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- $1530.28
- Day range
- $1502.10 – $1558.01
MercadoLibre’s latest report paired 45% revenue growth with an EPS miss to $8.83 and a 6.3% operating margin, so the sharp -12.0% move looks stock-specific and tied to margin pressure rather than the broader market.
MELI
MERCADOLIBRE INC
As of Nov 5, 2026
34/100
Deserves your attentionHealth ScoreWhy it moved
The primary driver was stock-specific earnings disappointment: MELI fell -12.0% even as the S&P 500 rose +1.7% and the Nasdaq 100 rose +1.0%, so the broad market does not explain the move. The company reported Q3 revenue up 12.0% year on year to $10.75 billion, but GAAP profit of $8.83 per share was 4.7% below analysts’ consensus estimates and the release flagged a 6.3% operating margin, so the market read this as a margin pressure story rather than a macro selloff.
Volatility check
This is more than ordinary volatility because the decline came straight after a miss and margin debate, not alongside weakening top-line momentum: revenue is still +46.0% YoY TTM and +49.8% YoY in the latest quarter, while gross margin is 42.7%, operating margin is 8.3%, and net margin is 5.3%. The stock also carries a beta of 1.40, so it naturally moves more than the market, but the valuation is still demanding at a PE 47.3 and forward PE 30.5, which means strong growth is already priced in and any margin wobble can hit the shares hard. The PEG 1.22 is not a meaningful gauge here because EPS growth is -9.3% YoY TTM, so the focus stays on the earnings decline and margin trend rather than a “cheap growth” read.
Earnings preview
The next earnings date is not available this period, so I can’t anchor the preview to a confirmed calendar date. The latest consensus and results framework still points to a business growing fast but under margin scrutiny: revenue was $10.75 billion and +45.1% YoY in the last quarter, while GAAP EPS was $8.83 and 4.7% below consensus, and the TTM figures show revenue +46.0% YoY, EPS -9.3% YoY, operating margin 8.3%, and net margin 5.3%. The market is likely focused on whether Brazil remains the growth engine, whether cheaper shipping and credit-card investments keep pressuring operating margin, and whether profit growth can re-accelerate after the latest EPS miss.
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