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Shopify Shares Rise 2.5% as Bernstein Starts Coverage at Outperform

NASDAQ:SHOP
Latest News
September 11 2026 8:22AM

Shopify (NASDAQ:SHOP) shares rose 2.5% in premarket trading after Bernstein SocGen Group initiated coverage of the e-commerce platform company with an Outperform rating and a $160 price target.

The coverage was initiated on September 10, 2026. The $160 target compares with Shopify’s previous closing price of $126.60.

Shopify shares had declined approximately 13% over the preceding week, according to the supplied material.

Bernstein estimated that Shopify has captured approximately 14% of the US market. The firm also said international, physical and business-to-business commerce collectively represent more than 60% of the company’s total sales volume.

Bernstein’s rating, price target and assessment of Shopify’s competitive position represent the firm’s views rather than company guidance.

Shopify Discusses AI-Driven Product Discovery

Shopify management also spoke at a Goldman Sachs conference on September 10, providing information about traffic generated through artificial intelligence tools.

According to management, searches initiated through large language models are reaching product pages at approximately 2.5 times the rate of traditional search traffic.

The company also said merchants reached through AI-driven discovery channels were seeing an approximately 80% increase in conversion. These figures represent management’s observations as presented in the supplied material.

US Equity Markets Trade Higher

Shopify’s premarket increase occurred as broader US equity markets also moved higher. The S&P 500 and Dow Jones gained approximately 0.6%, while the Nasdaq rose 0.7%, according to the source.

The supplied material cited the Bernstein coverage initiation and Shopify management’s comments about AI-related commerce as developments preceding Friday’s premarket increase.

No new financial guidance or other company announcement was identified in the source.

Shopify stock price

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This article was written by the editorial team at InvestorsHub/ADVFN and is provided for informational purposes only. In some cases, editorial staff may use artificial intelligence–based tools to assist in the research, drafting, or editing of content, under human review and oversight. This article does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. The views expressed are based on publicly available information believed to be reliable at the time of publication, but accuracy or completeness is not guaranteed. Readers should conduct their own independent research and consult a qualified financial professional before making any investment decisions.

