Mercadolibre Inc · Brief

Next report

3 days

Nov 3 · after closeest.Q3 FY26

Expected move

±5.4%implied · report alone

1,537.461,711.60

straddle ±6.8%

spot 1,624.53exp Nov 6ATM strike 1625ATM straddle 130.55IV 72%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±6.4%▼−4.81%×0.75

quarterimplied−10%0+10%realized×

Q2 FY26±6.4%▼−4.81%×0.75

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 3 report · est.

Bull2 of 3

8disclosed supplier and customer ties listed in regulatory filingsSEC filings

1,453managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

76managers whose positions together make up four fifths of reported value13F · Jun 30 '26

10 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

MELI report session

No linked exposure.

Oct 28impliedImplied move: ±6.7% into Nov 3 earnings (Oct 28 close).Source

Oct 27unusualUnusual volume: ×3.43 RVOL at 10:31 ET.Source

Oct 26unusualUnusual volume: ×14.46 RVOL at 10:30 ET.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.