MercadoLibre Inc. (MELI) beat expectations in Q2 FY2026 on revenue of $10.2B versus the $9.8B estimate (+49.8% YoY) and EPS of $9.19. The next MercadoLibre Inc. (MELI) earnings date is Nov 4, 2026. Below is the full MercadoLibre Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
MercadoLibre Inc. (MELI) Earnings Analysis — key stats
Next earnings date
Nov 4, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
3 of last 8 (quarters above estimate)
Avg next-day move
±7.0% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±22.0% (options-derived · into Nov 4, 2026)
Institutional ownership
314.3% (13F as of 2026-06-30)
Top 10 holders
34.8% (of shares outstanding)
Insider activity
10 buys / 1 sells (recent Form 4 filings)
Revenue
$10.2B (vs $9.8B est · +4.1% surprise · +49.8% YoY)
EPS
$9.19 (vs $8.65 est · +6.2% surprise · -10.9% YoY)
Share price
$1947.90 (+1.3%)
Market cap
$98.8B
MercadoLibre Inc. (MELI) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$10.2B vs $9.8B est
$9.19 vs $8.65 est
+6.2%
-3.1%
Beat
Q2 FY2026
$8.8B vs $8.3B est
$8.23 vs $8.75 est
-5.9%
-11.3%
Mixed
Q1 FY2026
$8.8B vs $8.4B est
$11.03 vs $11.45 est
-3.7%
-5.2%
Mixed
Q4 FY2025
$7.4B vs $7.2B est
$8.32 vs $9.12 est
-8.8%
+3.1%
Mixed
Q3 FY2025
$6.8B vs $6.7B est
$10.31 vs $11.93 est
-13.6%
+1.4%
Mixed
Q2 FY2025
$5.9B vs $5.5B est
$9.74 vs $8.27 est
+17.8%
+8.1%
Beat
Q1 FY2025
$6.1B vs $5.8B est
$12.61 vs $10.21 est
+23.5%
+8.9%
Beat
Q4 FY2024
$5.3B vs $5.3B est
$7.83 vs $10.00 est
-21.7%
-15.1%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Capital Research Global Investors
6.2%
3.1M
$5.3B
+15.5%
Baillie Gifford & CO
6.0%
3.0M
$5.2B
-6.0%
Capital International Investors
3.7%
1.9M
$3.2B
+7.8%
Capital World Investors
3.5%
1.8M
$3.0B
-19.2%
Morgan Stanley
3.0%
1.5M
$2.5B
-5.6%
Invesco Ltd.
2.9%
1.5M
$2.5B
+38.1%
Eagle Capital Management LLC
2.8%
1.4M
$2.4B
+79.0%
Blackrock, INC.
2.6%
1.3M
$2.2B
-3.2%
Price T Rowe Associates INC /Md/
2.3%
1.1M
$1.9B
-7.4%
Gfs Advisors, LLC
1.9%
954K
$1.1M
+416570.3%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Summers Sean
officer: Marketing & Advertising EVP
2026-06-17
Other
0
—
Melamud Marcelo
officer: SVP - Chief Accounting Officer
2026-06-11
Buy
125
$200000
Tolda Stelleo
director
2026-06-10
Sell
250
—
Tolda Stelleo
director
2026-06-12
Buy
94
—
Dubugras Henrique Vasoncelos
director
2026-06-12
Buy
94
—
Calemzuk Emiliano
director
2026-06-12
Buy
94
—
Aguzin Alejandro Nicolas
director
2026-06-12
Buy
94
—
SEGAL SUSAN
director
2026-06-12
Buy
94
—
What you'll find
Next MercadoLibre Inc. (MELI) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment MercadoLibre Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in MercadoLibre Inc. (MELI)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is MercadoLibre Inc.'s next earnings date?
MercadoLibre Inc.'s (MELI) next scheduled earnings date is Nov 4, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did MercadoLibre Inc. (MELI) beat or miss earnings?
In Q2 FY2026, MercadoLibre Inc. (MELI) posted beat results — revenue of $10.2B versus the $9.8B estimate (+4.1% surprise) and EPS of $9.19 versus $8.65 expected (+6.2% surprise). Magnisto decodes every MercadoLibre Inc. (MELI) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does MercadoLibre Inc. beat earnings estimates?
Over its last 8 reported quarters, MercadoLibre Inc. (MELI) beat Wall Street EPS estimates 3 times, most recently a beat result in Q3 FY2026. Magnisto tracks every MercadoLibre Inc. (MELI) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does MercadoLibre Inc. stock move after earnings?
Over its last 8 quarterly reports, MercadoLibre Inc. (MELI) moved an average of ±7.0% the day after earnings — ranging from -15.1% (Q4 FY2024) to +8.9% (Q1 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Nov 4, 2026, options-implied volatility is pricing in a move of roughly ±22.0% (derived). Magnisto tracks the realized post-earnings move for every MercadoLibre Inc. (MELI) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of MercadoLibre Inc.?
Institutions hold about 314.3% of MercadoLibre Inc.'s (MELI) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Capital Research Global Investors (6.2%), Baillie Gifford & CO (6.0%), Capital International Investors (3.7%). Magnisto lists MercadoLibre Inc.'s (MELI) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling MercadoLibre Inc. (MELI)?
In the most recent Form 4 filings Magnisto tracks, MercadoLibre Inc. (MELI) insiders recorded 10 purchases and 1 sale — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for MercadoLibre Inc. (MELI) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for MercadoLibre Inc. (MELI), anchored to the current $1947.90 share price, so you can weigh the bull, base and bear cases for MercadoLibre Inc. side by side.
Is MercadoLibre Inc. (MELI) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether MercadoLibre Inc. fits your own thesis and risk profile. This is research, not investment advice.