Yahoo Finance

The stock market has had a bumpy ride so far in 2026. In the employment economy, concerns about slowing jobs growth have been exacerbated by signs of increasing layoffs. Mixed signals from the White House -- on Greenland, Iran, and a range of domestic and trade-related issues -- have kept investors on edge. Meanwhile, the on-again, off-again fear of an AI bubble is on again. In the background, consistently strong (and accelerating) corporate earnings have helped ease concerns about employment and other actual and potential negatives. Based on a better-than-expected calendar 4Q25 earnings season to date, we raised our final estimate of 2025 S&P 500 earnings from continuing operations. We also are raising our estimate of 2026 S&P 500 earnings and implementing a formal 2027 forecast. Among the companies that have reported to date, over three-quarters have reported earnings above the pre-reporting consensus, in line with the long-term average. The magnitude of the EPS beat against expectations, in the high-single-digit range, has been above the midpoint of the long-term range of 5%-9%. Other highlights include revenue growth in high-single-digit percentages as companies successfully navigate tariffs -- and in many cases shift emphasis to earnings growth in overseas markets. Companies also have been able to expand margins as volume leverage supersedes higher costs and tariffs and as managements begin to utilize AI-based efficiencies. Blended operating margin from continuing operations is on track to reach or exceed the 13% level for 4Q25 calendar earnings, which would be at least a point above the long-term average. Our 2025 S&P 500 EPS forecast is now $274, and our 2026 and preliminary 2027 EPS forecasts are $315 and $373, respectively.

The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.

The Vickers Top Insider Picks is a daily report that utilizes a proprietary algorithm to identify 25 companies with compelling insider purchase histories based on transactions over the past three months.

MercadoLibre runs the largest e-commerce marketplace in Latin America, with about 150 million active users and more than 600 million active listings across 18 countries stitching into its commerce network or fintech solutions when last reported. The company operates a host of complementary businesses to its core online shop, with shipping solutions (Mercado Envios), a payment and financing operation (Mercado Pago and Mercado Credito), advertisements (Mercado Clics), classifieds, and a turnkey e-commerce solution (Mercado Shops) rounding out its arsenal. MercadoLibre generates revenue from final value fees, advertising royalties, payment processing, insertion fees, subscription fees, and interest income from consumer and small-business lending.