Shopify Inc. (SHOP.TO) Buy, Sell or Hold

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Shopify Inc. (SHOP.TO)

205.63

+2.26 (1.11%)

as of Aug 21, 2026, 8:00:00 pm Market Open.

979 watching

Investor Insights

Aug 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

Mixed

Valuation

Overvalued

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MSTE,MSFT

DON'T BUY

SHOP is in a tough situation. During Covid, it grew so quickly and shares soared. What they do is important for businesses and this will stay, but growth will slow because people are doing less online. They're trying to be more like Amazon by buying logistics companies. Can they make a big dent in logistics? SHOP does have some pricing power, so there could be growth here. But it's a high-PE stock in a volatile market. This could fall 10% in a given day. Can you stomach it?

WEAK BUY

SHOP vs. AMZN Both have extremely long runways. In uncertain times, he'd rather recommend a megacap like AMZN, which has more defenses if we were to go into a recession, and that's a big "if". SHOP at $338 US is an absolute bargain. He has a 5% position in AMZN, one of his top 5 holdings, but less than 1% in SHOP.

WATCH

Shares did very well during Covid due to e-commerce boom. There remains secular growth in e-commerce and SHOP will benefit. But things are fully reopen, so that accelerated growth in SHOP can't sustain. The share price got ahead of its valuation. SHOP is expanding and investing in warehousing and transportation, which means they will compete directly with Amazon. She watches it.

TRADE

He wouldn't buy at any price. Its intrinsic value is 87% lower than the price now. It has a strong balance sheet so you could buy it at Book Value. It grew by raising equity and when it stopped doing this, it and earnings stopped growing. Outside of the cash it has it is poor value

DON'T BUY

Issue with company is that trading multiples continue to fall. Margins under pressure and company not presenting good earnings. Not in a rush to buy shares. Would rather look into FANG and other blue chip tech stocks.

DON'T BUY

Internet stocks have been crushed in the past year, lacking profits. These stocks are like catching a falling knife. The digital economy is still young. The CEO getting more voting power today is part of a trend of more CEO power. If you're buying SHOP, you're investing in the management. He's not.

DON'T BUY

Avoids companies still in their infancy on profitability. Tailwinds of the e-commerce business aren't going away. Too hard for him to value. Do your homework to find the names that will survive the downdraft.

WATCH

Giant in the industry. Stock ran up. He got stopped out. Need to see conversion from revenue to strong earnings growth. Waiting for technicals to signal the green light on an entry point to get back in.

BUY

Share price still trading at a fairly high multiple. Expecting further growth in sales. Governance issues creating concerns for shareholders. Likes company and is a big supporter of Tobi Lutke. Is buying shares in company as thinks there is major upside.

PARTIAL BUY

Grew rapidly over last 2 years. Benefited from Covid, but now people are reevaluating its growth prospects. Now it's trying to be a fulfillment company. On very bad days, this stock will fall a lot, and you can nibble. E-commerce will grow and SHOP can be a big part of that. Pricing power in the right environment. Good opportunity at the right time, but this is not the right time.

DON'T BUY

Would suggest thinking about valuing companies based on how well can survive tech selloff. Waiting to see if company can generate income and profit. Will stay on sidelines until earnings are proven. Watch company and wait to see what happens.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Reported earnings per share were 30% lower than expected. Revenue was $1.2B, $50 million short of expectations. Quarterly results were disappointing, but looking at the bigger picture, growth continues and the company is investing for the future. Unlock Premium - Try 5i Free

PARTIAL BUY

Allan Tong’s Discover Picks The silver lining is that Shopify’s PE has plunged to 18.5x. In contrast, Amazon trades at 42.8x and Apple at 26.2x. Only Meta trades lower among the megatechs at 12.8x (and that is a whole different story). Shopify’s EPS stands at a reasonable $29.34, ROI 29.2% and profit margin of 63.2%. Not shabby at all. The company beat three of its last four quarters, including its most recent (Q4 2021). Again, decent. Read Are mega tech stocks still alive? for our full analysis.

BUY ON WEAKNESS

Stock has been volatile with rising interest rates and market trends. Surprised how much volatility with share price. Technology is risky with rising interest rates. Wait to buy when markets stabilize.

COMMENT

Caller had put all their savings into Shopify. His first advice is to never invest in just one stock so this is a worry. Shopify is a high growth and high valuation stock. If you extrapolate revenue growth 5 years in advance this stock would probably trade at much lower prices today. They announced today a move to entrench the founder which is disappointing. Also they announced today a 10 for 1 stock split but that doesn't change the valuation.

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