MELI is trading at $1763.82 (-8.26%) following mixed Q4 2025 earnings where an EPS miss and margin contraction offset a revenue beat.

  • The company reported EPS of $11.03, missing the $11.59 estimate, despite revenue beating expectations at $8.759 billion.
  • Operating margins fell to 10.1% as the company ramped up heavy investments in logistics infrastructure and AI capabilities.
  • Analysts at BTIG, Wedbush, and Barclays lowered their price targets on February 25 while maintaining positive ratings on the stock.