SHOP Discussion

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iHub News iHub News 2 weeks ago
Meta Partners With Shopify to Introduce AI-Powered Shopping and Checkout in MuseSeptember 22, 2026 6:31 AM
IH Market News Meta Platforms (NASDAQ:META) has announced a partnership with Shopify (NASDAQ:SHOP) to integrate shopping and payment capabilities into its recently launched artificial intelligence agent, Muse. Meta CEO Mark Zuckerberg confirmed the agreement on Monday in a post on X, saying the collaboration would “make shopping and checkout easier in Muse.” The partnership will allow users to complete purchases through Shopify’s Shop Pay service using Meta’s AI agent. Shopify to Enable Agentic Checkout Across Its Stores Shopify CEO Tobi Lutke announced the partnership earlier on Monday, explaining that it would enable agentic checkout through Shop Pay across all Shopify stores. Agentic checkout allows an AI assistant to help users complete purchases, extending its role beyond product searches and recommendations. The agreement connects Meta’s consumer-facing AI technology with Shopify’s ecommerce and payment infrastructure. Shopify shares rose approximately 7% on Monday following the announcement. Muse Gains Attention Following September Launch Meta introduced Muse earlier in September as a personal AI agent available through a mobile application. According to the report, the application experienced rapid growth in popularity during its first two weeks, overtaking OpenAI’s ChatGPT and prediction-market platforms Kalshi and Polymarket in Apple’s App Store rankings. The partnership with Shopify adds ecommerce functionality to Muse as Meta expands the capabilities of its AI assistant. Amazon Blocks Muse From Its Retail Website The Shopify agreement contrasts with the approach taken by Amazon.com (NASDAQ:AMZN), which has blocked Meta’s Muse agent from accessing its retail website. While Shopify is enabling AI-assisted transactions through Shop Pay, Amazon has restricted Muse’s access to its shopping platform. The different approaches illustrate how major ecommerce companies are responding to the introduction of AI agents capable of assisting consumers with online purchases. Meta stock price Shopify stock price Amazon stock priceThe post Meta Partners With Shopify to Introduce AI-Powered Shopping and Checkout in Muse appeared first on US Editors. Original: Meta Partners With Shopify to Introduce AI-Powered Shopping and Checkout in Muse
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iHub News iHub News 4 weeks ago
Shopify Shares Rise 2.5% as Bernstein Starts Coverage at OutperformSeptember 11, 2026 8:22 AM
IH Market News Shopify (NASDAQ:SHOP) shares rose 2.5% in premarket trading after Bernstein SocGen Group initiated coverage of the e-commerce platform company with an Outperform rating and a $160 price target. The coverage was initiated on September 10, 2026. The $160 target compares with Shopify’s previous closing price of $126.60. Shopify shares had declined approximately 13% over the preceding week, according to the supplied material. Bernstein estimated that Shopify has captured approximately 14% of the US market. The firm also said international, physical and business-to-business commerce collectively represent more than 60% of the company’s total sales volume. Bernstein’s rating, price target and assessment of Shopify’s competitive position represent the firm’s views rather than company guidance. Shopify Discusses AI-Driven Product Discovery Shopify management also spoke at a Goldman Sachs conference on September 10, providing information about traffic generated through artificial intelligence tools. According to management, searches initiated through large language models are reaching product pages at approximately 2.5 times the rate of traditional search traffic. The company also said merchants reached through AI-driven discovery channels were seeing an approximately 80% increase in conversion. These figures represent management’s observations as presented in the supplied material. US Equity Markets Trade Higher Shopify’s premarket increase occurred as broader US equity markets also moved higher. The S&P 500 and Dow Jones gained approximately 0.6%, while the Nasdaq rose 0.7%, according to the source. The supplied material cited the Bernstein coverage initiation and Shopify management’s comments about AI-related commerce as developments preceding Friday’s premarket increase. No new financial guidance or other company announcement was identified in the source. Shopify stock priceThe post Shopify Shares Rise 2.5% as Bernstein Starts Coverage at Outperform appeared first on US Editors. Original: Shopify Shares Rise 2.5% as Bernstein Starts Coverage at Outperform
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iHub News iHub News 2 months ago
Shopify shares surge after strong Q2 results and upbeat outlookAugust 5, 2026 9:48 AM
IH Market News Shopify (NASDAQ:SHOP) soared in pre-market trading on Wednesday after delivering second-quarter results that comfortably exceeded Wall Street expectations, with strong revenue growth, higher profitability and an optimistic outlook for the months ahead. Shares jumped around 26% before the opening bell as investors welcomed accelerating momentum across the company’s core business. Revenue and earnings beat expectations For the quarter ended June 30, Shopify reported revenue of $3.58 billion, ahead of analysts’ consensus estimate of $3.45 billion. Revenue increased 34% year over year from $2.68 billion. Adjusted earnings per share came in at $0.42, exceeding market expectations of $0.40. Gross merchandise volume (GMV) climbed 32% year over year to $115.6 billion, while free cash flow rose to $654 million from $422 million a year earlier, resulting in an 18% free cash flow margin. Management highlights AI-driven growth Shopify President Harley Finkelstein said the company delivered outstanding performance across all of its major financial metrics. “This was a monster quarter: more than 30% growth in GMV AND revenue AND gross profit AND free cash flow,” said Harley Finkelstein, President of Shopify. “We power every kind of business, and with AI, we’re expanding what’s possible for all of them.” Strong guidance supports investor confidence Looking ahead, Shopify expects third-quarter 2026 revenue to grow at a low-thirties percentage rate compared with the same period last year. The company also forecasts gross profit dollars to increase at a mid-to-high twenties percentage rate. The midpoint of approximately 27.5% is slightly below the 31% growth reported during the second quarter. Management expects free cash flow margin to remain in the high-teens to low-twenties range. Merchant Solutions continues to drive growth Merchant Solutions revenue increased 37% year over year to $2.78 billion, while Subscription Solutions revenue rose 22% to $802 million. Operating income climbed 68% to $488 million, compared with $291 million in the same period last year. Chief Financial Officer Jeff Hoffmeister said the company continued to see broad-based strength across merchants of all sizes. “GMV growth accelerated on top of last year’s already strong Q2 with solid results across all merchant sizes, channels, and geographies,” said Jeff Hoffmeister, Chief Financial Officer. “Alongside this momentum, we continue to drive operating leverage, which flowed through to 18% free cash flow margins.” Shopify stock priceThe post Shopify shares surge after strong Q2 results and upbeat outlook appeared first on US Editors. Original: Shopify shares surge after strong Q2 results and upbeat outlook
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iHub News iHub News 3 months ago
Stifel Upgrades Shopify to Buy on Long-Term Agentic Commerce Opportunity (SHOP)July 10, 2026 10:44 AM
IH Market News Stifel has upgraded Shopify (NASDAQ:SHOP) to Buy from Hold and increased its price target to $150 from $110, saying the stock’s 23% decline since the start of the year presents an attractive opportunity for investors seeking long-term growth. In a research note published on Friday, analyst J. Parker Lane described Shopify as a high-quality business with an expanding competitive advantage, adding that the company is leading the development of what he called “agentic commerce.” According to Lane, Shopify is “writing the agentic commerce playbook” while continuing to strengthen its position across legacy platform migrations, enterprise customers, B2B, international markets and payment services. Drawing on industry discussions and proprietary survey data, Stifel believes Shopify has “a realistic path to 30%-plus revenue growth in 2026 and sustained mid-20s beyond.” Market Share Continues to Expand Lane highlighted Shopify’s first-quarter gross merchandise volume (GMV) of $101 billion, an increase of 35% year-over-year, as evidence that the company continues to gain market share. That performance compares with growth of just 9.8% across the broader U.S. retail e-commerce market over the same period. Management said demand remained broad-based, with growth supported across multiple regions, merchant categories and sales channels. Multiple Growth Drivers Support Outlook Stifel identified several factors that could continue to drive Shopify’s expansion. The firm’s enterprise business is gathering momentum, with the number of merchants generating more than $100 million in GMV on Shopify having “nearly doubled over the last two years.” Business-to-business activity also continued to accelerate, with B2B GMV increasing 80% during the first quarter. International operations remained another bright spot, as international GMV climbed 45%, while cross-border commerce accounted for 16% of total GMV. Lane also noted that although the United States represents roughly 40% of global e-commerce sales excluding China, it generated 63% of Shopify’s 2025 revenue, suggesting there is substantial room for international expansion. Agentic Commerce Seen as the Next Growth Engine Stifel believes Shopify’s disciplined approach to operations and capital allocation positions the company well as agentic commerce develops into a larger market opportunity. The firm said Shopify’s financial flexibility and strategic execution should allow it to capitalise on the next phase of AI-driven commerce while continuing to expand its competitive position. Shopify stock priceThe post Stifel Upgrades Shopify to Buy on Long-Term Agentic Commerce Opportunity (SHOP) appeared first on US Editors. Original: Stifel Upgrades Shopify to Buy on Long-Term Agentic Commerce Opportunity (SHOP)
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BottomBounce BottomBounce 6 months ago
1. Revenue Growth Is Slowing While Expectations Remain High
Shopify’s growth rate has cooled significantly from its pandemic-era surge. E-commerce spending has normalized, merchants are more cautious, and the easy gains are gone. Yet the stock still trades at a valuation that assumes a return to rapid expansion.

