TenCore Partners Increases Stake in MercadoLibre Stock
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 14 hours ago
0mins
Should l Buy MELI?
Source: Fool
- 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.
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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: 2009.050
Low
2500
Averages
2783
High
2950
Current: 2009.050
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.
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
TenCore Partners Increases MercadoLibre Stake by 2,025 Shares
- Stake Increase: TenCore Partners, LP increased its position in MercadoLibre by 2,025 shares during Q4 2025, with an estimated trade value of $4.25 million, reflecting confidence in the Latin American e-commerce giant.
- Value Growth: By year-end 2025, the value of MercadoLibre's stake rose by $2.80 million, showcasing the dual impact of market price changes and the purchase, thereby enhancing the fund's assets under management.
- Asset Allocation: TenCore Partners held 5,983 shares of MercadoLibre valued at $12.05 million, accounting for 6.16% of the fund's AUM, indicating its significance despite not being in the top five holdings.
- Market Challenges: Although MercadoLibre's revenue grew by 37% in the first nine months of 2025, profit growth was limited to 13% due to increased competition and rising non-performing loans, which may affect TenCore's investment returns.
See More
Three Attractive Consumer Stocks to Consider
- MercadoLibre Investment Opportunity: Investing $2,000 in MercadoLibre (MELI) presents a compelling case as its current P/E ratio of 33 is projected to drop to 23.5 by 2027, with the company achieving over 30% revenue growth each quarter for nearly seven years, indicating strong operational leverage and competitive positioning.
- Amazon's Market Leadership: Amazon (AMZN), with a market cap of $2.2 trillion, is leveraging its largest logistics network and AI technology to drive robust operating income growth, with a forward P/E ratio expected to be below 26 times by 2026, highlighting its significant growth potential in both e-commerce and cloud computing.
- e.l.f. Beauty's Growth Potential: e.l.f. Beauty (ELF) is trading at a forward P/E of 26 and a PEG ratio below 0.45, indicating undervaluation, while gaining market share in the U.S. cosmetics sector, with further growth anticipated through partnerships with Ulta Beauty and expansion into Germany.
- Acquisition Opportunity with Rhode Brand: The recently acquired Rhode brand by e.l.f. has achieved $200 million in sales within three years, and with e.l.f.'s backing, it is expected to significantly enhance brand value through increased distribution and marketing efforts, making it a strong investment choice.
See More
U.S. Stock Market Starts Tepid; Focus on High-Potential Stocks
- MercadoLibre Growth Momentum: MercadoLibre continues to thrive across 18 Latin American countries, with its e-commerce and fintech sectors showing robust growth, as evidenced by a 35% year-over-year increase in gross merchandise volume and a 26% rise in unique active buyers in Q3 2025, highlighting its vast potential in underdeveloped markets.
- Fintech Expansion: The company's fintech operations are expanding even faster, with total payment volume up 54% in the quarter and assets under management soaring by 89%, indicating a significant opportunity for market share growth in the coming years.
- Dutch Bros Expansion Plans: Dutch Bros aims to grow from over 1,000 stores to 2,029 by 2029 and ultimately 7,000, with revenue increasing by 29% year-over-year and net income rising from $6.4 million to $29.2 million, showcasing its strong growth trajectory.
- Innovation Driving Sales: Dutch Bros enhances customer engagement through mobile ordering and a new food menu, with a walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, further solidifying its competitive edge in the market.
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
TenCore Partners Increases MercadoLibre Stake by 2,025 Shares
- Stake Increase: TenCore Partners, LP increased its position in MercadoLibre by 2,025 shares during Q4 2025, with an estimated trade value of $4.25 million, reflecting confidence in the Latin American e-commerce giant.
- Value Growth: By year-end 2025, the value of MercadoLibre's stake rose by $2.80 million, showcasing the dual impact of market price changes and the purchase, thereby enhancing the fund's assets under management.
- Asset Allocation: TenCore Partners held 5,983 shares of MercadoLibre valued at $12.05 million, accounting for 6.16% of the fund's AUM, indicating its significance despite not being in the top five holdings.
- Market Challenges: Although MercadoLibre's revenue grew by 37% in the first nine months of 2025, profit growth was limited to 13% due to increased competition and rising non-performing loans, which may affect TenCore's investment returns.
See More
Three Attractive Consumer Stocks to Consider
- MercadoLibre Investment Opportunity: Investing $2,000 in MercadoLibre (MELI) presents a compelling case as its current P/E ratio of 33 is projected to drop to 23.5 by 2027, with the company achieving over 30% revenue growth each quarter for nearly seven years, indicating strong operational leverage and competitive positioning.
- Amazon's Market Leadership: Amazon (AMZN), with a market cap of $2.2 trillion, is leveraging its largest logistics network and AI technology to drive robust operating income growth, with a forward P/E ratio expected to be below 26 times by 2026, highlighting its significant growth potential in both e-commerce and cloud computing.
- e.l.f. Beauty's Growth Potential: e.l.f. Beauty (ELF) is trading at a forward P/E of 26 and a PEG ratio below 0.45, indicating undervaluation, while gaining market share in the U.S. cosmetics sector, with further growth anticipated through partnerships with Ulta Beauty and expansion into Germany.
- Acquisition Opportunity with Rhode Brand: The recently acquired Rhode brand by e.l.f. has achieved $200 million in sales within three years, and with e.l.f.'s backing, it is expected to significantly enhance brand value through increased distribution and marketing efforts, making it a strong investment choice.
See More
U.S. Stock Market Starts Tepid; Focus on High-Potential Stocks
- MercadoLibre Growth Momentum: MercadoLibre continues to thrive across 18 Latin American countries, with its e-commerce and fintech sectors showing robust growth, as evidenced by a 35% year-over-year increase in gross merchandise volume and a 26% rise in unique active buyers in Q3 2025, highlighting its vast potential in underdeveloped markets.
- Fintech Expansion: The company's fintech operations are expanding even faster, with total payment volume up 54% in the quarter and assets under management soaring by 89%, indicating a significant opportunity for market share growth in the coming years.
- Dutch Bros Expansion Plans: Dutch Bros aims to grow from over 1,000 stores to 2,029 by 2029 and ultimately 7,000, with revenue increasing by 29% year-over-year and net income rising from $6.4 million to $29.2 million, showcasing its strong growth trajectory.
- Innovation Driving Sales: Dutch Bros enhances customer engagement through mobile ordering and a new food menu, with a walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, further solidifying its competitive edge in the market.
See More
