MercadoLibre (NASDAQ:MELI) Price Target Lowered to $2,600.00 at Barclays

MercadoLibre (NASDAQ:MELI) had its price objective decreased by analysts at Barclays from $2,900.00 to $2,600.00 in a research report issued on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Barclays‘s price target would suggest a potential upside of 49.16% from the company’s current price.

MELI has been the topic of a number of other research reports. UBS Group dropped their price target on MercadoLibre from $3,000.00 to $2,900.00 and set a “buy” rating on the stock in a research note on Monday, November 24th. Benchmark cut their price objective on shares of MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating for the company in a research report on Thursday, October 30th. Wedbush decreased their target price on MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating on the stock in a research report on Wednesday. Weiss Ratings lowered MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. Finally, Morgan Stanley upped their price objective on MercadoLibre from $2,850.00 to $2,950.00 and gave the company an “overweight” rating in a report on Monday, November 3rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, MercadoLibre currently has a consensus rating of “Moderate Buy” and an average price target of $2,808.67.

MercadoLibre Stock Performance

NASDAQ:MELI traded down $179.45 during mid-day trading on Wednesday, hitting $1,743.11. The stock had a trading volume of 1,052,476 shares, compared to its average volume of 565,445. MercadoLibre has a twelve month low of $1,654.24 and a twelve month high of $2,645.22. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.15 and a current ratio of 1.17. The stock has a market cap of $88.38 billion, a price-to-earnings ratio of 42.66, a PEG ratio of 0.92 and a beta of 1.44. The company’s 50 day simple moving average is $2,059.88 and its 200 day simple moving average is $2,171.73.

MercadoLibre (NASDAQ:MELI) last released its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 earnings per share (EPS) for the quarter, missing the consensus estimate 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 quarter in the prior year, the company earned $12.61 EPS. MercadoLibre’s quarterly revenue was up 44.6% on a year-over-year basis. On average, equities research analysts forecast that MercadoLibre will post 43.96 earnings per share for the current year.

Insider Activity

In other MercadoLibre news, Director Stelleo Tolda sold 246 shares of the firm’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $2,047.88, for a total value of $503,778.48. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Emiliano Calemzuk sold 45 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $2,027.37, for a total value of $91,231.65. Following the completion of the sale, the director directly owned 257 shares in the company, valued at $521,034.09. This trade represents a 14.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,136 shares of company stock worth $2,308,788. 0.25% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Laurel Wealth Advisors LLC bought a new position in shares of MercadoLibre in the 4th quarter valued at $26,000. Transamerica Financial Advisors LLC bought a new position in MercadoLibre in the 4th quarter valued at approximately $26,000. Darwin Wealth Management LLC bought a new stake in MercadoLibre during the 2nd quarter worth approximately $29,000. Curio Wealth LLC acquired a new position in MercadoLibre during the 4th quarter worth about $30,000. Finally, Holos Integrated Wealth LLC acquired a new position in shares of MercadoLibre in the fourth quarter worth approximately $32,000. Institutional investors own 87.62% of the company’s stock.

Key Stories Impacting MercadoLibre

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)

About MercadoLibre

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.