SHOP Share Price Performance
US$164.48
62.72 (61.64%)
6.2% undervalued intrinsic discount
US$175.43
Fair Value
Price US$164.48
AnalystConsensusTarget US$175.43
yiannisz US$251.83
nav US$186.64
Fair ValueUS$175.43
Share Pricen/a
Shopify Inc. Stock Price
- 7 Narratives written by author
- 1 Comments on narratives written by author
- 636 Fair Values set on narratives written by author
SHOP Community Narratives
AN
Fair Value US$175.43 6.2% undervalued intrinsic discount
SHOP: Expansion And AI Integration Will Drive Continued Market Share Gains
0users have liked this narrative
0users have commented on this narrative
55users have followed this narrative
YI
Fair Value US$251.83 34.7% undervalued intrinsic discount
Shopify: The Quiet Shift From Store Builder to Commerce Operating System
1users have liked this narrative
1users have commented on this narrative
4users have followed this narrative
NA
nav·
Fair Value US$186.64 11.9% undervalued intrinsic discount
Massive Social Commerce Tailwinds Promise Shopify's Future Growth
1users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
Massive Social Commerce Tailwinds Promise Shopify's Future Growth
Catalysts “Social commerce” presents a massive tailwind with $6.23T market opportunity by 2030. Social commerce market is growing at 30.71% CAGR with 91% occurring on mobile devices: https://www.mordorintelligence.com/industry-reports/social-commerce-market 25% of Shopify traffic comes from mobile devices: https://www.chargeflow.io/blog/shopify-statistics AI Store Builder + Sidekick features are increasing user engagement and reducing onboarding friction.Read more
297
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
Shopify: The Quiet Shift From Store Builder to Commerce Operating System
Shopify (NYSE: SHOP) is no longer just a tool for building online stores. Over the past few years, it has been steadily transforming into a full-stack commerce platform that touches nearly every layer of a merchant’s business—from storefronts and payments to logistics, marketing, and increasingly, artificial intelligence.Read more
201
users have viewed this narrative1users have liked this narrative
1users have commented on this narrative
4users have followed this narrative
YI
US$251.83
34.7% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
18.89% p.a.
Profit Margin
16.65%
Future PE
119.25x
Price in 2030
US$377.18
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.Read more
376
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
GO
US$39
321.7% overvalued intrinsic discount
Goran_Damchevski's Fair Value
Revenue
18% p.a.
Profit Margin
15.3%
Future PE
30x
Price in 2029
US$58.16
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.Read more
38
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
BU
US$111.86
47.0% overvalued intrinsic discount
Butter_Bat's Fair Value
Revenue
19% p.a.
Profit Margin
22%
Future PE
30x
Price in 2034
US$213.15
Global E-Commerce Saturation And Rising Costs Will Worsen Future Stability
Key Takeaways Intensifying competition, regulatory pressures, and a saturated market threaten Shopify's growth, margins, and its ability to maintain product differentiation. Rising operational costs, investment risks, and technical complexity challenge Shopify's profitability and operational efficiency as it expands globally.Read more
35
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
US$139.23
18.1% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
23.47% p.a.
Profit Margin
12.62%
Future PE
92.43x
Price in 2029
US$178.55
SHOP: Expansion And AI Integration Will Drive Continued Market Share Gains
Key Takeaways Rapid international expansion, upmarket focus, and financial ecosystem growth are diversifying revenue streams and increasing resilience amid evolving digital commerce trends. Aggressive integration of AI and emerging retail channels is boosting merchant acquisition, efficiency, and margins, positioning Shopify as a central digital commerce enabler.Read more
682
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
55users have followed this narrative
AN
US$175.43
6.2% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
23.08% p.a.
Profit Margin
14.63%
Future PE
101.39x
Price in 2028
US$223.55
Europe And Asia Will Drive Global Online Commerce Expansion
Key Takeaways Rapid international and enterprise expansion, fueled by innovative platform features, positions Shopify for outsized revenue growth and resilience across diverse markets and verticals. Leadership in global digital payments and AI-driven commerce tools lowers barriers for entrepreneurs, supporting sustained earnings growth and increased market share.Read more
52
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
US$200
17.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
25.67% p.a.
Profit Margin
17.43%
Future PE
96.91x
Price in 2028
US$253.9
Trending Discussion
Recently Updated Narratives
YI
Shopify: The Quiet Shift From Store Builder to Commerce Operating System
Fair Value: US$251.83 34.7% undervalued intrinsic discount
4 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
NA
Resilient performance despite tariff and consumer sentiment pressure
Fair Value: US$186.64 11.9% undervalued intrinsic discount
23 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
BU
Continuing market dominance, long lasting tailwinds, great optionality, exceptional management and continuous innovation.
Fair Value: US$111.86 47.0% overvalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Shopify Inc. Key Details
About SHOP
- Founded
- 2004
- Employees
- 8100
- CEO
- WebsiteView website
Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The Company offers Shopify platform that enables merchants to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics, and reporting and access financing for running their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces. It also provides Shopify Payments, a fully integrated payment processing service that allows merchants to accept and process payment cards online and offline. In addition, the company engages in the sale of themes and apps; shipping labels through Shopify Shipping; point-of-sale hardware; advertising on the Shopify App Store; and Shop Campaigns for buyer acquisitions, as well as registration of domain names. Shopify Inc. was formerly known as Jaded Pixel Technologies Inc. and changed its name to Shopify Inc. in November 2011. Shopify Inc. was incorporated in 2004 and is based in Ottawa, Canada.
