MercadoLibre (MELI) Stock Falls on Q1 2026 Earnings

MercadoLibre Inc. (MELI) reported first-quarter 2026 revenue of $8.8 billion, up 49.03% year-over-year, beating the consensus revenue estimate of $8.5 billion.

Gross profit: $3.9 billion (+39.37% YoY).

Cost of sales: $5.0 billion (+57.49% YoY).

Operating profit: $611 million (-19.92% YoY).

Net income attributable to common shareholders: $417 million (-30.96% YoY).

Diluted earnings per share came in at 8.23, down 15.5% year-over-year and below the estimate of 8.834. The company showed a strong top-line beat but pressure on profitability contributed to the earnings shortfall.

Cash from operating activities: $2.1 billion (+101.26% YoY).

Purchases of property, plant and equipment: -$271 million (-0.37% YoY).

Cash and cash equivalents: $3.7 billion (-18.25% YoY).

Total liabilities: $39.7 billion (+74.85% YoY).

Following the release, shares of MercadoLibre (MELI) moved lower, with a change since market close of -5.01%.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

MercadoLibre Inc. Insider Trading Activity

MercadoLibre Inc. insiders have traded $MELI stock on the open market 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $MELI stock by insiders over the last 6 months:

HENRIQUE VASONCELOS DUBUGRAS sold 845 shares for an estimated $1,713,778
STELLEO TOLDA sold 246 shares for an estimated $503,778
MARCELO MELAMUD (SVP - Chief Accounting Officer) purchased 57 shares for an estimated $100,078
EMILIANO CALEMZUK sold 45 shares for an estimated $91,231

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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MercadoLibre Inc. Hedge Fund Activity

We have seen 741 institutional investors add shares of MercadoLibre Inc. stock to their portfolio, and 705 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,327,972 shares (-74.3%) from their portfolio in Q4 2025, for an estimated $2,674,880,880
VIRTUE CAPITAL MANAGEMENT, LLC removed 1,271,032 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $2,197,639,748
FMR LLC removed 881,886 shares (-63.1%) from their portfolio in Q4 2025, for an estimated $1,776,347,694
JPMORGAN CHASE & CO removed 494,084 shares (-27.8%) from their portfolio in Q4 2025, for an estimated $995,213,637
WCM INVESTMENT MANAGEMENT, LLC removed 487,291 shares (-99.9%) from their portfolio in Q1 2026, for an estimated $842,535,884
EAGLE CAPITAL MANAGEMENT LLC added 411,549 shares (+inf%) to their portfolio in Q4 2025, for an estimated $828,966,688
CAPITAL RESEARCH GLOBAL INVESTORS added 408,939 shares (+22.5%) to their portfolio in Q4 2025, for an estimated $823,709,470

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

MercadoLibre Inc. Congressional Stock Trading

Members of Congress have traded $MELI stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $MELI stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $45,000 on 03/16, 01/30, 11/18 and 2 sales worth up to $30,000 on 03/25, 12/24.
REPRESENTATIVE JONATHAN L. JACKSON sold up to $50,000 on 12/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

MercadoLibre Inc. Analyst Ratings

Wall Street analysts have issued reports on $MELI in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Scotiabank issued a "Sector Outperform" rating on 05/07/2026
BTIG issued a "Buy" rating on 02/25/2026
JP Morgan issued a "Overweight" rating on 02/12/2026
Wedbush issued a "Outperform" rating on 12/19/2025
UBS issued a "Buy" rating on 11/24/2025

To track analyst ratings and price targets for MercadoLibre Inc., check out Quiver Quantitative's $MELI forecast page.

MercadoLibre Inc. Price Targets

Multiple analysts have issued price targets for $MELI recently. We have seen 9 analysts offer price targets for $MELI in the last 6 months, with a median target of $2400.0.

Here are some recent targets:

Hector Maya from Scotiabank set a target price of $2800.0 on 05/07/2026
Kaio Prato from UBS set a target price of $2050.0 on 04/29/2026
Deepak Mathivanan from Cantor Fitzgerald set a target price of $2350.0 on 04/21/2026
Trevor Young from Barclays set a target price of $2500.0 on 04/20/2026
Marvin Fong from BTIG set a target price of $2400.0 on 04/10/2026
Alex Wright from Jefferies set a target price of $2600.0 on 04/07/2026
Marcelo Santos from JP Morgan set a target price of $2100.0 on 03/12/2026