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Teladoc (TDOC) reported earnings 30 days ago. What's next for the stock?

Shareholders are urged to contact the firm immediately at no cost or obligation, as there may be limited time to enforce your rights. 

We would handle the matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Teladoc Health, Inc. (NYSE: TDOC) breached their fiduciary duties to shareholders.

If you currently own Teladoc stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].

Why Your Participation Matters:

Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com

SOURCE Halper Sadeh LLP

Teladoc Health (TDOC +0.41%) delivers virtual care worldwide; a key insider recently exited their stake, according to the latest SEC filing.

Fernando M. Rodrigues, President of BetterHelp, reported a direct open-market sale of 9,572 shares of Teladoc Health (TDOC +0.41%) valued at approximately $71,000, according to a SEC Form 4 filing.

Transaction summaryMetricValueShares sold (direct)9,572Transaction value$70,833Post-transaction shares (direct)0Post-transaction value (direct ownership)$0Transaction value based on SEC Form 4 reported price ($7.40); post-transaction value based on June 3, 2026, market close ($7.09).

Key questionsHow does the size of this sale compare to Rodrigues's historical trading activity?
This sale of 9,572 shares is the largest of Rodrigues's two reported open-market sales, with the previous being 3,558 shares; it also aligns with a full divestment of the remaining direct holdings.What does the 100% disposition indicate about Rodrigues's ownership exposure?
The transaction reduces Rodrigues's direct and indirect common stock holdings to zero, eliminating his immediate equity exposure to Teladoc Health as of June 3, 2026.How did the stock perform around the transaction date?
Shares were priced at $7.40 at the market open and closed at $7.09 on June 3, 2026; over the preceding year, the stock returned -3.03% as of the transaction date, indicating relatively flat performance through the holding period.Company overviewMetricValuePrice (as of market close June 3, 2026)$7.40Market capitalization$1.27 billionRevenue (TTM)$2.51 billionNet income (TTM)($171.15 million)* 1-year performance is calculated using June 3, 2026, as the reference date.

Company snapshotOffers virtual healthcare services, including telehealth, chronic condition management, expert medical services, and mental health solutions under brands such as Teladoc, Livongo, and BetterHelp.Offers products and services under a platform-based model to employers, health plans, hospitals, health systems, insurance and financial services companies, and individual members.Serves a diverse client base, including employers, health insurers, hospitals, health systems, and individual members in the United States and internationally.Teladoc Health is a leading provider of virtual healthcare services, operating at scale with over 4,600 employees and a global footprint. The company’s strategy emphasizes comprehensive digital health solutions that integrate primary care, chronic disease management, and mental health offerings to address a broad spectrum of patient needs. Teladoc Health’s competitive advantage lies in its extensive platform, multi-specialty capabilities, and established relationships with large institutional customers.

What this transaction means for investorsThe President of BetterHealth, a wholly-owned subsidiary of Teladoc (TDOC), recently sold 9,572 shares of Teladoc stock, valued at approximately $71,000. Here are some key takeaways for investors.

First, Teladoc stock has struggled over the last three years. Shares have declined by 72% over this period, equating to a compound annual growth rate (CAGR) of -34.5%. That’s well below the S&P 500, which has generated a total return of nearly 80% over this same period, with a CAGR of 21.6%. Granted, Teladoc shares have stabilized recently, with shares down only 3% over the last 12 months.

Indeed, results have been mixed in recent months. In its latest earnings report, Teladoc beat revenue expectations, recording $614 million in first-quarter revenue. However, the company continues to struggle to turn a profit. Over the last 12 months, Teladoc’s net loss was ($171 million).

In summary, the stock remains in the midst of a restructuring, as the company shifts some of its focus away from a cash-pay model to an in-network, insurance model. If the company can pull off the transition, its 0.5x price-to-sales (P/S) ratio may appeal to some investors.

NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the “Class Period”). The lawsuit seeks to recover damages for Zillow investors under the federal securities laws.To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/join or.

Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zillow Group, Inc. (“Zillow” or the “Company”) (NASDAQ: ZG) (NASDAQ: Z) and reminds investors of the August 10, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260610414443/en/

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Zillow’s agreement with Redfin was not a “partnership,” but rather an acquisition of Redfin’s business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants’ statements about Zillow’s business, operations, and prospects, were materially false and misleading and or lacked a reasonable basis at all relevant times.

On September 30, 2025, the Federal Trade Commission announced that it had sued “Zillow and Redfin over an unlawful agreement that eliminates Redfin as a competitor in the market for placing advertising of rental housing on internet listing services (ILSs)-the websites that millions of Americans use to find their next rental home.”

On this news, Zillow’s stock price fell $3.57 per share, 4.63% to close at $73.48 on October 1, 2025.

Finally, on February 10, 2026, Zillow announced fourth quarter 2025 earnings. In the earnings call, CFO Jeremy Hofmann stated that legal expenses “was higher than we anticipated coming into the quarter and was ultimately 180 basis points of margin drag for Q4.”

On this news, Zillow’s stock price fell $9.05 per share, or 16.54%, to close at $45.66 on February 11, 2026, injuring investors further.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Zillow’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Zillow class action, go to www.faruqilaw.com/Z or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260610414443/en/

, /PRNewswire/ -- 

Why: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 10, 2026 in the securities class action first filed by the Firm.

So what: If you purchased Zillow common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 10, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, defendants throughout the Class Period made materially false and/or misleading statements and/or failed to disclose that: (1) Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm or on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.

Zillow Rentals’ AI leasing integration drives measurable gains across the rental funnel

NEW YORK--(BUSINESS WIRE)--EliseAI and Zillow Rentals released findings today showing that renters who engage with “AI Assist,” the EliseAI-powered AI leasing agent embedded in Zillow Rentals listings, are on average 43% more likely to apply for an apartment than those who don't1.

