文章核心观点 - 文章讨论了两家受益于长期行业趋势的公司：Shopify和Adyen，并分析了它们在当前市场环境下的投资潜力 [1] Shopify - Shopify在2023年第二季度的营收同比增长21%，达到20亿美元，尽管其增长速度较疫情高峰期有所下降 [2] - 公司通过剥离物流业务，实现了净利润的改善，从去年同期每股亏损1.02美元转为每股盈利0.13美元 [2] - Shopify在2022年占据了美国电子商务市场10%的商品交易总额，并在电子商务软件平台市场中占有30%的份额 [3] - 公司受益于切换成本和网络效应，其应用商店提供了数千种定制选项，吸引了更多商家和开发者 [3] - 根据eMarketer的研究，到2027年全球电子商务销售额将达到7.96万亿美元，较2023年的5.82万亿美元有显著增长，这为Shopify提供了长期增长机会 [4] Adyen - Adyen在2023年上半年营收同比增长23.6%，达到9.134亿欧元，处理的交易额增长45%，达到6195亿欧元 [6] - 公司通过增加员工和投资未来，尽管导致利润率下降，但目前EBITDA利润率已从43%提升至46% [6] - Adyen的每股收益同比增长45%，达到13.15欧元，显示出强劲的财务表现 [7] - 公司在美国市场的增长最快，且在其他地区也在持续扩展，受益于切换成本，客户依赖其平台进行日常支付活动 [7] - Adyen作为市场领导者，拥有稳定的收入和盈利能力，以及强大的竞争优势，使其成为值得投资的公司 [7]

文章核心观点 - Shopify股价大幅下跌超过37.05%,相比2月12日的高点出现大幅下跌 [1] - 作者持有Shopify的股票头寸,并表示这是自己的观点,没有从任何公司获得报酬 [1] - Seeking Alpha声明过往业绩不代表未来,不对任何投资建议负责 [2] 公司相关 - Shopify是一家电子商务公司,提供电商平台服务 [1] 行业相关 无相关内容

Shopify stock is far from its all-time high, but the company is more profitable today.In today's video, I will be talking about the recent updates regarding Shopify (SHOP 5.49%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Oct. 1, 2024. The video was published on Oct. 4, 2024. ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Shopify (SHOP) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Shopify currently has an average brokerage recommendation (ABR) ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Over the past few quarters, Shopify's stock has been on a rollercoaster ride, with notable price volatility. However, the company's Q2 FY24 earnings report brought some much-needed optimism, as the stock surged over 22% on the day of the announcement last week. This rally was driven by the performance of Shopify's e-commerce business, which stood out in a challenging macroeconomic environment, whilst many competitors fell short. The market's initial reaction might have been driven by concerns about declinin ...

关于Angela Harmantas - 是Proactive的编辑有超15年覆盖北美股票市场经验重点在初级资源股 [1] - 在多个国家报道过领先的贸易出版物 [1] - 曾在投资者关系部门工作并领导瑞典政府在加拿大的外国直接投资项目 [1] 关于出版商 - Proactive新闻和在线广播团队为全球投资受众提供快速可访问有信息且可操作的商业和金融新闻内容内容由经验丰富合格的新闻记者团队独立制作 [1] - 团队遍布世界主要金融和投资中心在伦敦纽约多伦多温哥华悉尼和珀斯设有办事处和工作室 [2] - 是中小盘市场专家也让社区了解蓝筹公司大宗商品和更广泛的投资故事内容吸引私人投资者 [2] - 提供生物技术和制药矿业和自然资源电池金属石油和天然气加密和新兴数字和电动汽车技术等市场的新闻和独特见解 [2] 关于技术使用 - 一直是前瞻性和热情的技术采用者 [2] - 内容创作者有丰富经验 [2] - 会使用自动化和软件工具包括生成式人工智能但所有内容由人类编辑和撰写 [3]

文章核心观点 - 10月是历史上股市表现较好的月份,过去60多年里有61次10%以上的涨幅,其中三分之一起源于10月[1] - 2022年1月3日至10月12日的熊市之后,标普500指数随后的牛市上涨超过60%,未来10月及以后可能会持续上涨势头,部分原因是节日消费旺季[1] Shopify - Shopify是电子商务软件和服务的市场领导者,为各种规模的企业提供管理线上线下销售渠道的一体化解决方案[2] - Shopify最初专注于中小企业,但正在通过Shopify Plus和Commerce Components吸引更多大型品牌[2] - 2022年第二季度,Shopify收入增长21%,非GAAP利润增长85%,线下销售额和批发销售额增长均超过总销售额[3] - 公司在实体零售、批发和国际市场取得进展,这三个是其战略性增长领域[3] - 分析师预计未来3年Shopify的利润将以45%的年复合增长率增长,当前估值合理[4] Uber - Uber的业务包括出行、送餐和货运三大板块,是美国最大的拼车平台,第二大送餐平台[5] - Uber的独特之处在于能够通过单一平台提供拼车和送餐服务,并利用跨业务促销活动提高用户参与度[5][6] - Uber拥有丰富的用户数据,可以深入了解用户偏好,提高需求预测和司机调度效率[6] - 2022年第二季度,Uber月活用户增长14%,订单量增长21%,收入增长16%,利润大幅增长161%[7] - 分析师预计未来3年Uber的利润将以48%的年复合增长率增长,当前估值合理[7]

We are long Shopify (NYSE: SHOP ) as we believe it is the only credible challenger to Amazon’s e-commerce presence. Amazon ( AMZN ) operates a capital-intensive network of fulfillment centers, enabling itself and its third-party sellers rapid fulfillmentI collaborate with Nishant Surapanini MS, MD (2025). We study and select companies who are leaders in their industries, have best-in-class management teams, and opportunities for continued growth. But just as importantly, we identify and avoid poor-quality o ...

In the latest market close, Shopify (SHOP) reached $80.75, with a +1.88% movement compared to the previous day. The stock outpaced the S&P 500's daily gain of 0.4%. Meanwhile, the Dow experienced a rise of 0.62%, and the technology-dominated Nasdaq saw an increase of 0.6%.Coming into today, shares of the cloud-based commerce company had gained 9.28% in the past month. In that same time, the Computer and Technology sector gained 0.91%, while the S&P 500 gained 1.71%.The investment community will be closely m ...