Why Is MercadoLibre Stock Falling Thursday? - MercadoLibre (NASDAQ:MELI)

MercadoLibre's $2,100 Price Target: Can MELI Recover From Its 17% Monthly Slide?

Quick Read MercadoLibre (MELI) saw its credit portfolio grow 90% year-over-year to $12.5B while Mercado Pago reached 78 million monthly active users, positioning the fintech business as a multi-decade growth driver in a region where less than 20% of Mexicans hold credit cards. Advertising revenue surged 67% on an FX-neutral basis and cross-border GMV jumped 74% FX-neutral in Q4, representing early-stage revenue streams with significant long-ter…

Why Is MercadoLibre Stock Falling Thursday? - MercadoLibre (NASDAQ:MELI)

MercadoLibre, Inc. (NASDAQ:MELI) shares fell Thursday after JPMorgan downgraded the Latin American e-commerce giant, warning that intensifying competition in Brazil and heavier investment spending could keep profit margins under pressure. The bank cut its rating on MercadoLibre to Neutral from Overweight and lowered its price forecast to $2,100 from $2,650, citing persistent competitive pressure in Brazil—particularly from Sea Limited’s (NYSE:SE…

MELI Stock Under Pressure , Is MercadoLibre Facing Its Toughest Test Yet?

Delivery motorcycles with little brown packages bearing the recognizable yellow MercadoLibre emblem swerve through heavy traffic on a muggy afternoon in São Paulo. Before racing to the next destination, riders pause outside both modest homes and apartment buildings to scan barcodes with their phones. In Brazil, Argentina, and Mexico, the scene is repeated thousands of times every day. As it develops, it’s difficult to ignore how ingrained the bu…

MercadoLibre (MELI) Stock Plummets 7% as JPMorgan Abandons Bullish Stance

Key Takeaways MELI shares declined 6.8% today, now trading near $1,649 and down 37% from the 52-week peak of $2,614 JPMorgan shifted its rating from Overweight to Neutral while lowering the price target from $2,650 down to $2,100 The investment bank anticipates MELI’s 2026 margins will fall approximately 1.8 percentage points below earlier forecasts, roughly 15% under consensus Intensifying rivalry from Amazon and Sea Limited’s Shopee platform …