Generali Increases Stake in MercadoLibre Amid Market Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: Fool
- Stake Increase: On January 26, 2026, Generali Powszechne Towarzystwo Emerytalne increased its stake in MercadoLibre by 5,030 shares, with an estimated transaction value of $10.57 million, indicating sustained confidence in the company.
- Asset Allocation Shift: Following this purchase, MercadoLibre now represents 5.2% of Generali's reportable assets, highlighting its significance in the portfolio despite intensifying e-commerce competition.
- Market Performance: As of January 23, 2026, MercadoLibre shares were priced at $2,137.29, reflecting a 16.9% increase over the past year, outperforming the S&P 500 by 3.85 percentage points, demonstrating market resilience.
- Future Growth Potential: Despite rising bad debt losses, MercadoLibre's e-commerce and fintech operations in Latin America continue to grow rapidly, with a 37% year-over-year revenue increase in the first nine months of 2025, providing a solid foundation for future investment returns.
Analyst Views on MELI
Wall Street analysts forecast MELI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MELI is 2783 USD with a low forecast of 2500 USD and a high forecast of 2950 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
10 Buy
1 Hold
0 Sell
Strong Buy
Current: 2137.290
Low
2500
Averages
2783
High
2950
Current: 2137.290
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.
