MELI MercadoLibre Inc. Loading... : Bullish and Bearish Analyst Opinions
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15:12
Aug 28
Aug 28
Management explicitly stated they prioritize long-term engagement, growth, and scale over near-term profitability. Reinvesting capital into scale and user engagement builds a wider, more defensible economic moat in Latin America. A strong long-term hold based on management's growth-focused capital allocation strategy. Short-term margin compression could lead to stock volatility and test investor patience.
HIGH
16:15
Aug 24
Aug 24
MELI bullish, growth runways intact
Author strongly bullish on MELI, citing two attractive growth runways, long-term shareholder value focus, and expectation of rapid bottom-line recovery with operating leverage despite competitive pressure from SE and AMZN.
HIGH
12:26
Aug 22
Aug 22
Author expresses a long-term bullish view on MELI as a great holding.
Author expresses a long-term bullish view on MELI as a great holding, while parent context adds AVGO as a potential buy opportunity.
15:36
Aug 21
Aug 21
MercadoLibre is highlighted as a company where high growth justifies a seemingly expensive P/E. Dominant market position in Latin American e-commerce and fintech provides a massive growth runway that outpaces near-term earnings multiples. The premium valuation is a feature of its strong moat and rapid compounding. Latin American macroeconomic instability and currency devaluation.
HIGH
12:19
Aug 20
Aug 20
High-quality stock offers 18% implied upside
Author highlights the stock as a high-quality, undervalued name with an 18% implied upside to consensus price targets.
MED
16:17
Aug 18
Aug 18
Author discusses CCXI's commercial focus in Amazon and MercadoLibre warehouses.
Author discusses CCXI's commercial focus in Amazon and MercadoLibre warehouses, compares robotics use cases, and doubts Tesla's general-purpose capability, but makes no position claims.
LOW
09:27
Aug 18
Aug 18
Author presents a detailed bullish thesis on Agility Robotics' commercial traction and data.
Author presents a detailed bullish thesis on Agility Robotics' commercial traction and data moat, framing it as a high-conviction long idea ahead of its public market entry.
16:59
Aug 16
Aug 16
MELI trades 28% below its high with revenue growth of 55%, and the scanner shows +99% upside to fair value. E-commerce and fintech scale in Latin America may produce durable compounding; the pullback offers a better entry if growth persists. MELI is a high-quality compounder candidate flagged as undervalued, but macro/currency risk remains. LatAm currency volatility, rising competition, margin pressure, or a growth slowdown could retard re-rating.
MED
17:54
Aug 15
Aug 15
Author reflects on past ownership and recovery potential for SE and MELI while noting NKE's.
Author reflects on past ownership and recovery potential for SE and MELI while noting NKE's zero growth pricing, but offers no current position or explicit forward call.
LOW
11:27
Aug 15
Aug 15
The author compiles a thread of user-recommended non-AI tickers as a research watchlist.
The author compiles a thread of user-recommended non-AI tickers as a research watchlist, explicitly noting he cannot guarantee they are all non-AI, so these are indexed as watch rather than trade ideas.
LOW
23:45
Aug 13
Aug 13
Avoid Coupang; prefer MercadoLibre, Amazon.
Cramer tells the caller he does not care for Coupang here or now; he would rather buy MercadoLibre and, first, Amazon, which he mentioned as a top-five buy at the club meeting.
MED
21:27
Aug 13
Aug 13
MELI added to long-term portfolio
Author is actively adding MELI to their long-term portfolio alongside NU, framing both as underappreciated Latin American fintech/e-commerce compounders worth increasing exposure to.
MED
07:56
Aug 13
Aug 13
The author agrees with a bear thesis on MercadoLibre but does not state a position or explicit.
The author agrees with a bear thesis on MercadoLibre but does not state a position or explicit short call, so it is watch.
22:17
Aug 12
Aug 12
The author reports Burry's disclosed position changes as factual news without endorsing.
The author reports Burry's disclosed position changes as factual news without endorsing or taking a directional view on any ticker.
19:58
Aug 12
Aug 12
Michael Burry increased an existing long position in Mercado Libre at $1850. The available text provides no additional reasoning beyond the disclosed add.
HIGH
00:00
Aug 12
Aug 12
"Highlighted as key robotics sector enabler."
