Latest news with #MercadoLibre
Yahoo
8 hours ago
- Business
- Yahoo
Prediction: 2 Monster Growth Stocks Will Be Worth More Than Palantir Technologies by 2030
Palantir Technologies currently has a market value of $330 billion, but AppLovin and MercadoLibre could top that figure in no more than four years. AppLovin has developed a superior artificial intelligence (AI)-powered targeting engine called Axon, which helps brands optimize ad campaign performance. MercadoLibre is not only the largest e-commerce marketplace in Latin America, but also the leading retail advertising company in the region. 10 stocks we like better than AppLovin › Palantir Technologies (NASDAQ: PLTR) stock has advanced 450% in the past year, and its $330 billion market value makes its one of the 30 most valuable public companies in the world. But I think AppLovin (NASDAQ: APP) and MercadoLibre (NASDAQ: MELI) can top that figure in four years or less. Here's what that would mean for shareholders: AppLovin is worth $117 billion. The stock must increase 183% for its market value to hit $331 billion. MercadoLibre is worth $122 billion. The stock must increase 171% for its market value to hit $331 billion. Importantly, both stocks have topped those thresholds in the past. In the last three years, AppLovin and MercadoLibre shares advanced 925% and 275%, respectively. But these monster growth stocks can keep climbing higher. Here's why. AppLovin develops adtech software that helps developers market and monetize their applications across mobile and connected TV campaigns. Most advertising on its platform has traditionally focused on video games, but the company is attracting a broader variety of brands with its new e-commerce advertising product. AppLovin put a great deal of effort into building its Axon recommendation engine. It began acquiring game studios years ago to train the underlying machine learning models that optimize targeting, and the company has since released two major updates. The end result? Axon is superior to other campaign targeting engines as measured by return on ad spend, according to Morgan Stanley. AppLovin reported excellent first-quarter financial results. Total revenue increased 40% to $1.4 billion, as strong sales growth in the advertising segment offset a decline in the mobile games segment. Meanwhile, generally accepted accounting principles (GAAP) earnings climbed 149% to $1.67 per diluted share. And management guided for 69% advertising sales growth in the second quarter. Importantly, CEO Adam Foroughi recently discussed the success of its new e-commerce advertising product. He told analysts, "This opens up a massive opportunity, as there are over 10 million businesses who advertise online that could eventually use our platform profitably. By delivering incremental value, we position ourselves as an engine for growth." Wall Street expects AppLovin's earnings to increase at 49% annually over the next three to five years. That makes the current valuation of 62 times earnings look reasonable. Also, if the company maintains that pace for three years, its market value can hit $331 billion, while its price-to-earnings multiple falls to 54. AppLovin has carved out a strong presence in the adtech space due to its Axon recommendation engine. The company could surpass Palantir's current market value within three years, so patient investors should consider purchasing a small position in this monster growth stock today. MercadoLibre operates the largest online marketplace in Latin America. The company has consistently gained market share during the last three years, and that trend is expected to continue. One reason for that success is a network effect, whereby the platform becomes increasingly attractive to shoppers as more sellers list products, and increasingly attractive to sellers as more shoppers participate. MercadoLibre has reinforced and accelerated that network effect with adjacent solutions for fulfillment, advertising, financing, and payments. The company has built the fastest and most extensive delivery network in Latin America. It is the largest retail media advertiser in the region. And it owns the largest fintech platform in Argentina, Chile, and Mexico, and the second-largest in Brazil. MercadoLibre reported strong financial results in the first quarter. Revenue jumped 37% to $5.9 billion on especially strong sales growth in the fintech segment, which itself was due to adoption of credit cards, financing, and asset management products. Meanwhile, profit margin improved modestly, and GAAP net income increased 44% to $9.74 per diluted share. Wall Street estimates MercadoLibre's earnings will increase at 30% annually over the next three to five years. That makes the current valuation of 59 times earnings look reasonable. And if the company maintains that growth rate during the next four years, its market value can hit $331 billion, while its price-to-earnings multiple falls to 57. MercadoLibre enjoys a strong position in multiple growing markets, and the company could exceed what Palantir is worth today within four years. Regardless, patient investors should feel good about buying a few shares today. Before you buy stock in AppLovin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and AppLovin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Trevor Jennewine has positions in MercadoLibre and Palantir Technologies. The Motley Fool has positions in and recommends AppLovin, MercadoLibre, and Palantir Technologies. The Motley Fool has a disclosure policy. Prediction: 2 Monster Growth Stocks Will Be Worth More Than Palantir Technologies by 2030 was originally published by The Motley Fool
