logo
NasdaqGS:SHOP logo

Shopify Community

NasdaqGS:SHOP Community
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 447 Fair Values set on narratives written by author
Create a narrative

Community Investing Ideas

SHOP logo
Shopify
GO
Goran_Damchevski
Equity Analyst

Large Brands and New Verticals to Push Revenues Higher But Cheap Ecomm Software Risks Remain

Key Takeaways Expanding the customer base with large brands via the Shopify Plus subscriptions is a profitable way to grow the business. In my view, Shopify has a $32B software, and $15.4B payments market opportunity.
View narrative
US$39.00
FV
184.0% overvalued intrinsic discount
18.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
11 months ago author updated this narrative
SHOP logo
Shopify
AN
AnalystConsensusTarget
Consensus Narrative from 46 Analysts

Partnerships With FC Barcelona And Reebok Will Boost Future Market Position

Key Takeaways Investments in AI and expanding product offerings aim to enhance merchant efficiency, boosting earnings and operational margins. Focus on international expansion and strategic B2B investments targets higher revenue growth and market share gains.
View narrative
US$134.54
FV
17.7% undervalued intrinsic discount
21.88%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
178users have followed this narrative
about 2 months ago author updated this narrative