[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-mercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now-EN":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":186,"relatedPosts":193,"suggestedPosts":269},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":166,"editor":172,"categories":177,"relatedPosts":183,"seo":184},110707,"MercadoLibre Stock Posts Fastest Revenue Growth in Four Years: Should You Buy Now?","2026-06-12T12:00:00","2026-06-12T03:41:03","\u003Cp>MercadoLibre’s credit portfolio nearly doubled to $14.6 billion. The question is whether provision normalization unlocks the margin recovery the valuation needs.\u003C\u002Fp>\n","\n\u003Ch2 class=\"wp-block-heading\" id=\"h-key-takeaways-for-mercadolibre-stock\">\u003Cstrong>Key Takeaways for MercadoLibre Stock\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Revenue grew 49% year-over-year to $8.85 billion in Q1 2026, the fastest growth rate since Q2 2022.\u003C\u002Fli>\n\n\n\n\u003Cli>Operating margins compressed from 13% in Q1 2025 to 7% in Q1 2026, a deliberate consequence of accelerated investment in credit cards, logistics, and free shipping.\u003C\u002Fli>\n\n\n\n\u003Cli>MercadoLibre’s credit portfolio nearly doubled to $14.6 billion, with credit card TPV growing 90% year-over-year.\u003C\u002Fli>\n\n\n\n\u003Cli>TIKR’s mid-case values MELI stock at approximately $8,449 by December 2030, implying around 425% total return from the current price of $1,610.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Most investors never know if a stock is truly undervalued or overpriced. TIKR’s professional-grade valuation tools give you a clear, data-backed answer across 60,000+ stocks for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-mercadolibre-posts-its-fastest-revenue-growth-in-four-years-while-deliberately-compressing-margins\">MercadoLibre Posts Its Fastest Revenue Growth in Four Years While Deliberately Compressing Margins\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"512\" data-public-id=\"images\u002Fimage-436_110712bd906\u002Fimage-436_110712bd906.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_512,c_scale\u002Ff_webp,q_auto\u002Fv1781234829\u002Fimages\u002Fimage-436_110712bd906\u002Fimage-436_110712bd906.png?_i=AA\" alt=\"mercadolibre stock q1 2026 earnings\" class=\"wp-post-110707 wp-image-110712\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234829\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_512,c_scale\u002Ff_webp,q_auto\u002Fv1781234829\u002Fimages\u002Fimage-436_110712bd906\u002Fimage-436_110712bd906.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_150,c_scale\u002Ff_webp,q_auto\u002Fv1781234829\u002Fimages\u002Fimage-436_110712bd906\u002Fimage-436_110712bd906.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_384,c_scale\u002Ff_webp,q_auto\u002Fv1781234829\u002Fimages\u002Fimage-436_110712bd906\u002Fimage-436_110712bd906.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_600,c_scale\u002Ff_webp,q_auto\u002Fv1781234829\u002Fimages\u002Fimage-436_110712bd906\u002Fimage-436_110712bd906.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1781234829\u002Fimages\u002Fimage-436_110712bd906\u002Fimage-436_110712bd906.png?_i=AA 1276w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MELI Stock Q1 2026 Earnings in USD \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=34322384&tid=36242761&e=1998209114&ts=3717226&ref=q2enxr\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>MercadoLibre, Inc. (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=34322384&tid=36242761&ref=q2enxr\">MELI\u003C\u002Fa>), the dominant e-commerce and fintech ecosystem in Latin America, delivered $8.85 billion in net revenue in Q1 2026, a 49% year-over-year increase that CFO Martin de Los Santos called the company’s strongest growth rate since Q2 2022.\u003C\u002Fp>\n\n\n\n\u003Cp>The headline number landed ahead of Street estimates of $8.37 billion.\u003C\u002Fp>\n\n\n\n\u003Cp>The growth was not an accident.\u003C\u002Fp>\n\n\n\n\u003Cp>Brazil, MercadoLibre’s largest commerce market, drove the quarter with gross merchandise volume (GMV) up 38% year-over-year while items sold accelerated to 56% growth. The catalyst was a decision made several quarters ago to lower the free shipping threshold, a move that broadened the buyer base and supercharged purchase frequency.\u003C\u002Fp>\n\n\n\n\u003Cp>Cost per shipment fell 17% year-over-year in local currency even as volume surged 56%, a combination that signals the logistics network is achieving meaningful scale efficiencies.