Renters who engage with “AI Assist,” the EliseAI-powered AI leasing agent embedded in Zillow Rentals listings, are on average 43% more likely to apply for an apartment than those who don't

Share The results validate a first-of-its-kind integration. Zillow Rentals is the only rental marketplace with a built-in EliseAI experience, letting renters get answers, schedule tours, and stay engaged with properties directly from the listing. AI Assist is available to Zillow's multifamily partners with more than 450 units in their portfolio at no additional cost.

The data covers the period of October 2025 through April 2026 across the companies' shared portfolio of multifamily communities. Alongside the 43% lift in application rates, renters who engaged with AI Assist were on average 19% more likely to book a tour and 24% more likely to sign a lease.

This reflects how renters search for apartments today. They expect immediate service, around the clock, and Zillow Rentals’ AI Assist, powered by EliseAI, delivers that across the lead-to-application journey:

Instant inquiry response: Engages prospects from the first message, keeping them interested in the listing. Immediate post-tour follow-up: Keeps prospects warm through decision making, driving the lift in application rates. 24/7 availability: Frees up onsite leasing teams to focus on residents. "Leasing teams are stretched thin. 28% of calls to leasing offices go unanswered, and over half of inquiries arrive outside business hours," said Minna Song, co-founder and CEO of EliseAI. "AI Assist responds to every one of them. The data shows what can happen when every single lead gets a helpful reply instantly."

"Finding the right apartment and deciding to move forward are two of the most consequential steps in a renter's journey, and renters shouldn’t have to wait for answers. With AI Assist, we’re making sure that every renter can get an immediate, helpful response. The data shows that this immediacy makes a real difference in their ability to move forward,” said Michael Sherman, Senior Vice President of Zillow Rentals.

Multifamily operators have seen the results firsthand.

"EliseAI is working while we're sleeping, engaging with people we otherwise would not be engaging with. The tool is just improving those odds for us," said Terri Eager, Senior Manager, Falkin Platnick Realty Group.

As the multifamily industry continues to adopt AI-powered tools, EliseAI and Zillow Rentals are excited for further development of this exclusive partnership, and are proud of the outcomes they are enabling their mutual customers to achieve.

About EliseAI

EliseAI transforms complex housing and healthcare systems. By deeply integrating into workflows and automating operations, it makes them efficient and cuts costs for all. Its platform helps property managers handle leasing, maintenance and resident engagement. EliseAI replaces fragmented tools with one integrated system that reduces manual work and improves accessibility and experience for residents and patients alike. The company is based in New York with teams in San Francisco, Boston, Chicago and Toronto. To learn more, visit www.eliseai.com.

About Zillow

Zillow Group, Inc. (Nasdaq: Z and ZG) is reimagining real estate to make home a reality for more and more people. As the most visited real estate website in the United States, Zillow and its affiliates help people find and get the home they want by connecting them with digital solutions, dedicated partners and agents, and easier buying, selling, financing and renting experiences.

Zillow Group's affiliates, subsidiaries and brands include Zillow®, Zillow Premier Agent®, Zillow Home Loans℠, Zillow Rentals®, Trulia®, Out East®, StreetEasy®, HotPads®, ShowingTime+℠, Spruce® and Follow Up Boss®.

All marks herein are owned by MFTB Holdco, Inc., a Zillow affiliate. Zillow Home Loans, LLC is an Equal Housing Lender, NMLS #10287 (www.nmlsconsumeraccess.org). © 2024 MFTB Holdco, Inc., a Zillow affiliate.

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchased Zillow Group, Inc. (“Zillow” or the “Company”) (NASDAQ: Z, ZG) Class A or Class C common stock between February 11, 2025 and May 7, 2026, inclusive (the “Class Period”). Zillow investors have until August 10, 2026 to file a lead plaintiff motion.

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ZILLOW GROUP, INC. (Z, ZG), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.

What Happened?

On September 30, 2025, the Federal Trade Commission announced that it had sued “Zillow and Redfin over an unlawful agreement that eliminates Redfin as a competitor in the market for placing advertising of rental housing on internet listing services (ILSs)-the websites that millions of Americans use to find their next rental home.”

On this news, Zillow’s stock price fell $3.57 per share, 4.63% to close at $73.48 on October 1, 2025, thereby injuring investors.

Then, on February 10, 2026, Zillow announced fourth quarter 2025 earnings. In the earnings call, CFO Jeremy Hofmann stated that legal expenses “[were] higher than we anticipated coming into the quarter and was ultimately 180 basis points of margin drag for Q4.”

On this news, Zillow’s stock price fell $9.05 per share, or 16.5%, to close at $45.66 on February 11, 2026.

Then, on May 7, 2026, Reuters published an article stating that a “federal judge rejected [Zillow and Redfin’s] request to end a [FTC] lawsuit accusing them of illegally agreeing to suppress competition for online apartment rental listings.”

On this news, Zillow’s stock price fell $0.85, or 1.9%, to close at $43.68 per share on May 7, 2026; the stock continued to fall the next day, declining $2.25 per share, or 5.15%, to close at May 8, 2026, thereby injuring investors further.

What Is The Lawsuit About?

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Zillow’s agreement with Redfin was not a “partnership,” but rather an acquisition of Redfin’s business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

Contact Us To Participate or Learn More:

If you purchased Zillow common stock, have information or would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:

Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Telephone: (215) 638-4847
Email: [email protected],
Visit our website at: www.howardsmithlaw.com.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

More News From Law Offices of Howard G. Smith

NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ: Z) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zillow securities between February 11, 2025 and May 7, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/Z.

Zillow Case Details

The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:

(1) Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; 
(2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; 
(3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and 
(4) as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times.

What's Next for Zillow Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/Z or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zillow you have until August 10, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Zillow Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Zillow Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.

NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired Class A (NASDAQ: ZG) or Class C (NASDAQ: Z) common stock of Zillow Group, Inc. (“Zillow” or the “Company”) between February 11, 2025 and May 7, 2026, inclusive. What To Do Next: Investors are encouraged to act promptly and submit a form at Zillow Group, Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].

Faruqi & Faruqi, LLP Securities Litigation Partner  James (Josh) Wilson Encourages Investors Who Suffered Losses In Zillow To Contact Him Directly To Discuss Their Options

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, announces that a securities fraud class action lawsuit has been filed on behalf of investors who purchased or otherwise acquired Zillow Group, Inc. (“Zillow” or the “Company”) (NASDAQ: Z, ZG) Class A or Class C common stock between February 11, 2025 and May 7, 2026, inclusive (the “Class Period”). Zillow investors have until August 10, 2026 to file a lead plaintiff motion.

IF YOU SUFFERED A LOSS ON YOUR ZILLOW GROUP, INC. (Z, ZG) INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS

What Happened?

On September 30, 2025, the Federal Trade Commission announced that it had sued “Zillow and Redfin over an unlawful agreement that eliminates Redfin as a competitor in the market for placing advertising of rental housing on internet listing services (ILSs)-the websites that millions of Americans use to find their next rental home.”

On this news, Zillow’s stock price fell $3.57 per share, 4.63% to close at $73.48 on October 1, 2025, thereby injuring investors.

Then, on February 10, 2026, Zillow announced fourth quarter 2025 earnings. In the earnings call, CFO Jeremy Hofmann stated that legal expenses “[were] higher than we anticipated coming into the quarter and was ultimately 180 basis points of margin drag for Q4.”

On this news, Zillow’s stock price fell $9.05 per share, or 16.5%, to close at $45.66 on February 11, 2026.

Then, on May 7, 2026, Reuters published an article stating that a “federal judge rejected [Zillow and Redfin’s] request to end a [FTC] lawsuit accusing them of illegally agreeing to suppress competition for online apartment rental listings.”

On this news, Zillow’s stock price fell $0.85, or 1.9%, to close at $43.68 per share on May 7, 2026; the stock continued to fall the next day, declining $2.25 per share, or 5.15%, to close at May 8, 2026, thereby injuring investors further.

What Is The Lawsuit About?

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Zillow’s agreement with Redfin was not a “partnership,” but rather an acquisition of Redfin’s business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

If you purchased or otherwise acquired Zillow common stock during the Class Period, you may move the Court no later than August 10, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.

Contact Us To Participate or Learn More:

If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:

Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.

If you inquire by email, please include your mailing address, telephone number and number of shares purchased.

To be a member of the Class you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the Class.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

New York, New York and New Orleans, Louisiana--(Newsfile Corp. - June 12, 2026) - Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors with substantial losses that they have until August 10, 2026 to file lead plaintiff applications in a securities class action lawsuit against Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) ("Zillow" or the "Company"), if they purchased or otherwise acquired Zillow Class A or Class C common stock between February 11, 2025 and May 7, 2026, inclusive (the "Class Period"). This action is pending in the United States District Court for the Western District of Washington.

Cannot view this video? Visit:
https://www.youtube.com/watch?v=hIyQUNEoCGc

What You May Do

If you purchased shares of Zillow as described above and would like to discuss your legal rights and how this case might affect you and your right to recover for your economic loss, you may, without obligation or cost to you, contact KSF Managing Partner Lewis Kahn toll-free at 1-877-515-1850 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-zg-z/?prs=nf to learn more. If you wish to serve as a lead plaintiff in this class action, you must petition the Court by August 10, 2026.

CLICK HERE for more information

About the Lawsuit

Zillow and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws.

The alleged false and misleading statements and omissions include, but are not limited to, that: (i) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (ii) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (iii) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (iv) as a result, Defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

The case is Breidert v. Zillow Group, Inc., et al., 26-cv-02016.

To Learn More, Click HERE

About Kahn Swick & Foti, LLC

KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors, in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.

TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services

To learn more about KSF, you may visit www.ksfcounsel.com.

For More Information about the case, Click HERE

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301391

Source: Kahn Swick & Foti, LLC

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MercadoLibre (MELI) has declined over 35% from its 2025 peak, driven by concerns over margin compression amid heavy investment in logistics and payments. MELI's 1Q 2026 revenue grew 49% year-over-year, with management prioritizing long-term market share gains in Latin America's underpenetrated e-commerce sector. I estimate MELI's sustainable net margin at 6.5%-7.0%, supporting a fair value of $2,030–$2,185 per share—implying 20–29% upside from current levels.

On May 15, 2026, NWI Management LP reported selling all 42,700 shares of MercadoLibre (MELI 1.25%).

What happenedAccording to an SEC filing dated May 15, 2026, NWI Management LP sold all 42,700 shares of MercadoLibre during the first quarter. The estimated trade size was $82.37 million, based on the average unadjusted closing price for the quarter. The quarter-end value of the position declined by $86.01 million, a figure that includes both trading activity and changes in share price.

What else to knowThe MercadoLibre position accounted for 2.3% of AUM in the prior quarter.Top holdings after the filing:NASDAQ: QQQ: $354.79 million (20% of AUM)NASDAQ: INSM: $165.81 million (9.4% of AUM)NASDAQ: NTRA: $152.51 million (8.7% of AUM)NYSE: NU: $89.11 million (5.1% of AUM)NASDAQ: MSFT: $74.44 million (4.4% of AUM)As of May 14, 2026, shares were priced at $1,607.37, down 37.3% over the past year, underperforming the S&P 500 by 64.61 percentage points.The fund reported $1.76 billion in total U.S. equity holdings across 51 positions at quarter-end.Company/Etf overviewMetricValueRevenue (TTM)$31.80 billionNet income (TTM)$1.92 billionPrice (as of market close May 14, 2026)$1,607.37One-year price change(37.31%)Company/Etf snapshotProvides a comprehensive suite of e-commerce and fintech services, including the Mercado Libre Marketplace, Mercado Pago payments platform, Mercado Fondo investment solutions, Mercado Credito lending, and Mercado Envios logistics.Generates revenue primarily through marketplace transaction fees, payment processing, fintech products, logistics solutions, advertising services, and value-added offerings for merchants and consumers.Targets businesses, merchants, and individual consumers across Latin America, with a focus on high-growth markets in the region.MercadoLibre is a leading Latin American e-commerce and fintech platform, operating at scale with a diversified portfolio of digital services. The company leverages its integrated ecosystem to drive user engagement and facilitate commerce and payments across multiple markets. Its competitive advantage stems from its robust technology infrastructure, broad product offering, and deep regional presence.