Yahoo
9 hours ago
- Business
- Yahoo
Prediction: 2 Monster Growth Stocks Will Be Worth More Than Palantir Technologies by 2030
Palantir Technologies currently has a market value of $330 billion, but AppLovin and MercadoLibre could top that figure in no more than four years. AppLovin has developed a superior artificial intelligence (AI)-powered targeting engine called Axon, which helps brands optimize ad campaign performance. MercadoLibre is not only the largest e-commerce marketplace in Latin America, but also the leading retail advertising company in the region. 10 stocks we like better than AppLovin › Palantir Technologies (NASDAQ: PLTR) stock has advanced 450% in the past year, and its $330 billion market value makes its one of the 30 most valuable public companies in the world. But I think AppLovin (NASDAQ: APP) and MercadoLibre (NASDAQ: MELI) can top that figure in four years or less. Here's what that would mean for shareholders: AppLovin is worth $117 billion. The stock must increase 183% for its market value to hit $331 billion. MercadoLibre is worth $122 billion. The stock must increase 171% for its market value to hit $331 billion. Importantly, both stocks have topped those thresholds in the past. In the last three years, AppLovin and MercadoLibre shares advanced 925% and 275%, respectively. But these monster growth stocks can keep climbing higher. Here's why. AppLovin develops adtech software that helps developers market and monetize their applications across mobile and connected TV campaigns. Most advertising on its platform has traditionally focused on video games, but the company is attracting a broader variety of brands with its new e-commerce advertising product. AppLovin put a great deal of effort into building its Axon recommendation engine. It began acquiring game studios years ago to train the underlying machine learning models that optimize targeting, and the company has since released two major updates. The end result? Axon is superior to other campaign targeting engines as measured by return on ad spend, according to Morgan Stanley. AppLovin reported excellent first-quarter financial results. Total revenue increased 40% to $1.4 billion, as strong sales growth in the advertising segment offset a decline in the mobile games segment. Meanwhile, generally accepted accounting principles (GAAP) earnings climbed 149% to $1.67 per diluted share. And management guided for 69% advertising sales growth in the second quarter. Importantly, CEO Adam Foroughi recently discussed the success of its new e-commerce advertising product. He told analysts, "This opens up a massive opportunity, as there are over 10 million businesses who advertise online that could eventually use our platform profitably. By delivering incremental value, we position ourselves as an engine for growth." Wall Street expects AppLovin's earnings to increase at 49% annually over the next three to five years. That makes the current valuation of 62 times earnings look reasonable. Also, if the company maintains that pace for three years, its market value can hit $331 billion, while its price-to-earnings multiple falls to 54. AppLovin has carved out a strong presence in the adtech space due to its Axon recommendation engine. The company could surpass Palantir's current market value within three years, so patient investors should consider purchasing a small position in this monster growth stock today. MercadoLibre operates the largest online marketplace in Latin America. The company has consistently gained market share during the last three years, and that trend is expected to continue. One reason for that success is a network effect, whereby the platform becomes increasingly attractive to shoppers as more sellers list products, and increasingly attractive to sellers as more shoppers participate. MercadoLibre has reinforced and accelerated that network effect with adjacent solutions for fulfillment, advertising, financing, and payments. The company has built the fastest and most extensive delivery network in Latin America. It is the largest retail media advertiser in the region. And it owns the largest fintech platform in Argentina, Chile, and Mexico, and the second-largest in Brazil. MercadoLibre reported strong financial results in the first quarter. Revenue jumped 37% to $5.9 billion on especially strong sales growth in the fintech segment, which itself was due to adoption of credit cards, financing, and asset management products. Meanwhile, profit margin improved modestly, and GAAP net income increased 44% to $9.74 per diluted share. Wall Street estimates MercadoLibre's earnings will increase at 30% annually over the next three to five years. That makes the current valuation of 59 times earnings look