Shopify Dirección
Dirección controles de criterios 2/4
El CEO de Shopify es Tobi Lutke , nombrado en Sep 2004, tiene una permanencia de 21.67 años. compensación anual total es $35.00M, compuesta por 0% salario y 100% primas, incluidas acciones y opciones de la empresa. posee directamente un 6.08% de las acciones de la empresa, por valor de $8.71B. La antigüedad media del equipo directivo y de la junta directiva es de 4.1 años y 2.6 años, respectivamente.
Información clave
Tobi Lutke
Chief Executive Officer (CEO)
US$35.0m
Compensación total
| Porcentaje del salario del CEO | 0.00% |
| Permanencia del CEO | 21.7yrs |
| Participación del CEO | 6.1% |
| Permanencia media de la dirección | 4.1yrs |
| Promedio de permanencia en la Junta Directiva | 2.6yrs |
Actualizaciones recientes de la dirección
Recent updates
Artículo de análisis • May 07
Shopify Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
It's been a sad week for Shopify Inc. ( NASDAQ:SHOP ), who've watched their investment drop 13% to US$105 in the week...Seeking Alpha • May 06
Shopify: Buying The Post-Earnings Dip Makes Complete Sense (Review)
Summary Shopify (SHOP) remains a 'Buy' after its Q1 2026 post-earnings dip, with catalysts intact and valuation reset meaningfully. Q1 results showed GMV up 37% YoY to $100.7B, revenue up 34% YoY to $3.17B, and strong FCF margin at ~15%. AI-driven commerce and agentic AI integrations are driving exponential early growth in traffic and orders, supporting long-term bullishness. Shopify’s merchant base appears sticky, with about 90% of revenue coming from merchants on the platform over a year, supporting future pricing power and retention. Despite near-term margin compression and cautious guidance, I see 82% upside to FY2027 at a 14x sales multiple, with Wall Street consensus at ~44%. Read the full article on Seeking Alpha
Actualización del análisis • Apr 29
SHOP: AI Disintermediation Fears And Sector Multiple Compression Will Pressure Returns
Analysts maintained Shopify’s fair value estimate at $110.00 and made modest adjustments to underlying assumptions, citing a mix of reduced price targets from several brokers and renewed support from others who emphasize Shopify’s role as core e-commerce infrastructure and its potential in agentic commerce and AI-powered tools. Analyst Commentary The latest round of research on Shopify reflects a split view, with some firms trimming price targets and others lifting ratings or setting higher targets.
Nuevo análisis • Apr 17
Shopify Inc. (SHOP): The "Agentic Commerce" Pioneer and the $131 Resistance
Shopify Inc. (SHOP) , the foundational operating system for modern commerce, enters Friday, April 17, 2026 , amidst a powerful bullish pivot.Actualización del análisis • Apr 15
SHOP: Agentic Commerce Role Will Face Tighter Multiples And AI Disintermediation Tests
Shopify's analyst price targets have recently moved both up and down around the $150 to $165 range, with changes often tied to views on AI driven commerce opportunities, competitive positioning after OpenAI's checkout rollback, and a reassessment of sector valuation multiples. Analyst Commentary Recent research on Shopify points to a mixed but increasingly debated outlook, with bullish views on its role in AI enabled commerce set against a wave of more conservative price target resets clustered in the $150 to $165 range.Actualización del análisis • Apr 01
SHOP: Agentic Commerce Role Will Confront Sector Multiple Compression And High Expectations
Analysts kept Shopify's fair value estimate steady at $110, while modestly refining their assumptions for discount rate, revenue growth, margin profile and future P/E. This reflects a mix of recent price target increases tied to Shopify's role in agentic commerce and infrastructure, along with resets from other firms that cite valuation and sector multiple compression.Actualización del análisis • Mar 17
SHOP: Agentic Commerce Optimism Will Face Test As Expectations Stay Elevated
Shopify's analyst fair value estimate has been modestly adjusted from $111.12 to $110.00 as analysts factor in updated assumptions around discount rates, revenue growth, profit margins, and a slightly lower future P/E. Recent research highlights both rising price targets from bulls focused on AI and agentic commerce potential, and reductions from others citing valuation reset and sector multiple compression.Actualización del análisis • Mar 03
SHOP: Rich Multiple And Agentic Commerce Promise Will Shape Near-Term Trading
The analyst price target for Shopify in our model edges up from $110.00 to about $111.12 as analysts weigh a mix of recent target cuts and upgrades, with many still highlighting growth in agentic commerce, AI supported monetization, and the stock's pullback as key parts of their thesis. Analyst Commentary Recent research on Shopify reflects a split view, with some firms upgrading on the stock's pullback and AI and agentic commerce potential, while others are trimming targets or stepping to the sidelines after a strong run.Actualización del análisis • Feb 17
SHOP: Rich Multiple And Mixed Sentiment Will Likely Cap Near-Term Upside
Analysts have trimmed our Shopify fair value estimate to $110 from about $139. This reflects lower price targets across the Street as models reset for softer revenue growth assumptions, slightly reduced margin expectations, and lower sector P/E multiples despite generally solid recent results.Artículo de análisis • Feb 13
The Price Is Right For Shopify Inc. (NASDAQ:SHOP) Even After Diving 34%
Shopify Inc. ( NASDAQ:SHOP ) shareholders won't be pleased to see that the share price has had a very rough month...
Actualización del análisis • Feb 03
SHOP: AI Efficiencies And Q4 Execution Will Support Higher Earnings Power
The analyst fair value estimate for Shopify has increased from US$200 to about US$218, reflecting updated assumptions on revenue growth, profitability and future P/E following recent research highlighting Q4 fundamentals, AI driven operating leverage and a series of price target revisions and rating changes across the Street. Analyst Commentary Street research around Shopify has skewed constructive, with several bullish analysts revisiting their models and resetting price targets and ratings after recent earnings and product updates.
Actualización del análisis • Jan 20
SHOP: AI Monetization And Operating Leverage Will Support Measured Upside Into 2026
Analysts have nudged our implied fair value for Shopify to about US$179.49 per share, up roughly US$4 from the prior US$175.43. This reflects Street research that highlights stronger top line potential, rising AI related monetization and operating leverage, partially offset by more cautious views on valuation, margins and already high expectations.Actualización del análisis • Jan 06
SHOP: Lofty Multiples And Soft Cash Flow Will Restrain Near-Term Upside
Analysts increased their Shopify fair value estimate from about US$116 to roughly US$139, citing stronger expected revenue growth, a slightly higher assumed future P/E, and recent price target hikes across the Street. They attribute these changes to what they view as solid Q3 execution, despite some concerns around valuation and free cash flow.Actualización del análisis • Dec 17
SHOP: AI Partnerships And Margin Expansion Will Drive Measured Upside Into 2025
Analysts have nudged our Shopify price target higher to approximately $175, up modestly from about $170. This reflects slightly faster expected profit margin expansion and durable post Q3 growth momentum that they believe supports the stock's premium valuation.Actualización del análisis • Dec 03
SHOP: Future AI Commerce Momentum Will Drive Premium Re-Rating Into 2025
Analysts have modestly raised their Shopify price target by about $20 to roughly $190, as stronger growth, improving profit margins, and continued estimate revisions following solid Q3 results support a higher fair value despite ongoing concerns around valuation and near term cash flow softness. Analyst Commentary Recent Street research on Shopify reflects a constructive but more balanced stance, with most revisions skewing higher on price targets while calls for restraint grow louder around valuation and cash flow visibility.