\u003C\u002Fp>\n\n\n\n\u003Cp>De Los Santos pointed to a specific mechanism on the \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=34322384&tid=36242761&e=1998209114&ts=3717226&ref=q2enxr\">Q1 earnings call\u003C\u002Fa>: “By bringing more buyers into the ecosystem, we’re strengthening network effects with higher purchase frequency, broader assortment and a logistics network that becomes more efficient with every incremental package.”\u003C\u002Fp>\n\n\n\n\u003Cp>Fintech momentum compounded the commerce story. Mercado Pago monthly active users grew 29% year-over-year. Assets under management grew 77%. The credit portfolio nearly doubled to $14.6 billion. Credit card TPV specifically grew 90%, with MercadoLibre issuing 2.7 million new credit cards in the quarter alone.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-what-happened\">Against all of this, the company delivered $611 million in operating income at a 7% margin. Operating margins compressed from 13% a year ago. Management’s message was unambiguous: the compression is a choice, not a condition. De Los Santos closed the call by stating the company is “as confident as ever that the choices we’re making today will maximize long-term cash flow and will lead us to significantly higher margins over time.”\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See the exact moment Wall Street upgrades a stock before the rest of the market piles in — track analyst rating changes in real time with TIKR for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-is-mercadolibre-stock-undervalued-in-2026-the-revenue-engine-says-yes-the-operating-line-says-not-yet\">Is MercadoLibre Stock Undervalued in 2026? The Revenue Engine Says Yes, the Operating Line Says Not Yet\u003C\u002Fh2>\n\n\n\n\u003Cp>MercadoLibre stock’s revenue profile is exceptional by any measure.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"679\" data-public-id=\"images\u002Fimage-437_1107165d64c\u002Fimage-437_1107165d64c.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_679,c_scale\u002Ff_webp,q_auto\u002Fv1781235064\u002Fimages\u002Fimage-437_1107165d64c\u002Fimage-437_1107165d64c.png?_i=AA\" alt=\"mercadolibre stock quarterly financials\" class=\"wp-post-110707 wp-image-110716\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781235064\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_679,c_scale\u002Ff_webp,q_auto\u002Fv1781235064\u002Fimages\u002Fimage-437_1107165d64c\u002Fimage-437_1107165d64c.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1781235064\u002Fimages\u002Fimage-437_1107165d64c\u002Fimage-437_1107165d64c.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_509,c_scale\u002Ff_webp,q_auto\u002Fv1781235064\u002Fimages\u002Fimage-437_1107165d64c\u002Fimage-437_1107165d64c.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1018,c_scale\u002Ff_webp,q_auto\u002Fv1781235064\u002Fimages\u002Fimage-437_1107165d64c\u002Fimage-437_1107165d64c.png?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_795,c_scale\u002Ff_webp,q_auto\u002Fv1781235064\u002Fimages\u002Fimage-437_1107165d64c\u002Fimage-437_1107165d64c.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_928,c_scale\u002Ff_webp,q_auto\u002Fv1781235064\u002Fimages\u002Fimage-437_1107165d64c\u002Fimage-437_1107165d64c.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1781235064\u002Fimages\u002Fimage-437_1107165d64c\u002Fimage-437_1107165d64c.png?_i=AA 1660w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\"> MELI Stock Quarterly Financials\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=34322384&tid=36242761&tab=is&ref=q2enxr\"> \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>Total revenues reached $8.85 billion in Q1 2026, up from $5.94 billion a year earlier, a 49% year-over-year increase that accelerated from the 45% posted in Q4 2025 and the 34% posted in Q1 2025.\u003C\u002Fp>\n\n\n\n\u003Cp>Gross profit grew 39% year-over-year to $3.86 billion, with gross margins at 44% in the most recent quarter, stable relative to the 47% posted a year ago.\u003C\u002Fp>\n\n\n\n\u003Cp>The gross margin story is relatively contained; the real mechanism driving the investment debate sits one level lower.\u003C\u002Fp>\n\n\n\n\u003Cp>MercadoLibre stock’s operating margin compressed from 13% in Q1 2025 to 7% in Q1 2026, a 6-point contraction driven by three specific cost lines: provisions for bad debts jumped from $0.60 billion to $1.24 billion year-over-year, SG&A rose from $0.85 billion to $1.31 billion, and R&D increased from $0.55 billion to $0.70 billion.\u003C\u002Fp>\n\n\n\n\u003Cp>The provision growth is the single largest margin drag and the most analytically important line.