Shopify Gestion
Gestion contrôle des critères 2/4
Le PDG Shopify est Tobi Lutke, nommé en Sep2004, a un mandat de 21.75 ans. La rémunération annuelle totale est $ 35.00M, composée du salaire de 0% et des bonus 100%, y compris les actions et options de la société. détient directement 6.06% des actions de la société, d'une valeur de $ 8.49B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.2 ans et 2 ans.
Informations clés
Tobi Lutke
Directeur général
US$35.0m
Rémunération totale
| Pourcentage du salaire du PDG | 0.00% |
| Durée du mandat du directeur général | 21.8yrs |
| Propriété du PDG | 6.1% |
| Durée moyenne d'occupation des postes de direction | 4.2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 2yrs |
Mises à jour récentes de la gestion
Recent updates
Article d’analyse • Jun 22
Shopify (SHOP) Stock Could Be 56.8% Undervalued After Sidekick AI Expansion
Shopify (SHOP) has been in focus after rolling out Sidekick App Extensions, opening its AI assistant to third party apps such as in store analytics platform Avia, while the stock remains well below its recent highs. See our latest analysis for Shopify. Against that backdrop, Shopify’s 1 month share price return of 5.68% suggests some near term optimism is creeping back in, even though the share price is still down 30.76% year to date and the 90 day share price return is down 10.12%. At the...
Mise à jour du récit • Jun 18
SHOP: AI Commerce Adoption And Buybacks Will Support Measured Upside Into 2026
Analysts have trimmed their average price target on Shopify stock by about $31 to $148, citing slightly softer revenue growth assumptions, a modestly higher discount rate, and a reset to a lower future P/E multiple, even as projected profit margins move higher in updated models. Analyst Commentary Recent research on Shopify centers on how to balance solid margin progress with more tempered expectations for revenue growth and valuation, which is why you are seeing a cluster of price target cuts across the Street.Seeking Alpha • Jun 06
The SaaS Apocalypse Has Created A Rare Buying Opportunity In Shopify
Summary Shopify is upgraded to a buy, offering a rare entry after a 10% pullback despite continued strong execution. SHOP's aggressive adoption of agentic AI and deep customer integration position it as a long-term beneficiary, challenging Amazon's e-commerce dominance. Recent results show 34% YoY revenue growth, a 22% incremental operating margin, and a pristine net cash balance, supporting sustained market share gains. Valuation at 61x earnings is not cheap, but projected 10% annual returns and margin expansion make SHOP a compelling compounder for growth portfolios. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 04
SHOP: AI Commerce Infrastructure And Buybacks Will Support Higher Earnings Power
Shopify's updated analyst price target has moved lower to about $198 from roughly $218, as analysts factor in slightly softer revenue growth expectations, a somewhat lower discount rate, higher anticipated profit margins, and a reduced future P/E multiple. Analyst Commentary Recent research on Shopify reflects a mixed backdrop, but there is still a clear group of bullish analysts highlighting what they see as durable strengths in the business, particularly around its role in global e-commerce infrastructure and its positioning in emerging areas like agentic commerce.
Mise à jour du récit • May 19
SHOP: AI Commerce Optionality And Multiple Compression Will Shape Forward Returns
Analysts have trimmed the Shopify price target from $110 to $105 as they incorporate more moderate revenue growth assumptions, a lower future P/E of about 60x, and slightly higher long run profit margin expectations, while Street research has broadly reset targets lower across the stock. Analyst Commentary Street research around Shopify has turned more cautious, with several bearish analysts cutting price targets and flagging risks around growth assumptions, valuation, and execution.Article d’analyse • May 14
There May Be Reason For Hope In Shopify's (NASDAQ:SHOP) Disappointing Earnings
Investors were disappointed with the weak earnings posted by Shopify Inc. ( NASDAQ:SHOP ). However, our analysis...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Nouveau récit • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$125m |
Rémunération vs marché: La rémunération totale de Tobi ($USD 35.00M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.56M ).
Rémunération et revenus: La rémunération de Tobi a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Tobi Lutke (45 yo)
21.8yrs
Titularisation
US$35,000,027
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 21.8yrs | US$35.00m | 6.06% $ 8.5b | |
| President | 5.7yrs | US$7.52m | 0.0012% $ 1.7m | |
| Chief Financial Officer | 3.7yrs | US$10.50m | 0.0059% $ 8.3m | |
| Chief Operating Officer | less than a year | US$12.00m | 0.0021% $ 2.9m | |
| General Counsel | less than a year | US$1.52m | 0.00038% $ 532.3k | |
| Director of Investor Relations | no data | pas de données | pas de données | |
| Country Head & Director- India | 4.7yrs | pas de données | pas de données | |
| VP & Corporate Controller | no data | pas de données | pas de données | |
| Corporate Secretary | no data | pas de données | pas de données | |
| Product Director | no data | pas de données | pas de données | |
| Director of Product | no data | pas de données | pas de données |
4.2yrs
Durée moyenne de l'emploi
44yo
Âge moyen
Gestion expérimentée: L'équipe de direction de SHOP est considérée comme expérimentée (ancienneté moyenne 4.2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 22.4yrs | US$35.00m | 6.06% $ 8.5b | |
| Independent Director | 9.6yrs | US$387.63k | 0.0059% $ 8.3m | |
| Independent Director | 15.3yrs | pas de données | 0.055% $ 77.6m | |
| Lead Independent Director | 1yr | US$767.10k | 0.00032% $ 448.3k | |
| Independent Director | 3.4yrs | US$350.40k | 0.019% $ 27.1m | |
| Independent Director | 1.6yrs | US$343.78k | 0.00029% $ 406.3k | |
| Independent Director | 1.9yrs | US$350.40k | 0.00042% $ 588.4k | |
| Independent Director | 2yrs | US$378.37k | 0.00084% $ 1.2m | |
| Independent Director | 4.5yrs | US$365.63k | 0.0014% $ 1.9m | |
| Independent Director | 2yrs | US$350.40k | 0.00083% $ 1.2m | |
| Independent Director | no data | pas de données | pas de données |
2.0yrs
Durée moyenne de l'emploi
52yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la SHOP n'est pas considéré comme expérimenté ( 2 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/24 21:48 |
| Cours de l'action en fin de journée | 2026/06/24 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Shopify Inc. est couverte par 83 analystes. 46 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Harshit Gupta | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |