Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:SHOP

Shopify Inc. (SHOP.TO)

205.63
+2.26 (1.11%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
979 watching
0
Investor Insights
star iconAug 23, 2026, 12:00 am

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

Shopify Inc. has garnered mixed reviews from experts regarding its performance and valuation. While many acknowledge its strong business model and potential for growth, especially with the integration of AI into its services, concerns about its inflated valuation persist. The stock showcases impressive revenue growth, with recent quarterly earnings reporting a substantial increase, yet the high price-to-earnings ratio raises apprehensions among analysts about potential market corrections. Experts emphasize the company's unique position in the e-commerce ecosystem and its resilience despite economic challenges; however, they caution that the prevailing high valuation leaves limited room for errors. Overall, while Shopify is viewed as a significant player in the tech and e-commerce space, the investment sentiment is tempered due to its high price relative to earnings and growth expectations.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Overvalued
review icon
Similar
MSTE,MSFT
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

DON'T BUY
Boomed during the lockdowns and e-commerce boom. But when shops opened up, people returned to stores. SHOP's high PE, she never understood. The company is expanding and investing into logistics and warehouses. They overbuilt. Their PE remains too high.
DON'T BUY
Grew topline during the pandemic, but profitability and cashflow didn't follow suit. Creates value for its customers, but fundamentals are not strong. He prefers a MSFT or GOOG, essential tech names with stronger profitability and cashflows. Companies with strong fundamentals have lots of options in a recession. Look for a tech name that's more durable longer term.
DON'T BUY
Very volatile. History has shown that once a Canadian stock gets ahead of RY in terms of market cap, best to sell, as it's going to nosedive. Costs have risen, sales growth slowing, not that cheap, earnings have come down. Other tech names are more attractive. Not sure if you want to get back into pandemic winner stocks. Play the valuation story instead.
PARTIAL SELL
Invested heavily in what they thought would be a generational shift in e-commerce. Considering the price target, take some profits, and perhaps pick up cheaper. (Analysts’ price target is $48.50)
DON'T BUY
Quite expensive given its fundamentals and metrics. For tech, understand what the price to sales is. Trading at 6.5x price to sales going forward, expensive. PE is 122x. Missteps. Resurgence of in-person shopping has hurt.
WATCH
Does the company have positive operating leverage for growth and profitability? If it can show that, it could be the next multi-year winner at a great entry level. Right now, the market's saying "show me". For him right now, he would not buy. He's watching and waiting.
DON'T BUY
Never owned it, and missed its huge run and huge pullback. E-commerce is a long secular growth trend, but Shopify's PE wasn't sustainable and still isn't.
BUY ON WEAKNESS
Business model is excellent, but stock price still expensive. Believes better opportunities in the market. Will consider buying if stock price falls. Recent stock split meaningless in terms of business quality.
WAIT
Signals for re-entry? Tech has been under a great deal of pressure, especially those companies that have negative earnings. Down significantly. Technical signals include whether it's starting to outperform the broader market. Is more money flowing into things like tech and discretionary? Fundamentals and financials are challenged. Longer term, still a great growth stock. Into 2023, starts to look more positive.
BUY
It continues to be a real leader in the space since small and big businesses rely on them. The price got ahead of itself and so the multiples are much more attractive, but still quite high when compared to other sectors. He just added it to two portfolios recently after selling at about the $2000 mark. Continue to take bite sized pieces when opportunities arise.
DON'T BUY
John: Down 75%, still not cheap enough for him. Better value elsewhere in tech right now.
Showing 211 to 225 of 679 entries