MercadoLibre posts 50% revenue growth in Q2, maintains Buy rating despite EPS volatility.

MercadoLibre reported a strong Q2 with revenue growing 50% year-over-year, surpassing $10 billion, fueled by growth in Commerce and Fintech, especially in Brazil. The company is investing strategically to deepen user engagement and expand its ecosystem, which is compressing margins and cash flow but strengthening its competitive position. While earnings per share remain volatile due to a focus on long-term market share over short-term profits, consensus expects continued robust revenue growth. The Buy rating is maintained, reflecting confidence in MercadoLibre's growth potential despite recent stock weakness.