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Latest ideas and analyses related to Shopify Inc. Class A Subordinate Voting Shares

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SHOP

+39 pts



$SHOP 2Q22 Results – Is a Bottom In Sight?

By realmomobags on July 28, 2022, 6:52 a.m.
Tagged topics: earnings results

Views: 20, Votes: 5, Responses: 0, Attachments: 1
SHOP

+33 pts



$SHOP - more bad news may be yet to come

By junkfoodlover on July 27, 2022, 5:25 p.m.
Tagged topics: earnings results

Views: 18, Votes: 2, Responses: 0, Attachments: 2
SHOP

+34 pts



$SHOP 10% Reduction in Workforce Planned; The Hangover Headache Isn't Over

By junkfoodlover on July 26, 2022, 2:02 p.m.
Tagged topics: eCommerce , post-pandemic

Views: 16, Votes: 4, Responses: 0, Attachments: 1
SHOP

+33 pts



$SHOP 10% workforce reduction increases likelihood of a cut to its FY22 outlook

By junkfoodlover on July 26, 2022, 11:10 a.m.
Tagged topics: risk to estimates

Views: 138, Votes: 3, Responses: 0, Attachments: 1
SHOP

+32 pts



$SHOP Q2 preview: Another cyclically slower quarter is likely

By labjordan on July 25, 2022, 3:46 p.m.
Tagged topics: earnings preview

Views: 8, Votes: 3, Responses: 0, Attachments: 2
CRWD , INTU , MSFT , PANW , CRM , NOW , ZI , INST , VEEV , TEAM , DDOG , HUBS , MDB , SNOW , TWLO , NET , CFLT , HCP , SHOP

+45 pts



Software Gut Check – Entering Confession Season

By mooreideas on July 21, 2022, 3:18 p.m.
Tagged topics: analyst checks

Views: 47, Votes: 5, Responses: 1, Attachments: 1
SHOP

+47 pts



$SHOP - the fulfillment opportunity appears undervalued, but macro pressures are near term risks

By mooreideas on June 24, 2022, 11:09 a.m.
Tagged topics: initiation report

Views: 138, Votes: 7, Responses: 0, Attachments: 1
SHOP

+34 pts



$SHOP Reflecting on Editions

By junkfoodlover on June 23, 2022, 10:23 a.m.
Tagged topics: conference takeaways

Views: 14, Votes: 2, Responses: 0, Attachments: 1
SHOP

+37 pts



$SHOP A Foundation to Build On; Meetup with Shopify President

By CdnInvstr on June 9, 2022, 3:42 p.m.
Tagged topics: management commentary

Views: 28, Votes: 3, Responses: 0, Attachments: 1
SHOP

+33 pts



$SHOP Approval of Governance Structure & 10-for-1 Split

By CdnInvstr on June 8, 2022, 12:47 p.m.
Tagged topics: stock split

Views: 11, Votes: 3, Responses: 0, Attachments: 1
SHOP

+36 pts



Shopify, Inc.(SHOP) Quick Take on Q1: E-Commerce Normalization, Miss on Revenue and GMV

By Thomasidea on May 15, 2022, 12:43 a.m.
Tagged topics: US

Views: 27, Votes: 3, Responses: 0, Attachments: 1
SHOP

+36 pts



Shopify, Inc. COVID Tailwinds Fade, Macro Headwinds Emerge; Updating Model and PT to $400

By Thomasidea on May 15, 2022, 12:42 a.m.
Tagged topics: US

Views: 24, Votes: 2, Responses: 0, Attachments: 1
BKNG , ETSY , EBAY , W , SHOP , AMZN , CHWY , UBER , LYFT , SPOT , WMG , MTCH , BMBL

+35 pts



Need greater visibility to recession risk for online travel and e-commerce stocks to work

By cassie on May 9, 2022, 10:07 a.m.
Tagged topics: investor sentiments

Views: 147, Votes: 3, Responses: 0, Attachments: 1
SHOP

+43 pts



$SHOP - Mixed 1Q; look for estimate reset and growth/margin trough

By ethonomics on May 6, 2022, 4:52 p.m.
Tagged topics: earnings results

Views: 50, Votes: 6, Responses: 0, Attachments: 1
SHOP , LSPD

+38 pts



$SHOP ecommerce normalizing; prefer $LSPD

By josiebe on May 5, 2022, 12:54 p.m.
Tagged topics: pair trade

Views: 132, Votes: 6, Responses: 0, Attachments: 1
ZI , DOCN , HUBS , DH , SHOP , AVLR , BIGC , FRSH , MAPS , PCOR , SPT , UPLD , USER

+35 pts



Software earnings preview

By underdog on May 2, 2022, 10:36 a.m.
Tagged topics: earnings preview

Views: 24, Votes: 2, Responses: 0, Attachments: 1
SHOP

+36 pts



$SHOP - fading tailwinds for ecommerce limits near-term upside; checks support a constructive view on Deliverr

By josiebe on April 29, 2022, 3:16 p.m.
Tagged topics: earnings preview

Views: 262, Votes: 4, Responses: 0, Attachments: 1
SHOP

+37 pts



$SHOP - benefits outweigh risks in keeping Shopify founder-controlled

By bbern3 on April 25, 2022, 2:20 p.m.
Tagged topics: controlling shareholder , Tobi Lutke

Views: 122, Votes: 3, Responses: 0, Attachments: 1
SHOP

+40 pts



$SHOP - Compounding Headwinds Could Impact GMV Sensitive Model

By labjordan on April 19, 2022, 12:17 p.m.
Tagged topics: analyst lowers estimates , analyst lowers target

Views: 33, Votes: 4, Responses: 1, Attachments: 1
SHOP

+36 pts



$SHOP - thoughts on governance change and 10-for-1 stock split

By bbern3 on April 12, 2022, 11:15 a.m.
Tagged topics: stock split , governance

Views: 34, Votes: 3, Responses: 0, Attachments: 3