Added to YB: 2026-03-06
Pitch date: 2026-03-04
SHOP [bullish]
Shopify Inc.
-12.06%
current return
Author Info
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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
$154.4B
Pitch Price
$128.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
69.00
P/E
116.94
EV/Sales
11.98
Sector
IT Services
Category
growth
Walden 3 Research | February Portfolio New Position: Shopify Inc.
SHOP (new position): Commerce infrastructure & payments platform, 76% of $11.55B rev from merchant solutions (GMV-based commissions), not per-seat SaaS. AI shopping orders via ChatGPT/Gemini/Copilot grew 15x in 2025, Shopify powers checkout. AI beneficiary misclassified in Feb SaaSpocalypse selloff.
Read full article (1 min)