MercadoLibre (MELI) Could Triple in Value Over Next Decade
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 14h ago
0mins
Source: Fool
- Sustained Growth: MercadoLibre has maintained a year-over-year revenue growth rate of at least 30% for 27 consecutive quarters, resulting in over 1,500% cumulative revenue growth, demonstrating its strong performance and sustainable potential in the Latin American e-commerce market.
- User Growth: As of Q3 2025, the number of active buyers reached 77 million, a 26% increase, with 4 million being new users, indicating the company's success in expanding its market share.
- Advertising Revenue Surge: Advertising revenue has accelerated with growth rates of 41%, 50%, 59%, and 63% over the past four quarters, which not only enhances profit margins but also lays the groundwork for future revenue diversification, showcasing the strong potential of its e-commerce business.
- Logistics Efficiency Improvement: Despite investor concerns over lowering the free shipping threshold in Brazil, MercadoLibre's shipping costs per item sold decreased by 8% in Q3, enhancing overall operational efficiency through robotics and better network utilization.
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 2811 USD with a low forecast of 2500 USD and a high forecast of 3000 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.
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 2179.800
Low
2500
Averages
2811
High
3000
Current: 2179.800
Low
2500
Averages
2811
High
3000
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.