Actualización del análisis • Nov 21
Resilient performance despite tariff and consumer sentiment pressure
Shopify’s Q3 2025 results (reported 4 Nov 2025) showed revenue growth of ~32% and GMV up ~32% despite the challenging backdrop. The The Conference Board Consumer Confidence Index shows the expectations component at 71.5 (October 2025) which is below the ~80 level typically seen as a signal of recession risk.Actualización del análisis • Nov 19
SHOP: Future Revenue Momentum Will Drive Re-Rating Into 2025
Shopify's analyst fair value target has increased from $165.87 to $175.11. Analysts point to stronger-than-expected Q3 results and sustained revenue growth outpacing market expectations as key drivers behind the positive revision.Actualización del análisis • Nov 03
SHOP: Expansion And AI Integration Will Drive Continued Market Share Gains
Shopify's analyst price target has been raised from $170 to $200. Analysts cite continued strong growth momentum, robust AI innovation, and market share gains as primary drivers behind the updated outlook.Actualización del análisis • Oct 20
International Expansion And AI Integration Will Open New Global Markets
Shopify's fair value estimate has increased modestly to $164.45 per share. Analysts point to ongoing growth momentum, resilient market share, and enthusiasm around new AI initiatives as factors supporting a higher price target, despite recent executive departures.Actualización del análisis • Oct 05
International Expansion And AI Integration Will Open New Global Markets
Shopify's analyst fair value price target has increased slightly by $2.04 to $163.15. Analysts cite continued solid growth, successful product expansion, and positive momentum in recent results as factors supporting the company's higher valuation.Actualización del análisis • Aug 27
International Expansion And AI Integration Will Open New Global Markets
Shopify’s consensus price target was slightly raised to $161.11 as analysts highlighted exceptional Q2 results, accelerating revenue and GMV growth, and expanding international and enterprise momentum, although some caution remains on valuation. Analyst Commentary Bullish analysts cite exceptional Q2 results, highlighted by accelerating gross merchandise volume growth and revenue growth above 30% despite difficult macroeconomic conditions.Artículo de análisis • Aug 11
Optimistic Investors Push Shopify Inc. (NASDAQ:SHOP) Shares Up 33% But Growth Is Lacking
Shopify Inc. ( NASDAQ:SHOP ) shareholders have had their patience rewarded with a 33% share price jump in the last...Actualización del análisis • Aug 07
International Expansion And AI Integration Will Open New Global Markets
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.Nuevo análisis • Jul 16
Global Entrepreneurship And Online Retail Will Unlock Future Expansion
Global ecommerce trends, international expansion, and platform localization are driving strong merchant growth, revenue diversification, and improved onboarding for Shopify.Seeking Alpha • Apr 19
Shopify: Why Holding The Line Still Makes Sense Amid Market Uncertainty
Summary On January 19, 2025, I gave Shopify a hold rating due to its high valuation at the time. The stock price has since underperformed. Investors were disappointed in the company's free cash flow guidance for the first quarter of 2025, leading to the stock's decline. Shopify has consistently shown steady revenue growth over the last two years, a positive indicator for its long-term viability. The company is moving upmarket and has gained several large enterprises as customers during the fourth quarter. Despite its strong business model, the stock remains a hold because of macroeconomic concerns. Read the full article on Seeking AlphaSeeking Alpha • Mar 30
Shopify: Don't Overthink The Buying Opportunity
Summary Shopify has returned to its roots, focusing on doing what it does best, and the recent results have demonstrated that strategy. Shopify has also gained share with the higher value enterprise customers, pushing into spaces dominated by enterprise software firms. SHOP's execution is remarkable, but the stock isn't valued at a discount. While the stock is not assessed to be undervalued, buying momentum remains favorable after the recent 30% drop. I argue why SHOP offers growth investors another opportunity to accumulate while the market dithers due to recent pessimism. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Shopify: The Price Of Perfection
