Mark this date:
On March 31st, 2026...
The biggest scam in the history of gold markets will be exposed...
It's the math that keeps bankers up at night...
The gold chart that has Wall Street shaking in its loafers...
That's the day the public will see that their gold ETFs are nothing but paper...
The rush from ETFs to real assets will be unlike anything we've seen in 300 years.
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See all the evidence for yourself right here and take your position before it's too late.
"The Buck Stops Here,"
Dylan Jovine
MercadoLibre Sold Off After Earnings—Why Bulls See a Buy-the-Dip Setup
Author: Thomas Hughes. Posted: 2/26/2026.
Key Points
- MercadoLibre is outgrowing major eCommerce peers, backed by share gains and strength across both commerce and fintech heading into 2026.
- Higher investment spending pressured margins and the share price, but the pullback can be attractive if growth holds and profitability improves over time.
- Price targets imply roughly 35% to 60% upside in 2026, assuming MercadoLibre maintains growth and avoids further margin pressure.
- Special Report: [Sponsorship-Ad-6-Format3]
MercadoLibre's (NASDAQ: MELI) Q4 results and 2026 outlook make a compelling case to buy the stock. The company is growing, outperforming peers, and—by management's estimates—has only reached roughly 50% of its expected market penetration.
While the results left something to be desired, the roughly 10% share-price decline looks like an overreaction to near-term investments that should pay off over time.
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MercadoLibre is known for an upfront, aggressive investment approach: it spends now to build customer traffic that follows later.
For investors, that strategy translates into sustained, high-double-digit growth and, eventually, improved profitability, financial health, and shareholder value.
MercadoLibre Issues Mixed Results as Investment Cuts Into Profits
MercadoLibre reported a strong quarter, with revenue growth accelerating both sequentially and year over year to more than 44.5%. The gains were driven by higher merchant and consumer traffic, with gross merchandise volume up 37% and strength across all regions and business segments. Key growth markets—Brazil, Mexico, and Argentina—expanded at roughly 37%, 41%, and 72%, respectively, on a foreign-exchange-neutral basis, underpinning a systemwide 40% increase in commerce channels and a 51% rise in fintech revenue.
Margins are the sticking point because heavier spending today is not guaranteed to pay off. However, MercadoLibre's strategy of incentivizing usage—through logistics services for merchants and free shipping on qualifying orders—has proven effective where those services are available. While EPS missed consensus by about $0.41, reported earnings remained solid at $11.03 per share.
A critical detail is the outlook: the company expects continued substantial revenue and earnings growth in the coming year. Consensus earnings estimates are up more than 50% and may be conservative given the current trends.
MercadoLibre is aggressively working to expand its addressable market at the same time that that market is digitizing rapidly. That combination has produced a durable tailwind, as reflected in the revenue history. Quarterly earnings can be uneven, but revenue growth is consistent and tends to beat estimates. Over time, the pace of investment should slow and become a tailwind for margins and profits.
Analysts Respond Favorably: Near-Term Headwinds Versus Growth
Analysts reacted favorably. The handful of revisions MarketBeat tracked the day of the release affirmed the Moderate Buy consensus. A few firms trimmed price targets, but most highlighted bullish factors that offset near-term spending headwinds—among them, a pricing increase in Brazil that could boost EPS by up to 3%, and continued strong growth in core markets. The consensus price target implies roughly a 60% upside for MELI's stock, while the low end of analyst estimates still suggests about 35% upside from current levels.
Many analysts view MELI's late-February pullback as a buy-the-dip opportunity, and institutional trends support that view. Institutional data show institutions own about 87% of the stock and have accumulated shares in three of the past four quarters and seven of the past eight. Buying activity accelerated in late 2025, peaked in early 2026, and is likely to remain constructive amid the pullback. If MELI's growth outlook was attractive at $1,975 in late December 2025, it looks even more compelling at $1,750 in early 2026.
MercadoLibre Builds Value for Investors Alongside Its eCommerce Network
MercadoLibre's balance sheet reflects the health of the business and the impact of its growth investments. Highlights from 2025 include higher liabilities, but overall debt remains low, liability increases have been offset by asset gains, and shareholders' equity is rising. Equity climbed more than 55% to over $6.7 billion and is expected to continue increasing. Forecasts anticipate a moderate double-digit compound annual growth rate through the middle of the next decade, with the emerging-markets business expanding substantially in that time.