What this transaction means for investorsNWI Management’s liquidation in Q1 was notable. Although it was not the only stock the fund sold, it was the largest sale by dollar amount if not counting its sale of call options in Amazon, another e-commerce conglomerate it continued to hold.

Indeed, MercadoLibre stock has struggled as e-commerce competition has forced it to compress its margins. Also, the rapid expansion of its loan portfolio reduced the company’s profits in Q1, as the company more than doubled its provision for doubtful accounts as non-performing loans grew.

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Company filings do not reveal why a company sells shares. Admittedly, considering the economic and political volatility in MercadoLibre’s home region, Latin America, the stock is somewhat riskier than Amazon, which could have played a factor in the sale of the consumer discretionary stock.

However, NWI’s liquidations also included its positions in Broadcom, PayPal, and Cloudflare. That makes it more likely that the sale involved a broad reshuffling of the portfolio, which may not be as bearish for MercadoLibre as it might appear.

Will Healy has positions in MercadoLibre and Nu Holdings. The Motley Fool has positions in and recommends Amazon, Broadcom, Cloudflare, MercadoLibre, Microsoft, Natera, Nu Holdings, and PayPal. The Motley Fool recommends the following options: short June 2026 $50 calls on PayPal. The Motley Fool has a disclosure policy.

On May 15, 2026, Ribbit Management Company disclosed a first-quarter buy of 22,725 MercadoLibre (MELI 1.25%) shares, an estimated $43.84 million trade based on quarterly average pricing.

What happenedAccording to a filing with the Securities and Exchange Commission dated May 15, 2026, Ribbit Management Company increased its stake in MercadoLibre (MELI 1.25%) by 22,725 shares during the first quarter. The estimated value of the trade, based on the quarter’s average closing price, was $43.84 million. The quarter-end value of the MercadoLibre position rose by $36.03 million, a figure that includes both purchase activity and share price fluctuations.

What else to knowAfter the buy, MercadoLibre accounted for 3.51% of Ribbit’s 13F assets under managementTop three holdings after the filing:NASDAQ: FIGR: $382.05 million (22.7% of AUM)NASDAQ: HOOD: $224.91 million (13.4% of AUM)NASDAQ: COIN: $128.74 million (7.7% of AUM)As of May 14, 2026, MercadoLibre shares were priced at $1,607.37, down 35% over the past year and underperforming the S&P 500, which is instead up about 28%.Company overviewMetricValuePrice (as of market close 2026-05-14)$1,607.37Market Capitalization$81.49 billionRevenue (TTM)$31.80 billionNet Income (TTM)$1.92 billionCompany snapshotMercadoLibre offers online commerce platforms, fintech solutions (Mercado Pago), logistics (Mercado Envios), advertising, and digital storefronts across Latin AmericaThe firm serves businesses, merchants, and individual consumers throughout Latin America, with a focus on high-growth e-commerce and digital payments marketsIt operates a multi-vertical platform with over tens of thousands of employees, integrating marketplace, payments, credit, and logistics servicesMercadoLibre, Inc. is a leading e-commerce and fintech provider in Latin America, operating at scale with a robust multi-vertical platform. The company leverages its integrated ecosystem—including marketplace, payments, credit, and logistics—to drive user engagement and capture a broad share of digital commerce and financial services activity in the region. MercadoLibre's strategy centers on expanding its service offerings and deepening customer relationships, supporting a strong competitive position in high-growth markets.

What this transaction means for investorsThis purchase looks like a vote of confidence in a business that sits right at the intersection of the fintech theme Ribbit has backed for years. That's notable because MercadoLibre is still a relatively modest position compared with the fund's largest holdings, including Figure, Robinhood, and Coinbase, suggesting there may be room for the investment to grow if execution continues to impress.

The company is giving investors plenty to watch. First-quarter revenue and financial income jumped 49% year over year to $8.8 billion, while total payment volume surged 50% to $87.2 billion and gross merchandise volume climbed 42% to $19 billion. Fintech monthly active users, meanwhile, reached 83 million, up from 64 million a year earlier.

Management has been explicit about prioritizing growth over near-term profits. Operating income fell 20% as MercadoLibre poured money into free shipping, credit cards, fulfillment infrastructure, and AI initiatives. Executives argued Latin America's digital economy remains in the early innings and pointed to consumers making just seven online purchases annually on average across the region versus 41 in the U.S.

Ultimately, Ribbit appears to be betting that temporary margin pressure is a reasonable price to pay if these investments deepen MercadoLibre's competitive moat and expand its share of commerce and financial services across Latin America.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends MercadoLibre and Nu Holdings. The Motley Fool recommends Coinbase Global. The Motley Fool has a disclosure policy.

MercadoLibre defies platform gravity by accelerating GMV growth and expanding take rates at massive scale, signaling deepening merchant and consumer dependency. I initiate MELI at Buy with a $2,300 price target, driven by logistics scale, fintech ecosystem strength, and anticipated EPS recovery in 2026–2027. Margin compression is a deliberate investment in logistics and fintech infrastructure, already yielding measurable cost advantages and cross-selling synergies.

