Upgrading Shopify On Agentic Commerce Inflection Point (Earnings Preview) [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
AI integration is central to SHOP's business model, powering a re-acceleration in top-line growth and expanding its addressable market. Management's Q4 guidance calls for 25-29% YoY sales growth and 20-25% gross profit growth; consensus expects SHOP to beat conservatively set targets. Despite a 24% pullback since Q3, Shopify trades near 16x sales, far below 2021 extremes, supported by improved growth and operating momentum. Assuming 15x FY2026 sales and a modest premium to consensus revenue, Shopify's implied market cap suggests about 27% upside, supporting an upgrade to buy. Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate. Learn More » JHVEPhoto/iStock Editorial via Getty Images Introduction I haven't looked at Shopify Inc. SHOP ) stock since late 2023, when I decided to downgrade it to "Hold" after a nice run-up. I see that SHOP's rally hasn't stopped since then, though. More on
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High impacting Shopify Inc. - Class A Subordinate Voting Shares news events
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SHOP
News
- Shopify (NASDAQ:SHOP) (TSE:SHOP) had its "hold" rating reaffirmed by analysts at Jefferies Financial Group Inc..MarketBeat
- Shopify (NASDAQ:SHOP) (TSE:SHOP) was given a new $175.00 price target on by analysts at Arete Research.MarketBeat
- Shopify (NASDAQ:SHOP) (TSE:SHOP) was upgraded by analysts at Arete Research from a "neutral" rating to a "buy" rating.MarketBeat
- 'Companies Cocoon Them,' Shopify Co-Founder Tobi Lütke Says—Why Ex-Entrepreneurs Get Pushed To The 'Outskirts' Instead Of Promoted [Yahoo! Finance]Yahoo! Finance
- The Top Canadian Growth Stocks to Buy With $1,000 [Yahoo! Finance Canada]Yahoo! Finance Canada
SHOP
Earnings
- 11/4/25 - Miss
SHOP
Sec Filings
- 2/5/26 - Form 144
- 1/5/26 - Form 144
- 12/19/25 - Form 144
- SHOP's page on the SEC website