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4 clusters · 6 sources · 14 days · First seen · Last updated

Categories: BUSINESS

MercadoLibre growth, share dip and investor activity

Entities: Clough Capital Partners L.P. · MercadoLibre Inc. · Alejandro Nicolas Aguzin

Overview

Following the strong Q1 2026 results that showed a 49% revenue surge and a 77% jump in Mercado Pago assets, MercadoLibre’s shares remained under pressure, slipping about 10.7% year‑to‑date to roughly US$1,800. Analysts continued to diverge on valuation: a Scotiabank analyst projected a 55% upside with a US$2,800 price target, while other houses kept forecasts between US$1,900 and US$2,800 and moved ratings from strong‑sell to hold or buy.

Institutional investors stayed active. PBCay One RSC Ltd expanded its stake by 136.9% to 38,692 shares (about 5% of its portfolio), keeping hedge funds’ overall ownership near 87.6%. Clough Capital Partners reduced its holding, selling 1,195 shares—a 24.7% cut—to 3,644 shares valued at roughly US$6.3 million. Director Alejandro Nicolás Aguzín increased his personal position by buying 600 shares for about US$994,000.

Operating margins narrowed by 20% as logistics costs and shipping subsidies rose, especially with an expanded fulfillment network in Brazil. Analysts linked the higher expense to MercadoLibre’s strategy of building an Amazon‑like ecosystem rather than focusing on short‑term profitability. Jefferies upgraded the stock to “buy,” while Morgan Stanley trimmed its price target, underscoring continued market interest amid margin pressure.

Timeline

  1. 5 days ago

    [BUSINESS] 2 sources
    MercadoLibre Posts Robust Revenue Growth While Margins Narrow

    MercadoLibre posted 49% revenue growth but saw operating margin drop 20% as logistics costs rose; Clough Capital sold 1,195 shares while director Aguzín bought 600, drawing mixed analyst reactions.

  2. 9 days ago

    [BUSINESS] 3 sources
    MercadoLibre shares fall 10% YTD as analysts project 55% upside

    MercadoLibre shares dropped 10% YTD; Scotiabank sees 55% upside with a $2,800 target. Institutional investor PBCay One RSC Ltd increased its stake, while analysts adjusted ratings and price goals.

  3. 14 days ago

    [BUSINESS] 2 sources
    MercadoLibre Attracts Investor Interest as Ratings Shift and New Stakes Rise

    Analysts flag MercadoLibre as a growth stock amid revenue gains; institutional investors add new stakes and analysts adjust ratings and price targets.

  4. 19 days ago

    [BUSINESS] 2 sources
    MercadoLibre projected to join $50 B revenue club as analysts boost outlook

    Analysts project MercadoLibre to hit $50 B revenue by 2027, citing strong e‑commerce and fintech growth; Safra cuts price target but keeps a bullish outlook.

Sources

brasilemfolhas.com · knausport.nl · lesgrandsmaitres.fr · mommygearest.com · moneytimes.com.br · stocknews.com