Shopify Q3 Earnings Meet Estimates, Revenues Increase Y/Y
SHOP's Q3 revenues surge 31.5% on strong merchant growth and rising payment adoption, offsetting margin pressure.
Shopify: Payments Acceleration, GMV Expansion, And Global Opportunity
Shopify Inc. remains a Buy despite a post-earnings dip, as accelerating revenue and GMV growth highlight strong execution amid a shakier macroeconomy. E-commerce penetration is still low globally, with SHOP's TAM estimated at $849 billion, leaving significant room for expansion and growth. SHOP's diversified merchant base, expanding payments business, and AI-driven innovation support continued growth and margin improvement.
Shopify says AI traffic is up 7x since January, AI-driven orders are up 11x
E-commerce software provider Shopify is bullish on AI-powered shopping agents, citing AI as an “incredible tool” to enable more entrepreneurs and calling it the “biggest shift in technology since the internet” during its third-quarter earnings call. The company, which partnered with ChatGPT maker OpenAI in September, reported that traffic from AI tools to its online stores is up seven times since January of this year, and purchases attributed to AI-powered search have increased by 11 times.
Shopify Pullback Sets Stage for 20% Rally to $200 Target
Shopify's NASDAQ: SHOP flywheel will drive its stock price to new highs because growth investments beget growth, growth is outperforming and accelerating, and free cash flow is robust, allowing for targeted technology investments that pay off. Not only is the fundamental story bullish, but it is also driving a robust analyst trend.
Shopify Inc. (SHOP) Q3 2025 Earnings Call Transcript
Shopify Inc. ( SHOP ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Carrie Gillard - Director of Investor Relations Harley Finkelstein - President Jeff Hoffmeister - Chief Financial Officer Conference Call Participants Colin Sebastian - Robert W. Baird & Co. Incorporated, Research Division Craig Maurer - Financial Technology Partners LP Andrew Boone - Citizens JMP Securities, LLC, Research Division Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division Michael Morton - MoffettNathanson LLC Thomas Ingham - CIBC Capital Markets, Research Division Trevor Young - Barclays Bank PLC, Research Division Mark Zgutowicz - The Benchmark Company, LLC, Research Division Presentation Carrie Gillard Director of Investor Relations Good morning, and thank you for joining Shopify's Third Quarter 2025 Conference Call.
Shopify (SHOP) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Shopify (SHOP) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Shopify Q3 revenue tops estimates, AI spending weighs on operating income
Shopify Inc (TSX:SH., NYSE:SHOP) on Tuesday reported third quarter 2025 revenue that exceeded Wall Street expectations, but its operating income missed the consensus estimate due to increased spending on AI.
Shopify's Q3 Earnings Show 32% Revenue Gain
Shopify (NYSE: SHOP) beat revenue expectations and posted 32% year-over-year growth in Q3, signaling sustained momentum in its core merchant and subscription businesses.
Shopify (SHOP) Matches Q3 Earnings Estimates
Shopify (SHOP) came out with quarterly earnings of $0.34 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.36 per share a year ago.
Shopify Beats Forecasts Fueled by Strong Merchant Growth
Shopify's third-quarter sales rose by nearly a third, by adding more merchants to its platform and selling more merchandise.
Should You Buy Shopify Stock Ahead of Q3 Earnings Report?
SHOP's growing merchant base, AI tools, and international expansion set the stage for solid Q3 revenue growth.
Wall Street Analysts Think Shopify (SHOP) Is a Good Investment: Is It?
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?
