Is MercadoLibre, Inc. (MELI) A Good Stock To Buy Now?

Is MELI a bully banal to buy? We came crossed a bullish thesis on MercadoLibre, Inc. connected The Analyst's Journal's Substack by RA_Capital. In this article, we volition summarize the bulls' thesis connected MELI. MercadoLibre, Inc.'s stock was trading astatine $1,610.00 arsenic of June 11th. MELI's trailing and guardant P/E were 41.92 and 30.86 respectively according to Yahoo Finance.

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MercadoLibre, Inc. (MELI) is positioned arsenic the ascendant integer commerce and fintech ecosystem successful Latin America, combining starring e-commerce, payments, lending, logistics, and advertizing platforms that proceed to reenforce 1 another. Despite the banal trading astatine $1,599.52, astir 39.5% beneath its July 2025 all-time high, the institution delivered exceptional operating results that enactment a bullish semipermanent outlook.

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Revenue accrued 44.6% year-over-year to $8.8 cardinal successful the 4th fourth of 2025, portion full-year gross reached $28.89 billion, up 39%, marking an awesome streak of 28 consecutive quarters with maturation exceeding 30%. The company's fintech platform, Mercado Pago, remains a large maturation engine, with its recognition portfolio astir doubling year-over-year to $12.5 billion, monthly progressive users expanding astir 30% for 10 consecutive quarters, and 3 cardinal caller recognition cards issued during the quarter.

Commerce momentum besides remains strong, supported by 120 cardinal yearly progressive buyers and 492 cardinal items sold successful the quarter, portion Brazil and Mexico some delivered 35% GMV growth. MercadoLibre continues to fortify its competitory advantages done important investments successful logistics, technology, and artificial intelligence, with AI-powered advertizing gross increasing 67% year-over-year and AI handling 87% of Mercado Pago lawsuit interactions.

Although the marketplace reacted negatively to net owed to operating borderline compression, absorption intentionally sacrificed near-term profitability to accelerate marketplace stock gains done escaped shipping, recognition expansion, cross-border trade, and first-party commerce initiatives.

With ascendant marketplace positions crossed Brazil, Argentina, and Mexico, a logistics web importantly faster than competitors, and much than $14 cardinal planned for concern successful 2026, MercadoLibre appears good positioned to payment from Latin America's ongoing digitalization. The thesis suggests a imaginable valuation of $2,400 to $2,730 per share, implying astir 50% to 71% upside from existent levels.