MELI MERCADOLIBRE INC
What matters nowUpdated 6 h ago
- Days after starting a prescription-medicine sales test in São Paulo on Sep 25, Anvisa sent Mercado Livre a formal request for information on its drugstore activity on Sep 29, with three business days to reply 1 2. The agency said current rules do not allow marketplaces to intermediate sales of health-regulated medicines, and Mercado Livre said it complies with applicable rules.
- Product news came in quick succession: on Sep 24 MercadoLibre began testing one-hour Envio Agora delivery in four to five São Paulo neighborhoods and said it will open 20 new large distribution centers in 2026, bringing its Brazil total to 72 3. On Oct 8 Mercado Pago launched Dinero Blindado, which hides balances when a phone leaves trusted places 4.
- MELI's pooled 24/7 venue price was 1,894.10 on Oct 13, down 0.41% from the previous close of 1,901.89. On Oct 5 the stock rose 7.73% (z-score 4.08), the same day Brazil's Bovespa closed at a record after the first-round presidential vote 5.
- For the period to June 30, 2026, revenue over the last twelve months reached $35.2 billion, up 46.0% year on year, but the operating margin is 8.3%, the net margin 5.3% and EPS fell 9.2% (TTM EPS 36.77). Mercado Pago's total payment volume reached $101 billion in Q2 2026, up 56%, and its credit portfolio passed $16 billion, up 75%.
- At a $96.0 billion market cap the stock trades on 51.5 times earnings, 2.7 times sales and 26.5 times EV/EBITDA, with a 12.9% free-cash-flow yield and $7.0 billion of net debt. Two insiders bought 724.64 shares worth $1.19 million in the last 180 days and none sold. On Sep 14 the company closed a $1 billion offering of 5.85% notes due 2036 6.
- Next: the monthly options expiry is on Oct 16 and Q3 2026 results are expected on Oct 29, not yet confirmed. Brazil's presidential runoff is on Oct 25 5. US CPI for September is due Oct 14, and Polymarket odds give 81.5% to no change in Fed rates after the October meeting and 17.5% to a 25 bp hike.
ND Mais · Sep 25
Olhar Digital · Sep 29
Terra · Sep 24
La Nación · Oct 8
Rio Times · Oct 5
SEC Form 8-K (MercadoLibre), filed September 14, 2026 · Sep 14
Valuation & fundamentalsFull financials →
TTM through 2026-06-30 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| hyperliquid perp para:MELI · just now | 1,883.80 | 0.00% | $145.5K | $268.6K | 0.0060% |
| bitget perp MELIUSDT · just now | 1,878.00 | −0.31% | $58.1K | $56.5K | 0.0000% |
| bybit perp MELIUSDT · just now | 1,885.37 | +0.08% | $29.3K | $22.6K | 0.0000% |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
Mercado Pago adds Dinero Blindado to hide balances when a phone leaves trusted places
Mercado Pago launched Dinero Blindado, a security feature that hides balances in peso and dollar reserves and investments and can disable dollar transfers and currency trades when the device leaves trusted places such as home or the office.
Brazil's Bovespa closes at a record after Bolsonaro leads first-round vote
Brazil's Bovespa index rose 7.7% to a record close of 206,911.89 on October 5, 2026, after the first round of the presidential election in which Flávio Bolsonaro finished first with about 47% of valid votes, ahead of Lula with about 45%.
Central bank removes the R$500 cap on contactless Pix payments
From October 1, 2026 the Banco Central no longer applies a fixed R$500 per-transaction limit to contactless Pix payments, under Instrução Normativa BCB nº 746.
Anvisa demands documents from Mercado Livre over prescription medicine sales
On September 29, 2026 Anvisa sent Mercado Livre a formal request for information about its drugstore activity, including its operating authorization, sanitary license and the name of a responsible pharmacist, with three business days to reply.
Mercado Livre starts selling prescription medicines in a São Paulo test
From September 25, 2026 Mercado Livre began selling medicines that require a prescription in a test in São Paulo, including antibiotics and GLP-1 injectable pens such as Ozempic.
MercadoLibre tests one-hour Envios Agora delivery and adds 20 distribution centers
On September 24, 2026 MercadoLibre announced Envio Agora, delivery within one hour for items up to 15 kg, starting as a test in four to five neighborhoods of São Paulo city.
MercadoLibre closes $1 billion offering of 5.85% notes due 2036
MercadoLibre closed a $1 billion underwritten offering of 5.850% senior unsecured notes due 2036 on September 14, 2026.
Anvisa opens rulemaking on pharmacies using e-commerce platforms for delivery
On August 19, 2026 Anvisa's board voted unanimously to open an administrative process that will set rules for pharmacies contracting digital channels and e-commerce platforms for logistics and delivery to consumers.
Mercado Pago launches Mago, an AI assistant that pays bills and makes transfers
Mercado Pago announced Mago on August 13, 2026 as a new generation of the AI financial assistant it first launched in October 2025.
Anvisa lifts ban on medicine sales and ads on Mercado Livre and other platforms
On August 10, 2026 Anvisa revoked the preventive measures that barred Mercado Livre, iFood, Rappi, Shopee, Americanas and Submarino from selling and advertising medicines, with the decision published in the Diario Oficial.
MercadoLibre Q2 2026: revenue up 50% to $10.17 billion, but operating margin falls to 6.7%
MercadoLibre reported second-quarter 2026 results on August 5.
MercadoLibre Q1 2026 revenue up 49% to $8.8 billion, but net income falls 16% on credit-card provisions
MercadoLibre reported first-quarter 2026 revenue of $8.85 billion, up 49%, above the roughly $8.3 billion analysts expected.
MercadoLibre retires Mercado Coin loyalty token; balances due by April 17
MercadoLibre began winding down Mercado Coin, the cashback and rewards token it launched in August 2022, and told users to sell or spend balances in the Mercado Pago app by April 17, 2026.
MercadoLibre plans record R$57 billion investment in Brazil for 2026, up 50%
MercadoLibre announced it will invest R$57 billion in Brazil in 2026, about 50% more than the R$38 billion it invested in 2025, or roughly US$10.9 billion by press conversion.
JPMorgan downgrades MercadoLibre to Neutral and cuts target to $2,100 from $2,650
JPMorgan cut MercadoLibre from Overweight to Neutral and lowered its December 2026 price target to $2,100 from $2,650.