Should I Buy Shopify Stock After Earnings?
The market spotlight has returned to Shopify (SHOP 0.55%) after its fourth quarter and 2024 earnings report. The e-commerce giant's figures highlighted a business that continues to expand at a brisk pace.
Is It Time to Buy Shopify as Revenue Soars?
Shares of Shopify (SHOP 0.55%) rose following the company's fourth-quarter results as it produced strong revenue growth. The stock of the e-commerce software platform is now up nearly 40% over the past year, as of this writing.
Shopify: Unfavorable Risk Profile
Shopify reported strong Q4'24 results, with double-digit GMV growth and improved free cash flow margins. FCF margin expansion, an uptrend in platform gross margins and a decent outlook for Q1'25 were positives. Despite solid GMV and revenue growth, I maintain a hold rating due to Shopify's high valuation and I see limited upside potential at the current price.
Tariffs Won't Be As Bad As Expected For Shopify - Reiterating Buy
I think Shopify Inc.'s enterprise penetration will help mitigate major tariff impacts in the U.S., ensuring continued GMV and top-line growth. Half of Shopify's merchants are based internationally, and around 30% of its revenue comes from international markets, which, I think, will come in handy for the tariff storm to come. The delay in degrading the de minimis tax exemption shields smaller businesses in the near term, thus somewhat delaying tariff worries about the most vulnerable merchants.
Shopify Posts Solid Q4, Analysts Expect Further Market Share Gains
Shares of Shopify Inc SHOP tanked in early trading on Wednesday, despite the company reporting a fourth-quarter revenue beat.
Shopify Q4 Earnings Meet Estimates, Revenues Up Y/Y, Shares Rise
SHOP's fourth-quarter 2024 results reflect a booming merchant base, expanding partnerships and robust revenue growth.
Shopify Confirms Stock Uptrend, New Highs in Sight
Shopify's NYSE: SHOP stock price fell following its Q4 2024 release and 2025 guidance because the guidance, robust as it is, is nothing more than the market expected. It provided no catalyst for an immediate rally and a good time to take profits, given the stock was up 140% from its lows set last July.
Shopify: Raising My Price Target On Accelerating Growth
Shopify's 2025 rally took a breather after the company reported Q4 results, despite a strong beat versus expectations. The company achieved 31% y/y revenue growth (accelerating 5 points sequentially) and 26% y/y GMV growth (accelerating 2 points sequentially). Shopify Pay adoption and fierce international growth continue to be major growth levers for Shopify.
SHOP's Growth "Levers" in A.I. & International Markets
Shopify (SHOP) gained after reporting its latest earnings beat. Chris Wang attributes part of that beat to the company's growing reach in international shops.
Shop Pay Gains Momentum as Shopify Sees Subscriptions Growth
Shopify President Harley Finkelstein highlighted the company's fiscal performance in the fourth quarter of 2024, marking a solid finish to the year. “I've honestly never been more excited about what we achieved and how it's positioning us for 2025,” Finkelstein said Tuesday (Feb. 11) during the company's fourth-quarter earnings call.
Shopify's Revenue Growth Outpaces Estimates, But PayPal-Related Margin Impact Raises Questions: Analyst
JP Morgan analyst Reginald L. Smith maintained an Overweight rating on Shopify Inc SHOP after the company released its quarterly print Tuesday.
Shopify President on Kanye West controversy: This merchant violated our terms and we pulled it
e-commShopify President Harley Finkelstein's response to Kanye West's online store selling swastika shirts through the e-commerce platform.
