The headline numbers for Shopify (SHOP) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Shopify executives say AI advancements are helping them attract and retain merchants.
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?