A slowing top line paired with a premium multiple is a classic bearish setup.

2. Profitability Remains Thin and Volatile
Shopify has struggled to maintain consistent profitability. Operating margins swing quarter to quarter, and the company continues to reinvest heavily just to maintain its competitive position. Rising infrastructure costs, merchant incentives, and platform investments all weigh on earnings.

A company with unstable margins shouldn’t trade at a premium valuation.

3. Competition Is Fierce and Growing
Shopify no longer dominates the e-commerce platform space uncontested. It faces pressure from:

Amazon’s expanding merchant tools

BigCommerce and Wix improving their offerings

TikTok Shop capturing small-merchant attention

Enterprise platforms offering deeper integrations

Shopify’s moat is thinner than the market assumes.

4. Merchant Churn and Saturation Risk
Shopify’s growth depends on onboarding new merchants and expanding existing ones. But:

small-business failure rates are rising

customer acquisition costs are increasing

many merchants are hitting revenue ceilings

the platform is saturated in key markets

If merchant growth slows, Shopify’s entire revenue engine slows with it.

5. Overbought Technicals and Momentum-Driven Pricing
$SHOP often trades like a momentum stock, not a fundamentals-driven one. Technical indicators frequently push into overbought territory, and the stock rallies on sentiment rather than earnings strength. When momentum fades, Shopify tends to correct sharply.

Crowded growth trades unwind fast.

6. Valuation Is Still Extremely Rich
Even after past corrections, Shopify trades at valuation multiples far above most SaaS and e-commerce peers. The stock is priced as if:

margins will expand dramatically

growth will re-accelerate

competition won’t erode share

merchants will keep spending aggressively

Those assumptions are optimistic at best.

