Stock AnalizMercadoLibre (MELI) earnings for the quarter ended September 2026: EPS misses estimates
MercadoLibre reported results for the quarter ended September 2026 on November 4, 2026. Adjusted earnings per share came in at $8.83 against the analysts’ average forecast of $9.27, a miss of 4.8%.
Revenue for the quarter was $7.51 billion, up 44.2% from $5.21 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 7.9% on the first trading day after the report.
The last four quarters
MercadoLibre has beaten the analysts’ EPS forecast in 2 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $8.83 | $9.27 | −4.8% | +44% | −7.9% |
| Jun 2026 | $9.19 | $8.89 | +3.4% | +47% | −3.1% |
| Mar 2026 | $8.23 | $8.20 | +0.3% | +45% | −11.3% |
| Dec 2025 | $11.03 | $11.44 | −3.6% | +40% | −5.2% |
What comes next
Analysts expect EPS of $10.15 for the next quarter on average and $36.24 for the fiscal year ending December 31, 2026.
The average analyst price target is $2216.09, 49% above the current price of $1491.49.
Valuation and score
MercadoLibre scores 2.8 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 40.0, and its intrinsic value under moderate assumptions is about 58% above the current market value. Full MercadoLibre analysis with 10 years of financials
Frequently asked questions
What was MercadoLibre’s EPS for the quarter ended September 2026?
$8.83 adjusted per share, against an analyst consensus of $9.27.
How much revenue did MercadoLibre report?
$7.51 billion, up 44.2% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.