Shopify Community
NasdaqGS:SHOP Community- 3 Narratives written by author
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Community Investing Ideas
BU
Community Contributor
Continuing market dominance, long lasting tailwinds, great optionality, exceptional management and continuous innovation.
Shopify will continue to grow into this ever growing market cementing itself as the go to option to start up an online presence. E-commerce as a whole will continue to grow ~8-10% as consumers switch from in store to online experiences.
View narrativeUS$111.86
FV
10.0% undervalued intrinsic discount19.00%
Revenue growth p.a.
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6 months ago author updated this narrative
GO
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 narrativeUS$39.00
FV
158.1% overvalued intrinsic discount18.00%
Revenue growth p.a.
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3users have followed this narrative
9 months ago author updated this narrative
AN
Consensus Narrative from 45 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 narrativeUS$134.54
FV
25.2% undervalued intrinsic discount21.88%
Revenue growth p.a.
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171users have followed this narrative
7 days ago author updated this narrative