
MercadoLibre (MELI) Stock Forecast & Price Target
MercadoLibre (MELI) Analyst Ratings
Bulls say
MercadoLibre has demonstrated robust growth in its credit segment, with a total credit portfolio increasing by 83% year-over-year and credit revenues rising by 69% in the third quarter. Additionally, the company is anticipating an operating margin expansion of approximately 50 basis points, reaching 11.7% in 2026, reflective of improved operational efficiency. Furthermore, the growth in unique buyers, which increased by 29% year-over-year, signals a strengthening customer base and enhances the company's long-term revenue potential.
Bears say
The recent sentiment around MercadoLibre has become increasingly negative due to rising competitive pressures in Brazil and potential risks related to artificial intelligence impacting the sector. Profitability estimates have been reduced as the company rolls out free shipping for lower-ASP products, incurring additional logistics and elevated sales and marketing expenditures. Additionally, advertising revenues account for only approximately 2.4% of Gross Merchandise Volume (GMV), significantly below management’s target range of 3% to 5%, indicating challenges in revenue generation from advertising within its e-commerce platform.
This aggregate rating is based on analysts' research of MercadoLibre and is not a guaranteed prediction by Public.com or investment advice.
MercadoLibre (MELI) Analyst Forecast & Price Prediction
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