Bottom Line
Shopify is a strong platform, but the stock is priced for a level of growth and profitability that no longer reflects reality. With slowing revenue, inconsistent margins, rising competition, merchant saturation, and overbought technicals, $SHOP carries meaningful downside risk if expectations reset.
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BottomBounce BottomBounce 6 months ago
$SHOP Shopify Total Debt (mrq) $188M Book Value is only $10.33
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CA Market News CA Market News 7 months ago
Automatic Securities Disposition Plans Adopted by Shopify Chief Executive OfficerMarch 6, 2026 5:00 PM
NewsfileInternet, Everywhere--(Newsfile Corp. - March 6, 2026) - Shopify Inc. (NASDAQ, TSX: SHOP) announced today that Tobias Lütke, Shopify's Chief Executive Officer, has entered into an automatic securities disposition plan to sell Class A subordinate voting shares ("Class A Shares") held directly by Mr. Lütke, and a separate automatic securities disposition plan to sell Class A Shares indirectly held by Mr. Lütke through two holding entities, 7910240 Canada Inc. and Thistledown Foundation (collectively, the "Holding Entities"), each controlled by Mr. Lütke (the "Integrated Plans"). The Integrated Plans have been adopted following the expiry on December 31, 2025 of a prior automatic securities disposition plan adopted on June 12, 2024 and in accordance with securities laws and Shopify's internal policies. The Integrated Plans are intended to be treated as a single "plan" for purposes of Rule 10b5-1 under the Securities Exchange Act of 1934. Sales of Class A Shares under the Integrated Plans are eligible to commence on or after March 18, 2026. On December 8, 2025, the Ontario Securities Commission issued a decision exempting Mr. Lütke from the prospectus requirements under Canadian securities legislation with respect to sales of Class A Shares under the Integrated Plans. This announcement is made pursuant to the requirements of that decision. Mr. Lütke entered into automatic securities disposition plans under a similar exemption annually from 2017 to 2021 and again in 2024. The Integrated Plans permit trades to be made in accordance with pre-arranged instructions given when Mr. Lütke was not in possession of material non-public information regarding Shopify. The Integrated Plans provide for the sale of an aggregate of up to 1,987,032 Class A Shares and will terminate no later than December 31, 2026. The Class A Shares that could potentially be disposed of under the ASDPs may include Class A Shares, currently held, directly or indirectly, by Mr. Lütke, Class A Shares issued to Mr. Lütke upon conversion of Class B restricted multiple voting shares, Class A Shares issued to Mr. Lütke upon vesting and/or exercise of options and restricted share units granted to Mr. Lütke as compensation for his services as Chief Executive Officer, and/or Class A Shares held by the Holding Entities which are beneficially owned by Mr. Lütke. About ShopifyShopify provides essential internet infrastructure for commerce. Shopify's all-in-one platform makes it easier to start, run, and grow a business, powering sales online, in-store, and everywhere in between. Millions of businesses in 175+ countries use Shopify-from entrepreneurs to brands like Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS, and Supreme.CONTACT MEDIA: CONTACT INVESTORS:  Ben McConaghy  Carrie GillardDirector, Communications Director, Investor Relationspress@shopify.com ir@shopify.com To view the source version of this press release, please visit https://www.newsfilecorp.com/release/286446
Original: Automatic Securities Disposition Plans Adopted by Shopify Chief Executive Officer
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iHub News iHub News 8 months ago
Shopify shares soar after Q4 beat and upbeat guidanceFebruary 11, 2026 10:37 AM
IH Market News
Shopify Inc. (NASDAQ:SHOP) stock jumped more than 12% in premarket trading after the e-commerce company delivered stronger-than-expected fourth-quarter results, issued robust first-quarter revenue guidance, and unveiled a new $2 billion share repurchase authorization.For the quarter ended December 31, 2025, Shopify reported adjusted earnings per share of $0.57, surpassing analyst estimates of $0.51. Revenue rose 31% year over year to $3.67 billion, ahead of the $3.59 billion consensus forecast. The result marked the eleventh straight quarter in which revenue increased by at least 25%, excluding logistics.“2025 was Shopify at full throttle – driving compounding growth, while laying the rails for the new era of AI commerce,” said Harley Finkelstein, President of Shopify. Full-year 2025 revenue reached $11.56 billion, up 30% compared with 2024.During the fourth quarter, Shopify generated $715 million in free cash flow, translating into a 19% free cash flow margin. Gross merchandise volume (GMV) advanced 31% to $123.84 billion.Chief Financial Officer Jeff Hoffmeister emphasized the company’s focus on both expansion and profitability: “We closed Q4 with strong top-line growth and disciplined cash generation with revenue up 31% year-over-year and a 19% free cash flow margin.”Looking ahead to the first quarter of 2026, Shopify expects revenue growth in the low-30% range year over year, roughly in line with Q4’s pace and above analyst projections for a 25.2% increase, according to LSEG data. The company forecasts a free cash flow margin in the low-to-mid teens for Q1, slightly below the level recorded in the same period last year.Shopify stock price

