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Man GLG holds $28.29 million worth of MercadoLibre, Inc. (NASDAQ:MELI) shares, representing 0.05% of its 13-F portfolio as of Q2 2025. The company is included in Man GLG’s list of 10 stock picks with the highest upside potential.
On October 22, 2025, UBS reaffirmed its “Buy” rating on MercadoLibre, Inc. (NASDAQ:MELI) with a $3,000 price target.
The investment firm’s bullish stance comes despite MercadoLibre, Inc. (NASDAQ:MELI)’s 20% decline following changes to its free-shipping policy. The fall in share prices reflects market skepticism over potential margin pressure from both the free-shipping policy and higher spending on the platform, UBS noted.
The investment firm also highlighted increasing competition and economic volatility in Argentina as factors impacting margins. Yet the firm pointed to continued momentum in MercadoLibre, Inc. (NASDAQ:MELI)’s fintech arm that supports robust performance. The stock’s underperformance already incorporates consensus expectations of a nearly 160-basis-point quarter-over-quarter margin decline, UBS further noted.
The firm believes that MercadoLibre, Inc. (NASDAQ:MELI) is trading at roughly 33 times its expected 2026 earnings, roughly 20% below its one-year average. This makes the stock relatively cheaper compared to its previous valuations.
MercadoLibre, Inc. (NASDAQ:MELI) offers marketplace, payments, and logistics solutions through its leading e-commerce and fintech platforms, which it operates across Brazil, Mexico, and Argentina.
While we acknowledge the potential of MELI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 11 Best Gold Royalty and Small-Cap Gold Stocks to Invest in Now and 11 Best Coal Stocks to Buy According to Hedge Funds.
Disclosure: None.
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