3 International Brands Indicating Potential Stock Recovery
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
0mins
Should l Buy MELI?
Source: Barron's
International Market Performance: Investors are increasingly looking beyond U.S. markets, leading to significant outperformance in international investments.
ETF Comparison: In 2025, the iShares MSCI ACWI ex-U.S. ETF achieved a 30% return, which was more than double the S&P 500's gain during the same period.
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Analyst Views on MELI
Wall Street analysts forecast MELI stock price to rise
11 Analyst Rating
10 Buy
1 Hold
0 Sell
Strong Buy
Current: 2018.180
Low
2500
Averages
2783
High
2950
Current: 2018.180
Low
2500
Averages
2783
High
2950
About MELI
MercadoLibre Inc is a Uruguay-based e-commerce business facilitator of Argentinian origins. The e-commerce products enable retail and wholesale via Internet platforms designed to provide users with a portfolio of services to facilitate commercial transactions. The Company's geographic coverage includes 18 countries of Latin America. The primary offer is an ecosystem of six integrated e-commerce services: the Mercado Libre Marketplace, the Mercado Libre Classifieds service, the Mercado Pago payments solution, the Mercado Credito financial solutions, the Mercado Envios logistic solutions including shipping, the Mercado Ads advertising platform and the Mercado Shops digital storefront solution.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
MercadoLibre's Growth Potential: A Hidden Gem
- E-commerce Market Growth: According to Endeavor's report, the Latin American e-commerce market is projected to reach $215.3 billion by 2026, growing nearly 1.5 times faster than the global average, indicating MercadoLibre's long-term growth potential in this market.
- Sustained Revenue Growth: Over the past five years, MercadoLibre has achieved an annual revenue growth rate exceeding 35%, and despite facing margin volatility and logistics investment pressures, the company remains committed to long-term growth, showcasing its strong market adaptability.
- Fintech as a Catalyst: Mercado Pago processes billions of transactions annually and is evolving into the largest digital bank in Latin America, planning to enhance financial service personalization and credit underwriting capabilities through AI tools, thereby strengthening its market competitiveness.
- Infrastructure Investment: The company's investments in logistics and fulfillment centers are building competitive moats, making it more advantageous in the Latin American e-commerce market; although short-term profitability is under pressure, the long-term growth outlook remains optimistic.
See More
MercadoLibre Stock Volatility Analysis
- Stock Price Fluctuation: MercadoLibre's stock surged nearly 5% in early Thursday trading but later retraced to a mere 0.5% increase, reflecting market caution regarding its short-term performance, especially following the analyst upgrade.
- Analyst Rating Upgrade: JPMorgan analyst Marcelo Santos upgraded MercadoLibre to “overweight” and predicts growth rates exceeding 30% in Q4 2025, providing a positive outlook for the company's future performance.
- Changing Competitive Landscape: Santos noted that Shopee's increased “take rates” in Brazil suggest that price competition may be easing, which could give MercadoLibre room to expand its operating margins, despite a 260 basis point decline over the past two years.
- Future Growth Potential: The analyst set a price target of $2,800, implying a potential rise of over 30% in the next 12 months, indicating that MercadoLibre still holds appeal for investors, assuming it can maintain its current 12% margin.
See More
Major Wall Street Rating Updates
- Apple Siri Upgrade Delay: Evercore ISI reiterates Apple as outperform, suggesting that reports of delays in Siri upgrades are overstated, with expectations for a multi-phase rollout of AI features this year, emphasizing the importance of privacy protection and seamless integration.
- Shopify Attractiveness Upgrade: TD Cowen upgrades Shopify from hold to buy, citing its strong quarterly performance and continued growth momentum as compelling reasons for investors to consider the stock, especially given its recent price decline.
- Fastly's Stellar Performance: William Blair upgrades Fastly from market perform to outperform following impressive earnings, driven by a significant increase in AI traffic contributions, indicating substantial growth potential in this emerging sector.
- MercadoLibre's Improved Competitive Landscape: JPMorgan upgrades MercadoLibre from neutral to overweight, noting a reduction in competitive pressures in the Latin American online marketplace, with expectations for sustained growth in the coming quarters.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives that could influence investor decisions.
- Overview of Updates: The rating changes include upgrades, downgrades, and new initiations, prompting investors to pay attention to these shifts to stay informed about market dynamics.
- Investor Consideration: Investors considering buying SHOP stock should refer to the latest insights from analysts to make more informed investment decisions, especially amid market volatility.
- Data Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, ensuring investors have access to the latest information to optimize their investment strategies.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, indicating a shift in market sentiment that could influence investor decisions and market trends.
- Upgrades and Downgrades: While specific upgrades and downgrades are not detailed, such changes typically have a direct impact on the stock prices of the affected companies, prompting investors to closely monitor these shifts to optimize their portfolios.
- Market Reaction Expectations: The adjustments in analyst ratings may trigger short-term market volatility, particularly when investor sentiment is sensitive to certain stocks, potentially leading to rapid price increases or decreases.
- Impact on Investor Decisions: As analysts revise their views on stocks, investors may reassess their investment strategies when considering buying or holding these stocks, thereby affecting overall market liquidity.
See More
Wall Street Analysts Forecast 18% Rise for S&P 500
- S&P 500 Forecast: Wall Street analysts predict an 18% increase in the S&P 500 to 8,200 over the next year, reflecting optimistic market sentiment about economic recovery, which may attract more investors into the market.