Original: Shopify shares soar after Q4 beat and upbeat guidance
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CA Market News CA Market News 8 months ago
Shopify to Announce Fourth-Quarter and Full-Year 2025 Financial Results February 11, 2026January 28, 2026 12:00 PM
NewsfileInternet, Everywhere--(Newsfile Corp. - January 28, 2026) - Shopify Inc. (NASDAQ, TSX: SHOP) plans to announce financial results for the quarter and year ended December 31, 2025, before markets open on Wednesday, February 11, 2026. Shopify's management team will host a conference call to discuss fourth-quarter and full-year results at 8:30 a.m. ET on Wednesday, February 11, 2026. The conference call will be available via webcast on the investor relations section of Shopify's website at https://shopifyinvestors.com/news-and-events. An archived replay of the webcast will be available following the conclusion of the call.About ShopifyShopify provides essential internet infrastructure for commerce. Shopify's all-in-one platform makes it easier to start, run, and grow a business, powering sales online, in store, and everywhere in between. Millions of businesses in 175+ countries use Shopify-from entrepreneurs to brands like Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS, and Supreme.For more information visit www.shopify.comCONTACT INVESTORS:
CONTACT MEDIA:Carrie Gillard
Ben McConaghyDirector, Investor Relations
Director, CommunicationsIR@shopify.com
press@shopify.com To view the source version of this press release, please visit https://www.newsfilecorp.com/release/281865
Original: Shopify to Announce Fourth-Quarter and Full-Year 2025 Financial Results February 11, 2026
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Monksdream Monksdream 11 months ago
You betcha
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nowwhat2 nowwhat2 1 year ago
ATH ?
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makinezmoney makinezmoney 1 year ago
$SHOP: $150 wkly calls......... EN FUEGOOOOOoooooooooooooooooo

WOW................ whatta booster rocket today............ AMAZING bump up.


GO $SHOP
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BottomBounce BottomBounce 1 year ago
$SHOP Total Debt (mrq) $1.13B
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wowos202011 wowos202011 2 years ago
American stocks shopify price forecast support & targets
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Monksdream Monksdream 2 years ago
SHOP, new 52 week high
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Monksdream Monksdream 2 years ago
SHOP 10Q due TUESDAY
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EarningsCentral EarningsCentral 2 years ago
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eastunder eastunder 2 years ago
SHOP cpps $111.96 +$21.97(+24.41%)

Today's volume
47.1M on Above Avg.

Shopify Guides for Top-Line Growth in Key Holiday Period as Third-Quarter Revenue Tops Views
10:11:58 AM ET, 11/12/2024 - MT Newswires
10:11 AM EST, 11/12/2024 (MT Newswires) -- Shopify's (SHOP) third-quarter revenue increased more than Wall Street's expectations amid double-digit gross merchandise volume gains, while the e-commerce platform sees annual top-line growth in the key holiday period.

The Canada-based company posted revenue of $2.16 billion for the September quarter, up from $1.71 billion the year before, topping the Capital IQ-polled consensus of $2.11 billion. The company's shares on the New York Stock Exchange jumped 22% in Tuesday's trading session.

"Shopify achieved 26% revenue growth and 19% free cash flow margin this quarter, marking our sixth consecutive quarter of greater than 25% revenue growth excluding logistics," Chief Financial Officer Jeff Hoffmeister said in a statement. "Moreover, we have grown free cash flow margin sequentially each quarter this year, consistent with what we delivered last year."

Subscription solutions revenue advanced to $610 million from $486 million last year, buoyed by an increase in the number of merchants on the platform, Hoffmeister said during an earnings conference call, according to a Capital IQ transcript. Merchant solutions revenue climbed to $1.55 billion from $1.23 billion, "driven by the continued strength in (gross merchandise volume) and the penetration of Shopify payments," according to Hoffmeister.

Gross merchandise volume, or GMV, gained 24% to $69.72 billion.

Net income excluding the impact of equity investments rose to $344 million from $173 million a year earlier. Gross margin declined to 51.7% from 52.6%, Hoffmeister said on the call. Total operating costs declined to $835 million from $779 million on a yearly basis, according to the company.

Shopify anticipates fourth-quarter revenue to grow at a mid-to-high-twenties percentage rate year over year, "driven by the same factors that have supported our strong revenue growth results so far this year," Hoffmeister told analysts. The Street is looking for $2.63 billion. Sales rose 24% annually to $2.14 billion in the 2023 fourth quarter.

