MELI shows strong revenue and user growth, but margin compression and fintech concerns warrant a hold.
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MELI Stock Falls 7% - Here's What the Earnings Just Revealed
smartCompass Value InvestingMay 7, 2026
Mercado Libre's recent earnings report showed strong revenue growth (49%) and gross merchandise volume (42%), exceeding expectations. However, net income and EPS were below expectations due to margin compression, as the company prioritizes long-term growth investments in Latin America. While the commerce segment shows robust buyer and item growth, the fintech segment is facing some scrutiny.
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