\u003C\u002Fp>\n\n\n\n\u003Cp>Management confirmed on the call that two-thirds of the provision increase comes from the natural accounting consequence of a rapidly growing credit book. When a new loan or credit card is issued, the expected loss must be provisioned immediately. A credit portfolio growing at 87% year-over-year against revenue growing at 49% mechanically compresses margins even when the underlying credit business is profitable on a unit basis.\u003C\u002Fp>\n\n\n\n\u003Cp>MercadoLibre stock’s operating income declined 20% year-over-year to $611 million in Q1 2026, the steepest year-over-year decline in the data set, while revenue grew at the fastest rate in four years. That is the core tension the income statement presents: the business is growing faster than ever at the same time the operating line looks worst.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-wall-street-s-take-on-x-stock\">The resolution depends on whether the credit book matures and provisions normalize, whether logistics cost efficiencies continue to improve, and whether the free shipping investment converts into durable market share gains that justify reduced take rates.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">MELI Trades at the Lowest Operating Margin of Its Peer Group as PDD Holds an 18% Advantage\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"681\" data-public-id=\"images\u002Fimage-438_11072578893\u002Fimage-438_11072578893.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_681,c_scale\u002Ff_webp,q_auto\u002Fv1781235536\u002Fimages\u002Fimage-438_11072578893\u002Fimage-438_11072578893.png?_i=AA\" alt=\"mercadolibre stock operating margins vs se stock and pdd stock\" class=\"wp-post-110707 wp-image-110725\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781235536\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_681,c_scale\u002Ff_webp,q_auto\u002Fv1781235536\u002Fimages\u002Fimage-438_11072578893\u002Fimage-438_11072578893.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1781235536\u002Fimages\u002Fimage-438_11072578893\u002Fimage-438_11072578893.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1781235536\u002Fimages\u002Fimage-438_11072578893\u002Fimage-438_11072578893.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781235536\u002Fimages\u002Fimage-438_11072578893\u002Fimage-438_11072578893.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_798,c_scale\u002Ff_webp,q_auto\u002Fv1781235536\u002Fimages\u002Fimage-438_11072578893\u002Fimage-438_11072578893.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_931,c_scale\u002Ff_webp,q_auto\u002Fv1781235536\u002Fimages\u002Fimage-438_11072578893\u002Fimage-438_11072578893.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1781235536\u002Fimages\u002Fimage-438_11072578893\u002Fimage-438_11072578893.png?_i=AA 1492w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MELI Stock Operating Margins vs SE Stock and PDD Stock \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=34322384&tid=36242761&tab=is&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>MercadoLibre stock posted a 7% operating margin in Q1 2026, the weakest reading in the eight-quarter dataset, while PDD Holdings (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=34322384&tid=36242761&tab=is&ref=q2enxr\">PDD\u003C\u002Fa>) delivered 18% and Sea Limited (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=34322384&tid=36242761&tab=is&ref=q2enxr\">SE\u003C\u002Fa>) reached 8% in the same period.\u003C\u002Fp>\n\n\n\n\u003Cp>The gap between MELI and PDD has been structurally wide throughout the comparison window, with PDD operating at 34% in Q2 2024 before compressing to 18% by Q1 2026, a range that MercadoLibre stock has never approached across any single quarter in the dataset.\u003C\u002Fp>\n\n\n\n\u003Cp>Sea Limited’s trajectory tells a more instructive story for MELI investors: SE expanded from 2% operating margins in Q2 2024 to 8% in Q1 2026, a six-point recovery achieved while scaling its own commerce and fintech operations across Southeast Asia, and SE now sits marginally above MELI for the first time across this entire dataset.\u003C\u002Fp>\n\n\n\n\u003Cp>The competitive read is not that MercadoLibre is operationally inferior, but that both MELI and SE are running at similar investment intensity while PDD operates a structurally different cost model, and the question the peer data sharpens is whether MercadoLibre stock’s margin trajectory over the next eight quarters looks more like PDD’s compression story or Sea’s recovery arc.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">TIKR’s $8,449 Target on MELI Stock: What Has to Hold for the Long-Duration Case to Work\u003C\u002Fh2>\n\n\n\n\u003Cp>TIKR’s mid-case values MELI stock at approximately $8,449 by December 2030, implying around 425% total return from the current price of $1,610, or roughly 44% annualized over 4.5 years.