MercadoLibre Stock: Divergent Investor Moves and Margin Questions
12.01.2026 - 10:33:03The trading week begins for MercadoLibre with a clear illustration of institutional disagreement and a backdrop of moderated earnings expectations. Recent regulatory filings reveal one major investor establishing a substantial new stake, while another has exited its position entirely. This comes as analysts have slightly trimmed their long-term profit forecasts, raising questions about whether the company’s rapidly expanding fintech operations can offset rising costs in its core e-commerce business.
The company’s latest quarterly report presented a contrast: revenue of $7.41 billion surpassed the $7.19 billion consensus estimate, yet earnings per share of $8.32 fell short of the $9.88 analysts had anticipated. In response, research firm Zacks has adjusted its consensus EPS estimate for Read more...


