SecBot

SecBot
Nasdaq· Services-Business Services, NEC· CIK 0001099590

MELI

MERCADOLIBRE INC
$1,696.56 ▲ +0.68%
Prev close $1,685.12
Market cap$87.6B
ConsensusStrong Buy
12-mo target$2,269.94 (+33.8%)
▲ 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.
Market Cap
$87.6B
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 -14.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
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 poo
Sep 10, 2026 SEC
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
Aug 6, 2026 SEC
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.
JPMORGAN CHASE & CO — TRIM
518,406 shares ($872.5M)
Jun 15, 2026 SEC
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.
Strong Buy 83% rate it Buy or better · 30 analysts
Strong Buy 8 27% Buy 17 57% Hold 5 17% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 3, 2026BTIGREITERATEBuy 53%
Aug 11, 2026JP MorganMAINTAINNeutral 55%
Aug 6, 2026Cantor FitzgeraldMAINTAINOverweight 49%
Aug 6, 2026BTIGREITERATEBuy 53%
Jul 15, 2026CitigroupMAINTAINNeutral 55%
Jun 2, 2026BTIGREITERATEBuy 53%
May 13, 2026CitigroupDOWNGRADENeutral 55%
May 13, 2026JP MorganMAINTAINNeutral 55%
May 13, 2026UBSMAINTAINNeutral 55%
May 11, 2026Morgan StanleyMAINTAINOverweight 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202681750083%
Aug 1, 202681750083%
Jul 1, 202681750083%
Jun 1, 202681750083%
May 1, 2026101830090%
Apr 1, 202691930090%
Mar 1, 202692020094%
Feb 1, 202691930090%
Price targets
Where 26 covering analysts think MELI trades over the next 12 months.
$2,269.94 +33.8% upside Strong Buy
Current$1,696.56 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
26 mentions 13 bullish 4 bearish 9 neutral
Recent posts
wallstreetbets Neutral 3d 1h ago
MELI a great company that I BELIEVE has allot to run, possibly to $5,000
▲ 1 · 💬 0· ⚡ 0.5
wallstreetbets Neutral 3d 1h ago
MELI stock
▲ 1 · 💬 0· ⚡ 0.5
investing Bullish 16d 18h ago
Looking to streamline holdings into 10–12 core positions. Heavy AI/Tech focus, feedback welcome!
▲ 1 · 💬 5· ⚡ 0.5
stocks Bearish 1mo ago
Mercado Libre (MELI): How risky is MELI’s credit business?
▲ 1 · 💬 0· ⚡ 0.5
stocks Bearish 1mo ago
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.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$9.16$6.80–$9.9110.1%-1.0%4↑ 5↓$10.6B10
Next Q$11.12$8.30–$12.570.8%-0.1%2↑ 7↓$11.9B10
Current FY$38.17$32.58–$45.36-3.1%-0.3%2↑ 12↓$41.7B21
Next FY$55.95$41.38–$73.4646.6%-0.2%6↑ 8↓$53.5B22
Current-quarter EPS estimate — revision history
WhenEPS estimateChange 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
FundSharesValue% TrackedLast move
Capital Research Global Investors3,138,040$5.3B11.4%—
BAILLIE GIFFORD & CO3,040,410$5.2B11.0%—
Capital International Investors1,873,498$3.2B6.8%—
Capital World Investors1,773,692$3.0B6.4%—
MORGAN STANLEY1,496,328$2.5B5.4%—
Invesco Ltd.1,469,899$2.5B5.3%—
EAGLE CAPITAL MANAGEMENT LLC1,406,953$2.4B5.1%ADD +79.0%
BlackRock, Inc.1,323,217$2.2B4.8%—
SUSQUEHANNA INTERNATIONAL GROUP, LLP863,100$1.5B3.1%—
SUSQUEHANNA INTERNATIONAL GROUP, LLP857,100$1.5B3.1%—
Recent position changes
FundActionPrevCurrentChangeValue
EAGLE CAPITAL MANAGEMENT LLCADD785,9371,406,953+79.0%$2.4B
JPMORGAN CHASE & COTRIM847,071518,406-38.8%$872.5M
D1 Capital Partners L.P.TRIM373,675277,475-25.7%$471.0M
NORGES BANKNEW—272,595—$462.7M
HSBC HOLDINGS PLCDOUBLED49,285225,718+358.0%$381.8M
Tidal Investments LLCADD112,216216,459+92.9%$367.4M
JENNISON ASSOCIATES LLCTRIM318,708200,538-37.1%$340.4M
ROYAL BANK OF CANADATRIM444,603175,817-60.5%$298.4M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD96,107147,990+54.0%$254.5M
AMERIPRISE FINANCIAL INCTRIM252,556146,961-41.8%$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.
DateInsiderTitleTypeSharesPriceValue
Jun 12, 2026Lawson Martin RDirectorAWARD94——
Jun 12, 2026Sanders Richard ADirectorAWARD94——
Jun 12, 2026SEGAL SUSANDirectorAWARD94——
Jun 12, 2026Aguzin Alejandro NicolasDirectorAWARD94——
Jun 12, 2026Calemzuk EmilianoDirectorAWARD94——
Jun 12, 2026Dubugras Henrique VasoncelosDirectorAWARD94——
Jun 12, 2026Tolda StelleoDirectorAWARD94——
Jun 11, 2026Melamud MarceloSVP - Chief Accounting OfficerBUY124.64$1,604.62$200.0K
Jun 10, 2026Tolda StelleoDirectorGIFT250——
May 22, 2026Aguzin Alejandro NicolasDirectorBUY95$1,655.01$157.2K
Congressional trades
MELI trades disclosed by members of Congress, with disclosure delay.
2 members · 12 buys / 0 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jun 15, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000MercadoLibre IncJul 13, 2026(29d)
Jun 10, 2026Gilbert CisnerosDHOUSEBUY$15,001 - $50,000MercadoLibre IncJul 3, 2026(24d)
Jun 9, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000MercadoLibre IncJul 13, 2026(35d)
Jun 3, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000MercadoLibre IncJul 13, 2026(41d)
Jun 2, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000MercadoLibre IncJul 13, 2026(42d)
Mar 12, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000MercadoLibre IncApr 10, 2026(30d)
Mar 2, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000MercadoLibre IncApr 10, 2026(40d)
Feb 27, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000MercadoLibre IncMar 12, 2026(14d)
Jan 30, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000MercadoLibre IncFeb 12, 2026(14d)
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000MercadoLibre IncFeb 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)