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"834\" data-public-id=\"images\u002FMELI_valuation_model_110720d1dce\u002FMELI_valuation_model_110720d1dce.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_834,c_scale\u002Ff_webp,q_auto\u002Fv1781235182\u002Fimages\u002FMELI_valuation_model_110720d1dce\u002FMELI_valuation_model_110720d1dce.webp?_i=AA\" alt=\"mercadolibre stock valuation model results\" class=\"wp-post-110707 wp-image-110720\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781235182\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_834,c_scale\u002Ff_webp,q_auto\u002Fv1781235182\u002Fimages\u002FMELI_valuation_model_110720d1dce\u002FMELI_valuation_model_110720d1dce.webp?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1781235182\u002Fimages\u002FMELI_valuation_model_110720d1dce\u002FMELI_valuation_model_110720d1dce.webp?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_626,c_scale\u002Ff_webp,q_auto\u002Fv1781235182\u002Fimages\u002FMELI_valuation_model_110720d1dce\u002FMELI_valuation_model_110720d1dce.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1251,c_scale\u002Ff_webp,q_auto\u002Fv1781235182\u002Fimages\u002FMELI_valuation_model_110720d1dce\u002FMELI_valuation_model_110720d1dce.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1669,c_scale\u002Ff_webp,q_auto\u002Fv1781235182\u002Fimages\u002FMELI_valuation_model_110720d1dce\u002FMELI_valuation_model_110720d1dce.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_978,c_scale\u002Ff_webp,q_auto\u002Fv1781235182\u002Fimages\u002FMELI_valuation_model_110720d1dce\u002FMELI_valuation_model_110720d1dce.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1141,c_scale\u002Ff_webp,q_auto\u002Fv1781235182\u002Fimages\u002FMELI_valuation_model_110720d1dce\u002FMELI_valuation_model_110720d1dce.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MELI Stock Valuation Model Results \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>If MercadoLibre’s credit portfolio matures on schedule, provisions normalize as a share of revenue, and the revenue CAGR holds near the mid-case assumption of roughly 24%, the TIKR model reaches approximately $8,449 and an annualized return of around 44%. \u003C\u002Fp>\n\n\n\n\u003Cp>If growth slows to the low-case CAGR of around 22%, the model produces approximately $12,372 by December 2034, implying around 27% annualized over the longer horizon. \u003C\u002Fp>\n\n\n\n\u003Cp>If execution accelerates through Brazil credit card scale, Argentina expansion, and continued logistics efficiency gains, the high case reaches approximately $24,841 by December 2034 at roughly 38% annualized.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Wall Street’s best ideas don’t stay hidden for long. Catch analyst upgrades, earnings beats, and revenue surprises on thousands of stocks the moment they happen with TIKR for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">What Did MercadoLibre Say About Margins on the Q1 2026 Call?\u003C\u002Fh2>\n\n\n\n\u003Cp>Management framed margin compression as a deliberate choice driven by credit card scaling, logistics expansion, and free shipping investment. \u003C\u002Fp>\n\n\n\n\u003Cp>De Los Santos stated clearly that “we are not optimizing short-term margins,” and that the company could dial investment intensity up or down based on results. \u003C\u002Fp>\n\n\n\n\u003Cp>Two-thirds of the current provision increase is a mechanical consequence of credit book growth, not credit quality deterioration, per management’s own waterfall analysis presented on the call.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Is MercadoLibre Stock a Buy Right Now?\u003C\u002Fh2>\n\n\n\n\u003Cp>MercadoLibre stock is trading at $1,610, near the bottom of its 52-week range of $1,495 to $2,645. \u003C\u002Fp>\n\n\n\n\u003Cp>The core bull case rests on whether today’s margin compression is a temporary function of credit portfolio seasoning and logistics investment rather than structural deterioration. Revenue grew 49% in Q1 2026, the fastest in four years. \u003C\u002Fp>\n\n\n\n\u003Cp>The valuation gap narrows significantly if operating margins recover toward historical levels as the credit book matures.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-mercadolibre-inc\">\u003Cstrong>Should You Invest in MercadoLibre, Inc.?