MercadoLibre and Shopify: Growth Stocks to Buy Now
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy MELI?
Source: Fool
- MercadoLibre Market Dominance: MercadoLibre's unique buyers in Argentina, Mexico, and Brazil increased by 26% year-over-year to 76 million, indicating strong growth potential in the Latin American e-commerce market, with expectations for further market share expansion.
- Fintech User Growth: The number of fintech users at MercadoLibre grew by 29% year-over-year to over 72 million, demonstrating its leadership in digital financial services, which is expected to enhance profitability through a diversified product portfolio.
- Shopify's AI Shopping Prospects: Shopify's partnership with Google on the Universal Commerce Protocol has led to a 15-fold increase in orders from AI search since January, showcasing AI's positive impact on customer product discovery and enhancing its market competitiveness.
- Long-term E-commerce Outlook: Despite Shopify's stock price falling 38% from recent highs, the global e-commerce market is projected to reach $4 trillion, and with strong growth and innovative customer engagement strategies, Shopify remains a top growth stock to invest in.
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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: 1996.550
Low
2500
Averages
2783
High
2950
Current: 1996.550
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 and Shopify: Growth Stocks to Buy Now
- MercadoLibre Market Dominance: MercadoLibre's unique buyers in Argentina, Mexico, and Brazil increased by 26% year-over-year to 76 million, indicating strong growth potential in the Latin American e-commerce market, with expectations for further market share expansion.
- Fintech User Growth: The number of fintech users at MercadoLibre grew by 29% year-over-year to over 72 million, demonstrating its leadership in digital financial services, which is expected to enhance profitability through a diversified product portfolio.
- Shopify's AI Shopping Prospects: Shopify's partnership with Google on the Universal Commerce Protocol has led to a 15-fold increase in orders from AI search since January, showcasing AI's positive impact on customer product discovery and enhancing its market competitiveness.
- Long-term E-commerce Outlook: Despite Shopify's stock price falling 38% from recent highs, the global e-commerce market is projected to reach $4 trillion, and with strong growth and innovative customer engagement strategies, Shopify remains a top growth stock to invest in.
See More
Investment Opportunities in Latin America's E-commerce Giant MercadoLibre
- Market Leadership: MercadoLibre continues to expand its market share across Argentina, Mexico, and Brazil, with unique buyers increasing by 26% year-over-year to 76 million, indicating strong growth potential in Latin America's e-commerce and financial services sectors.
- Significant Revenue Growth: Over the past four years, MercadoLibre's revenue has surged from $6 billion to over $26 billion, reflecting a robust annual growth rate of 31%, showcasing the company's success in expanding its user base and enhancing profitability.
- Financial Services Expansion: The company has introduced credit cards and lending products, resulting in a 29% increase in fintech users to 72 million; despite rising debt, low customer default rates demonstrate management's prudence and effectiveness in business expansion.
- Attractive Investment Timing: With a forward price-to-earnings ratio of 32, MercadoLibre's stock appears appealing relative to Wall Street's projected 32% annual growth rate, and the recent pullback presents a compelling entry point for investors.
See More
Supreme Court Strikes Down Trump's Tariffs, Boosting E-Commerce Stocks
- Tariff Ruling Impact: The Supreme Court's 6-3 ruling invalidates Trump's tariff policies, stating he lacked authority under the International Economic Powers Act, resulting in Amazon's stock rising over 1% and Etsy climbing 5%.
- E-Commerce Market Rebound: Following the ruling, shares of Shopify, Wayfair, and eBay surged over 3%, while Pinduoduo's parent company also saw a 3% increase, indicating renewed market confidence in the e-commerce sector.
- Small Business Pressure: Trump's tariffs had severely disrupted e-commerce platforms, forcing many small businesses to raise prices or lay off staff; Etsy's annual report highlighted a pullback in consumer spending, leading to pessimistic sales forecasts.
- Industry Outlook Uncertainty: Despite the ruling providing some market confidence, both Etsy and Amazon express concerns over future tariff policy changes, particularly regarding their impact on consumer demand and discretionary spending, leaving the industry facing significant uncertainty.
See More
Investment Opportunities in E.l.f. Beauty and MercadoLibre
- E.l.f. Beauty Growth Momentum: E.l.f. Beauty has rapidly ascended in the cosmetics industry, reporting a 38% year-over-year revenue increase to $489.5 million in Q3 2026, prompting management to raise full-year outlooks, indicating strong market demand and brand appeal.
