MercadoLibre, Inc. $MELI is Knuff & Co LLC’s 8th Largest Position

Knuff & Co LLC raised its holdings in MercadoLibre, Inc. (NASDAQ:MELI) by 12.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,977 shares of the company’s stock after purchasing an additional 553 shares during the period. MercadoLibre accounts for about 3.0% of Knuff & Co LLC’s holdings, making the stock its 8th biggest position. Knuff & Co LLC’s holdings in MercadoLibre were worth $10,025,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Baillie Gifford & Co. increased its stake in shares of MercadoLibre by 4.9% in the fourth quarter. Baillie Gifford & Co. now owns 3,481,563 shares of the company’s stock worth $7,012,773,000 after purchasing an additional 164,120 shares in the last quarter. Capital Research Global Investors increased its stake in shares of MercadoLibre by 3.4% in the third quarter. Capital Research Global Investors now owns 1,816,092 shares of the company’s stock worth $4,244,604,000 after purchasing an additional 59,838 shares in the last quarter. Capital World Investors increased its stake in shares of MercadoLibre by 1.3% in the third quarter. Capital World Investors now owns 1,740,129 shares of the company’s stock worth $4,067,194,000 after purchasing an additional 22,659 shares in the last quarter. Schroder Investment Management Group increased its stake in shares of MercadoLibre by 9.8% in the third quarter. Schroder Investment Management Group now owns 572,726 shares of the company’s stock worth $1,432,565,000 after purchasing an additional 50,893 shares in the last quarter. Finally, WCM Investment Management LLC increased its stake in shares of MercadoLibre by 0.4% in the third quarter. WCM Investment Management LLC now owns 497,518 shares of the company’s stock worth $1,244,447,000 after purchasing an additional 1,833 shares in the last quarter. Hedge funds and other institutional investors own 87.62% of the company’s stock.

MercadoLibre Price Performance

Shares of NASDAQ:MELI opened at $1,562.00 on Thursday. The company has a 50 day moving average of $1,741.56 and a 200 day moving average of $1,952.14. The stock has a market cap of $79.19 billion, a P/E ratio of 41.22, a P/E/G ratio of 0.94 and a beta of 1.41. MercadoLibre, Inc. has a 12 month low of $1,495.00 and a 12 month high of $2,645.22. The company has a current ratio of 1.16, a quick ratio of 1.15 and a debt-to-equity ratio of 0.63.

MercadoLibre (NASDAQ:MELI) last issued its quarterly earnings data on Thursday, May 7th. The company reported $8.23 EPS for the quarter, missing the consensus estimate of $8.75 by ($0.52). The firm had revenue of $8.85 billion for the quarter, compared to analysts’ expectations of $8.29 billion. MercadoLibre had a net margin of 6.04% and a return on equity of 29.58%. MercadoLibre’s revenue was up 49.0% on a year-over-year basis. During the same period in the prior year, the firm posted $9.74 EPS. As a group, sell-side analysts forecast that MercadoLibre, Inc. will post 42.53 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Barclays reduced their target price on shares of MercadoLibre from $2,500.00 to $2,300.00 and set an “overweight” rating for the company in a research note on Monday. Benchmark reduced their target price on shares of MercadoLibre from $2,780.00 to $2,380.00 and set a “buy” rating for the company in a research note on Friday, May 8th. Cantor Fitzgerald reduced their price objective on shares of MercadoLibre from $2,400.00 to $2,350.00 and set an “overweight” rating for the company in a research note on Tuesday, April 21st. JPMorgan Chase & Co. reduced their price objective on shares of MercadoLibre from $2,100.00 to $1,900.00 and set a “neutral” rating for the company in a research note on Wednesday. Finally, Scotiabank reduced their price objective on shares of MercadoLibre from $3,500.00 to $2,800.00 and set a “sector outperform” rating for the company in a research note on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $2,255.33.

MercadoLibre News Summary

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Michael Burry disclosed a new full position in MercadoLibre, which may signal confidence in the stock’s long-term outlook despite recent weakness. MercadoLibre breaks below 50% retracement as Burry buys post-earnings dip
• Positive Sentiment: Some commentary argues that falling margins reflect strategic reinvestment that could support long-term ecosystem growth in commerce and fintech. MercadoLibre’s Margins Are Falling – And That’s Bullish
• Neutral Sentiment: JPMorgan lowered its price target on MELI to $1,900 from $2,100 while keeping a neutral rating, suggesting valuation concerns but not a bearish outright stance. JPMorgan lowers price target on MercadoLibre
• Neutral Sentiment: Several large shareholders reduced their holdings after earnings, while other investors remain willing to buy the dip, highlighting mixed sentiment around reinvestment and margin tradeoffs. MercadoLibre Ownership Shifts Test Confidence In Reinvestment And Margins
• Negative Sentiment: Citi warned that MercadoLibre may face continued margin compression as it keeps investing heavily, reinforcing the market’s concern that profits could stay under pressure near term. MercadoLibre facing continued margin compression amid investment agenda—Citi Research
• Negative Sentiment: Analysts and market coverage noted that Q1 revenue growth was overshadowed by lower EPS and weaker profitability, which is the main reason MELI shares have been sliding. MercadoLibre (MELI) Is Down 13.1% After Margin Squeeze From Logistics And Fintech Investments

MercadoLibre Profile

MercadoLibre, Inc operates an integrated e-commerce and fintech ecosystem serving consumers and businesses across Latin America. The company provides an online marketplace that connects buyers and sellers for a wide range of goods and services, supported by tools for merchants, advertising, and classifieds. Over time MercadoLibre has expanded beyond its marketplace roots into complementary areas that support digital commerce end to end.

Key offerings include its marketplace platform and a suite of logistics and payment services.