MercadoLibre (MELI) is down 3.1% today. Here is some analysis on what might have caused this price movement. ([finance.yahoo.com](https://finance.yahoo.com/quote/MELI/?utm_source=openai))
Analysis: The most likely driver is continued concern that MercadoLibre’s aggressive investment cycle is pressuring profitability even as revenue growth stays very strong. This could also be because investors are still digesting the company’s early-August results, where top-line performance beat expectations but the market focused more on weaker margins and the earnings outlook. ([finance.yahoo.com](https://finance.yahoo.com/markets/stocks/articles/mercadolibre-beats-estimates-shares-dip-204517323.html?utm_source=openai))
Details:
Sources:
Mercado Libre Investor Relations, Yahoo Finance, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$MELI Insider Trading Activity
$MELI insiders have traded $MELI stock on the open market 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $MELI stock by insiders over the last 6 months:
- ALEJANDRO NICOLAS AGUZIN has made 2 purchases buying 600 shares for an estimated $993,556 and 0 sales.
- MARCELO MELAMUD (SVP - Chief Accounting Officer) has made 2 purchases buying 181 shares for an estimated $300,078 and 0 sales.
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 insider transaction endpoint.
$MELI Hedge Fund Activity
We have seen 707 institutional investors add shares of $MELI stock to their portfolio, and 828 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VIRTUE CAPITAL MANAGEMENT, LLC removed 1,271,032 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $2,197,639,748
- INVESCO LTD. added 1,069,289 shares (+266.9%) to their portfolio in Q2 2026, for an estimated $1,815,000,455
- EAGLE CAPITAL MANAGEMENT LLC added 621,016 shares (+79.0%) to their portfolio in Q2 2026, for an estimated $1,054,106,348
- JPMORGAN CHASE & CO added 518,406 shares (+inf%) to their portfolio in Q2 2026, for an estimated $879,937,160
- BAILLIE GIFFORD & CO removed 441,153 shares (-12.7%) from their portfolio in Q2 2026, for an estimated $748,808,690
- LINONIA PARTNERSHIP LP added 423,527 shares (+325.1%) to their portfolio in Q2 2026, for an estimated $718,890,494
- CAPITAL RESEARCH GLOBAL INVESTORS added 420,868 shares (+15.5%) to their portfolio in Q2 2026, for an estimated $714,377,134
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 13F endpoint.
$MELI Congressional Stock Trading
Members of Congress have traded $MELI stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 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 4 times. They made 2 purchases worth up to $65,000 on 06/10, 03/16 and 2 sales worth up to $30,000 on 05/14, 03/25.
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 Congress trades endpoint.
$MELI Analyst Ratings
Wall Street analysts have issued reports on $MELI in the last several months. We have seen 2 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
To track analyst ratings and price targets for $MELI, check out Quiver Quantitative's $MELI forecast page.
$MELI Price Targets
Multiple analysts have issued price targets for $MELI recently. We have seen 11 analysts offer price targets for $MELI in the last 6 months, with a median target of $2350.0.
Here are some recent targets:
- Marvin Fong from BTIG set a target price of $2150.0 on 06/02/2026
- Marcelo Santos from JP Morgan set a target price of $1900.0 on 05/13/2026
- Kaio Prato from UBS set a target price of $1750.0 on 05/13/2026
- Joao Pedro Soares from Citigroup set a target price of $1950.0 on 05/13/2026
- Trevor Young from Barclays set a target price of $2300.0 on 05/11/2026
- Andrew Ruben from Morgan Stanley set a target price of $2450.0 on 05/11/2026
- Fawne Jiang from Benchmark set a target price of $2380.0 on 05/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
