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Shopify Community

NasdaqGS:SHOP Community

2 Narratives written by author
0 Comments on narratives written by author
508 Fair Values set on narratives written by author

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Goran_Damchevski

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.

US$39.00

FV

225.8% overvalued

18.00%

Revenue growth p.a.

0

0

6

about 1 year ago

AN

AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 46 Analysts

Global Entrepreneurship And Online Retail Will Unlock Future Expansion

Key Takeaways Global ecommerce trends, international expansion, and platform localization are driving strong merchant growth, revenue diversification, and improved onboarding for Shopify. Investments in AI-enabled products and an expanding solutions portfolio are boosting operational efficiency, deepening merchant relationships, and supporting higher-margin recurring revenues.

US$116.59

FV

9.0% overvalued

21.38%

Revenue growth p.a.

0

0

6

3 days ago