"(The fourth quarter) is seasonally our highest volume quarter of the year as it includes the key holiday selling period, including Black Friday (and) Cyber Monday," Hoffmeister said on the call. "We expect (the fourth quarter) to see similar seasonality trends than what we have seen in prior fourth quarters."


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nowwhat2 nowwhat2 2 years ago
Check it out. What;s up ?

Oh....... https://www.investopedia.com/shopify-stock-soars-to-nearly-three-year-high-on-strong-q3-results-8743462

I was wondering WHY Toronto was up so much

Shopify often a culprit
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Monksdream Monksdream 2 years ago
SHOP 1yr chart
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Monksdream Monksdream 2 years ago
SHOPm10Q due Oct 25
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HJ72 HJ72 2 years ago
Sweet
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HJ72 HJ72 2 years ago
https://finance.yahoo.com/news/shopify-beats-quarterly-revenue-estimates-110906959.html
Nice :)
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eastunder eastunder 3 years ago
Shopify (SHOP) to Report Q4 Earnings: What's in the Cards?

https://www.zacks.com/stock/news/2223491/shopify-shop-to-report-q4-earnings-whats-in-the-cards
Zacks Equity Research February 08, 2024

Shopify (SHOP ) is scheduled to report its fourth-quarter 2023 results on Feb 13.

For the to-be-reported quarter, Shopify expects revenue growth in the high teens on a year-over-year basis. Adjusting for a 400-500 bps headwind related to the divestiture of the logistics business, revenues are expected to grow in the low-to-mid-twenties on a year-over-year basis.

The Zacks Consensus Estimate for revenues is currently pegged at $2.07 billion, suggesting growth of 19.21% from the year-ago quarter’s reported figure.

The consensus mark for earnings is pegged at 31 cents per share, unchanged over the past 30 days. Shopify reported earnings of 7 cents per share in the year-ago quarter.


Let’s see how things have shaped up for the upcoming announcement.

Factors to Note

Shopify’s fourth-quarter 2023 results are expected to have benefited from investments in developing the best solutions for modern e-commerce. These are expected to have helped it expand its merchant base.

Integration of AI through Shopify Magic across products and workflows is helping merchants expand their footprint. Shopify Checkout is helping merchants offer secure and seamless checkout options for customers.

Meanwhile, the continued adoption of Shopify products such as Shop Pay, Shop Pay Installments and Shopify Balance is likely to have driven the company’s top line.

In the last reported quarter, Shop Pay facilitated $12 billion in GMV, an increase of 50% year-over-year. Cross-border GMV was approximately 15% of total GMV in the reported quarter, reflecting the growing adoption of Shopify Pay globally.

These factors are expected to have aided Gross Merchandise Volume (GMV) growth in the to-be-reported quarter. The Zacks Consensus Estimate for GMV is pegged at $71 billion, indicating 16.4% year-over-year growth.

Moreover, the consensus mark for fourth-quarter Subscription solutions revenues is pegged at $407 million. The Zacks Consensus Estimate for Merchant Solutions is pegged at $625 million.

What Our Model Says

According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That’s the exact case here.

Shopify has an Earnings ESP of +1.02% and a Zacks Rank #1.
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Monksdream Monksdream 3 years ago
SHOP new 52 week high
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eastunder eastunder 3 years ago
I think you meant new 52 week High.

SHOP new 52 week low

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Monksdream Monksdream 3 years ago
SHOP new 52 week low
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TRUSTUNITS1000000 TRUSTUNITS1000000 3 years ago
Amazing how to set up a company
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TRUSTUNITS1000000 TRUSTUNITS1000000 3 years ago
Neat company
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TRUSTUNITS1000000 TRUSTUNITS1000000 3 years ago
On internet showed interesting price down the road
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TRUSTUNITS1000000 TRUSTUNITS1000000 3 years ago
Long term hold jmo
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TRUSTUNITS1000000 TRUSTUNITS1000000 3 years ago
Interesting company
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eastunder eastunder 3 years ago
SHOP Cpps @ 73.86

10/1 split 7/1/22
176.29 High on 11/19/21 (split adjusted high from $1762.92)
23.63 Low on 10/13/22 (-86.59% off of High)


Open Gaps
Direction Date range
up Nov-14-2023 62.41 to 63.98
up Nov-02-2023 48.86 to 55.51
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eastunder eastunder 3 years ago
Shopify will host an Investor Day for financial analysts and institutional investors on Tuesday, December 5, 2023 in New York City starting at 11:30 a.m. ET. The event will be available via webcast on the investor relations section of Shopify's website at https://investors.shopify.com/news-and-events/.

