Shopify's robust growth and dominant platform position support a compelling long-term outlook, with potential to double shares by 2030. Current valuation is steep at 75x forward earnings, making near-term upside dependent on consistently exceeding high expectations. Short-term risks include possible Q3 guidance disappointment and macro uncertainty, which could trigger a valuation reset.
Shopify remains a top conviction growth stock despite recent market pullback, thanks to its dominant position and long-term expansion opportunities. The company is vastly underpenetrated in a massive $849 billion global TAM, with strong revenue and GMV growth outpacing smaller rivals. Shopify's rapid AI innovation, including new tools like an automatic tariff calculator, strengthens its platform and merchant appeal.
In the most recent trading session, Shopify (SHOP) closed at $109.21, indicating a -4.31% shift from the previous trading day.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
SHOP expands its merchant base with tools like Shop Pay and new partnerships, but faces mounting pressure from AMZN and BABA.
SHOP's merchant growth and AI tools impress, but AMZN leads with global reach, essentials focus, and earnings strength.
Zacks.com users have recently been watching Shopify (SHOP) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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The market's recent correction looks like a massive drop on a year-to-date chart. However, it will look far less daunting in a decade; that's what happens over the long run.
Shopify , on Wednesday rolled out a generative artificial intelligence feature that would allow merchants on its e-commerce platform to set up their online stores by entering descriptive keywords.
NHI offers a well-covered 4.8% dividend yield, robust FAD growth, and a conservative balance sheet, supporting durable income for investors. Its transition to the SHOP model is unlocking NOI upside, with 12-15% targeted SHOP NOI growth and strong occupancy recovery driving future FFO expansion. While SHOP introduces some operational risk, NHI's strategic execution and solid tenant rent coverage make it a compelling buy for income-focused investors.
Shopify shares benefit from strong merchant growth and AI tools, but stretched valuation and fierce competition remain a concern.