Mercado LibreMELI
About: MercadoLibre runs the largest e-commerce marketplace in Latin America, with more than 218 million active users and 1 million active sellers across 18 countries stitching into its commerce network or fintech solutions when last reported. The company operates a host of complementary businesses to its core online shop, with shipping solutions (Mercado Envios), a payment and financing operation (Mercado Pago and Mercado Credito), advertisements (Mercado Clics), classifieds, and a turnkey e-commerce solution (Mercado Shops) rounding out its arsenal. MercadoLibre generates revenue from final value fees, advertising royalties, payment processing, insertion fees, subscription fees, and interest income from consumer and small-business lending.
Employees: 84,207
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
22% more repeat investments, than reductions
Existing positions increased: 503 | Existing positions reduced: 411
15% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 158
0% less funds holding
Funds holding: 1,276 [Q3] → 1,273 (-3) [Q4]
3.43% less ownership
Funds ownership: 82.51% [Q3] → 79.07% (-3.43%) [Q4]
14% less funds holding in top 10
Funds holding in top 10: 72 [Q3] → 62 (-10) [Q4]
20% less capital invested
Capital invested by funds: $85.3B [Q3] → $68.3B (-$17B) [Q4]
31% less call options, than puts
Call options by funds: $2.05B | Put options by funds: $2.96B
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Goldman Sachs Irma Sgarz 100% 1-year accuracy 2 / 2 met price target | 34%upside $2,750 | Buy Maintained | 3 Mar 2025 |
JP Morgan Marcelo Santos 67% 1-year accuracy 4 / 6 met price target | 12%upside $2,300 | Neutral Maintained | 25 Feb 2025 |
Cantor Fitzgerald Deepak Mathivanan 65% 1-year accuracy 34 / 52 met price target | 46%upside $3,000 | Overweight Maintained | 21 Feb 2025 |
Susquehanna James Friedman 41% 1-year accuracy 24 / 59 met price target | 35%upside $2,760 | Positive Maintained | 21 Feb 2025 |
B of A Securities Robert Ford 50% 1-year accuracy 1 / 2 met price target | 46%upside $3,000 | Buy Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 39 articles about MELI published over the past 30 days
