Shares of leading Latin American e-commerce and fintech behemoth MercadoLibre (NASDAQ: MELI) are down 13% this week as of 11 a.m. ET on Friday after the company reported fourth-quarter earnings Tuesday afternoon. MercadoLibre grew revenue by 45% in Q4, easily surpassing Wall Street's expectations. However, net income declined 13%, missing analysts' expectations, as the company spent heavily on an array of growth areas, weighing on overall profitability. While this short-term profitability weakness is valid ...

Market Analysis by covering: S&P 500, MercadoLibre Inc, Chewy Inc, On Holding AG. Read 's Market Analysis on Investing.com ...

Core Insights - MercadoLibre (MELI) and Wayfair (W) are prominent e-commerce companies operating in different markets, with MercadoLibre leading in Latin America and Wayfair focusing on the U.S. furniture and home goods sector [1][2] MercadoLibre Overview - MercadoLibre holds over 30% market share in key Latin American markets such as Brazil, Argentina, and Mexico, indicating significant long-term growth potential due to the region's underpenetrated online retail and digital payments [4] - In Q4 2025, MercadoLibre's revenues surged by 45%, driven by growth in its commerce segment and fintech services, with a notable increase in purchase frequency due to lowered free-shipping thresholds [5] - The total payment volume for Mercado Pago reached $83.7 billion, reflecting a 42% year-over-year increase, while its credit portfolio expanded by 90% to $12.5 billion, enhancing customer loyalty and monetization [6] - Despite margin pressures from investments in shipping and promotions, management prioritizes long-term ecosystem growth over short-term profits, although competition from Amazon and others is intensifying [7] - The Zacks Consensus Estimate for MELI's Q1 2026 earnings is $13.87 per share, indicating a 42.4% year-over-year increase, which supports confidence in the company's growth trajectory [8] Wayfair Overview - Wayfair reported a 6.9% revenue growth in Q4 2025, reaching $3.3 billion, with improved contribution margins due to better cost control and operational efficiency [11] - The company benefits from a strong logistics network and engaging shopping experience, with programs like Wayfair Rewards driving repeat purchases [12] - The Zacks Consensus Estimate for Wayfair's Q1 2026 earnings is $0.28 per share, suggesting a strong year-over-year growth of 180% [13] Price Performance & Valuation - Over the past year, MercadoLibre's stock has decreased by 16.7%, while Wayfair's shares have surged by 91.7%, outperforming both MercadoLibre and the broader sector [14] - MercadoLibre trades at a forward Price/Sales ratio of 2.29, above the industry average of 1.93, while Wayfair's ratio is 0.75, indicating a cheaper valuation [18] - Despite Wayfair's recent profitability improvements, MercadoLibre is viewed as offering better long-term investment potential due to its market dominance and growth in fintech [21]

MercadoLibre, Inc. (NASDAQ:MELI) is among the 20 Best Investments in 2026. Wedbush Notes MercadoLibre, Inc. (MELI) Well-Positioned Going Into Q4 MercadoLibre, Inc. (NASDAQ:MELI) tops our list for being one of the best investments. TheFly reported on February 17 that Wedbush adjusted its price target for MELI to $2,600 from $2,700 while keeping an Outperform rating on the stock. The firm supports MELI as a top choice for 2026 and believes it is well-positioned going into the fourth quarter, but it points ...

分组1 - NVDA was picked at $8.78 in 2020, resulting in a nearly 1300% return on that trade [1] - The Long Term Growth Portfolio of the company has increased by nearly 194% since 2018, driven by a disciplined strategy and risk-aware execution [1] - MercadoLibre (MELI) is recognized for building a strong competitive advantage in high-growth areas, indicating significant future opportunities [2] 分组2 - The Data Driven Investor focuses on uncovering alpha in the AI revolution while managing downside risk in a volatile tech landscape [2] - The investment service includes various strategies such as Options Ideas for short-term income, Quantitative Stock Strategies, and tactical ETF strategies [2]

Group 1: Core Business Performance - The company reported a 67% growth in its advertising business, driven by AI-powered bidding algorithms and automated marketing tools that improved return for sellers and increased adoption rates [1] - The company expressed confidence in capturing traffic through its internal agent experience, viewing advertising as an additional revenue opportunity in the agent-based e-commerce landscape [6][21] - The company achieved record net promoter scores in e-commerce and fintech across Argentina, Brazil, and Mexico, indicating strong user satisfaction and engagement [3] Group 2: Cross-Border and Fulfillment Challenges - Local fulfillment in cross-border operations is profitable, but international fulfillment needs to scale, which will continue to exert pressure on profitability [2] - The company clarified that investments in free shipping thresholds and credit card offerings have impacted profit margins by 5 to 6 percentage points, with ongoing investments in cross-border operations and credit cards [2] Group 3: AI Deployment and User Experience - The company is focused on developing its own agent experience internally, leveraging first-party data to create personalized search and recommendation engines [6][21] - AI is being deployed across various functions, including demand and search, with a significant portion of GMV benefiting from AI-driven seller assistants [8][9] Group 4: Financial Metrics and Profitability - The company reported a 45% year-over-year revenue growth in Brazil, driven by strategic investments that improved user experience and market share [10] - The company noted that while there is pressure on profit margins due to investments, these are expected to yield long-term growth and improved user engagement [11] Group 5: Logistics and Cost Management - The company is satisfied with the results of lowering the free shipping threshold, which led to increased frequency, conversion rates, and market share [12] - Logistics costs in Brazil have decreased by 11%, attributed to improved efficiency and the utilization of idle capacity [12] Group 6: Credit and Financial Services - The company has seen strong growth in deposits, which are not currently being used for loan financing but are enhancing user engagement and participation [14] - The credit card portfolio's non-performing loan (NPL) rate has decreased to a historical low of 4.4%, indicating improved credit quality [15]

MercadoLibre CFO Martin de los Santos joins Bloomberg Businessweek Daily to discuss the company's fourth quarter earnings results as the Uruguay-based e-commerce firm sees a miss in quarterly net income, but growth in its fintech and e-commerce units. He also discusses the company's success with its digital payments platform, e-commerce adoption and trends among Latin American consumers, and more. de los Santos speaks with Carol Massar and Tim Stenovec. ...

Core Insights - The article discusses the investment landscape in Brazil and Latin America, highlighting the potential opportunities in undercovered stocks [1] Group 1: Company Insights - The analyst has a beneficial long position in the shares of Mercado Libre (MELI), indicating confidence in the company's future performance [2] - The analysis emphasizes the importance of conducting thorough due diligence before making investment decisions, particularly in emerging markets like Brazil and Latin America [1][3] Group 2: Industry Insights - The focus on undercovered stocks suggests a gap in market research, presenting opportunities for investors willing to explore less popular investment options [1] - The article reflects a broader trend in investment analysis, where individual and professional investors contribute diverse perspectives on market opportunities [3]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-33647 _____________________________________________________________________________________________________________ ...

MercadoLibre Inc (NASDAQ:MELI) shares are trading lower on Wednesday after it reported fourth‑quarter earnings that fell short of expectations, even though revenue came in ahead of estimates. MercadoLibre stock is among today’s weakest performers. What’s pressuring MELI stock?The miss prompted analysts at BTIG, Wedbush and Barclays to trim their price targets, adding pressure to the stock.Earnings Miss Overshadows Strong RevenueThe company posted earnings of $11.03 per share, below the $11.59 analysts were ...