Update shared on07 Aug 2025
Fair value Increased 28%The significant increase in Shopify’s consensus analyst price target reflects higher growth expectations, as evidenced by a rising future P/E ratio, despite a marginal decline in net profit margin, raising the fair value estimate from $118.76 to $135.38.
What's in the News
- FST Corp. rolled out Shopify Plus, consolidating DTC, B2B, and POS commerce, integrating with ERP software, and enabling enhanced analytics and cash flow management.
- ai12z introduced new platform enhancements via Shopify integration, enabling conversational e-commerce, real-time data connectivity using MCP, and improved agent response analytics.
- Akeneo became a Shopify Premier Partner, launching an app for seamless product data enrichment and integration, supporting composable commerce and enhanced merchant experience.
- Peruvian Connection launched a global e-commerce experience on Shopify, resolving legacy issues and enabling localized storefronts for UK and Germany.
- Sovos partnered with Shopify to launch automated Shopify Tax filing, streamlining sales tax compliance for US merchants.
Valuation Changes
Summary of Valuation Changes for Shopify
- The Consensus Analyst Price Target has significantly risen from $118.76 to $135.38.
- The Future P/E for Shopify has significantly risen from 76.54x to 84.93x.
- The Net Profit Margin for Shopify has fallen slightly from 15.41% to 14.81%.
Disclaimer
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