Shares of Mercado Libre (MELI) experienced a significant decline on February 26, 2026, following concerns related to the performance of Mercado Pago, the company’s fintech arm. The stock drop occurred despite Mercado Libre reporting USD $28.9 billion in revenue for 2025, according to reports from Infobae.
Several news outlets reported on the stock’s downturn, with bloomberglinea.com questioning what the large brokers are seeing. The decline follows a policy change known as “Efecto Monotributo,” which has reportedly led to an outflow from Mercado Pago, as detailed by La Política Online.
Despite the recent drop, Mercado Libre continues to be a leading force in Latin American commerce and fintech. The company highlighted its strong performance in 2025, noting that Mercado Pago achieved leading Net Promoter Scores (NPS) in Brazil, Mexico, Argentina, and Chile, indicating high levels of customer satisfaction, as reported by Business Wire. The company’s overall revenue growth for the year reached 45% year-over-year.
Concerns about potential layoffs at Mercado Libre have likewise surfaced, as reported by La Izquierda Diario, despite the record earnings. The reasons behind these adjustments remain unclear.
