MELI · MercadoLibre, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on MELI. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About MELI · MercadoLibre, Inc.
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. The company operates Mercado Libre Marketplace, an online commerce platform that can be accessed through mobile app or website; and Mercado Pago, a financial technology solution platform, which offers comprehensive set of financial technology services to users and other users of its e-commerce platform. It also provides Mercado Fondo that allows users to invest funds deposited in their Mercado Pago accounts; Mercado Credito, which grants loans and obtains better funding alternatives; and Mercado Mercado Envios that facilitates the shipping of goods from the Company and sellers to buyers. In addition, the company provides Mercado Libre Classifieds, where users can list vehicles, properties, and services; Mercado Ads, an advertising platform, which enables retailers and brands to promote their products and services on the platform. MercadoLibre, Inc. was incorporated in 1999 and is headquartered in Montevideo, Uruguay.
Live Quote
SELL (score -9) · 12-1 mom -33.7% · RSI 41.9 · below_both · -39.4% from high
Targets blend Wall Street consensus (24 analysts: low $1750.00 / mean $2216.96 / high $2800.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
MercadoLibre has been under severe pressure — down ~26% YTD and ~40% from its 52-week high of $2645. The investigation trigger (4 Form 4 filings in 14 days) was confirmed: on June 12 2026, four directors received routine RSU grants (code A = restricted stock award with forfeiture restrictions, not open-market purchases), plus CEO Nicolas Aguzin made a genuine open-market purchase of $994K ($1.655M across two tranches at ~$1655/share) on May 22 2026 — the only material cash purchase. The stock is deeply off its highs but faces meaningful headwinds: operating margin compressed to ~7%, rapid credit card expansion pressuring Mercado Pago (NIMAL), high debt-to-equity of 170, and LATAM FX/currency risks. Forward P/E of 27x vs a sector median in the low-20s makes it expensive relative to peers despite strong brand moat. Q2 earnings August 5 2026 is the next catalyst window.