- Luxury Market Expansion: The recent acquisition of luxury brand Rhode marks E.l.f.'s first venture into premium cosmetics, with a record-breaking launch in the UK, which is expected to enhance its brand image and market share significantly.
- MercadoLibre E-commerce Surge: MercadoLibre experienced a 49% year-over-year revenue growth in Q3 2025, with expectations that e-commerce penetration will double in the coming years, showcasing substantial market potential and robust growth momentum in Latin America.
- Fintech User Surge: MercadoLibre's monthly active users increased by 29% year-over-year to 72 million, particularly with the launch of a new credit card service in Argentina, highlighting vast opportunities and market demand in the fintech sector.
See More
E.l.f. Beauty and MercadoLibre Strategic Expansion
- E.l.f. Beauty Growth Momentum: E.l.f. Beauty reported a 38% year-over-year revenue increase to $489.5 million in Q3 2026, prompting management to raise its full-year outlook, indicating strong market demand and diverse growth drivers.
- Luxury Market Expansion: The recent acquisition of luxury brand Rhode, led by model Hailey Bieber, marks E.l.f.'s first foray into premium cosmetics, with its UK launch being termed 'record-breaking', which is expected to enhance brand image and market share.
- MercadoLibre E-commerce Growth: MercadoLibre's revenue surged 49% year-over-year in Q3 2025, with management forecasting a doubling of e-commerce penetration in the coming years, indicating significant market potential, further stimulated by lowering the free shipping threshold in Brazil, leading to a 29% growth in unique buyers.
- Fintech Potential: MercadoLibre's monthly active users increased by 29% year-over-year to 72 million, showcasing vast opportunities in the fintech space, particularly in Argentina and Brazil's credit card markets, which enhances its competitive edge in integrated services.
See More
TenCore Partners Increases Stake in MercadoLibre Stock
- Increased Holdings: TenCore Partners disclosed a purchase of 2,025 shares of MercadoLibre in Q4 2025, valued at approximately $4.25 million, indicating confidence in the Latin American e-commerce giant despite competitive pressures.
- Asset Management Proportion: This acquisition raised MercadoLibre's share to 6.16% of TenCore Partners' 13F reportable AUM, reflecting its significance in the investment portfolio and potentially influencing future investment decisions.
- Financial Performance: MercadoLibre reported a 37% year-over-year revenue growth in the first nine months of 2025, but rising costs limited net income growth to just 13%, indicating challenges in profitability that could affect stock performance.
- Market Outlook: Despite competitive pressures from Amazon and others, improving economic conditions in Argentina and Venezuela could provide opportunities for MercadoLibre's e-commerce business, suggesting that TenCore's increased investment may yield returns in the future.
See More
MercadoLibre and Shopify: Growth Stocks to Buy Now
- MercadoLibre Market Dominance: MercadoLibre's unique buyers in Argentina, Mexico, and Brazil increased by 26% year-over-year to 76 million, indicating strong growth potential in the Latin American e-commerce market, with expectations for further market share expansion.
- Fintech User Growth: The number of fintech users at MercadoLibre grew by 29% year-over-year to over 72 million, demonstrating its leadership in digital financial services, which is expected to enhance profitability through a diversified product portfolio.
- Shopify's AI Shopping Prospects: Shopify's partnership with Google on the Universal Commerce Protocol has led to a 15-fold increase in orders from AI search since January, showcasing AI's positive impact on customer product discovery and enhancing its market competitiveness.
- Long-term E-commerce Outlook: Despite Shopify's stock price falling 38% from recent highs, the global e-commerce market is projected to reach $4 trillion, and with strong growth and innovative customer engagement strategies, Shopify remains a top growth stock to invest in.
See More
Investment Opportunities in Latin America's E-commerce Giant MercadoLibre
- Market Leadership: MercadoLibre continues to expand its market share across Argentina, Mexico, and Brazil, with unique buyers increasing by 26% year-over-year to 76 million, indicating strong growth potential in Latin America's e-commerce and financial services sectors.
- Significant Revenue Growth: Over the past four years, MercadoLibre's revenue has surged from $6 billion to over $26 billion, reflecting a robust annual growth rate of 31%, showcasing the company's success in expanding its user base and enhancing profitability.
- Financial Services Expansion: The company has introduced credit cards and lending products, resulting in a 29% increase in fintech users to 72 million; despite rising debt, low customer default rates demonstrate management's prudence and effectiveness in business expansion.