The Investor Day will serve as a platform for Shopify's management team to offer a deeper understanding of our global unified commerce platform and product roadmap, expansion strategies, and market opportunities. We will not, as part of this session, be providing a detailed long-term financial model. The event will include presentations from Founder and Chief Executive Officer, Tobi Lütke, President, Harley Finkelstein, Chief Financial Officer, Jeff Hoffmeister, and other members of the management team followed by live Q&A.
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koolmc koolmc 3 years ago
took awhile but shop got that move, too bad i sold most early lol
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Monksdream Monksdream 3 years ago
SHOP new 52 week high
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eastunder eastunder 3 years ago
Shopify Soars After Third Quarter Sales, Profit Beat Estimates
Ilya Banares
Thu, November 2, 2023 at 5:25 AM MDT·2 min read
https://finance.yahoo.com/news/shopify-soars-third-quarter-sales-112535696.html

(Bloomberg) -- Shopify Inc. reported sales and profit for the third quarter that beat analyst expectations after the Canadian e-commerce giant slashed costs and partnered with Amazon.com Inc. for its fulfillment network.

Revenue for the period came in at $1.71 billion, up about 25% year-over-year and beating the $1.68 billion average estimate of analysts surveyed by Bloomberg. Profit, excluding one-time items, was 24 cents a share, well above the 15 cents expectation.

Shopify rose as much as 18% in US premarket trading.

“Our results showcased the durability of our business model as we delivered a compelling combination of both top line growth and profitability,” Chief Financial Officer Jeff Hoffmeister said in a statement. “We will continue to operate with discipline, thoughtfully investing in the huge opportunities ahead across regions, products, and channels to help merchants capture every opportunity every step of the way.”

Gross merchandise volume, the overall value of merchant sales across Shopify’s systems, was $56.2 billion, above Wall Street projections of $54.42 billion.

The Ottawa-based company said 2023 revenue is expected grow at a “mid-twenties percentage rate” on a year-over-year basis, driven by sales growth in the fourth quarter “in the high teens.” Free cash flow will also continue to improve, the company said.

Shopify has been on a drive to turn around its business as it seeks to reverse a late-pandemic slump. Earlier this year it cut more than 2,000 jobs in a second round of job cuts and sold the majority of its logistics unit to Flexport Inc. In late August, it struck a deal to allow merchants on its platform to use Amazon’s “Buy with Prime” service to deliver packages.
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eastunder eastunder 3 years ago
Now we have a new Gap,

The May gap took around 122 days to fill. This chart is to track the new gap that was made yesterday at 48.86

Open Gaps
Direction Date range
up Nov-02-2023 48.86 to 55.51

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nowwhat2 nowwhat2 3 years ago
Further to this post : https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173101361




5 sessions later....



Thanks for that eps info..........I had no idea that they'd soon be reporting

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172734724


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172574138



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eastunder eastunder 3 years ago
Shopify Announces Third-Quarter 2023 Financial Results Conference Call Date and Upcoming Investor Day
Internet, Everywhere--(Newsfile Corp. - October 12, 2023) - Shopify Inc. (NYSE, TSX: SHOP), a provider of essential internet infrastructure for commerce, announces upcoming investor events:

Third-Quarter 2023 Financial Results

Shopify plans to announce financial results for its third quarter, which ended September 30, 2023, before markets open on Thursday, November 2, 2023.

Shopify's management team will host a conference call to discuss third-quarter results at 8:30 a.m. ET on Thursday, November 2, 2023. The conference call will be available via webcast on the investor relations section of Shopify's website at https://investors.shopify.com/news-and-events/.