MercadoLibre (MELI) has declined 22% despite the benchmark rallying, yet I maintain a Strong Buy rating. MELI consistently delivers significant revenue growth, reinforcing confidence in management and the long-term thesis. Forward P/E of 40x appears justified given at least 20% top and bottom-line growth expectations.

For now, it may seem like the only way to make money in the stock market is to invest in artificial intelligence (AI) stocks. That couldn't be further from the truth if your time horizon is longer than next quarter. Investor demand is getting sucked away from anything that isn't AI, driving down a ton of individual stocks and sectors while the broad market gets carried by the AI technology giants.

This is not a bad thing if you're looking to buy stocks. If you missed the AI rally, there are plenty of cheap stocks you can invest in today with fantastic growth prospects.

Here are three reasons to watch e-commerce giant MercadoLibre (MELI 1.25%) closely after its recent pullback.

Image source: Getty Images.

1. A massive growth opportunity MercadoLibre is one of the leading financial technology (fintech) players in Latin America, and the dominant e-commerce platform. Its e-commerce business is similar to Amazon (AMZN 1.24%), where it drives customer loyalty with a wide selection of products and consistently improving delivery speeds.

While Amazon is a more mature business today, MercadoLibre and the Latin American regions it operates in are still in the early stages of e-commerce adoption. MercadoLibre's total revenue over the last 12 months was $31.8 billion, including fintech revenue. Amazon's North American retail operations generated $437.5 billion in revenue over the same time period. The economy for the whole of Latin America is not as large as that in the United States, but this illustrates MercadoLibre's size relative to Amazon.

While Amazon also dominates its e-commerce landscape, what it doesn't have is one of the largest financial technology businesses around. MercadoLibre has 83 million active fintech users, with fintech revenue growing 54% year over year last quarter and reaching $14 billion over the last 12 months.

As with e-commerce, adoption of digital financial tools by both individuals and businesses lags adoption in the United States, giving MercadoLibre dual runways to grow over the next decade.

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2. Recovering profit margins Looking at the headline figures, MercadoLibre stock doesn't look particularly cheap. It has a price-to-earnings (P/E) ratio of 42, which is above the average for the S&P 500 index.

You may want to look more closely at MercadoLibre's temporary margin compression. Management has decided to accelerate capital investments in new warehouses and delivery networks across the countries it serves in order to improve delivery speeds to customers, leading to increased spending on its e-commerce platform. This will hurt profit margins in the short term but lead to operating leverage over the long run.

A similar thing is happening in fintech, with the push to get customers to use the Mercado Pago credit card. When adding a credit card customer, businesses are required by accounting standards to recognize estimated losses at the beginning of the customer journey; that temporarily hurts margins for a company that's growing quickly, even if it means long-term margin expansion. MercadoLibre has been adding record numbers of credit card users in recent quarters.

EBIT (earnings before interest and taxes) margin has fallen to 9.6%, and may fall further from here, but it was above 15% just a few years ago. As the company increases in scale, it's reasonable to think that margins can recover or surpass this previous high:

MELI EBIT Margin (TTM) data by YCharts.

3. Fast-growing advertising revenue An underrated part of MercadoLibre's future is advertising. There it's again running a playbook similar to Amazon's, with retail-sponsored listings and video ads across its streaming video bundle (though it works with other streaming video providers, rather than investing in original content like Amazon).

Advertising revenue grew 63% in constant currency last quarter; it should continue to grow quickly as MercadoLibre's business scales up and the overall advertising market in Latin America moves online. Advertising revenue comes with extremely high margins, which should be another rising tide that lifts MercadoLibre's profits in the years ahead.

With the stock down 38.5% from its highs, you might consider MercadoLibre if you're tired of the AI bull market.

Key Takeaways MercadoLibre's expansion strategy is driving growth but continues to pressure profitability and margins.MELI's growing lending business is increasing exposure to credit losses and provisioning costs.MercadoLibre trades at a premium valuation despite concerns around its profitability trajectory. MercadoLibre (MELI - Free Report) presents a concerning investment picture that should give potential investors serious pause. While the Latin American e-commerce giant reported revenue growth of 49% year over year to $8.85 billion in the first quarter of 2026, a deeper dive into the company's financial health reveals troubling trends that suggest investors would be wise to steer clear of this stock for now.

The Zacks Consensus Estimate for 2026 earnings has been revised downward by 14.4% over the past 30 days to $40.97 per share. The market appears increasingly pessimistic about MELI's near-term growth trajectory.

Operational Margin Erosion Threatens MELI’s Growth OutlookMELI's margin erosion appears structural rather than temporary. The company is pursuing an aggressive growth strategy centered on expanding logistics infrastructure, increasing fulfillment capacity, scaling first-party inventory operations and enhancing cross-border commerce capabilities across Latin America. While these initiatives have supported strong revenue growth and market share gains, they require substantial capital and operating investments that are weighing on profitability.

The pressure is unlikely to ease anytime soon. MELI recently implemented targeted take rate reductions for competitively priced sellers in Brazil, with the financial impact expected to begin flowing through results from the second quarter of 2026. Combined with continued free shipping expansion and investments aimed at driving buyer engagement, these actions are poised to create additional margin headwinds over the coming quarters.

The first-quarter 2026 operating margin declined 600 basis points to 6.9%, reflecting the growing cost of supporting MELI's expansion strategy. Management has indicated that investment intensity is likely to remain elevated as opportunities continue to emerge across both commerce and fintech. The company continues to prioritize ecosystem expansion and market share gains over near-term profitability, meaning top-line momentum is not translating into proportional earnings growth. However, peers such as Amazon (AMZN - Free Report) and Sea Limited (SE - Free Report) have managed to sustain comparable growth trajectories while maintaining more credible paths to margin improvement, a balance MELI has yet to strike.