- Sector Performance: The information technology and consumer discretionary sectors are expected to grow by 33% and 22%, respectively, indicating that these industries will be focal points for investors, particularly through exposure via Vanguard ETFs.
- Vanguard Tech ETF Performance: The Vanguard Information Technology ETF achieved a total return of 776% over the past decade, equivalent to an annual growth of 24%, showcasing its strong performance in the tech sector, despite underperforming during market corrections.
- Concentration Risk Management: The top three stocks in the Vanguard Information Technology and Consumer Discretionary ETFs account for 44% and 43% of their performance, respectively, prompting investors to consider diversifying their portfolios to mitigate concentration risk and enhance resilience.
See More
MercadoLibre's Growth Potential: A Hidden Gem
- E-commerce Market Growth: According to Endeavor's report, the Latin American e-commerce market is projected to reach $215.3 billion by 2026, growing nearly 1.5 times faster than the global average, indicating MercadoLibre's long-term growth potential in this market.
- Sustained Revenue Growth: Over the past five years, MercadoLibre has achieved an annual revenue growth rate exceeding 35%, and despite facing margin volatility and logistics investment pressures, the company remains committed to long-term growth, showcasing its strong market adaptability.
- Fintech as a Catalyst: Mercado Pago processes billions of transactions annually and is evolving into the largest digital bank in Latin America, planning to enhance financial service personalization and credit underwriting capabilities through AI tools, thereby strengthening its market competitiveness.
- Infrastructure Investment: The company's investments in logistics and fulfillment centers are building competitive moats, making it more advantageous in the Latin American e-commerce market; although short-term profitability is under pressure, the long-term growth outlook remains optimistic.
See More
MercadoLibre Stock Volatility Analysis
- Stock Price Fluctuation: MercadoLibre's stock surged nearly 5% in early Thursday trading but later retraced to a mere 0.5% increase, reflecting market caution regarding its short-term performance, especially following the analyst upgrade.
- Analyst Rating Upgrade: JPMorgan analyst Marcelo Santos upgraded MercadoLibre to “overweight” and predicts growth rates exceeding 30% in Q4 2025, providing a positive outlook for the company's future performance.
- Changing Competitive Landscape: Santos noted that Shopee's increased “take rates” in Brazil suggest that price competition may be easing, which could give MercadoLibre room to expand its operating margins, despite a 260 basis point decline over the past two years.
- Future Growth Potential: The analyst set a price target of $2,800, implying a potential rise of over 30% in the next 12 months, indicating that MercadoLibre still holds appeal for investors, assuming it can maintain its current 12% margin.
See More
Major Wall Street Rating Updates
- Apple Siri Upgrade Delay: Evercore ISI reiterates Apple as outperform, suggesting that reports of delays in Siri upgrades are overstated, with expectations for a multi-phase rollout of AI features this year, emphasizing the importance of privacy protection and seamless integration.
- Shopify Attractiveness Upgrade: TD Cowen upgrades Shopify from hold to buy, citing its strong quarterly performance and continued growth momentum as compelling reasons for investors to consider the stock, especially given its recent price decline.
- Fastly's Stellar Performance: William Blair upgrades Fastly from market perform to outperform following impressive earnings, driven by a significant increase in AI traffic contributions, indicating substantial growth potential in this emerging sector.
- MercadoLibre's Improved Competitive Landscape: JPMorgan upgrades MercadoLibre from neutral to overweight, noting a reduction in competitive pressures in the Latin American online marketplace, with expectations for sustained growth in the coming quarters.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives that could influence investor decisions.
- Overview of Updates: The rating changes include upgrades, downgrades, and new initiations, prompting investors to pay attention to these shifts to stay informed about market dynamics.
- Investor Consideration: Investors considering buying SHOP stock should refer to the latest insights from analysts to make more informed investment decisions, especially amid market volatility.
- Data Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, ensuring investors have access to the latest information to optimize their investment strategies.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, indicating a shift in market sentiment that could influence investor decisions and market trends.
- Upgrades and Downgrades: While specific upgrades and downgrades are not detailed, such changes typically have a direct impact on the stock prices of the affected companies, prompting investors to closely monitor these shifts to optimize their portfolios.
- Market Reaction Expectations: The adjustments in analyst ratings may trigger short-term market volatility, particularly when investor sentiment is sensitive to certain stocks, potentially leading to rapid price increases or decreases.
- Impact on Investor Decisions: As analysts revise their views on stocks, investors may reassess their investment strategies when considering buying or holding these stocks, thereby affecting overall market liquidity.
See More
Wall Street Analysts Forecast 18% Rise for S&P 500
- S&P 500 Forecast: Wall Street analysts predict an 18% increase in the S&P 500 to 8,200 over the next year, reflecting optimistic market sentiment about economic recovery, which may attract more investors into the market.
- Sector Performance: The information technology and consumer discretionary sectors are expected to grow by 33% and 22%, respectively, indicating that these industries will be focal points for investors, particularly through exposure via Vanguard ETFs.
- Vanguard Tech ETF Performance: The Vanguard Information Technology ETF achieved a total return of 776% over the past decade, equivalent to an annual growth of 24%, showcasing its strong performance in the tech sector, despite underperforming during market corrections.
- Concentration Risk Management: The top three stocks in the Vanguard Information Technology and Consumer Discretionary ETFs account for 44% and 43% of their performance, respectively, prompting investors to consider diversifying their portfolios to mitigate concentration risk and enhance resilience.
See More