reasonable. And if the company maintains that growth rate during the next four years, its market value can hit $331 billion, while its price-to-earnings multiple falls to 57. MercadoLibre enjoys a strong position in multiple growing markets, and the company could exceed what Palantir is worth today within four years. Regardless, patient investors should feel good about buying a few shares today. Before you buy stock in AppLovin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and AppLovin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Trevor Jennewine has positions in MercadoLibre and Palantir Technologies. The Motley Fool has positions in and recommends AppLovin, MercadoLibre, and Palantir Technologies. The Motley Fool has a disclosure policy. Prediction: 2 Monster Growth Stocks Will Be Worth More Than Palantir Technologies by 2030 was originally published by The Motley Fool
Globe and Mail
10 hours ago
- Business
- Globe and Mail
Prediction: 2 Monster Growth Stocks Will Be Worth More Than Palantir Technologies by 2030
Palantir Technologies (NASDAQ: PLTR) stock has advanced 450% in the past year, and its $330 billion market value makes its one of the 30 most valuable public companies in the world. But I think AppLovin (NASDAQ: APP) and MercadoLibre (NASDAQ: MELI) can top that figure in four years or less. Here's what that would mean for shareholders: Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » AppLovin is worth $117 billion. The stock must increase 183% for its market value to hit $331 billion. MercadoLibre is worth $122 billion. The stock must increase 171% for its market value to hit $331 billion. Importantly, both stocks have topped those thresholds in the past. In the last three years, AppLovin and MercadoLibre shares advanced 925% and 275%, respectively. But these monster growth stocks can keep climbing higher. Here's why. AppLovin could top Palantir's current market value in three years AppLovin develops adtech software that helps developers market and monetize their applications across mobile and connected TV campaigns. Most advertising on its platform has traditionally focused on video games, but the company is attracting a broader variety of brands with its new e-commerce advertising product. AppLovin put a great deal of effort into building its Axon recommendation engine. It began acquiring game studios years ago to train the underlying machine learning models that optimize targeting, and the company has since released two major updates. The end result? Axon is superior to other campaign targeting engines as measured by return on ad spend, according to Morgan Stanley. AppLovin reported excellent first-quarter financial results. Total revenue increased 40% to $1.4 billion, as strong sales growth in the advertising segment offset a decline in the mobile games segment. Meanwhile, generally accepted accounting principles (GAAP) earnings climbed 149% to $1.67 per diluted share. And management guided for 69% advertising sales growth in the second quarter. Importantly, CEO Adam Foroughi recently discussed the success of its new e-commerce advertising product. He told analysts, "This opens up a massive opportunity, as there are over 10 million businesses who advertise online that could eventually use our platform profitably. By delivering incremental value, we position ourselves as an engine for growth." Wall Street expects AppLovin's earnings to increase at 49% annually over the next three to five years. That makes the current valuation of 62 times earnings look reasonable. Also, if the company maintains that pace for three years, its market value can hit $331 billion, while its price-to-earnings multiple falls to 54. AppLovin has carved out a strong presence in the adtech space due to its Axon recommendation engine. The company could surpass Palantir's current market value within three years, so patient investors should consider purchasing a small position in this monster growth stock today. MercadoLibre could top Palantir's current market value in four years MercadoLibre operates the largest online marketplace in Latin America. The company has consistently gained market share during the last three years, and that trend is expected to continue. One reason for that success is a network effect, whereby the platform becomes increasingly attractive to shoppers as more sellers list products, and increasingly attractive to sellers as more shoppers participate. MercadoLibre has reinforced and accelerated that network effect with adjacent solutions for fulfillment, advertising, financing, and payments. The company has built the fastest and most extensive delivery network in Latin America. It is the largest retail media advertiser in the region. And it owns the largest fintech platform in Argentina, Chile, and Mexico, and the second-largest in Brazil. MercadoLibre reported strong financial results in the first quarter. Revenue jumped 37% to $5.9 billion on especially strong sales growth in the fintech segment, which itself was due to adoption of credit cards, financing, and asset management products. Meanwhile, profit margin improved modestly, and GAAP net income increased 44% to $9.74 per diluted share. Wall Street estimates