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up MercadoLibre, Inc. stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track MercadoLibre, Inc. alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Access Professional Tools to Analyze MELI stock on TIKR for Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n",1473,"en","\u002Fblog\u002Fmercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","mercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","images\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781235406\u002Fimages\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837.png?_i=AA",{"altText":153,"imageCredit":165},"TIKR",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Gian Estrada","giantikr","author","",[],{"name":173,"slug":174,"role":175,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":176},"David Hanson","davidtikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":153,"metaDesc":185,"opengraphDescription":185,"twitterTitle":153,"twitterDescription":185},"MercadoLibre’s credit portfolio nearly doubled to $14.6 billion. The question is whether provision normalization unlocks the margin recovery the valuation needs.",{"title":153,"description":187,"twitterTitle":153,"twitterDescription":187,"author":167,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":153,"ogDescription":187,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":153,"twitterImage":163},"MercadoLibre’s credit portfolio nearly doubled to $14.6 billion. The question is whether provision normalization unlocks the margin recovery the valuation needs.","TIKR.com","Est. reading time","9 minutes",1200,630,[194,209,224,239,254],{"id":182,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"CoStar Group Stock's Operating Leverage Is Inflecting After 60 Quarters of Revenue Growth and a $33 Price","2026-06-12 11:20:00","CoStar Group stock delivered 60 straight quarters of double-digit revenue growth. The question is whether the cost structure can hold. ",1520,"\u002Fblog\u002Fcostar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","costar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","images\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781234579\u002Fimages\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836.png?_i=AA",{"altText":195},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":205},[],[207],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":221,"relatedPosts":223},"Is Domino's Pizza Stock Undervalued in 2026? The Income Statement Suggests the Market Got It Wrong","2026-06-12 10:30:00","Domino's Pizza stock's gross margins hit 29% in Q1 2026, an eight-quarter high, while operating income grew faster than revenue.",1305,"\u002Fblog\u002Fis-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","is-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","images\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781233382\u002Fimages\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835.png?_i=AA",{"altText":210},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":220},[],[222],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":225,"date":226,"excerpt":227,"wordCount":228,"uri":229,"slug":230,"cloudinaryAssetId":231,"featuredImageOriginalUrl":232,"featuredImageMetadata":233,"author":234,"categories":236,"relatedPosts":238},"Why Cloudflare Stock Looks Undervalued After Its Q1 2026 Developer Platform Results","2026-06-12 10:00:00","Cloudflare stock's fastest revenue growth in six quarters masks a gross margin compression that makes the $701 TIKR target conditional.",1603,"\u002Fblog\u002Fwhy-cloudflare-stock-looks-undervalued-after-its-q1-2026-developer-platform-results","why-cloudflare-stock-looks-undervalued-after-its-q1-2026-developer-platform-results","images\u002FFEATURED-IMAGE-MAKER-834\u002FFEATURED-IMAGE-MAKER-834","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781231486\u002Fimages\u002FFEATURED-IMAGE-MAKER-834\u002FFEATURED-IMAGE-MAKER-834.png?_i=AA",{"altText":225},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":235},[],[237],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":240,"date":241,"excerpt":242,"wordCount":243,"uri":244,"slug":245,"cloudinaryAssetId":246,"featuredImageOriginalUrl":247,"featuredImageMetadata":248,"author":249,"categories":251,"relatedPosts":253},"Norwegian Cruise Line Stock's Cost Recovery Story: What the Margins Say About a $30 Target","2026-06-11 17:00:00","Norwegian Cruise Line Holding's operating margins just rose to 11% while yield guidance fell. Is 2026 the trough the TIKR model is pricing?",1488,"\u002Fblog\u002Fnorwegian-cruise-line-stocks-cost-recovery-story-what-the-margins-say-about-a-30-target","norwegian-cruise-line-stocks-cost-recovery-story-what-the-margins-say-about-a-30-target","images\u002FFEATURED-IMAGE-MAKER-832\u002FFEATURED-IMAGE-MAKER-832","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781165538\u002Fimages\u002FFEATURED-IMAGE-MAKER-832\u002FFEATURED-IMAGE-MAKER-832.png?