MELI's Expanding Credit Book Hurts ProfitabilityMELI's rapidly expanding credit portfolio is emerging as a growing drag on profitability as the company pushes deeper into financial services. The credit book nearly doubled year over year to $14.6 billion in the first quarter of 2026, driven by aggressive credit card issuance, expanding consumer lending and broader credit penetration across Latin America. While lending has become an important growth engine for Mercado Pago, the strategy is simultaneously increasing exposure to provisioning costs and credit losses. MELI has been extending average personal loan durations in Brazil from five months to eight months and broadening credit access to newer, less tested borrower segments, which is expected to increase risk exposure over time and require higher upfront provisioning.

The broader backdrop adds another layer of concern. Latin American economies remain susceptible to inflation, currency volatility and shifts in consumer spending patterns, any of which could pressure repayment trends and push provisioning costs higher. Intensifying competition from Nu Holdings (NU - Free Report) may further compel MELI to stay aggressive on credit origination and customer acquisition, limiting its flexibility to moderate growth if credit conditions weaken. With the credit book growing nearly twice as fast as overall revenues, the provisioning drag on margins is unlikely to abate until the portfolio matures.

MELI's Premium Valuation Offers Limited UpsideMELI trades at a premium price-to-earnings multiple of 32.63X, well above the Zacks Internet Commerce industry average of 21.88X and the Retail-Wholesale sector average of 23.04X. The stock's Zacks Value Score of D further suggests that the valuation is stretched relative to fundamentals. Unlike Amazon, which has demonstrated operating leverage in its e-commerce model, Nu Holdings, which is scaling fintech operations profitably, or Sea Limited, which has been steadily improving unit economics across its commerce and digital financial services segments, MELI's profitability trajectory remains uneven, which makes the premium difficult to justify.

MELI Stock’s Valuation
Image Source: Zacks Investment Research

On a year-to-date basis, MELI’s shares have declined 19.9%, underperforming the broader sector's gain of 0.2% and the industry's decline of 1%. Amazon’s shares have returned 6.3% over the same period. While Nu Holdings and Sea Limited’s shares have declined 30.7% and 33.7%, respectively, amid broader emerging market pressures, MELI's losses reflect company-specific concerns around profitability rather than purely macro headwinds.

MELI’s Share Price Performance
Image Source: Zacks Investment Research

ConclusionMercadoLibre faces a confluence of challenges that make it an unattractive investment proposition at current levels. Structural margin erosion, a rapidly expanding credit book and regional macroeconomic uncertainty collectively paint a difficult near-term picture. With earnings estimates revised sharply downward, the stock underperforming peers on a year-to-date basis and no credible path to margin recovery in sight, downside risks remain elevated.

MELI carries a Zacks Rank #5 (Strong Sell), suggesting that it would be prudent for investors to stay away from the stock until meaningful operating leverage and valuation support reappear.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

In the latest trading session, MercadoLibre (MELI - Free Report) closed at $1,641.16, marking a +1.81% move from the previous day. This change outpaced the S&P 500's 0.26% loss on the day. At the same time, the Dow added 0.17%, and the tech-heavy Nasdaq lost 0.97%.

The operator of an online marketplace and payments system in Latin America's stock has climbed by 3.51% in the past month, exceeding the Retail-Wholesale sector's loss of 7.14% and the S&P 500's gain of 0.23%.

Market participants will be closely following the financial results of MercadoLibre in its upcoming release. The company's upcoming EPS is projected at $8.69, signifying a 15.71% drop compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $9.77 billion, reflecting a 43.9% rise from the equivalent quarter last year.

For the full year, the Zacks Consensus Estimates project earnings of $40.97 per share and a revenue of $40.36 billion, demonstrating changes of +3.98% and +39.68%, respectively, from the preceding year.

It is also important to note the recent changes to analyst estimates for MercadoLibre. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 6.12% lower. As of now, MercadoLibre holds a Zacks Rank of #5 (Strong Sell).

In the context of valuation, MercadoLibre is at present trading with a Forward P/E ratio of 39.35. This indicates a premium in contrast to its industry's Forward P/E of 16.79.

Also, we should mention that MELI has a PEG ratio of 0.99. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The average PEG ratio for the Internet - Commerce industry stood at 0.97 at the close of the market yesterday.

The Internet - Commerce industry is part of the Retail-Wholesale sector. This industry, currently bearing a Zacks Industry Rank of 152, finds itself in the bottom 38% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about MercadoLibre (MELI - Free Report) .

MercadoLibre currently has an average brokerage recommendation (ABR) of 1.66, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 19 brokerage firms. An ABR of 1.66 approximates between Strong Buy and Buy.

Of the 19 recommendations that derive the current ABR, 13 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 68.4% and 5.3% of all recommendations.

Brokerage Recommendation Trends for MELI

Check price target & stock forecast for MercadoLibre here>>>

While the ABR calls for buying MercadoLibre, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.

The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.

In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.

Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Should You Invest in MELI?In terms of earnings estimate revisions for MercadoLibre, the Zacks Consensus Estimate for the current year has declined 3.7% over the past month to $40.97.

Analysts' growing pessimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates lower, could be a legitimate reason for the stock to plunge in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for MercadoLibre. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, it could be wise to take the Buy-equivalent ABR for MercadoLibre with a grain of salt.

Key Takeaways SE's Q1 revenues rose 46.6% to $7.1B, driven by growth across Shopee, Monee and Garena.Shopee GMV climbed 30.2% to $37.3B, while core marketplace revenues jumped 61.0%.Monee loans outstanding surged 71.3% to $9.9B as non-performing loans stayed at 1.1%. Sea Limited (SE - Free Report) reported adjusted earnings of 84 cents per share in the first quarter of 2026, which decreased 2.3% from the year-ago quarter and missed the Zacks Consensus Estimate by 12.5%.

