Shopify surges 20% as revenue, GMV jump on strong global demand
Shares of Shopify Inc (TSX:SH., NYSE:SHOP) jumped more than 20% on Wednesday after the Canadian e-commerce giant posted second-quarter results that beat Wall Street estimates and raised its outlook for the current quarter, driven by growth in global merchant activity and platform monetization.
Compared to Estimates, Shopify (SHOP) Q2 Earnings: A Look at Key Metrics
The headline numbers for Shopify (SHOP) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Shopify (SHOP) Q2 Earnings and Revenues Surpass Estimates
Shopify (SHOP) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.26 per share a year ago.
Shopify Stock Soars on Earnings. Equity Investments Were a Big Boost.
E-commerce platform Shopify reported stronger-than-expected second-quarter profit with a big boost from investments.
Shopify's Moment Of Truth: A Likely Beat Won't Fix The Overvaluation (Earnings Preview)
Shopify's growth remains impressive, with strong GMV and international expansion, but bottom-line misses and slowing high-margin growth temper enthusiasm. Q2 expectations are low, making an earnings beat likely, especially as analysts may have overestimated gross margin pressures. Operational efficiency is improving, with OPEX-to-revenue ratios falling and free cash flow margins rising, supporting long-term business quality.
Should You Buy, Sell or Hold Shopify Stock Before Q2 Earnings?
SHOP's second-quarter 2025 performance is expected to reflect benefits from the growing adoption of merchant-friendly solutions.
Shopify (SHOP) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Besides Wall Street's top-and-bottom-line estimates for Shopify (SHOP), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Is Most-Watched Stock Shopify Inc. (SHOP) Worth Betting on Now?
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.
Shopify: Why Wall Street Still Undervalues The Real Winner Of Global Online Retail
Shopify continues to grow revenues above 20% per year, driven by strong global expansion and a resilient, diversified SaaS business model. Given SHOP's operating leverage, margin improvement is steady, and free cash flow and profitability grow right along with it. After Shopify's Q1 2025, the company still has Q1 cash balance sheet of over $5.5 billion and little debt.
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.