"Author includes ticker in a thematic robotics basket, highlighting it as a key enabler for the next decade of the industry."
MED
17:55
Aug 11
Aug 11
MELI cheap at 10x 2030 EBIT estimate
Buy MELI as Goldman Sachs projects $10.7B EBIT by 2030, implying the stock trades at only ~10x forward EBIT with double-digit growth expected to continue well beyond that horizon, making current valuation compelling.
MED
15:47
Aug 10
Aug 10
A new HIP-3 ticker for MELI was purchased for 528.21 HYPE worth 28,651 dollars by the account.
A new HIP-3 ticker for MELI was purchased for 528.21 HYPE worth 28,651 dollars by the account tradeparagon.
22:08
Aug 07
Aug 07
Reinvesting for long-term Latin America growth
MercadoLibre is sacrificing short-term margins to reinvest in its commerce and fintech ecosystems, aiming to capture a massive opportunity from low e-commerce and financial services penetration across Latin America. The company is delivering 50% year-on-year revenue growth, gaining market share, and maintaining disciplined credit underwriting with non-performing loans near record lows.
HIGH
19:21
Aug 06
Aug 06
MercadoLibre reported strong Q2 results with revenue surpassing $10B and credit growth.
MercadoLibre reported strong Q2 results with revenue surpassing $10B and credit growth, but the author maintains a neutral hold rating due to margin compression from growth investments.
16:07
Aug 06
Aug 06
Buy MELI on moat-building before competition arrives
Buy MercadoLibre as the market is over-penalizing near-term investment spend; management is correctly prioritizing supply chain dominance and credit/banking portfolio growth before PDD, Sea, and Amazon can erode their Latin American moat.
MED
01:15
Aug 06
Aug 06
MercadoLibre reported quarterly profit that beat analyst forecasts.
MercadoLibre reported quarterly profit that beat analyst forecasts, but shares declined on the third consecutive quarter of slowing growth.
01:11
Aug 06
Aug 06
MELI beat earnings but the stock dropped; author believes fundamentals remain intact. The post-earnings dip may create a value entry for investors with long-term conviction. Author plans to add to existing shares if the dip continues, implying a buy-the-dip stance. Drop may signal valuation, macro, or guidance concerns; author provides no detailed data. No other actionable trade ideas in this post.
MED
00:22
Aug 06
Aug 06
Detailed earnings review and company thoughts.
Author shares a link to a detailed earnings review and thoughts on the company, no directional view stated.
LOW
23:55
Aug 05
Aug 05
MercadoLibre reported second-quarter sales that beat analyst estimates.
MercadoLibre reported second-quarter sales that beat analyst estimates, signaling continued demand across its e-commerce and fintech businesses despite rising competition in Latin America.
22:00
Aug 05
Aug 05
The author jokes about Meli's unchanged optimistic letter sign-off.
The author jokes about Meli's unchanged optimistic letter sign-off, treating it as a humorous observation rather than a trade call.
LOW
20:20
Aug 05
Aug 05
Buy MELI for margin recovery, 40%+ compounding
Buy MELI for margin recovery: after the current investment cycle, margins should expand while growth compounds at 40%+ with substantial runway.
MED
20:15
Aug 05
Aug 05
MercadoLibre reported second quarter revenue of 10.2 billion dollars beating the 9.78 billion.
MercadoLibre reported second quarter revenue of 10.2 billion dollars beating the 9.78 billion estimate with net income above expectations.
15:23
Aug 05
Aug 05
The author is promoting a research report covering multiple tickers without stating any.
The author is promoting a research report covering multiple tickers without stating any personal positions or directional calls, so all are indexed as watch.
LOW
07:01
Aug 05
Aug 05
MELI reported monster top-line growth (+50% YoY revenue, +56% YoY TPV) but missed EPS estimates (-11% YoY). The market is selling off based on the EPS decline, but the underlying business growth and management team remain stellar. Buy the post-earnings dip, trusting the management team and massive revenue expansion. Continued EPS compression could weigh on the stock if margins do not improve.
LOW
About MELI Analyst Coverage
Buzzberg tracks MELI (MercadoLibre Inc.) across 34 sources. 39 bullish vs 2 bearish calls from 53 analysts. Sentiment: predominantly bullish (36%). 103 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: u/ninjagorilla, stockmarketnerd, kaizen_investor.