Tariffs Won't Be As Bad As Expected For Shopify - Reiterating Buy
I think Shopify Inc.'s enterprise penetration will help mitigate major tariff impacts in the U.S., ensuring continued GMV and top-line growth. Half of Shopify's merchants are based internationally, and around 30% of its revenue comes from international markets, which, I think, will come in handy for the tariff storm to come. The delay in degrading the de minimis tax exemption shields smaller businesses in the near term, thus somewhat delaying tariff worries about the most vulnerable merchants.
Shopify Posts Solid Q4, Analysts Expect Further Market Share Gains
Shares of Shopify Inc SHOP tanked in early trading on Wednesday, despite the company reporting a fourth-quarter revenue beat.
Shopify Q4 Earnings Meet Estimates, Revenues Up Y/Y, Shares Rise
SHOP's fourth-quarter 2024 results reflect a booming merchant base, expanding partnerships and robust revenue growth.
Shopify Confirms Stock Uptrend, New Highs in Sight
Shopify's NYSE: SHOP stock price fell following its Q4 2024 release and 2025 guidance because the guidance, robust as it is, is nothing more than the market expected. It provided no catalyst for an immediate rally and a good time to take profits, given the stock was up 140% from its lows set last July.
Shopify: Raising My Price Target On Accelerating Growth
Shopify's 2025 rally took a breather after the company reported Q4 results, despite a strong beat versus expectations. The company achieved 31% y/y revenue growth (accelerating 5 points sequentially) and 26% y/y GMV growth (accelerating 2 points sequentially). Shopify Pay adoption and fierce international growth continue to be major growth levers for Shopify.
SHOP's Growth "Levers" in A.I. & International Markets
Shopify (SHOP) gained after reporting its latest earnings beat. Chris Wang attributes part of that beat to the company's growing reach in international shops.
Shop Pay Gains Momentum as Shopify Sees Subscriptions Growth
Shopify President Harley Finkelstein highlighted the company's fiscal performance in the fourth quarter of 2024, marking a solid finish to the year. “I've honestly never been more excited about what we achieved and how it's positioning us for 2025,” Finkelstein said Tuesday (Feb. 11) during the company's fourth-quarter earnings call.
Shopify's Revenue Growth Outpaces Estimates, But PayPal-Related Margin Impact Raises Questions: Analyst
JP Morgan analyst Reginald L. Smith maintained an Overweight rating on Shopify Inc SHOP after the company released its quarterly print Tuesday.
Shopify President on Kanye West controversy: This merchant violated our terms and we pulled it
e-commShopify President Harley Finkelstein's response to Kanye West's online store selling swastika shirts through the e-commerce platform.
Shopify president on taking down Ye website selling swastika shirts after Super Bowl ad
Shopify has taken down a site advertised by rapper Ye, formerly known as Kanye West, that sold swastika t-shirts. The rapper ran an advertisement on Sunday during the Super Bowl that directed viewers to visit his website where it promoted a single product — a $20 t-shirt with a black swastika.
Shopify posts mixed results for Q4 but analysts remain bullish
Shopify Inc (TSX:SH., NYSE:SHOP) posted a revenue beat for the fourth quarter as earnings fell short of estimates.
The Big 3: SHOP, SPOT, WMT
Today's Big 3 focuses on companies growing their digital footprints. Jessica Inskip turns to Shopify (SHOP), Spotify (SPOT) and Walmart (WMT) to highlight their profit growth potentials in the quarters ahead.
