Recent discussions on X about MercadoLibre (MELI) have been buzzing with reactions to the company’s latest stock performance, particularly following a notable 7% drop in share price during a single trading session. Many users are pointing to broader macroeconomic concerns in Latin America as a key driver behind this slide, with some expressing worries about geopolitical risks impacting the region’s e-commerce leader. Despite the dip, there’s a sense of intrigue as others highlight the company’s strong year-to-date gains of over 46%, suggesting resilience amid volatility.
Additionally, posts on X have focused on MercadoLibre’s dual strengths in e-commerce and fintech, with several noting impressive growth metrics like revenue increases and expanding user bases across both sectors. However, concerns about margin pressures from heavy investments in logistics and promotional spending are also circulating, creating a dynamic debate about the sustainability of its growth trajectory. The conversation remains lively as investors weigh the balance between short-term challenges and long-term potential in this Latin American juggernaut.
Note: This discussion summary was generated from an AI condensation of post data.
MercadoLibre Congressional Stock Trading
Members of Congress have traded $MELI stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $MELI stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $80,000 on 08/28, 05/14, 05/05 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
MercadoLibre Hedge Fund Activity
We have seen 746 institutional investors add shares of MercadoLibre stock to their portfolio, and 589 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LAVACA CAPITAL LLC added 1,065,530 shares (+140201.3%) to their portfolio in Q2 2025, for an estimated $2,784,901,173
- CAPITAL RESEARCH GLOBAL INVESTORS removed 467,897 shares (-21.0%) from their portfolio in Q2 2025, for an estimated $1,222,909,636
- JPMORGAN CHASE & CO added 432,231 shares (+27.7%) to their portfolio in Q2 2025, for an estimated $1,129,691,908
- PITCAIRN CO added 319,257 shares (+64496.4%) to their portfolio in Q2 2025, for an estimated $834,419,672
- BAILLIE GIFFORD & CO removed 278,805 shares (-7.4%) from their portfolio in Q2 2025, for an estimated $728,693,112
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 192,071 shares (+304.7%) to their portfolio in Q2 2025, for an estimated $502,002,527
- ASSENAGON ASSET MANAGEMENT S.A. removed 143,577 shares (-52.2%) from their portfolio in Q2 2025, for an estimated $375,257,154
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MercadoLibre Analyst Ratings
Wall Street analysts have issued reports on $MELI in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 09/24/2025
- Citigroup issued a "Buy" rating on 08/18/2025
- Scotiabank issued a "Sector Outperform" rating on 07/28/2025
- Barclays issued a "Overweight" rating on 07/23/2025
- Susquehanna issued a "Positive" rating on 06/26/2025
- Goldman Sachs issued a "Buy" rating on 05/14/2025
- Benchmark issued a "Buy" rating on 04/15/2025
To track analyst ratings and price targets for MercadoLibre, check out Quiver Quantitative's $MELI forecast page.
MercadoLibre Price Targets
Multiple analysts have issued price targets for $MELI recently. We have seen 13 analysts offer price targets for $MELI in the last 6 months, with a median target of $2850.0.
Here are some recent targets:
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $2900.0 on 09/24/2025
- Joao Pedro Soares from Citigroup set a target price of $2850.0 on 08/18/2025
- Marcelo Santos from JP Morgan set a target price of $2700.0 on 08/07/2025
- John Colantuoni from Jefferies set a target price of $2800.0 on 08/05/2025
- Scott Devitt from Wedbush set a target price of $2700.0 on 08/05/2025
- Josh Beck from Raymond James set a target price of $2750.0 on 08/05/2025
- Fawne Jiang from Benchmark set a target price of $2875.0 on 08/05/2025
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.
