Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors.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. ...

We bring a rigorous research-driven approach to uncovering high-conviction stocks with compelling growth potential across dynamic sectors like big tech, semiconductors, AI, and healthcare. Leveraging comprehensive sector insights, We analyze both low-risk and selective high-risk plays that have the potential to outperform. Each investment idea is backed by thorough research and strategic foresight, aimed at helping investors navigate today’s complex markets and secure strong returns. Follow for sophisticate ...

Shopify Inc SHOP shares were climbing on Wednesday after the company reported upbeat third-quarter earnings.The company reported its results amid an exciting earnings season. Here are some key analyst takeaways.JPMorgan On ShopifyAnalyst Reginald Smith reiterated an Overweight rating while raising the price target from $76 to $121.Shopify delivered a "big FCF margin beat," Smith said. Free cash flows of $421 million coming in higher than consensus of $340 million and FCF margin of 19.5% coming in around 350 ...

Shopify (SHOP) reported third-quarter 2024 non-GAAP earnings of 36 cents per share, beating the Zacks Consensus Estimate by 33.33%. SHOP reported earnings of 24 cents per share in the year-ago quarter.SHOP’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average earnings surprise being 24.50%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues of $2.16 billion surpassed the Zacks Consensus Estimate by 2.59%. The top line soared 26.1% year over y ...

关于Shopify公司股票表现 - 7月对Shopify Inc (NYSE: SHOP)给出“买入”评级后股票上涨超80%显著跑赢标普500指数 [1] 关于Amrita及其工作 - Amrita在温哥华运营精品家族办公室基金领导投资策略目标为投资可持续增长型公司以实现股东权益最大化 [2] - Amrita创办获奖时事通讯The Pragmatic Optimist关注投资组合策略估值和宏观经济丈夫Uttam Dey为Seeking Alpha撰稿人 [2] - Amrita曾在旧金山高增长供应链初创公司工作5年领导战略期间与风投公司和初创公司合作发展用户获取业务并在疫情期间为客户实现回报最大化 [2] - Amrita致力于普及金融知识将复杂概念转化为通俗易懂形式其时事通讯在流行平台被评为顶级金融时事通讯 [2]

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. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

A major focus for Shopify has been ensuring its merchants are equipped to reach consumers wherever they are, Shopify President Harley Finkelstein noted Tuesday (Nov. 12) during the company’s third-quarter earnings call. By streamlining the shopping experience, Shopify officials want to connect its platform to key touchpoints across the digital landscape, including YouTube, TikTok, Roblox and Instagram.The company’s goal is clear, Finkelstein said: make it easier for merchants to engage with new audiences, r ...

The third-quarter earnings season is winding down, but that doesn’t mean the fireworks are over.We’ve now received Q3 results from more than 90% of S&P 500 index members. Total earnings for these companies that have reported are up 7.1% from the same period last year on 5.5% higher revenues. On a ‘blended’ basis that includes the still-to-come companies, S&P 500 earnings are expected to rise 7.4% from the year-ago period on 5.6% higher revenues.  The outcome speaks to a resilient corporate backdrop, as comp ...

公司财务数据 - 2024年9月季度Shopify营收21.6亿美元同比增长26.1%每股收益0.36美元去年同期为0.24美元[1] - 营收较Zacks共识预期的21.1亿美元高出2.59%每股收益超出预期33.33%共识预期每股收益为0.27美元[1] - 毛商品交易额697.2亿美元九位分析师平均预期为676.4亿美元[3] - 月度经常性收入1.75亿美元五位分析师平均预期为1.7501亿美元[3] - 商家解决方案营收15.5亿美元较15位分析师平均预期的15.1亿美元增长26.4%[3] - 订阅解决方案营收6.1亿美元较15位分析师平均预期的5.9302亿美元增长25.5%[3] - 商家解决方案毛利润6.16亿美元七位分析师平均预期为5.9949亿美元[3] - 订阅解决方案毛利润5.02亿美元七位分析师平均预期为4.8581亿美元[3] 公司股票表现 - 过去一个月Shopify股票回报率为+7.5%而Zacks标准普尔500综合指数变化为+3.3%[4] - 股票目前Zacks评级为2（买入）表明近期可能跑赢大盘[4]

文章核心观点 - Shopify公司(NYSE: SHOP)股价因第三季度业绩优异达到52周新高[1] 根据相关目录分别进行总结 公司业绩 - 公司报告称营收同比增长26%至21.62亿美元 总商品交易额接近700亿美元[1]