aguzin Alejandro Nicolas | Director | AWARD | 94 | — | — |
| Jun 12, 2026 | Calemzuk Emiliano | Director | AWARD | 94 | — | — |
| Jun 12, 2026 | Dubugras Henrique Vasoncelos | Director | AWARD | 94 | — | — |
| Jun 12, 2026 | Tolda Stelleo | Director | AWARD | 94 | — | — |
| Jun 11, 2026 | Melamud Marcelo | SVP - Chief Accounting Officer | BUY | 124.64 | $1,604.62 | $200.0K |
| Jun 10, 2026 | Tolda Stelleo | Director | GIFT | 250 | — | — |
| May 22, 2026 | Aguzin Alejandro Nicolas | Director | BUY | 95 | $1,655.01 | $157.2K |
Congressional trades
MELI trades disclosed by members of Congress, with disclosure delay.
2 members · 12 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Jul 13, 2026(29d) |
| Jun 10, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $15,001 - $50,000 | MercadoLibre Inc | Jul 3, 2026(24d) |
| Jun 9, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | MercadoLibre Inc | Jul 13, 2026(35d) |
| Jun 3, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Jul 13, 2026(41d) |
| Jun 2, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | MercadoLibre Inc | Jul 13, 2026(42d) |
| Mar 12, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Apr 10, 2026(30d) |
| Mar 2, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Apr 10, 2026(40d) |
| Feb 27, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Mar 12, 2026(14d) |
| Jan 30, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Feb 12, 2026(14d) |
| Jan 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | MercadoLibre Inc | Feb 16, 2026(18d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MELI.
Shares short
825,938
Settlement Sep 15, 2026
Change vs prior
-0.1%
Semi-monthly cycle
Days to cover
2.0
At avg daily volume
Of shares outstanding
≈1.6%
Estimate — not % of float
All MELI filing & press-release reports (8)
- 8-K reportSep 10, 2026
- 8-K reportAug 6, 2026
- INSIDER-BUY reportJun 15, 2026
- 8-K reportMay 7, 2026
- DEFA14A reportApr 23, 2026
- 8-K reportApr 3, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 24, 2026