_i=AA",{"altText":240},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":250},[],[252],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":255,"date":256,"excerpt":257,"wordCount":258,"uri":259,"slug":260,"cloudinaryAssetId":261,"featuredImageOriginalUrl":262,"featuredImageMetadata":263,"author":264,"categories":266,"relatedPosts":268},"Toast Stock's Margin Story: Eight Quarters of Gross Margin Expansion and What It Means for Valuation","2026-06-11 16:30:00","Toast stock's gross margin expanded from 23% to 28% across eight quarters while operating income grew 120% year-over-year in Q1 2026",1146,"\u002Fblog\u002Ftoast-stocks-margin-story-eight-quarters-of-gross-margin-expansion-and-what-it-means-for-valuation","toast-stocks-margin-story-eight-quarters-of-gross-margin-expansion-and-what-it-means-for-valuation","images\u002FFEATURED-IMAGE-MAKER-833\u002FFEATURED-IMAGE-MAKER-833","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781177653\u002Fimages\u002FFEATURED-IMAGE-MAKER-833\u002FFEATURED-IMAGE-MAKER-833.png?_i=AA",{"altText":255},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":265},[],[267],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],[270,290,306,322,337,351,370,385,402,416,431,449,464],{"id":182,"title":271,"date":272,"excerpt":273,"wordCount":274,"uri":275,"slug":276,"cloudinaryAssetId":277,"featuredImageOriginalUrl":278,"featuredImageMetadata":279,"author":280,"categories":284,"relatedPosts":289},"SanDisk Stock Has Surged 40% This Month. Here's What's Driving It Higher","2026-06-12 12:00:00"," SanDisk (SNDK) has climbed roughly 40% in the past month, powered by a Morgan Stanley upgrade and fresh AI inference demand spelled out at the Mizuho Technology Conference. ",1388,"\u002Fblog\u002Fsandisk-stock-has-surged-40-this-month-heres-whats-driving-it-higher","sandisk-stock-has-surged-40-this-month-heres-whats-driving-it-higher","images\u002F2-3_110691d2590\u002F2-3_110691d2590","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234109\u002Fimages\u002F2-3_110691d2590\u002F2-3_110691d2590.png?_i=AA",{"altText":271},{"name":281,"slug":282,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":283},"Wiltone Asuncion","wiltonetikr",[],[285],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":182,"title":291,"date":292,"excerpt":293,"wordCount":294,"uri":295,"slug":296,"cloudinaryAssetId":297,"featuredImageOriginalUrl":298,"featuredImageMetadata":299,"author":301,"categories":303,"relatedPosts":305},"S&P Global Just Answered the AI Question Investors Have Been Asking All Year","2026-06-11 15:30:00","The one question weighing on S&P Global (SPGI) all year finally got a direct answer this week. At the Mizuho Technology Conference on June 10, SVP of Investor Relations Mark Grant revealed specific figures that reframe the AI disruption debate, and made the case that the market's fear is concentrated on a much smaller slice of the business than most investors realize.\n",1745,"\u002Fblog\u002Fsp-global-just-answered-the-ai-question-investors-have-been-asking-all-year","sp-global-just-answered-the-ai-question-investors-have-been-asking-all-year","images\u002F10-1_110630819ab\u002F10-1_110630819ab","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186590\u002Fimages\u002F10-1_110630819ab\u002F10-1_110630819ab.png?_i=AA",{"altText":300},"S&P Global Just Answered the AI Question Investors Have Been Asking All Year",{"name":281,"slug":282,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":302},[],[304],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":307,"date":308,"excerpt":309,"wordCount":310,"uri":311,"slug":312,"cloudinaryAssetId":313,"featuredImageOriginalUrl":314,"featuredImageMetadata":315,"author":317,"categories":319,"relatedPosts":321},"Procter & Gamble CIO Just Explained How AI and Data Will Drive the Company's Next Growth Cycle","2026-06-11 15:20:00","At the Evercore Consumer & Retail Conference on June 10, P&G's CIO laid out how AI is reshaping R&D, media buying, and supply chain. The market is focused on a $1 billion oil headwind.",1934,"\u002Fblog\u002Fprocter-gamble-cio-just-explained-how-ai-and-data-will-drive-the-companys-next-growth-cycle","procter-gamble-cio-just-explained-how-ai-and-data-will-drive-the-companys-next-growth-cycle","images\u002F9-1_110629eac72\u002F9-1_110629eac72","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186582\u002Fimages\u002F9-1_110629eac72\u002F9-1_110629eac72.png?