Revenues of $7.1 billion increased 46.6% year over year and beat the Zacks Consensus Estimate of $6.95 billion, primarily driven by growth in Shopee and Monee.

SE's Q1 Revenue Mix Tilts Further Toward ServicesSea Limited’s top-line mix remained services-heavy, with Service revenues of $6.5 billion and sales of goods of $612.4 million, which grew 46.2% and 50.6% year over year, respectively. The skew toward services reflects the company’s reliance on transaction-based fees, advertising and financial services income alongside its growing physical-goods footprint.

Revenue growth also stayed broad-based across Sea Limited’s three reportable segments: Shopee, Monee and Garena.

SE's Shopee Mix Shifts Toward Core Marketplace FeesE-commerce (Shopee) generated $5.1 billion of GAAP revenues in the quarter, up 45.1% year over year, aided by marketplace activity and ad-led monetization. Within that total, GAAP marketplace revenues were $4.5 billion, up 44.4%, highlighting a resilient take rate as transaction volumes expanded.

The composition of marketplace revenues also shifted. Core marketplace revenues, which include transaction-based fees and advertising, rose 61.0% year over year to $3.8 billion. Value-added services revenues, largely logistics-related, declined 8.1% to $691.6 million due to a higher net-off against shipping subsidies.

Shopee's adjusted EBITDA reached $223.2 million in the first quarter, down sharply from $264.4 million in the same period last year. GMV increased by 30.2% year on year to $37.3 billion in the first quarter. Gross orders for the reported quarter reached 4.0 billion, representing a 29.3% year-over-year increase.

SE's Monee Credit Book Climbs as Asset Quality HoldsDigital Financial Services (Monee) continued to be Sea Limited’s fastest-growing revenue engine, with GAAP revenues rising 57.8% year over year to $1.2 billion. Management attributed the growth primarily to the credit business as lending activity increased, helping sustain profitability gains in digital financial services.

On the operating side, Monee delivered adjusted EBITDA of $275.2 million, up 14.0%. Consumer and SME loans principal outstanding reached $9.9 billion at quarter end, up 71.3% year over year, consisting of $8.8 billion of on-book loans and $1.1 billion off-book. Non-performing loans’ past due more than 90 days were 1.1% of loans principal outstanding, stable sequentially.

Sea Limited's Garena Sees Bookings Lift and Paying Users RiseDigital Entertainment’s (Garena) operating backdrop improved meaningfully in early 2026, with bookings increasing 20.1% year over year to $931.4 million. GAAP revenues rose 40.6% to $696.6 million, supported by game engagement and monetization across key titles.

Profitability remained strong, as Garena’s adjusted EBITDA climbed 25.2% to $573.6 million, representing 61.6% of bookings versus 59.1% a year ago.

Quarterly active users were 666.5 million, and quarterly paying users increased 12.4% to 72.6 million, lifting the paying user ratio to 10.9% from 9.8%. Average bookings per user improved to $1.40 from $1.17 year over year.

SE's Spending and Credit Costs Weigh on Q1 MarginsDespite sharp revenue growth, margin performance was pressured by higher operating costs. Gross profit increased 40.7% year over year to $3.1 billion, but gross margin declined to 44.3% from 46.2% as cost of revenues climbed 51.7% to $4.0 billion.

Operating expenses expanded 43.4% to $2.6 billion, caused by sales and marketing expense of $1.4 billion (up 52.1%) and provision for credit losses of $465.5 million (up 65.1%). Operating income still grew 29.9% to $593.0 million, but net income rose a more modest 6.7% to $438.2 million, reflecting heavier taxes and higher credit-related costs.

SE’s Balance Sheet & Cash FlowAs of March 31, 2026, Sea Limited had cash and cash equivalents of $4.00 billion, compared with $4.16 billion as of Dec. 31, 2025.

During the first quarter of 2026, the company repurchased 1.8 million shares for $168.4 million under its $1.0 billion share repurchase program.

SE generated $1.1 billion in cash from operating activities in the reported quarter, compared with $1.48 billion in the previous quarter.

SE’s Zacks Rank & Stocks to ConsiderCurrently, Sea Limited carries a Zacks Rank #4 (Sell).

Cisco Systems (CSCO - Free Report) , Analog Devices (ADI - Free Report) and NVIDIA (NVDA - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. Each stock carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Cisco Systems’ shares have gained 29.3% in the year-to-date period. CSCO is set to report its third-quarter fiscal 2026 results on May 13.

Analog Devices’ shares have jumped 54.7% year to date. ADI is scheduled to report its second-quarter fiscal 2026 results on May 20.

NVIDIA shares have returned 18.1% year to date. NVDA is scheduled to report its first-quarter fiscal 2027 results on May 20.

3 Defense Stocks Under $20 With Massive UpsideSEA NYSE: SE reported a sharp increase in first-quarter 2026 revenue and crossed $1 billion in adjusted EBITDA for the first time, as growth in its e-commerce and financial services businesses offset continued investment across key initiatives.

Chairman and Chief Executive Officer Forrest Li said Sea generated more than $7 billion in revenue during the quarter, up 47% year over year, while adjusted EBITDA exceeded $1 billion. Li said 2026 is a year in which the company is “leaning into growth investments to deepen our competitive moats while maintaining financial discipline.”

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Up Over 20% in 2025, These 3 Stocks Are Boosting Buyback CapacityChief Financial Officer Tony Hou said total GAAP revenue rose 47% year over year to $7.1 billion, driven primarily by Shopee and Monee. Total adjusted EBITDA increased 9% to $1 billion, and net income rose 7% year over year to $438 million.

