公司概况 - Shopify是一家电子商务软件公司能为各种规模的企业提供建立和运营电子商务所需服务包括在线购物车支付处理库存管理工具营销支持等通过订阅和按交易收费[2] - 公司存在的意义是提供一种不同于亚马逊的在线销售方式给不想依赖亚马逊平台的商家[3] 公司优势 - 公司增长稳定上季度营收同比增长26%经营收入翻倍以上自由现金流从去年第三季度的2.76亿美元增长到今年9月结束的三个月的4.21亿美元且这是连续第六个季度营收增长超过25%[8][9] - 公司提供的服务正是商家目前所需随着电商发展商家能自己找到顾客只需要将网络流量转化为交易的手段这正是Shopify的优势所在[10][11][12] - 公司面临巨大机遇美国只有约16%的零售销售额是在线完成全球情况类似且市场研究机构预测到2032年全球电子商务软件市场将以超过12%的年增长率增长Shopify有望抓住大部分增长机会[14][15] 公司近期表现及展望 - 公司周二股价因三季度报告和积极的业绩指引而飙升公司预计营收将以25% - 29%的速度增长推动毛利润以类似幅度增长[16] - 盈利后的股价涨幅过大可能面临获利回吐压力可等股价回稳再入手但不宜观望太久因为自2022年中期股价开始回升以来类似的涨幅情况有过几次但都未影响长期回升趋势[17]

Shopify Inc. (NYSE: SHOP ) reported better than expected third fiscal quarter results on Tuesday that showed that the e-Commerce company continues to execute well in its core market for online stores. Shopify beat top line estimates and submitted aAnalyst’s Disclosure: I/we have a beneficial long position in the shares of SHOP, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Z ...

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?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Shopify (SHOP) .Shopify currently has an average brokerage recommendation (ABR) of 1.84, on a s ...

When I last covered Shopify, Inc. (NYSE: SHOP ) on October 6th, 2024 with my article " Shopify: I Was Wrong ", the stock was attempting to recover from the major price lows that were printed during the August 5th, 2024Analyst’s Disclosure: I/we have a beneficial long position in the shares of SHOP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busin ...

I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a multi-strategy hedge fund. In my opinion, HODL can't generate significant alpha or maintain a high Sharpe ratio over the long run. Seeking Alpha requires active management and minimizing opportunity costs. Investors should understand seeking a high positive ...

The company's platform is resonating with merchants of all sizes.It's been a roller-coaster ride for Shopify (SHOP -5.22%) shares this year, but since the summer, the stock has been on the ascent. After the e-commerce company delivered a strong third-quarter report Tuesday and offered upbeat guidance, its stock hit a new 52-week high. However, the stock is still far below the all-time peak it hit in 2021.With Shopify stock trading up more than 40% year to date as of this writing, it's natural to wonder whet ...

Shopify (SHOP) shares jumped 21% on Nov. 12 after the Canadian e-commerce company posted better-than-expected results for the third quarter and gave an optimistic forecast for the holiday shopping season. Shares of SHOP gained another 5.7% on Nov. 13 as investors’ optimism continued.The stock has a Zacks Rank #2 (Buy). SHOP shares belong to top-ranked (top 25%) Zacks Internet - Services industry and top-ranked (top 13%) Zacks Computer and Technology sector. SHOP’s earnings beat the Zacks Consensus Estimate ...

Shopify TodaySHOPShopify$115.13 +6.21 (+5.70%) 52-Week Range$48.56▼$115.62P/E Ratio107.60Price Target$94.95Add to WatchlistShopify’s NYSE: SHOP stock price action soared following the Q3 release because the results were good, more than good, showing the company's building momentum as it established itself as the go-to source for B2B eCommerce needs. Its unified, AI-enabled platform is gaining traction with businesses of all sizes, leading to four things investors like to hear: outperformance, accelerated p ...

Shopify (SHOP 5.67%) is accelerating revenue growth and has ambitions to take a larger share of the e-commerce market.*Stock prices used were the afternoon prices of Nov. 11, 2024. The video was published on Nov. 13, 2024. ...