An archived replay of the webcast will be available following the conclusion of the call.
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WealthWizard WealthWizard 3 years ago
$SHOP This stock, which was previously a Wall Street darling, informs me that the recession has already been going on for the past two years. If the economy were to become worse from here, I wonder if they would go bankrupt.
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SmokyStock SmokyStock 3 years ago
$SHOP has a Debt/Equity ratio of 0.12. This is a healthy value indicating a solid balance between debt and equity.
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Jones077 Jones077 3 years ago
Shopify (SHOP -2.73%), Global-e Online (GLBE -4.02%), and Airbnb (ABNB 1.78%) are three equities that are now worth being optimistic about. All appear to have the capacity to be phenomenal growth stocks by 2030.
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Stockpile4u Stockpile4u 3 years ago
Microsoft, H&M, Shopify and Stripe have joined forces with companies that prioritize sustainability to invest in technologies aimed at capturing carbon. Carbon capture involves extracting carbon dioxide from the atmosphere either through means, like reforestation or through methods such as carbon air capture. This approach has the potential to support the objectives set by the Paris Climate Agreement in terms of preventing temperature increases, beyond 1.5 degrees Celsius.
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Stockpile4u Stockpile4u 3 years ago
Shopify has had an 86% year-to-date increase in revenue and Gross Market Value sales in 2023, with $1.7 billion in revenue and $55 billion in GMV sales. This marks a 31% year-over-year revenue increase, nearly double the 16% reported the previous year. The company's product attach rate has improved to 3.08%, meaning that each dollar spent on its platform generates greater revenue. Subscription revenue has increased by 21% year on year to $444 million, with a gross margin of 81% in the Subscription Solution sector. Management predicts a 20% increase in revenue and an increase in free cash flow due to cost-cutting measures in the coming quarter. Overall, Shopify is a developing growth stock with the potential for further expansion.
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Jones077 Jones077 3 years ago
Shopify Inc. has seen a 2,500% return since its IPO in 2015, thanks to rapid growth and positive free cash flow. Despite a slowdown in sales, its revenue growth rate remains 35% above average. However, its high valuation makes it a tough sell for value investors.
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Lopezzz Lopezzz 3 years ago
In case anyone's still confused - or thinks this benefits AMZN more than SHOP -- here's the explainer: "As part of the deal, Buy with Prime will be accessible via Shopify’s checkout service, and transactions will be processed by Shopify Payments." Read that last part again: "and transactions will be processed by Shopify Payments." Today's deal is fiscally irrelevant to AMZN. But big for SHOP.
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nowwhat2 nowwhat2 3 years ago
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eastunder eastunder 3 years ago
Amazon, Shopify Strike Deal to Open Amazon Logistics to Sellers

Matt Day
Wed, August 30, 2023 at 5:22 PM MDT·
https://finance.yahoo.com/news/amazon-shopify-strike-deal-open-232210599.html

(Bloomberg) -- Amazon.com Inc. and Shopify Inc. have struck a deal to allow merchants who pay for Shopify’s e-commerce tools to use Amazon’s logistics network.

The two companies, which both sell e-commerce software and services to brands and merchants, say Amazon’s “Buy with Prime” will soon be among the tools available to Shopify’s merchants in the US. The program started Wednesday for invited Shopify sellers, and will roll out to all Shopify merchants who want to use Amazon’s logistics network by the end of September, Amazon said in a statement.

Shopify shares climbed more than 2% in extended trading, while Amazon stock rose less than 1% after the partnership was announced.

Amazon launched Buy with Prime last year, a move widely seen as an effort to blunt the momentum of Shopify. The Canada-based company grew rapidly in recent years by building e-commerce tools that promised to help brands sell goods from their own websites, rather than on a marketplace like Amazon or eBay.

Amazon, the largest US online retailer, commands a gigantic customer base, but has drawn complaints from some of its sellers for dictating terms and being slow to respond to their concerns.

Buy with Prime enables merchants who use Amazon’s payment and fulfillment services to include Amazon’s checkout service and speedy shipping guarantees on items sold from their own sites. Amazon says the integration makes shoppers more likely to make purchases from unfamiliar brands or websites because they trust the experience with Amazon.

Under the deal announced Wednesday, Shopify Payments will process the payments through the company’s checkout service. Previously, Shopify had warned merchants who used Buy with Prime that the integration violated Shopify’s terms of service, and prevented it from protecting against fraud, according to Marketplace Pulse, which tracks online sellers.
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Lopezzz Lopezzz 3 years ago
Shopify plans to introduce a new level of customer support for its largest enterprise merchants, as it works to attract bigger companies.

Shopify has shifted its focus to enterprise e-commerce. In January, the company launched Commerce Components, allowing merchants to integrate Shopify's software into their existing tech stack. In June, Shop Pay was made available to non-Shopify enterprise merchants through Commerce Components. The typical Shopify merchant makes about $35,000 in sales a year, while the typical merchant using Shopify Plus generates an estimated $7 million in sales annually. With Commerce Components, Shopify could target merchants with sales closer to the $500 million range. Mattel, which generated over $5.4 billion in sales in 2022, was an early user of Commerce Components. Shopify's work to attract enterprise merchants through Plus and Commerce Components was recognized in Gartner's Magic Quadrant, a research report for larger e-commerce businesses. The 2023 version of the report evaluated Shopify Plus and ranked the platform at the top of its peers in terms of execution. However, Shopify's Support organization has been undergoing changes, with AI at the center of the company's plans for the division. Merchants with less than $2 million in annual sales will need to use Shopify's help center to reach Plus Support staff.
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