_i=AA",{"altText":316},"Procter & Gamble CIO Just Explained How AI and Data Will Drive the Company's Next Growth Cycle",{"name":281,"slug":282,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":318},[],[320],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":323,"date":324,"excerpt":325,"wordCount":326,"uri":327,"slug":328,"cloudinaryAssetId":329,"featuredImageOriginalUrl":330,"featuredImageMetadata":331,"author":332,"categories":334,"relatedPosts":336},"ARM Holdings Stock Just Fell 27% From Its All-Time High. Is the FTC the Story, or Just the Noise?","2026-06-11 15:10:00"," Arm Holdings hit an all-time intraday high near $421 on June 1 after Nvidia's Computex reveal, then pulled back sharply as the FTC's antitrust investigation moved to the center of the investment debate. ",1673,"\u002Fblog\u002Farm-holdings-stock-just-fell-27-from-its-all-time-high-is-the-ftc-the-story-or-just-the-noise","arm-holdings-stock-just-fell-27-from-its-all-time-high-is-the-ftc-the-story-or-just-the-noise","images\u002F7-1_1106275e3a1\u002F7-1_1106275e3a1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186573\u002Fimages\u002F7-1_1106275e3a1\u002F7-1_1106275e3a1.png?_i=AA",{"altText":323},{"name":281,"slug":282,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":333},[],[335],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":338,"date":324,"excerpt":339,"wordCount":340,"uri":341,"slug":342,"cloudinaryAssetId":343,"featuredImageOriginalUrl":344,"featuredImageMetadata":345,"author":346,"categories":348,"relatedPosts":350},"Walmart Fell 12% in May. Here's What Two Days of Management Meetings Just Revealed","Walmart fell 12% in May despite beating Q1 estimates, as cautious Q2 guidance spooked a market paying 40x earnings. Back-to-back investor conferences on June 9 and 10 gave management a platform to disclose operational metrics the selloff may have overlooked.",1719,"\u002Fblog\u002Fwalmart-fell-12-in-may-heres-what-two-days-of-management-meetings-just-revealed","walmart-fell-12-in-may-heres-what-two-days-of-management-meetings-just-revealed","images\u002F8-1_110628b2c82\u002F8-1_110628b2c82","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186579\u002Fimages\u002F8-1_110628b2c82\u002F8-1_110628b2c82.png?_i=AA",{"altText":338},{"name":281,"slug":282,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":347},[],[349],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":352,"date":353,"excerpt":354,"wordCount":355,"uri":356,"slug":357,"cloudinaryAssetId":358,"featuredImageOriginalUrl":359,"featuredImageMetadata":360,"author":362,"categories":364,"relatedPosts":369},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm","2026-06-11 09:15:00"," Core & Main beat Q1 estimates with $1.9B in revenue and adjusted EPS of $0.72, even as residential volumes slid.",1029,"\u002Fblog\u002Fcore-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","core-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","images\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781142940\u002Fimages\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824.png?_i=AA",{"altText":361},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":363},[],[365],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":182,"title":371,"date":372,"excerpt":373,"wordCount":374,"uri":375,"slug":376,"cloudinaryAssetId":377,"featuredImageOriginalUrl":378,"featuredImageMetadata":379,"author":380,"categories":382,"relatedPosts":384},"Oracle Stock: Q4 2026 Beats Estimates as OCI Revenue Surges 93% Year-Over-Year","2026-06-11 08:59:00","Oracle posted record results on 93% cloud infrastructure growth and a $638 billion RPO, with TIKR pointing to roughly 200% upside by 2030.",1152,"\u002Fblog\u002Foracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","oracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","images\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781141728\u002Fimages\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823.png?_i=AA",{"altText":371},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":381},[],[383],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":386,"date":387,"excerpt":388,"wordCount":389,"uri":390,"slug":391,"cloudinaryAssetId":392,"featuredImageOriginalUrl":393,"featuredImageMetadata":394,"author":395,"categories":399,"relatedPosts":401},"Netskope Stock Plunges 25% After Widening Losses and Weak Cash Flow;  Despite Strong Cloud Revenue Growth","2026-06-11 01:21:49","Netskope stock plunged 21% after earnings as widening losses and negative cash flow overshadowed 28% revenue growth. Here's what happened.",668,"\u002Fblog\u002Fnetskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","netskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","images\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781093966\u002Fimages\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9.png?