Concerns about recent market volatility are prompting investors to consider holding onto equities for long-term gains. Analysts suggest that selling shares of top companies like Roku (NASDAQ: ROKU) and MercadoLibre (NASDAQ: MELI) may prevent potential future earnings. Roku’s revenue grew 16% year-over-year to $1 billion in Q1 2025, while MercadoLibre’s net revenue reached $5.9 billion, a 37% year-over-year increase.
Roku Performance
In Q1 2025, Roku experienced a net loss per share of $0.19, improving from a $0.35 loss in Q1 2024. The number of streaming hours on its platform surged to 35.8 billion, up from 30.7 billion the previous year, while platform revenue rose by 17%. Despite current volatility and tariff-related uncertainties, Roku’s shares are considered reasonably valued with a forward P/S ratio of 2.3.
MercadoLibre Dominance
MercadoLibre’s stock has surged 48% this year, with a net income of $494 million in Q1 2025, a 43.6% increase year-over-year. The company continues to dominate e-commerce in Latin America despite competition from Amazon. Analysts believe that MercadoLibre remains well-positioned for growth in the region, with expectations of rapid revenue and profit increases over the next decade.