- Attractive Investment Timing: With a forward price-to-earnings ratio of 32, MercadoLibre's stock appears appealing relative to Wall Street's projected 32% annual growth rate, and the recent pullback presents a compelling entry point for investors.
See More
Supreme Court Strikes Down Trump's Tariffs, Boosting E-Commerce Stocks
- Tariff Ruling Impact: The Supreme Court's 6-3 ruling invalidates Trump's tariff policies, stating he lacked authority under the International Economic Powers Act, resulting in Amazon's stock rising over 1% and Etsy climbing 5%.
- E-Commerce Market Rebound: Following the ruling, shares of Shopify, Wayfair, and eBay surged over 3%, while Pinduoduo's parent company also saw a 3% increase, indicating renewed market confidence in the e-commerce sector.
- Small Business Pressure: Trump's tariffs had severely disrupted e-commerce platforms, forcing many small businesses to raise prices or lay off staff; Etsy's annual report highlighted a pullback in consumer spending, leading to pessimistic sales forecasts.
- Industry Outlook Uncertainty: Despite the ruling providing some market confidence, both Etsy and Amazon express concerns over future tariff policy changes, particularly regarding their impact on consumer demand and discretionary spending, leaving the industry facing significant uncertainty.
See More
Investment Opportunities in E.l.f. Beauty and MercadoLibre
- E.l.f. Beauty Growth Momentum: E.l.f. Beauty has rapidly ascended in the cosmetics industry, reporting a 38% year-over-year revenue increase to $489.5 million in Q3 2026, prompting management to raise full-year outlooks, indicating strong market demand and brand appeal.
- Luxury Market Expansion: The recent acquisition of luxury brand Rhode marks E.l.f.'s first venture into premium cosmetics, with a record-breaking launch in the UK, which is expected to enhance its brand image and market share significantly.
- MercadoLibre E-commerce Surge: MercadoLibre experienced a 49% year-over-year revenue growth in Q3 2025, with expectations that e-commerce penetration will double in the coming years, showcasing substantial market potential and robust growth momentum in Latin America.
- Fintech User Surge: MercadoLibre's monthly active users increased by 29% year-over-year to 72 million, particularly with the launch of a new credit card service in Argentina, highlighting vast opportunities and market demand in the fintech sector.
See More
E.l.f. Beauty and MercadoLibre Strategic Expansion
- E.l.f. Beauty Growth Momentum: E.l.f. Beauty reported a 38% year-over-year revenue increase to $489.5 million in Q3 2026, prompting management to raise its full-year outlook, indicating strong market demand and diverse growth drivers.
- Luxury Market Expansion: The recent acquisition of luxury brand Rhode, led by model Hailey Bieber, marks E.l.f.'s first foray into premium cosmetics, with its UK launch being termed 'record-breaking', which is expected to enhance brand image and market share.
- MercadoLibre E-commerce Growth: MercadoLibre's revenue surged 49% year-over-year in Q3 2025, with management forecasting a doubling of e-commerce penetration in the coming years, indicating significant market potential, further stimulated by lowering the free shipping threshold in Brazil, leading to a 29% growth in unique buyers.
- Fintech Potential: MercadoLibre's monthly active users increased by 29% year-over-year to 72 million, showcasing vast opportunities in the fintech space, particularly in Argentina and Brazil's credit card markets, which enhances its competitive edge in integrated services.
See More
TenCore Partners Increases Stake in MercadoLibre Stock
- Increased Holdings: TenCore Partners disclosed a purchase of 2,025 shares of MercadoLibre in Q4 2025, valued at approximately $4.25 million, indicating confidence in the Latin American e-commerce giant despite competitive pressures.
- Asset Management Proportion: This acquisition raised MercadoLibre's share to 6.16% of TenCore Partners' 13F reportable AUM, reflecting its significance in the investment portfolio and potentially influencing future investment decisions.
- Financial Performance: MercadoLibre reported a 37% year-over-year revenue growth in the first nine months of 2025, but rising costs limited net income growth to just 13%, indicating challenges in profitability that could affect stock performance.
- Market Outlook: Despite competitive pressures from Amazon and others, improving economic conditions in Argentina and Venezuela could provide opportunities for MercadoLibre's e-commerce business, suggesting that TenCore's increased investment may yield returns in the future.
See More
