When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Shopify (SHOP) .Shopify currently has an average brokerage recommendation (ABR) of 1.83, on a s ...

文章核心观点 - 数字支付行业竞争激烈,公司很难拥有竞争优势,利润率受到挤压 [3] - PayPal拥有大量支付数据,这可能是其最大的差异化资产 [3] - PayPal需要找到更好的方式利用其数据优势,为用户创造价值 [3] 公司概况 - Shopify是全球最大的电子商务软件服务商之一,提供支付处理等工具 [1] - PayPal是一家数字支付公司,与Shopify、Fiserv、Adyen等公司有合作关系 [1][2] - PayPal过去一年处理了超过1.6万亿美元的支付交易量,拥有消费者和商家两类客户 [3] 合作关系 - Shopify与PayPal扩大合作,允许PayPal钱包交易集成到Shopify商户体验中 [4] - PayPal的"Fastlane"结账功能被Fiserv和Adyen采用,可提高销售转化率 [4] 业绩表现 - PayPal的交易利润率(类似毛利率)近年一直持平,难以实现差异化 [5][6] - 但2022年Q2交易利润率同比增长8%,这可能意味着公司正在更好利用自身数据优势 [6][7]

In the latest market close, Shopify (SHOP) reached $72.45, with a +1.6% movement compared to the previous day. The stock's performance was ahead of the S&P 500's daily gain of 0.54%. Meanwhile, the Dow gained 0.72%, and the Nasdaq, a tech-heavy index, added 0.65%.Coming into today, shares of the cloud-based commerce company had lost 4.73% in the past month. In that same time, the Computer and Technology sector gained 3.3%, while the S&P 500 gained 4.86%.The investment community will be closely monitoring th ...

Shopify (SHOP) shares have lost 12.5% year to date, underperforming both the Zacks Computer & Technology sector and the Zacks Internet Services industry. Over the same timeframe, the sector and industry have gained 13.6% and 4.7%, respectively. The underperformance in SHOP’s shares can be attributed to challenging macroeconomic conditions that have negatively impacted small and medium businesses, which form its major merchant base. This cohort has been suffering from persistent inflation.Nevertheless, Shopi ...

alberto clemares expósito SHOP's High Growth Investment Thesis Is Undeniable, With Robust Bullish Support We previously covered Shopify Inc. (NYSE:SHOP) in May 2024, discussing why we had reiterated our Buy rating as the market over-reacted to the FQ1'24 adj EPS miss/ supposedly softer FQ2'24 guidance and the stock consequently fell below our previous recommended entry point around the $65s. With the e-commerce platform still reporting robust monthly recurring revenue/ subscription growth, growing adj ...

Automatic Securities Disposition Plan Adopted by Shopify Chief Executive OfficerSeptember 06, 2024 5:00 PM EDT | Source: ShopifyInternet, Everywhere--(Newsfile Corp. - September 6, 2024) - Shopify Inc. (NYSE, TSX: SHOP), announced today that Tobias Lütke, Shopify's Chief Executive Officer, has adopted an automatic securities disposition plan ("ASDP"), in accordance with securities laws and Shopify's internal policies, with sales of Class A Subordinate Voting Shares ("Class A Shares") under the ...

文章核心观点 - Shopify公司第二季度财报超预期,收入同比增长20.7% [2] - Shopify公司订阅解决方案收入同比增长26.8%,商户解决方案收入同比增长18.6% [3] - Shopify公司GMV同比增长22%,其中线下GMV增长27% [3] - Shopify公司Payments渗透率达61%,Shop Pay处理GMV占比39% [4] - Shopify公司毛利率同比提升160个基点至51.4% [5] - Shopify公司营业开支占收入比重下降4.4个百分点至36.8% [6] - Shopify公司第三季度预计收入同比增长低至中个位数,毛利率环比提升50个基点 [8] 行业表现 - 同行业公司Uber公司第二季度收入同比增长15.9%,EPS同比增长161% [12] - Uber公司第三季度EPS预计同比增长290% [12] - Uber公司目前评级为持有评级,VGM评分为B [12]

文章核心观点 - Shopify 是一家全球电子商务领导者,正在利用其广泛和优越的能力来获取不断增长的行业市场份额 [1][2] - Shopify 的收入有两种来源:订阅套餐和支付处理业务,其中支付处理业务占总收入的75% [3] - Shopify 正在努力提高盈利能力,通过裁员和出售物流公司等措施来降低成本,但仍在努力实现持续盈利 [4] - Shopify 的股票估值较高,价格销售比达到12倍,这可能意味着部分增长预期已经反映在股价中,风险厌恶型投资者可能会寻找其他选择 [5]

Shopify now makes up 11% of Ark's total holdings.Cathie Wood developed a reputation as a prescient stock picker as her flagship fund, the Ark Innovation ETF (ARKK 0.31%) more than doubled in 2020, along with several other of her actively traded exchange-traded funds (ETFs).Wood also famously made an outlandish call in 2018 for Tesla to hit a split-adjusted price of $3,000, which it did when it soared in 2020 as it turned profitable.More recently, her returns have been more underwhelming, but growth stock in ...

A great business doesn't always translate into a great stock.Shares of Shopify (SHOP 1.02%) have risen more than 20% this month as investors have been encouraged by the company's strong growth in revenue and gross profit. But investors shouldn't get too excited. There's good reason to believe the stock's recent rebound could be hot air.Sure, the e-commerce platform company continues to execute well and management seems to be making a lot of good decisions. The problem, however, is the stock's valuation -- t ...