MercadoLibre's earnings will increase at 30% annually over the next three to five years. That makes the current valuation of 59 times earnings look reasonable. And if the company maintains that growth rate during the next four years, its market value can hit $331 billion, while its price-to-earnings multiple falls to 57. MercadoLibre enjoys a strong position in multiple growing markets, and the company could exceed what Palantir is worth today within four years. Regardless, patient investors should feel good about buying a few shares today. Should you invest $1,000 in AppLovin right now? Before you buy stock in AppLovin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and AppLovin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor 's total average return is995% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025
Time of India
10 hours ago
- Entertainment
- Time of India
Media moments of truth- Cannes Lions top picks: BE Extraordinary
The Cannes Lions Festival of Creativity recently showcased campaigns that redefined how brands connect with audiences through exceptional media usage. Among the standout Media Lions picks, Kleenex's "Kleenex Score" ingeniously integrated their product into the entertainment world while Cathay Pacific's "Takeoff Takeover" demonstrated a savvy, data-driven competitive approach, while Mercado Libre's "Coupon Rain" offered a truly innovative media hack, effectively turning spontaneous content into direct commerce opportunities. Kleenex Score, VML One standout idea came from Kleenex, which recognised a universal truth: movies often make us cry. Instead of focusing solely on colds or runny noses, Kleenex ingeniously linked its product to emotional movie experiences. They partnered with IMDb to create the "Kleenex Score." By typing "Kleenex score" into IMDb, users could discover a movie's "cry rating," indicating just how much a film was likely to induce tears. This seemingly simple concept was a stroke of genius. It was an unobtrusive, yet highly relevant, integration into the entertainment sphere. While star ratings tell you about a movie's quality, the "Kleenex Score" provides a unique, utility-driven metric directly tied to the product's use case. It didn't just remind people to use Kleenex when they cried; it actively helped them anticipate the need, subtly owning a space within entertainment that couldn't be bought through traditional media. It transformed the act of crying during a movie into a contextual moment for Kleenex, showcasing an innovative and native use of media. Cathay Pacific, Takeoff Takeover, LEO A highly effective campaign, originating from Asia (credited to India and potentially other regions), demonstrated an aggressive yet data-driven approach to competitive advertising . Cathay Pacific executed a "Takeoff Takeover" by leveraging real-time flight data at airport terminals. When competitor planes were at their gates, preparing for departure, Cathay Pacific's digital ads strategically appeared on screens nearby. These hyper-targeted advertisements highlighted specific advantages of Cathay Pacific flights heading to the same destination. Using data on aircraft models, age, and passenger feedback, the ads would compare legroom, entertainment options, or other amenities, effectively showing passengers what they were "missing out on" by flying with the competitor. This tactic, powered by real-time flight data, was impossible to ignore. Operating with just a fraction of competitors' budgets, Cathay Pacific outsmarted them by appearing at the precise moment of truth: the boarding gate. It masterfully turned readily available flight information into compelling, personalised comparisons, making flyers regret their current choice and showcasing Cathay Pacific as the superior option. Mercado Libre, Coupon Rain, GUT A truly fun and innovative media hack came from Mercado Libre, an e-commerce giant in Brazil. Recognizing the iconic confetti showers at major sporting event finals, particularly in soccer, Mercado Libre sponsored the confetti itself. Instead of traditional paper, the confetti was replaced with tiny discount coupons. When the celebratory blasts occurred, showering the field and players, millions of these promotional coupons flew through the air. Every photo and video of the event, broadcast globally, now featured these redeemable discounts. Viewers, especially with the help of influencers, were encouraged to zoom in on images and freeze frames to spot and redeem the coupons. This genius idea turned a fleeting moment of celebration into a widespread, interactive promotional event. It effectively "hacked" editorial and broadcast media, turning spontaneous content into direct commerce opportunities, and ensuring that Mercado Libre was not just seen, but actively engaged with, by millions. (At BE Extraordinary, a series about the winners at Cannes Lions written in collaboration with Harsh Kapadia, CCO, Grey India, we peer outside the Grand Prix winners, and look at clutter breaking work that picked the silvers and the bronzes, but don't often get discussed.)
Globe and Mail
2 days ago
- Business
- Globe and Mail
MercadoLibre Outperforms Industry YTD: Buy, Sell or Hold the Stock?
