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$MELI - Long term vision. https://t.co/EXtoxpWBg3
NASDAQ
MELI
11 stories
$94B Market cap · 2026-10-09
$MELI - Long term vision. https://t.co/EXtoxpWBg3
$MELI - Excellent Brazil outcome. Stock was at a technical bottom of its consolidation wedge. Business results will begin inflecting as the credit portfolio growth slows due to it’s now to size. Very bullish: Economic Backdrop, Business Results forward, and technicals
MercadoLibre’s Q2 2026 revenue hit its fastest growth since 2022 as broader free shipping, cross-border inventory and Mercado Pago deepen…
Mercado Libre (MELI) long position was increased at $1,850.
Mercado Libre’s Q2 revenue and financial income rose 50% past $10 billion, while operating margin fell 550 basis points to 6.7% as Mercado…
I think $MELI's up for same reason $SE's up. Signs that Sea's reinvestment cycle is turning (or least not as aggressive as feared - see the 2H ebitda guide), which means less pressure on MELI. And maybe MELI margins have found a bottom / will inflect soon too. + Just maybe, both can co-exist & grow 50% y/y.
MercadoLibre’s sum-of-the-parts model values commerce and payments on FCFF, credit on equity returns, producing a $1,980 base-case target…
Sea and Mercado Libre defend Brazilian e-commerce share with logistics, cross-border trade, VIP programs and financial services, accepting…
Inter, Nu and MercadoLibre reported 38%, 53% and 51% revenue growth, respectively, as Latin American political and macro risks drove a…
MercadoLibre combines Latin American e-commerce, proprietary logistics and Mercado Pago’s payments data to build a consumer lending…
MercadoLibre’s Daniel Wu discusses MELI’s Latin American e-commerce operations, fintech business model, growth opportunities and risks on…
Letters that discuss MELI.
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