MercadoLibre, Inc. $MELI Shares Acquired by Brevan Howard Capital Management LP

Brevan Howard Capital Management LP grew its holdings in MercadoLibre, Inc. (NASDAQ:MELI) by 847.8% during the 3rd quarter, Holdings Channel reports. The fund owned 3,791 shares of the company’s stock after purchasing an additional 3,391 shares during the period. Brevan Howard Capital Management LP’s holdings in MercadoLibre were worth $8,944,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Darwin Wealth Management LLC purchased a new position in shares of MercadoLibre during the second quarter worth $29,000. Steigerwald Gordon & Koch Inc. acquired a new stake in MercadoLibre during the 3rd quarter worth about $35,000. Cullen Frost Bankers Inc. raised its stake in shares of MercadoLibre by 100.0% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 16 shares of the company’s stock valued at $37,000 after buying an additional 8 shares during the last quarter. Rothschild Investment LLC raised its stake in shares of MercadoLibre by 35.7% during the 3rd quarter. Rothschild Investment LLC now owns 19 shares of the company’s stock valued at $44,000 after buying an additional 5 shares during the last quarter. Finally, Abich Financial Wealth Management LLC acquired a new position in shares of MercadoLibre in the 3rd quarter valued at about $47,000. Institutional investors and hedge funds own 87.62% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently commented on MELI shares. JPMorgan Chase & Co. lowered MercadoLibre from an “overweight” rating to a “neutral” rating and dropped their target price for the stock from $2,650.00 to $2,100.00 in a report on Thursday. BTIG Research lowered their price objective on MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating on the stock in a research report on Wednesday, February 25th. Morgan Stanley cut their target price on shares of MercadoLibre from $2,800.00 to $2,600.00 and set an “overweight” rating for the company in a report on Monday, March 9th. UBS Group decreased their target price on shares of MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating for the company in a research note on Friday, February 27th. Finally, Weiss Ratings downgraded shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, MercadoLibre currently has a consensus rating of “Moderate Buy” and a consensus target price of $2,725.33.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Analysts and commentators still point to MELI’s long track record of “monster” growth and say the stock looks cheaper on valuation metrics versus its historical multiple, which supports a longer‑term recovery thesis. The Latin American Stock Delivering Monster Growth at a Record-Low Valuation
• Neutral Sentiment: Consensus analyst positioning remains skewed positive (many buy/strong‑buy ratings and a substantially higher consensus price target), creating a potential catalyst for a rebound if sentiment stabilizes — but that gap also highlights downside risk while catalysts play out. MercadoLibre’s $2,100 Price Target: Can MELI Recover From Its 17% Monthly Slide?
• Negative Sentiment: JPMorgan downgraded MELI from Overweight to Neutral and cut its price target (from $2,650 to $2,100), explicitly flagging margin pressures and reducing its bullish stance — a primary driver of the recent selloff. MercadoLibre (MELI) Stock Plummets 7% as JPMorgan Abandons Bullish Stance
• Negative Sentiment: MercadoLibre’s plan to invest ~$3.4B in Argentina (expanding logistics, fintech and hiring) is growth‑oriented but raises near‑term margin and cash‑flow concerns; investors are weighing capex upside vs immediate profit pressure. MercadoLibre’s Argentina Bet Expands Logistics And Fintech But Tests Margins
• Negative Sentiment: Macro/geopolitical risk (intensifying U.S.‑Israeli conflict with Iran) has hit growth names and specifically pressured MELI shares in recent sessions as investors move to de‑risk. Why MercadoLibre (MELI) Shares Are Sliding Today
• Negative Sentiment: Short‑term sentiment also reflects recent earnings dynamics (an EPS miss vs. estimates despite strong revenue growth) and analysts’ margin concerns, magnifying downside after the downgrade and headlines. Here’s Why MercadoLibre (MELI) Fell More Than Broader Market

MercadoLibre Stock Down 0.6%

MercadoLibre stock opened at $1,670.00 on Friday. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.17 and a quick ratio of 1.15. The stock has a market capitalization of $84.67 billion, a PE ratio of 42.39, a price-to-earnings-growth ratio of 0.89 and a beta of 1.48. The business has a 50 day simple moving average of $1,996.22 and a 200-day simple moving average of $2,117.50. MercadoLibre, Inc. has a 12 month low of $1,631.18 and a 12 month high of $2,645.22.

MercadoLibre (NASDAQ:MELI) last announced its earnings results on Tuesday, February 24th. The company reported $11.03 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.66 by ($0.63). The business had revenue of $8.76 billion for the quarter, compared to analysts’ expectations of $8.45 billion. MercadoLibre had a net margin of 6.91% and a return on equity of 33.73%. The company’s quarterly revenue was up 44.6% on a year-over-year basis. During the same quarter last year, the business earned $12.61 EPS. On average, analysts anticipate that MercadoLibre, Inc. will post 43.96 EPS for the current fiscal year.

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.