MercadoLibre MELI shares have returned 40% in the year-to-date (YTD) period, outperforming the Zacks Retail-Wholesale sector and the Zacks Internet-Commerce industry's growth of 3.2% and 5%, respectively. The Latin American company is efficiently tapping into the underpenetrated market in the region, taking advantage of the changing ways people buy and sell. It is actively investing in its value proposition to make the online buying experience more attractive than offline, which led to brand preference scores reaching all-time highs in Brazil, Mexico, Argentina and Chile in the first quarter of 2025. Even in fintech, its monthly active users continue to rise. However, there are a few key headwinds that should caution investors for now, despite MELI's strong growth. Let's take a closer look at the factors that are both helping and hurting MercadoLibre to understand why the stock is a hold for now. MELI's YTD Price Performance MELI's Fintech User Base is Climbing MELI's fintech arm, Mercado Pago, has been playing a central role in driving overall platform growth. A key strength lies in its low-cost-to-serve model, which enables profitable growth even while offering users attractive yields on deposits. These rates often match or exceed local benchmarks and allow instant liquidity, encouraging users to bring in funds, which, in turn, increases engagement with other services across the ecosystem. These efforts have been especially effective in markets like Brazil, Mexico and Chile, where user growth has outpaced the overall average. As a result, Mercado Pago reached 64 million monthly active users in the first quarter of 2025, marking a 31% year-over-year increase. Fintech revenues for the quarter hit $1.49 billion, accounting for 34.4% of total revenues and growing 43% year over year. MELI's Logistics and Supermarket Strategy is Paying Off MercadoLibre has been strengthening its logistics network to support long-term e-commerce growth. In March, fulfillment penetration in Brazil surpassed 60% for the first time. Efficiency initiatives have helped reduce fulfillment costs year over year in local currency across Brazil, Mexico and Chile. This allows for continued investment in features like free shipping to boost purchase frequency. Meanwhile, the supermarket category is gaining traction. Improved navigation, repeat purchase options and targeted promotions led to a 65% year-over-year increase in items sold in the first quarter, making it MELI's fastest-growing category and driving broader user engagement. MELI's Earnings Estimate Revisions Show Downward Trend The Zacks Consensus Estimate for 2025 earnings is pegged at $47.75 per share, which has been revised downward by 0.35% over the past 30 days, indicating 26.69% year-over-year growth. The consensus mark for 2025 revenues is pegged at $27.35 billion, suggesting 31.66% year-over-year growth. MercadoLibre's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with the average surprise of 22.59%. MELI Stock is Overvalued MELI is trading at a premium compared to the broader Zacks Internet – Commerce industry. As of the latest data, MELI's forward 12-month Price/Sales ratio hovers around 3.95X, above the industry's 1.98X. This suggests MELI is not a great pick for a value investor. The Value Score of D further reinforces an unattractive valuation for the stock at the moment. MELI's P/S F12M Ratio Depicts Premium Valuation Margin Pressure Hits MELI in Brazil and Mexico While MercadoLibre reported strong overall growth, margins in Brazil and Mexico have been under pressure. The company continued to invest heavily in logistics infrastructure and the expansion of its credit card business, both of which are critical to long-term strategy but are weighing on near-term profitability. In Brazil, additional cost pressure came from higher interest rates and currency depreciation. As a result, both countries saw their direct contribution margins decline by about 5 percentage points year over year in the first quarter. MELI Faces Intense Competition in the E-Commerce Space MercadoLibre is facing rising pressure from well-funded international giants expanding across Latin America. Amazon AMZN is ramping up its regional operations, bringing its logistics and brand power to the region. Walmart WMT, with more than 3,000 stores in Mexico alone, continues to rely on its vast brick-and-mortar presence to strengthen its position in the region. Meanwhile, AliExpress, backed by Alibaba BABA, draws price-sensitive shoppers with ultra-cheap goods and a broad product variety. Though MELI remains a dominant force in Latin American e-commerce, Amazon, Walmart, and Alibaba each pose serious competitive threats. If unchecked, they could erode MELI's pricing power, retention and long-term profitability. Shares of Walmart and Alibaba have risen 4.4% and 35.7%, respectively, in the year-to-date period, while Amazon has lost 2%. Here's Why You Should Hold MELI Stock for Now MercadoLibre remains a strong player in Latin America's e-commerce and fintech markets, with solid growth in active users and expanding logistics. Its investments financial services are clearly paying off. However, the company is also navigating short-term challenges, including rising margin pressure in key markets and intensifying competition from global giants. On top of that, valuation concerns and slight downward revisions in earnings estimates suggest the stock may not offer the best risk-reward balance at current levels. Given this mix, MELI is best kept as a hold for now. MELI currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 5 Stocks Set to Double Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. Today, See These 5 Potential Home Runs >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN): Free Stock Analysis Report Walmart Inc. (WMT): Free Stock Analysis Report MercadoLibre, Inc. (MELI): Free Stock Analysis Report Alibaba Group Holding Limited (BABA): Free Stock Analysis Report
