NYSE:SHOP

Shopify Inc (SHOP)

121.88
+1.74 (1.45%)
as of Jul 7, 2026, 8:00:00 pm Market Open.
232 watching
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Investor Insights
star iconJul 8, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Shopify Inc. has garnered mixed reviews from experts concerning its stock performance and valuation. While the company reported a strong 34% revenue growth recently, projections indicate a slowdown to the high-20s, leading to a decrease in share price. Despite potential threats from emerging competitors and concerns over its 64x PE ratio, some analysts believe that the stock has sold off too fast and is undervalued, especially given historical trends showing that it rallies 70% of the time from April to August. Additionally, there is notable market interest and buying activity from professionals, hinting at strong future performance. Overall, despite recent performance struggles and fluctuations due to market sentiment, several analysts maintain a positive outlook on Shopify's foundational strengths.

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Consensus
Neutral
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Valuation
Undervalued
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BUY

Its retail partners reported record Black Friday revenues.

PARTIAL BUY

It's the small/medium-sized Amazon for fulfillment. The CEO is doing a great job, but it's a hard stock to own, but long-term it will be fine.

BUY

Is up nearly 190% from its lows, still 61% below is 2021 peak. Is profitable and has tremendous earnings growth in coming years.

BUY

Has run up 72% from the bottom. Has long liked this stock. It's the Amazon for the Small Guy. It will recover.

DON'T BUY
Shares plunging on weak guidance

Expectations were too high heading to today's quarter. Could see problems with consumers and remember that recessions hit small businesses harder. But it's a good, long-term story and an important player in e-commerce. Leave this alone for a while.

SELL
They had a strong Christmas season with record numbers, but a wider slowdown ahead will be negative for SHOP, which is tied to retail sales. He sold his small position. Remains an innovative company with a long growth period ahead. He will look at this again next summer.
BUY
A pandemic darling with shares (the US stock) peaking at $176 last November and trading in the $30s today. Yesterday, SHOP announced it will lay off 10% of its workforce and today its report fell short of expectations at every major line. Management even said things will get worse this quarter before improving by the holidays. And yet, shares jumped 12% today. Why? The bad news was already baked in. Will be in far better shape 12 months from now.
BUY
A pandemic darling with shares (the US stock) peaking at $176 last November and trading in the $30s today. Yesterday, SHOP announced it will lay off 10% of its workforce and today its report fell short of expectations at every major line. Management even said things will get worse this quarter before improving by the holidays. And yet, shares jumped 12% today. Why? The bad news was already baked in. Will be in far better shape 12 months from now.
WAIT
The street believes that e-commerce has slowed dramatically because people are going out. He predicts it will take two quarters before we don't feel that way anymore.
DON'T BUY
A buying opportunity as shares are back at 2019 levels? SHOP remains expensive. The company is fantastic, yes. But the PE is very high. He buys companies that make things and return capital at a reasonable PE.
HOLD
This name has been crushed in the past couple of quarters. There's more pain to go with these names and all tech, but they are certainly more attractive now in terms of PE than a year ago. You must nimble and focus on stronger balance sheets. The next few months of the market will be difficult.
COMMENT
They report Thursday. Shares have been cut in half. The market perceives it as a lockdown stock, but not true--it's good for all seasons. Even a great quarterly report may not matter.
DON'T BUY
A terrific engine of growth and best in class--but it doesn't matter. It got hammered for reasons beyond its control. Buy Amazon instead.
BUY
Wall Street has left certain "pandemic" stocks for dead. Why is this considered a pandemic play? And no, it's not another Amazon. The company will grow into its PE, so SHOP is good long term.
HOLD
High-PE stocks are hard to invest during this stage of the cycle, like SHOP or Twilio, way off their highs, but bounced 15-20% this week. He owns both and believes in them long term, believes in their fundamentals.
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