Shopee posts record GMV and revenue Sea’s e-commerce unit Shopee delivered what Li described as a record-setting quarter, reaching new highs in GMV, gross order value and revenue. Shopee GMV rose 30% year over year to $37.3 billion, while gross orders increased 29% to 4 billion. Shopee generated $5.1 billion in GAAP revenue, including $4.5 billion in marketplace revenue, up 44% year over year.

5 EV Battery and Lithium Stocks Charging the FutureHou said Shopee adjusted EBITDA was $223 million, down from $264 million in the prior-year quarter. He attributed the decline to increased investments in delivery, fulfillment, the Shopee VIP membership program and user acquisition, partially offset by higher monetization.

Li said Shopee’s ad revenue grew 80% year over year, while its ad take rate increased by more than 90 basis points. Ad-paying sellers and average ad spend both rose around 35% year over year. Average monthly active buyers increased 16%, and buyer purchase frequency grew around 12%.

Management said Shopee remains on track to grow full-year 2026 GMV by around 25% year over year, with full-year adjusted EBITDA no lower than 2025 in absolute dollar terms. In response to an analyst question, Hou said first-quarter growth benefited from Ramadan and Chinese New Year falling in the quarter, as well as initiatives including VIP, instant delivery and AI-enabled discovery.

Logistics, VIP and content remain priorities Li highlighted logistics as one of Shopee’s most important differentiators. In Indonesia, he said instant delivery can deliver orders in as little as two hours in urban areas. Order volumes for the service grew more than 35% in the first quarter, while cost per order fell around 20% year over year. By the end of March, Shopee had around 7,000 offline stores available through instant services, including partnerships with convenience stores and pharmacy chains such as Indomaret.

The company is also expanding fulfillment. Li said fulfillment order volumes grew around 25% sequentially in the quarter. In Asia, more than one-third of parcels fulfilled by Shopee were delivered within the next day in March, which Li said was much higher than the platform average.

Shopee VIP subscribers across Asian markets surpassed 10 million by the end of March, up more than 40% from the previous quarter, with program retention averaging above 80%. Li said VIP members contribute around 20% of GMV across Asia and show double-digit spending uplift after subscribing, reaching 30% to 40% in some markets. Shopee launched the program in Brazil in April.

Orders from live streaming and short-form video grew more than 50% year over year and accounted for more than 25% of total physical goods orders in Southeast Asia. Li said orders driven by YouTube more than doubled, while Sea’s collaboration with Meta expanded to more than 4.5 million affiliates across its markets.

Brazil remains a key growth market Li said Brazil was Shopee’s fastest-growing market in the first quarter while remaining profitable. Growth was supported by increases in active buyers, purchase frequency and average basket size, along with broader assortment, competitive prices and logistics cost advantages.

Shopee opened three new fulfillment centers in Brazil, bringing its total to five. GMV from Shopee Mall sellers more than doubled year over year and represented around 15% of GMV in the country.

Asked about profitability in Brazil, Li said Shopee has been profitable there for several consecutive quarters and that he does not foresee a change “at this point in time.” He said Sea will continue investing in fulfillment, same-day delivery and VIP in the market.

Monee loan book grows 71% Monee, Sea’s financial services business, reported GAAP revenue growth of 58% year over year to $1.2 billion. Adjusted EBITDA increased 14% to $275 million. Consumer and SME loans principal outstanding reached $9.9 billion at the end of March, up 71% year over year, including $8.8 billion on-book and $1.1 billion off-book.

Li said credit remains the main growth driver for Monee. Active credit users surpassed 38 million, up more than 35% year over year, and the company added 4.9 million first-time borrowers during the quarter. Average loan outstanding per user rose to around $250, up 25% year over year.

Brazil became Monee’s fourth market to exceed $1 billion in loan book size, growing more than 250% year over year. Li said a localized product combining SPayLater and cash loan limits aligned well with how Brazilian consumers use credit. He also said SPayLater penetration on Shopee is around 10% of GMV in Brazil, leaving “substantial headroom for growth.”

Asset quality remained stable. Hou said non-performing loans past due by more than 90 days were 1.1% of total consumer and SME loans at quarter-end.

Garena delivers strongest quarter since 2021 Garena bookings rose 20% year over year to $931 million, while GAAP revenue increased 41% to $697 million. Adjusted EBITDA grew 25% to $574 million. Li said Garena delivered its best quarter since 2021, driven by Free Fire and record quarterly bookings from Arena of Valor.

Free Fire’s collaboration with the anime Jujutsu Kaisen generated more than 700 million official content views, according to Li. He also pointed to a global Ramadan campaign that generated more than 120 billion social media platform impressions, up around 70% from the prior year’s Ramadan campaign.

President Chris Feng said Arena of Valor’s first-quarter performance was not a one-off, citing deliberate investments in content updates and community engagement. He said Sea expects 2026 to be a record year for Arena of Valor, while noting that the first quarter is seasonally stronger for gaming due to Lunar New Year.

Management also emphasized Sea’s use of artificial intelligence across its businesses. Li said AI enhancements to search and recommendations supported a 14% year-over-year improvement in Shopee’s purchase conversion rate, while around 80% of customer queries are now handled by an AI chatbot, reducing customer service cost per contact by around 30% year over year.

About SEA NYSE: SESea Limited NYSE: SE is a Singapore-based consumer internet company that operates a trio of interconnected businesses across digital entertainment, e-commerce and digital financial services. Founded in 2009 as Garena and later rebranded as Sea, the company is headquartered in Singapore and listed on the New York Stock Exchange. Sea positions itself as a technology platform focused on enabling online consumers, merchants and developers primarily across Southeast Asia and adjacent markets.

Sea's digital entertainment arm, Garena, is a game developer and publisher that also organizes esports initiatives and operates online gaming platforms.

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Sea Limited (SE 3.21%) is putting together an impressive push for market share.

*Stock prices used were the afternoon prices of May 18, 2026. The video was published on May 20, 2026.

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Sea Limited. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.