MELI

MercadoLibre reported a robust increase in revenue, with a 39.5% rise in Q3 2025, reaching $7.41 billion. This growth was driven by strong sales across its core marketplaces and fintech services.

Despite missing earnings per share (EPS) estimates, the market reacted positively to the report, focusing more on the revenue growth and MercadoLibre's expansion in credit and credit card portfolios, which grew 91% and 118% respectively. The company's focus on expanding credit card offerings and integrating AI into marketing platforms is likely to contribute to its continued growth.

Analysts have a positive outlook on MercadoLibre, with a consensus "Moderate Buy" rating and an average price target of $2,842.94, indicating potential for further price appreciation. Firms like Citi, UBS, and Morgan Stanley have maintained their buy ratings, with price targets ranging from $2,600 to $3,000.

MercadoLibre continues to lead in the Argentine ecommerce market, with a strong market share and a growing presence in other regions like Chile and Brazil. The company's strategic investments in digital channels and logistics are expected to support continued growth.