J.P. Morgan analyst Marcelo Santos downgrades $MercadoLibre (MELI.US)$ to a hold rating, and sets the target price at $2,400.
According to TipRanks data, the analyst has a success rate of 62.7% and a total average return of 9.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $MercadoLibre (MELI.US)$'s main analysts recently are as follows:
The overall e-commerce trends have shown stability, recovering from a dip in July. It's noted that there has been a recent increase in investor sentiment towards mid-cap e-commerce companies due to easing concerns over certain market players, potential regulatory changes, and interest rate reductions. However, there is a cautionary note that a possible port strike on the East Coast could dampen this optimism when looking at third-quarter results and the forthcoming holiday season.
The 62% increase in MercadoLibre's stock value over the past year is seen as a factor limiting potential for upward consensus revisions. There is an anticipation of short-term pressure on the company's results, which may arise from the expansion of the credit card business and significant enhancements in logistics. Additionally, a standardization of the income tax rate and potential currency losses are expected to impact financial outcomes. The firm suggests that the company's credit performance may face challenges due to the credit card segment and new distribution centers could affect profit margins.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析師Marcelo Santos下調$MercadoLibre (MELI.US)$至持有評級，目標價2,400美元。
根據TipRanks數據顯示，該分析師近一年總勝率為62.7%，總平均回報率為9.0%。
此外，綜合報道，$MercadoLibre (MELI.US)$近期主要分析師觀點如下：
整體電子商務趨勢顯示出穩定，從7月份的下跌中恢復過來。值得注意的是，由於對某些市場參與者的擔憂、潛在的監管變化和利率下調，投資者對中型電子商務公司的情緒最近有所增加。但是，值得注意的是，從第三季度的業績和即將到來的假日季來看，東海岸可能發生的港口罷工可能會抑制這種樂觀情緒。
在過去的一年中，MercadoLibre的股票價值增長了62％，這被視爲限制共識向上修正的可能性的一個因素。預計公司的業績將面臨短期壓力，這可能源於信用卡業務的擴張和物流的顯著改善。此外，所得稅稅率和潛在貨幣損失的標準化預計將影響財務業績。該公司表示，由於信用卡領域，該公司的信用表現可能面臨挑戰，新的配送中心可能會影響利潤率。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
