MercadoLibre (NASDAQ:MELI) Price Target Cut to $2,600.00 by Analysts at Barclays

MercadoLibre (NASDAQ:MELI) had its price target reduced by Barclays from $2,900.00 to $2,600.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Barclays‘s price target indicates a potential upside of 49.16% from the stock’s previous close.

A number of other equities research analysts have also recently commented on the company. BTIG Research decreased their price objective on MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating for the company in a research note on Wednesday. Cantor Fitzgerald reduced their target price on MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating on the stock in a report on Wednesday. Dbs Bank raised MercadoLibre from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, December 2nd. Benchmark reduced their price objective on shares of MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating on the stock in a research note on Thursday, October 30th. Finally, JPMorgan Chase & Co. upgraded shares of MercadoLibre from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $2,650.00 to $2,800.00 in a report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $2,808.67.

MercadoLibre Trading Down 9.3%

Shares of NASDAQ:MELI traded down $179.45 during trading on Wednesday, hitting $1,743.11. 1,052,476 shares of the company’s stock were exchanged, compared to its average volume of 565,445. The company has a current ratio of 1.17, a quick ratio of 1.15 and a debt-to-equity ratio of 0.55. The firm has a market cap of $88.38 billion, a P/E ratio of 42.66, a PEG ratio of 0.92 and a beta of 1.44. The firm has a 50-day moving average price of $2,059.88 and a two-hundred day moving average price of $2,171.73. MercadoLibre has a 1-year low of $1,654.24 and a 1-year high of $2,645.22.

MercadoLibre (NASDAQ:MELI) last announced its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.66 by ($0.63). MercadoLibre had a net margin of 7.93% and a return on equity of 39.03%. The business had revenue of $8.76 billion during the quarter, compared to the consensus estimate of $8.45 billion. During the same period in the previous year, the business posted $12.61 earnings per share. MercadoLibre’s revenue was up 44.6% compared to the same quarter last year. Equities analysts predict that MercadoLibre will post 43.96 earnings per share for the current year.

Insider Activity at MercadoLibre

In related news, Director Henrique Vasoncelos Dubugras sold 845 shares of the company’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $2,028.14, for a total value of $1,713,778.30. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Stelleo Tolda sold 246 shares of MercadoLibre stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $2,047.88, for a total value of $503,778.48. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,136 shares of company stock valued at $2,308,788. 0.25% of the stock is owned by corporate insiders.

Institutional Trading of MercadoLibre

A number of institutional investors have recently made changes to their positions in MELI. Laurel Wealth Advisors LLC acquired a new position in shares of MercadoLibre during the 4th quarter worth about $26,000. Transamerica Financial Advisors LLC acquired a new position in MercadoLibre during the fourth quarter valued at approximately $26,000. Darwin Wealth Management LLC bought a new position in MercadoLibre in the second quarter valued at approximately $29,000. Curio Wealth LLC acquired a new position in shares of MercadoLibre during the 4th quarter worth approximately $30,000. Finally, Holos Integrated Wealth LLC bought a new stake in shares of MercadoLibre during the 4th quarter worth approximately $32,000. Institutional investors own 87.62% of the company’s stock.

MercadoLibre News Roundup

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Revenue and growth beat — MELI reported ~45% YoY net revenue growth for Q4 and broader 2025 momentum (strong results in Mexico, expanding unique active buyers), which supports longer‑term top-line expectations. MercadoLibre’s Q4 sales top estimates (Yahoo)
• Positive Sentiment: Strategic investments driving growth — Management highlighted continued investments in AI, logistics/shipping and Mercado Pago that are already contributing to GMV and revenue expansion (GMV +35% in Brazil & Mexico). These moves can increase market share over time even if they compress near‑term margins. Investments in AI and shipping (Seeking Alpha)
• Positive Sentiment: Analyst support remains largely bullish — Major shops preserved Buy/Outperform stances (BTIG and Wedbush trimmed price targets but kept positive ratings), signaling continued conviction in MELI’s multi-year growth story. Analyst PT changes (Benzinga)
• Neutral Sentiment: Readouts and materials available — The earnings call transcript and slide deck provide management detail on margin trajectory, AI rollouts and regional performance for investors doing deeper diligence. Q4 slide deck (MarketBeat link)
• Negative Sentiment: EPS miss and margin pressure — MELI missed quarterly EPS estimates ($11.03 vs. ~$11.65 consensus) and management flagged margin compression from investments, which prompted selling in extended trading and created short‑term downside risk. Mixed Q4 reaction (247WallSt)
• Negative Sentiment: Analyst price target trims — BTIG cut its PT to $2,650 and Wedbush trimmed to $2,400; while still positive, the reductions reflect tempered near‑term margin/earnings visibility and may cap upside in the near term. PT cuts (Benzinga)

MercadoLibre Company 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.