Shopify Q2 Preview: Anticipate Growth Momentum To Continue, But Stock Overvalued
I reiterate my Sell rating on Shopify, due to overvaluation with a fair value estimate of $96 per share, despite strong operational execution. Shopify's global expansion of payment solutions and Shop Pay installments are key drivers for long-term growth and merchant adoption. While management balances topline growth and profitability, potential trade uncertainties could impact cross-border e-commerce in the near term.
Shopify Looks Expensive; Here's Why I'm Still Buying
Shopify Looks Expensive; Here's Why I'm Still Buying
Shopify: Premium Valuation Can Be Justified Today
Shopify's premium valuation is now more justified due to its maturing business model, robust Payments growth, and sustained revenue momentum. Major tailwinds include expanding Shopify Payments, USD devaluation boosting international results, and new EU-US trade deals supporting cross-border GMV. Risks remain, especially from potential US-China trade tensions, but consensus expects 20%+ top-line growth and strong free cash flow expansion.
Shopify (SHOP) Laps the Stock Market: Here's Why
Shopify (SHOP) closed the most recent trading day at $128.43, moving +1.07% from the previous trading session.
SHOP Trades Higher Than Industry at 13.75X P/S: Is the Stock a Buy?
Shopify trades rich, but robust growth, AI-driven upgrades and platform expansion continue to attract buyers.
Shopify Inc. (SHOP) is Attracting Investor Attention: Here is What You Should Know
Shopify (SHOP) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Here's Why Shopify (SHOP) Fell More Than Broader Market
In the closing of the recent trading day, Shopify (SHOP) stood at $115.01, denoting a -1.48% move from the preceding trading day.
Shopify Lays Out New Rules Governing AI Agents
Shopify has reportedly introduced rules governing merchants' use of agentic artificial intelligence (AI). As Modern Retail reported Monday (July 14), the eCommerce platform has begun including a warning in the code powering merchant storefronts, establishing what these autonomous bots can and cannot do.
SHOP's Merchants Drive GMV Higher: Is Growth Thesis Strengthening?
Shopify's GMV gains 22.8% in first-quarter 2025 as merchant gains and the adoption of tools like Shop Pay fuel strong platform momentum.
SHOP Dominating P2P Space, PYPL Drags Despite Venmo Strength
@LikeFolio's data shows Venmo interest up 14%, but it doesn't compare to Shopify's (SHOP) 30% increase. Landon Swan notes the fintech space as a whole is struggling, with PayPal (PYPL) falling behind despite Venmo's performance.
Is Shopify (SHOP) a Solid Growth Stock? 3 Reasons to Think "Yes"
Shopify (SHOP) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Is Shopify (SHOP) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