Summary Growth stocks are supposed to see growth rates decelerate over time - but is Shopify excluded from that rule? The company saw growth accelerate in the latest quarter, and management continues to guide for sustained growth ahead. The company is profitable on a GAAP basis with a net cash balance sheet. I evaluate the stock against long-term projections. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Shopify's Growth Story: Direct-To-Consumer Enabler For Independent Brands
Summary Shopify's recovery post-pandemic is impressive, with revenue growth outpacing costs, leading to improved margins and a strong market position. Shopify empowers merchants with advanced tools, AI-driven marketing, and financial services, attracting both small businesses and large enterprises like Reebok. Despite high valuation metrics, Shopify's explosive revenue growth and expanding profitability make it a compelling investment story, though competition and regulatory risks remain. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$35m | US$1 | US$1b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$150m | US$1 | US$2b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | -US$209m |
| Dec 31 2023 | US$20m | US$1 | US$132m |
| Sep 30 2023 | n/a | n/a | -US$1b |
| Jun 30 2023 | n/a | n/a | -US$2b |
| Mar 31 2023 | n/a | n/a | -US$2b |
| Dec 31 2022 | US$20m | US$1 | -US$3b |
| Sep 30 2022 | n/a | n/a | -US$3b |
| Jun 30 2022 | n/a | n/a | -US$2b |
| Mar 31 2022 | n/a | n/a | US$182m |
| Dec 31 2021 | US$20m | US$1 | US$3b |
| Sep 30 2021 | n/a | n/a | US$3b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$15m | US$105k | US$320m |
| Sep 30 2020 | n/a | n/a | US$196m |
| Jun 30 2020 | n/a | n/a | -US$67m |
| Mar 31 2020 | n/a | n/a | -US$132m |
| Dec 31 2019 | US$11m | US$616k | -US$125m |
Compensación vs. Mercado: La compensación total de Tobi($USD35.00M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.74M).
Compensación vs. Ingresos: La compensación de Tobi ha sido consistente con los resultados de la empresa en el último año.
CEO
Tobi Lutke (44 yo)
21.7yrs
Permanencia
US$35,000,027
Compensación
Mr. Tobias Lutke, also known as Tobi, is Founder of Shopify Inc., which he joined in September 2004. He also serves as its Chairman, Chief Executive Officer, and Head of R&D, and has served as Chief Execut...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 21.7yrs | US$35.00m | 6.08% $ 8.7b | |
| President | 5.6yrs | US$7.52m | 0.0011% $ 1.6m | |
| Chief Financial Officer | 3.6yrs | US$10.50m | 0.0057% $ 8.2m | |
| Chief Operating Officer | less than a year | US$12.00m | 0.0018% $ 2.6m | |
| General Counsel | less than a year | US$1.52m | 0.00033% $ 472.8k | |
| Director of Investor Relations | no data | sin datos | sin datos | |
| Country Head & Director- India | 4.6yrs | sin datos | sin datos | |
| VP & Corporate Controller | no data | sin datos | sin datos | |
| Corporate Secretary | no data | sin datos | sin datos | |
| Product Director | no data | sin datos | sin datos | |
| Director of Product | no data | sin datos | sin datos |
4.1yrs
Permanencia media
43yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de SHOP se considera experimentado (4.1 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 22.3yrs | US$35.00m | 6.08% $ 8.7b | |
| Independent Director | 9.5yrs | US$387.63k | 0.0058% $ 8.3m | |
| Independent Director | 15.3yrs | sin datos | sin datos | |
| Lead Independent Director | less than a year | US$767.10k | 0.00023% $ 329.5k | |
| Independent Director | 3.3yrs | US$350.40k | 0.019% $ 27.7m | |
| Independent Director | 1.5yrs | US$343.78k | 0.000080% $ 114.6k | |
| Independent Director | 1.8yrs | US$350.40k | 0.00022% $ 315.2k | |
| Independent Director | 1.9yrs | US$378.37k | 0.00061% $ 874.0k | |
| Independent Director | 4.4yrs | US$365.63k | 0.0012% $ 1.7m | |
| Independent Director | 1.9yrs | US$350.40k | 0.00059% $ 845.3k |
2.6yrs
Permanencia media
52yo
Promedio de edad
Junta con experiencia: La junta directiva de SHOP no se considera experimentada (2.6 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/10 18:56 |
| Precio de las acciones al final del día | 2026/05/08 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Shopify Inc. está cubierta por 82 analistas. 45 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Harshit Gupta | Accountability Research Corporation |
| Richard Kramer | Arete Research Services LLP |
| Oliver Lester | Arete Research Services LLP |