Latest ideas and analyses related to GMV

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SHOP

+1 pts



Great research report!...

By rogoman on May 25, 2021, 12:02 p.m.
Tagged topics: GMV , eCommerce , secular growth , pandemic trends , fintech , RBC , reopening fears

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

+1 pts



Great research!...

By rogoman on May 25, 2021, 11:01 a.m.
Tagged topics: premium valuation , TAM expansion , GMV , eCommerce , deep dive , fintech , Stifel , entrepreneurs , SMBs

Views: 1, Votes: 1, Responses: 0, Attachments: 0
EBAY , AMZN , ETSY

+32 pts



$EBAY - Jefferies says guide for moderating GMV growth in Q2 lowers confidence on recent initiatives, prefers $AMZN and $ETSY for ecommerce exposure

By phenphen on April 29, 2021, 1:54 p.m.
Tagged topics: valuations , Consumer spending , earnings results , GMV , eCommerce , Jefferies , weak guidance

Views: 179, Votes: 2, Responses: 0, Attachments: 4
SHOP

+35 pts



$SHOP - RBC says Shopify's platform acceleration is more important to the stock than the already expected GMV deceleration

By realjoe on April 29, 2021, 11:19 a.m.
Tagged topics: GMV , eCommerce , secular growth , pandemic trends , fintech , RBC , reopening fears

Views: 215, Votes: 2, Responses: 1, Attachments: 9
SHOP

+32 pts



$SHOP - Roth Capital (neutral) expects Q1 results to beat expectations, raises estimates on positive signs from merchant data

By realjoe on April 21, 2021, 4:01 p.m.
Tagged topics: analyst checks , GMV , eCommerce , earnings preview , analyst raises estimates , fintech , Roth Capital

Views: 166, Votes: 2, Responses: 0, Attachments: 4
SHOP

+39 pts



$SHOP - Stifel believes Shopify is the best positioned eCommerce payment platform deserving a premium valuation (deep dive)

By realjoe on April 5, 2021, 1:37 a.m.
Tagged topics: premium valuation , TAM expansion , GMV , eCommerce , deep dive , fintech , Stifel , entrepreneurs , SMBs

Views: 251, Votes: 3, Responses: 1, Attachments: 43
SHOP

+40 pts



Thanks!

By tokyotwin on Feb. 6, 2021, 9:18 p.m.
Tagged topics: analyst checks , GMV , eCommerce , Roth Capital

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

+32 pts



Bullish on $SHOP

By uniqueerique on Jan. 15, 2021, 3:20 p.m.
Tagged topics: analyst checks , GMV , eCommerce , Roth Capital

Views: 9, Votes: 2, Responses: 0, Attachments: 0
SHOP

+31 pts



Expensive for a reason, and may be for a while

By puckerman17 on Jan. 15, 2021, 2:47 p.m.
Tagged topics: valuations , analyst checks , GMV , eCommerce , Roth Capital , quality stock

Views: 19, Votes: 1, Responses: 0, Attachments: 0
SHOP

+38 pts



ecommerce has been accelerated by the pandemic by a few years

By phenphen on Jan. 15, 2021, 2:46 p.m.
Tagged topics: valuations , analyst checks , GMV , eCommerce , Roth Capital

Views: 16, Votes: 2, Responses: 1, Attachments: 0
SHOP

+56 pts



$SHOP - Roth Capital raises target, says their data and checks suggest better than expected Q4 GMV growth

By puckerman17 on Jan. 15, 2021, 11:40 a.m.
Tagged topics: analyst checks , GMV , eCommerce , Roth Capital

Views: 183, Votes: 4, Responses: 4, Attachments: 5
SHOP

+30 pts



$SHOP - Street says Shopify's GMV growth of 76% during Black Friday and Cyber Monday is due to a more spread out spending this year

By puckerman17 on Dec. 1, 2020, 11:08 a.m.
Tagged topics: Cyber Monday , Black Friday , GMV , pandemic trends

Views: 101, Votes: 1, Responses: 0, Attachments: 7
BABA

+40 pts



$BABA - Barclays sees limited impact from Chinese regulations expanding to online video live streaming

By junkfoodlover on Nov. 26, 2020, 9:52 a.m.
Tagged topics: China , regulatory environment , GMV , live streaming

Views: 145, Votes: 4, Responses: 1, Attachments: 4
SHOP

+33 pts



$SHOP - analysts mostly bullish into Q2 results on Wed

By puckerman17 on July 27, 2020, 3:09 p.m.
Tagged topics: analyst checks , COVID-19 , GMV

Views: 155, Votes: 1, Responses: 0, Attachments: 6
AMZN

+31 pts



Credit Suisse increases $AMZN target on strong GMV, but think that's priced in...

By ethonomics on July 24, 2020, 12:55 p.m.
Tagged topics: AWS , COVID-19 , GMV

Views: 125, Votes: 2, Responses: 0, Attachments: 0
SHOP

+30 pts



Very vulnerable near-term, but COVID-19 accelerates shift to online

By phenphen on April 2, 2020, 2:58 p.m.
Tagged topics: valuation , COVID-19 , GMV

Views: 131, Votes: 1, Responses: 0, Attachments: 0
SHOP

+36 pts



Pain for $SHOP could sustain for a while

By puckerman17 on April 2, 2020, 8:44 a.m.
Tagged topics: guidance , analyst checks , China , web traffic volume , gross merchandise volume , GMV

Views: 320, Votes: 1, Responses: 1, Attachments: 0