MercadoLibre (NASDAQ:MELI) Downgraded to “Neutral” Rating by JPMorgan Chase & Co.

JPMorgan Chase & Co. lowered shares of MercadoLibre (NASDAQ:MELI) from an overweight rating to a neutral rating in a research report sent to investors on Thursday, MarketBeat.com reports. JPMorgan Chase & Co. currently has $2,100.00 target price on the stock, down from their prior target price of $2,650.00.

MELI has been the subject of a number of other research reports. Weiss Ratings lowered MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 8th. Zacks Research raised shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a research report on Friday, February 6th. Dbs Bank upgraded shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a report on Tuesday, December 2nd. Barclays reduced their price target on shares of MercadoLibre from $2,900.00 to $2,600.00 and set an “overweight” rating for the company in a research report on Wednesday, February 25th. Finally, Cantor Fitzgerald lowered their price objective on shares of MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $2,725.33.

MercadoLibre Price Performance

NASDAQ MELI opened at $1,680.27 on Thursday. MercadoLibre has a 1 year low of $1,631.18 and a 1 year high of $2,645.22. The business’s fifty day moving average is $2,002.29 and its two-hundred day moving average is $2,124.62. The stock has a market capitalization of $85.19 billion, a P/E ratio of 42.65, a P/E/G ratio of 0.94 and a beta of 1.48. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.15 and a current ratio of 1.17.

MercadoLibre (NASDAQ:MELI) last released its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 earnings per share for the quarter, missing the consensus estimate of $11.66 by ($0.63). The company had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.45 billion. MercadoLibre had a return on equity of 33.73% and a net margin of 6.91%.The business’s revenue was up 44.6% compared to the same quarter last year. During the same period in the prior year, the business earned $12.61 earnings per share. On average, research analysts forecast that MercadoLibre will post 43.96 earnings per share for the current fiscal year.

Institutional Investors Weigh In On MercadoLibre

A number of hedge funds and other institutional investors have recently made changes to their positions in MELI. Laurel Wealth Advisors LLC bought a new stake in shares of MercadoLibre in the 4th quarter valued at approximately $26,000. Transamerica Financial Advisors LLC acquired a new stake in MercadoLibre in the fourth quarter valued at approximately $26,000. Darwin Wealth Management LLC acquired a new stake in MercadoLibre in the second quarter valued at approximately $29,000. Curio Wealth LLC bought a new stake in MercadoLibre in the fourth quarter worth approximately $30,000. Finally, Holos Integrated Wealth LLC bought a new stake in MercadoLibre in the fourth quarter worth approximately $32,000. 87.62% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Many analysts remain constructive on MELI over the longer term — consensus still shows heavy buy/support and a well-above-current average price target, underscoring that several firms view the pullback as a buying opportunity. Article Title
• Neutral Sentiment: Morgan Stanley trimmed its price target to $2,600 — a downgrade in view but still a level implying meaningful upside versus today’s price, reflecting mixed near-term views but continued fundamental support from some large brokers. Article Title
• Neutral Sentiment: MercadoLibre committed $3.4 billion of investment in Argentina for 2026 (logistics, tech, fintech) — this should support long-term market share and growth but will pressure margins and cash flow in the near term. Article Title
• Negative Sentiment: JPMorgan downgraded MELI from Overweight to Neutral and cut its price target to $2,100, flagging margin pressure from heavy reinvestment — that call triggered immediate selling and is the main proximate cause of today’s decline. Article Title
• Negative Sentiment: Broader concerns are weighing on risk-assets: investors are pricing in margin compression from continued heavy spending (logistics, credit expansion, marketing) and short-term geopolitical risk that has amplified selling in the session. Recent coverage highlights the margin squeeze and macro/geopolitical sensitivity. Article Title

MercadoLibre Company Profile

MercadoLibre, Inc operates an integrated e-commerce and fintech ecosystem serving consumers and businesses across Latin America. The company provides an online marketplace that connects buyers and sellers for a wide range of goods and services, supported by tools for merchants, advertising, and classifieds. Over time MercadoLibre has expanded beyond its marketplace roots into complementary areas that support digital commerce end to end.

Key offerings include its marketplace platform and a suite of logistics and payment services.