How Parkev Tatevosian, CFA’s view on $MELI changed

2026-08-31Bullish
“Mercadolibre Stock Investors Celebrate as Company Hits Huge Milestone | MELI Stock Analysis”
MELI is undervalued; DCF fair value $2,253 vs price $1,966, driven by revenue growth and macro tailwinds offsetting margin pressure.

Mercado Libre reached an important milestone surpassing $10 billion in revenue representing 50% year-over-year growth in its most recently completed quarter. Management recently implemented a new strategy lowering the threshold for free shipping adding convenience to consumers.

So when Mercado Libre started this strategy, I was optimistic that it would be successful because of what I've seen from Amazon and so far it has been successful with revenue increasing meaningfully.