Key Takeaways Shopify's Q3 revenues rose 31.5% to $2.84B, beating estimates, though EPS dipped 5.6% year over year. GMV climbed 32% to $92B, led by 98% B2B growth and 41% international gains. Merchant Solutions revenues jumped 38.2%, while Shopify Payments penetration hit 65%. Shopify (SHOP) reported third-quarter 2025 non-GAAP earnings of 34 cents per share, in line with the Zacks Consensus Estimate. The bottom-line figure declined 5.6% year over year.Revenues of $2.84 billion surpassed the Zacks Consensus ...

Shopify Inc. (NASDAQ:SHOP) is gaining momentum, driven by accelerating growth, an expanding international footprint, and rising influence in artificial intelligence-powered "agentic commerce." The company's third-quarter results beat expectations across nearly all key metrics, driven by strong global demand, record transaction volumes, and increasing payments adoption through partnerships with PayPal Holdings, Inc. (NASDAQ:PYPL) and Klarna.DA Davidson analyst Gil Luria maintained a Buy rating on Shopify and ...

Key Takeaways Shopify, Boot Barn and Reddit emerge as strong momentum picks amid volatile AI-driven markets.SHOP surged 102.3% in a year; BOOT gained 42%; RDDT climbed 53.2%, each showing brief pullbacks.All three stocks hold top Momentum Scores, signaling solid trends despite short-term market weakness.The broader U.S. equity markets have witnessed a roller coaster ride over the past few days. This was due to strong quarterly performances by some blue-chip tech companies on one hand and concerns regarding ...

Baron Funds, an investment management company, released its “Baron Focused Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fund delivered strong results in the third quarter, appreciating 4.83% (Institutional Shares); however, the performance underperformed the Russell 2500 Growth Index’s (the Benchmark) 10.73% gain. The fund's underperformance stemmed from concerns over a slowdown in economic growth affecting the fund’s more economically sensitive Consumer ...

Shopify Inc. (NASDAQ:SHOP) reported better-than-expected sales for the fiscal third quarter on Tuesday.The company’s quarterly revenue growth of 32% year-over-year to $2.84 billion beat the analyst consensus estimate of $2.76 billion. The e-commerce platform company reported adjusted EPS of 34 cents, which was in line with the analyst consensus estimate.Shopify expects fourth-quarter revenue growth to be in the mid-to-high twenties percentage rate on a Y/Y basis (roughly $3.51 billion to $3.59 billion), ver ...

Key Points The market lifted Shopify stock as it felt better about tariffs. Shopify reported strong third-quarter earnings, but the market didn't love it. Shopify is increasingly serving large enterprise customers. 10 stocks we like better than Shopify › Shopify (NASDAQ: SHOP) stock soared 17% in October, according to data provided by S&P Global Market Intelligence. The e-commerce software provider benefited from improving market sentiment about tariffs, and that was followed up by a fantastic thi ...

TD Cowen：将Shopify(SHOP.US)目标股价从156美元上调至159美元。 ...

财务业绩 - 第三季度营收同比增长32%至28.4亿美元 超出市场预期的27.6亿美元 且增速略高于前一季度的31% [2] - 商品交易总额增长32%至920.1亿美元 高于市场预期的888.7亿美元 [2] - 营业利润达到3.43亿美元 超出市场预期的3.114亿美元 [2] - 总营业费用为10.5亿美元 大致符合市场预期 [2] 市场表现与背景 - 尽管业绩超预期 但公司股价在财报发布当日盘中下跌超过3% [1] - 公司表示其商家基础在面对美国关税挑战时保持了韧性 [1] 战略与投资 - 公司持续投资于人工智能增强服务 旨在帮助商家进行网站创建、销售分析和营销内容 [3] - 这些投资是在围绕定价、采购和投入成本的关税相关不确定性持续存在的背景下进行的 [3]

财务业绩 - 第三季度营收增长32%至28.44亿美元 超过预期的27.57亿美元 [2] - 第三季度运营利润（剔除股权投资）增长53%至4.34亿美元 略低于预期的4.352亿美元 [1] - 第三季度总商品交易额（GMV）增长32%至920亿美元 超过预期的891.2亿美元 [2] - 公司预计第四季度营收将同比增长中高双位数百分比 市场预期为增长27% [2] - 公司预计第四季度毛利金额将同比增长低中双位数百分比 [2] 股价表现与市场评级 - 财报发布后股价下跌3%至接近168美元 [3] - 2025年以来股价累计上涨61% [3] - 公司股票综合评级为96（满分99） [5] - 股票积累/分布评级为B级（A+代表机构大量买入 E代表大量卖出 C为中性） [6] 战略合作与业务发展 - 公司与人工智能领导者OpenAI在9月底达成“即时结账”合作 商户将能直接在美国的ChatGPT对话中销售商品 [3][8] - 公司正扩展企业级和国际市场业务 [1] - 公司为中小企业建立电商网站 并与其他公司合作处理数字支付和物流 [5] 管理层变动 - 公司首席运营官Kaz Nejatian和首席营收官Bobby Morrison近期离职 [4] - 公司任命总法律顾问Jessica Hertz为首席运营官 [4]

The market has proven tough to please during the Q3 earnings season, as regular earnings beats have failed to drive continued enthusiasm to lift stocks beyond their current all-time highs.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been q ...