TSE:SHOP

Shopify Inc. (SHOP.TO)

164.18
-7.34 (4.28%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
979 watching
0
Investor Insights
star iconAug 3, 2026, 12:00 am

This summary was created by AI, based on 67 opinions in the last 12 months.

Shopify Inc. (SHOP), a notable player in the tech and e-commerce sector, has garnered mixed reviews from experts. While many appreciate its robust business model and potential for growth, particularly through advancements in AI, concerns about its high valuation and earnings growth rate persist. Analysts point out its solid sales growth, yet the high price-to-earnings (PE) ratio, often cited around 60-90x, raises eyebrows regarding future earnings sustainability. Several reviews highlight Shopify's positioning amidst the volatility of the tech sector and the ongoing fears related to AI's impact on traditional software businesses. The general sentiment is that, despite being a leading company in e-commerce with a promising future, its valuation may deter cautious investors.

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Consensus
Mixed
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Valuation
Overvalued
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DON'T BUY
Trend not looking good on the chart. Better places to invest.
WEAK BUY
Q3 better than expected. New products. Management doesn't see a lot of growth in Q4 over Q3. Backbone of small businesses. Needs to be in logistics, but this is difficult. Volatile. With a long time horizon, you'll be fine.
HOLD
Holds a 2% position. He believes in its intrinsic value. What allows him to stick with a company that's come down so much is the hedge put in place in his fund. He wouldn't add here, but would around $34. (Analysts’ price target is $87.00)
DON'T BUY
Expecting stock to be volatile. Better names to invest in with more stability. Not easy to predict value of company.
WATCH
There are going to be Covid winners and Covid losers. Will be a winner long term. Proof is that revenues accelerated this quarter. But now they have to focus on profits, and he has no interest until he sees consistency there.
COMMENT
Down 83% from highs. Sales growth likely to remain challenged, return to in-person shopping not helping. Not cheap at 7.5x price to sales. Basing, so could have a powerful bounce. But the trend may still be sideways or down.
Unspecified
A volatile stock that is trading at a high multiple, but growth is slowing. Trying to be more like Amazon so needs to spend more money. Needs to make much more money to make the previous highs. E-commerce is here to stay.
BUY
Company is enabling small business owners to sell products online(eCommerce). Victim of market selloff (especially in tech). Company returning to reasonable valuation. Expecting long term growth. Is a good company overall.
WAIT
Short term this is questionable. The return of traditional stores isn't good for Shopify. Be patient and wait for an entry point. It needs a catalyst to increase online shopping.
HOLD
Has since sold shares in company. Company does not have consistent returns on capital (has been negative the past 10 years). High revenue growth does not equate to return for shareholders. Unsure whether company will be able to generate free cash flow. Is a speculative stock. Untested business model.
HOLD
Has since sold shares in company. Company does not have consistent returns on capital (has been negative the past 10 years). High revenue growth does not equate to return for shareholders. Unsure whether company will be able to generate free cash flow. Is a speculative stock. Untested business model.
WATCH
Very large decline. Think about it in the context of the year 2000. The ones that survived had positive operating leverage, growth, and great business models. Those are the ones you want to own for years. Too early to decide. Stay away, but watch it.
BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Slower e-commerce growth expected. Inflation and consumer spending headwinds. Continues to invest e-commerce infrastructure. Valuation near historical low. Unlock Premium - Try 5i Free

WAIT
Over-invested on prospective growth. Consolidating now between $40-52, after breaking its downward trend. Swing traders will play that. If you're not a day trader, he'd wait for confirmation of a breakout or breakdown. Wait perhaps for it to reach $55. You don't want to see it go below $40, as there could be more downside.
BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Slower e-commerce growth expected. Inflation and consumer spending headwinds. Continues to invest e-commerce infrastructure. Valuation near historical lows. Unlock Premium - Try 5i Free

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