Added to YB: 2025-08-08
Pitch date: 2025-08-07
SHOP [bullish]
Shopify Inc.
+9.1%
current return
Author Info
No bio for this author
Company Info
Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$206.2B
Pitch Price
$150.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
119.82
P/E
116.87
EV/Sales
18.73
Sector
IT Services
Category
growth
Shopify’s Q3 Acceleration Story Might Just Be Getting Started
SHOP: GMV growth divergence - TickerTrends forecasts sustained 24-25% YoY growth vs analyst consensus of ~20% for FQ2-3'25. Alt data signals show reacceleration: Google search +20.4% YoY, site traffic +27.3%, Instagram follows +50%. OpenAI partnership positions as AI winner. Not cheap at 49x FY'27E FCF but acceleration could justify valuation.
Read full article (2 min)