_i=AA",{"altText":386},{"name":396,"slug":397,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":398},"Aditya Raghunath","adityatikr",[],[400],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":403,"date":404,"excerpt":405,"wordCount":406,"uri":407,"slug":408,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":409,"featuredImageMetadata":410,"author":411,"categories":413,"relatedPosts":415},"J.M. Smucker Stock Q4: What Drove the 10% Single-Day Surge After Earnings","2026-06-10 13:25:00","J.M. Smucker beat Q4 FY26 estimates on EPS and FCF while Uncrustables crossed $1 billion and free cash flow hit a company record.",1085,"\u002Fblog\u002Fj-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","j-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F06\u002FFEATURED-IMAGE-MAKER-819-600x360.png",{"altText":403},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":412},[],[414],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":417,"date":418,"excerpt":419,"wordCount":420,"uri":421,"slug":422,"cloudinaryAssetId":423,"featuredImageOriginalUrl":424,"featuredImageMetadata":425,"author":426,"categories":428,"relatedPosts":430},"SailPoint Beats Q1 FY27 on Both Lines as Agentic Pipeline Doubles and ARR Tops $1.16 Billion. What's Next?","2026-06-10 13:05:00","SailPoint beat Q1 FY27 estimates on revenue and EPS as SaaS ARR grew 36% and the Agentic pipeline doubled quarter over quarter.",1041,"\u002Fblog\u002Fsailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","sailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","images\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781095682\u002Fimages\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818.png?_i=AA",{"altText":417},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":427},[],[429],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":432,"date":433,"excerpt":434,"wordCount":435,"uri":436,"slug":437,"cloudinaryAssetId":438,"featuredImageOriginalUrl":439,"featuredImageMetadata":440,"author":441,"categories":443,"relatedPosts":448},"Up 500% in the Past Year, Can Ciena Stock Keep Climbing in 2026?","2026-06-10 12:54:00","Ciena stock is up 508% in a year. With AI driving network demand and a $7.7B backlog, can CIEN hit $745 by 2028? See our valuation model.",1018,"\u002Fblog\u002Fdoubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","doubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","images\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781083130\u002Fimages\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30.png?_i=AA",{"altText":432},{"name":396,"slug":397,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":442},[],[444],{"name":445,"slug":446,"uri":447,"description":170,"postsCount":182},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":182,"title":450,"date":451,"excerpt":452,"wordCount":453,"uri":454,"slug":455,"cloudinaryAssetId":456,"featuredImageOriginalUrl":457,"featuredImageMetadata":458,"author":459,"categories":461,"relatedPosts":463},"Up 25% in the Last 12 Months, Can Ambarella Stock Keep Climbing in 2026?","2026-06-09 12:37:00","Ambarella stock is up 25% in a year. With Edge AI ramping and an $800M Hanwha deal, can AMBA hit $99 by 2029? See our valuation model.",1007,"\u002Fblog\u002Fup-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","up-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","images\u002FAMBA-stock\u002FAMBA-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781003990\u002Fimages\u002FAMBA-stock\u002FAMBA-stock.png?_i=AA",{"altText":450},{"name":396,"slug":397,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":460},[],[462],{"name":445,"slug":446,"uri":447,"description":170,"postsCount":182},[],{"id":182,"title":465,"date":466,"excerpt":467,"wordCount":468,"uri":469,"slug":470,"cloudinaryAssetId":471,"featuredImageOriginalUrl":472,"featuredImageMetadata":473,"author":474,"categories":476,"relatedPosts":478},"Up 140% in the Last 12 Months, Can Fastly Stock Keep Climbing in 2026?","2026-06-09 05:50:00","Fastly stock is up 118% in a year. With security up 47% and AI tailwinds building, can FSLY hit $26 by 2028? See our valuation model.",986,"\u002Fblog\u002Fup-118-in-the-last-12-months-can-fastly-nasdaq-fsly-stock-keep-climbing-in-2026","up-118-in-the-last-12-months-can-fastly-nasdaq-fsly-stock-keep-climbing-in-2026","images\u002FFSLY-stock_1101114c0b5\u002FFSLY-stock_1101114c0b5","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1780928762\u002Fimages\u002FFSLY-stock_1101114c0b5\u002FFSLY-stock_1101114c0b5.png?_i=AA",{"altText":465},{"name":396,"slug":397,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":475},[],[477],{"name":445,"slug":446,"uri":447,"description":170,"postsCount":182},[]]