The biggest risk for MELI shareholders is persistent margin compression. Even as investment spending moderates, changing market economics could keep margins under pressure. In that scenario, revenue would likely continue to grow while earnings lag, which could weigh on the stock.
CRISPR Therapeutics Gains After Earnings as Pipeline Hope Grows
Author: Chris Markoch. Posted: 2/19/2026.
Key Points
- CRISPR Therapeutics’ Q4 reaction reflects longer-term optimism despite weak reported revenue tied to launch economics.
- CASGEVY adoption is a key narrative driver, but profitability hinges on timing, revenue-sharing mechanics, and pipeline progress.
- With substantial cash on hand, the near-term question is technical/entry risk, while the long-term question is execution.
- Special Report: [Sponsorship-Ad-6-Format3]
CRISPR Therapeutics AG (NASDAQ: CRSP) stock jumped more than 12% after the gene-editing pioneer reported its Q4 2025 earnings on Feb. 13. At first glance, that reaction may seem surprising.
The company posted a larger-than-expected net loss and revenue that fell far short of estimates.
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But CRISPR is a long-term story still in the early innings. The company has moved beyond proof of concept, yet investors will need patience — the transition into a mature growth phase is likely one to two years away.
Putting the Earnings Report Into Context
In December 2023, CRISPR received U.S. Food & Drug Administration (FDA) approval for CASGEVY, the company's flagship gene therapy for sickle cell disease and beta thalassemia. It was the first CRISPR/Cas9 gene-editing therapy approved by the FDA.
CRSP stock, however, is down roughly 19% since that announcement. Part of that decline reflects growth expectations already priced into the share price; another factor is the revenue structure of CRISPR's partnership with Vertex Pharmaceuticals Inc. (NASDAQ: VRTX).
The collaboration was critical to getting CASGEVY approved, but it includes a revenue-sharing arrangement under which CRISPR recognizes revenue only after Vertex recoups certain launch and manufacturing costs. So, while CASGEVY generated $54 million in the most recent quarter, CRISPR reported quarterly revenue of just $0.86 million.
That dynamic helps frame the investment thesis for CRSP. On one hand, more patients are receiving CASGEVY. On the other, operating losses are increasing as the company advances additional pipeline candidates. A key metric to watch is the company's cash and investment balance of about $1.9 billion, which should provide a runway of roughly three to four years.
The Pipeline Holds the Key
Even if CASGEVY adoption accelerates, there are structural headwinds. These are one-time, high-cost treatments that typically require payment arrangements stretching out revenue recognition.
That's why, as with most biotechnology companies, CRISPR's pipeline is central to the long-term case. One of the more promising candidates is CTX611, currently in clinical trials to prevent pathologic blood clots (such as those from stroke or deep vein thrombosis). The treatment targets Factor XI, which is involved in harmful clot formation while sparing normal hemostasis for routine cuts.
CRISPR is testing CTX611 (SRSD107) in a Phase 2 trial for total knee arthroplasty (TKA), where post-operative clots are a common complication.
Early human data show CTX611 has been well tolerated and produced strong, durable effects, with the potential for dosing as infrequently as every six weeks via the company's siRNA platform, which also enables designed reversibility.
If larger trials confirm lower bleeding risk along with convenient, infrequent dosing, CTX611 could access a roughly $20 billion global anticoagulation market and become a meaningful growth driver.
One Thing to Check Before Getting Involved With CRSP Stock
Analyst sentiment aligns with a "wait-and-see" view for CRISPR Therapeutics. The consensus rating is Hold, with two Sell ratings included. That mix features Morgan Stanley's recent Underweight, which came paired with a $33 price target — a level that would sit within roughly 10% of the stock's 52-week low.
While the chart may not immediately suggest such a decline, a move to that target would imply about a 37% drop from recent levels. As of this writing, CRSP was trading near its 200-day moving average, which has acted as support since November; a confirmed break below that level could invite additional selling.
CRSP Stock Is One to Own, Not Trade
It's been a volatile ride for long-term CRSP shareholders, but the stock has delivered substantial gains. Since the company's 2016 IPO, investors have seen a total return of more than 277%, a figure that includes the 2020–2021 period when speculative momentum pushed the shares higher.
The takeaway: CRISPR Therapeutics is progressing on its pipeline, but not as quickly as some investors might hope. CRSP may not suit short-term traders seeking rapid price moves, but it could fit long-term investors who can tolerate volatility and are positioned for potential significant gains by the end of the decade.
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