MercadoLibre Aktie News

MercadoLibre (MELI) has declined 22% despite the benchmark rallying, yet I maintain a Strong Buy rating. MELI consistently delivers significant revenue growth, reinforcing confidence in management and the long-term thesis. Forward P/E of 40x appears justified given at least 20% top and bottom-line growth expectations.

MercadoLibre is aggressively investing in fulfillment, driving record top line growth but causing margin compression and a 17% YTD share price decline. MELI's Q1'26 GMV surged 42% Y/Y, with Brazil leading at 54% Y/Y growth and accounting for over half of total revenue. Despite a 20% Y/Y drop in operating income and a 6 PP margin contraction in Q1'26, MELI's scale investments are expected to boo...

MercadoLibre defies platform gravity by accelerating GMV growth and expanding take rates at massive scale, signaling deepening merchant and consumer dependency. I initiate MELI at Buy with a $2,300 price target, driven by logistics scale, fintech ecosystem strength, and anticipated EPS recovery in 2026–2027. Margin compression is a deliberate investment in logistics and fintech infrastructure, ...

Arm Holdings' management reiterated confidence in sustaining approximately 20% royalty growth longer term, reinforcing the market's confidence in Arm's structural growth profile. Adyen was a detractor from performance during the quarter following fourth quarter results and a more cautious 2026 outlook. We initiated a new position in American Express and exited our positions in Gartner and Unite...

MercadoLibre (MELI) has declined over 35% from its 2025 peak, driven by concerns over margin compression amid heavy investment in logistics and payments. MELI's 1Q 2026 revenue grew 49% year-over-year, with management prioritizing long-term market share gains in Latin America's underpenetrated e-commerce sector. I estimate MELI's sustainable net margin at 6.5%-7.0%, supporting a fair value of $...

Big Short investor Michael Burry is aggressively reallocating capital toward beaten-down stocks, warning the artificial intelligence (AI) boom increasingly resembles the dot-com era. According to him, a remarkable 87% of venture funding now targets AI, creating what he dubs an “asset bubble – plain and simple”.

MercadoLibre and Meta offer compelling risk-reward profiles amid current market conditions and are core positions in my portfolio. MELI's margin guidance reset to 7% for 2026 has pressured shares, but accelerating top-line growth and long-term investments support a bullish outlook. META's increased capex and AI-driven ad monetization improvements are misunderstood by the market; the stock trade...

E-commerce growth is accelerating, and management is investing in the business to position itself as the clear leader. The fintech business complements the e-commerce business, and the credit portfolio in Q1 increased 87% year over year.