MercadoLibre Analysis: Why Wall Street Is Racing Back to MELI
Will MercadoLibre's aggressive expansion in Mexico and a massive technical double-bottom trigger the next major rally for Latin America's e-commerce giant?
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. The company operates Mercado Libre Marketplace, an online commerce platform that can be accessed through mobile app or website; and Mercado Pago, a financial technology solution platform, which offers comprehensive set of financial technology services to users and other users of its e-commerce platform. It also provides Mercado Fondo that allows users to invest funds deposited in their Mercado Pago accounts; Mercado Credito, which grants loans and obtains better funding alternatives; and Mercado Mercado Envios that facilitates the…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $8.85B | +49.0% | $417.0M | $8.23 | -15.5% | 43.7% | 6.9% |
| Q4 2025 Dec 2025 | $8.76B | — | $559.0M | $11.03 | — | 43.2% | 10.2% |
| Q3 2025 Sep 2025 | $7.41B | — | $421.0M | $8.32 | — | 43.3% | 9.8% |
| Q2 2025 Jun 2025 | $6.79B | — | $523.0M | $10.31 | — | 45.6% | 12.2% |
| Q1 2025 Mar 2025 | $5.94B | — | $494.0M | $9.74 | — | 46.7% | 12.9% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Will MercadoLibre's aggressive expansion in Mexico and a massive technical double-bottom trigger the next major rally for Latin America's e-commerce giant?