Shopify: An AI Winner Not A Loser (Rating Upgrade) [Seeking Alpha]
Shopify Inc. - Class A Subordinate Voting Shares (SHOP)
Last shopify inc. - class a subordinate voting shares earnings: 2/12 07:00 am
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US:NYSE Investor Relations:
investors.shopify.com/home/default.aspx
Company Research
Source: Seeking Alpha
Despite gross margin pressure from business mix, Shopify demonstrates strong operating leverage and expense control, with Q4 operating expenses dropping to 29% of revenue. Q4 revenue grew 31% YoY to $3.7B, beating expectations, while Q1 2026 guidance calls for continued revenue growth in the low 30% range. A sharp valuation contraction to a forward P/E of 70, alongside robust fundamentals and AI tailwinds, creates an attractive entry opportunity. JHVEPhoto/iStock Editorial via Getty Images It has been over a year since I initiated coverage on Shopify Inc. ( SHOP ), and so an update is now much needed. In a technical analysis piece published in late February 2025, I expressed my view that the stock was This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions.
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High impacting Shopify Inc. - Class A Subordinate Voting Shares news events
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SHOP
News
- Shopify's Rule Of 47.3% And Leading SaaS Position Doesn't Come Cheap [Seeking Alpha]Seeking Alpha
- Strong Results Lifted Shopify (SHOP) in Q4 [Yahoo! Finance]Yahoo! Finance
- Canada, U.S. stock markets rise amid softer increases in the price of oil [Advisor.ca (Canada)]Advisor.ca
- Canada, U.S. stock markets rise amid softer increases in the price of oil [Investment Executive - News]Investment Executive - News
- Markets today: Wall Street futures fall as Middle East conflict stokes inflation worries [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
SHOP
Earnings
- 11/4/25 - Miss
SHOP
Sec Filings
- 3/5/26 - Form 144
- 2/27/26 - Form 144
- 2/27/26 - Form 144
- SHOP's page on the SEC website