MercadoLibre, Inc.
At today's price, MercadoLibre, Inc. (MELI) is priced for today's economics sustained for ~11.0 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
MercadoLibre is the dominant e-commerce and fintech platform across Latin America, split roughly between Commerce (services and product sales) and Mercado Pago. Q1 2026 revenue jumped 49% to $8.85 billion, but operating margin fell to 6.9% as the company spent on logistics and grew its lending book. The earnings trajectory is the story: revenue accelerating, total payment volume up 50% to $87.2 billion, GMV up 42%, and the credit portfolio nearly doubling to $14.6 billion. The margin is being d
Is MELI overvalued? See what's priced in →
1,414 institutional managers reported holding MELI in 13F filings for the quarter ended 2026-03-31. Together they hold about 73% of the company; the top 10 hold 32%. 117 opened new positions that quarter. Held by Baillie Gifford, Capital Group (American Funds), Morgan Stanley, among others. On the short side, 943k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (1.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MELI's share count grew 1.8% over the past five years even with $849.92M spent on repurchases. It pays no dividend. Cash returned over the past three years: $151.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at MELI over the trailing three years: 2026: 3 buys totaling $1.29M. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MELI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +9.3% | -4.5% |
| 2023-11-03 | +6.3% | +10.9% |
| 2024-02-24 | -6.2% | -13.7% |
| 2024-05-04 | +11.9% | +1.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MELI's latest 8-K filings: 2026-06-12 (items 5.07); 2026-05-07 (items 2.02, 9.01); 2026-04-03 (items 5.02, 9.01); 2026-02-24 (items 2.02, 9.01); 2025-12-09 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.