Shopify posted strong fourth-quarter revenue, helped by the key holiday shopping period. The company offered guidance for the first quarter that blew past analysts' estimates.
Shopify (SHOP) came out with quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.44 per share a year ago.
Shopify expects revenue to grow in the first quarter of 2026, extending the fourth-quarter momentum it saw across merchants, regions, and sales channels.
A MoffettNathanson analyst thinks AI could be a benefit to Shopify's business, rather than a hinderance.
SHOP heads into Q4 earnings with revenue seen up mid-to-high 20s, strong GMV momentum and AI-driven Merchant Solutions in focus.
Evaluate the expected performance of Shopify (SHOP) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
The latest trading day saw Shopify (SHOP) settling at $119.29, representing a -9.77% change from its previous close.
Shopify Inc (TSX:SH., NYSE:SHOP) is expected to end 2025 on solid footing, with Jefferies forecasting strong fundamentals and disciplined spending as the e-commerce platform prepares to release its fourth-quarter results later this month.
Shopify Inc (NASDAQ:SHOP) stock's January pullback hit a nearly six-month low on Friday.
Shopify (SHOP) stock has dropped by 22.1% in under a month, from $168.45 on January 6, 2026, to $131.23 currently. What is the next step?
Shopify is upgraded to 'buy' ahead of Q4 2025 earnings, driven by its agentic commerce and AI strategy. AI integration is central to SHOP's business model, powering a re-acceleration in top-line growth and expanding its addressable market. Management's Q4 guidance calls for 25-29% YoY sales growth and 20-25% gross profit growth; consensus expects SHOP to beat conservatively set targets.
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.