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TSE:SHOP
Shopify Inc. (SHOP.TO)
Financials 
Technical Analysis 
Aug 23, 2026, 12:00 amThis 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.
David DriscollBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has beat estimates every quarter. There is no reason to expect weakness this quarter. The street expects $903M in revenue and $1.27 EPS. Q4 holiday sales were very strong with the pandemic forcing consumers online. Unlock Premium - Try 5i Free
Stockchase InsightsIt has done very well. It is well positioned and will grow its business. It reflects the trend to e commerce. If it has grown to a lot of your portfolio you should take some off the table. MSFT-Q would allow you to diversify. It is well positioned.
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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock saw a sharp sell-off but there was no company news. The recent spike was pretty dramatic, with a $112 gain yesterday so it is normal to see a bit of pullback. Support is around the $1400-1425 range. Unlock Premium - Try 5i Free
Stockchase InsightsIt is expensive. It is trading at 50 times revenues. Next year they are expected to grow 30%. They are the most capitalized company in Canada. Their main competitor is AMZN-Q and they are ten times larger. It might go sideways for a while because of the discounting of future earnings.
Greg NewmanSecond largest e-retailer behind Amazon. Online shopping has accelerated with Covid, and we're not going back. Very bright future. Expensive, but the stakes are big. Consolidating since June, and not far from breaking out to new highs. He'd buy here.
David BurrowsThe valuation is really sky high right now. They are a competitor to AMZN-Q. It is discounting years of growth into the future. You can't justify any further upside.
Greg NewmanBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It’s normal to see some investors sell on positive vaccine news. The company has benefitted from online shopping during the pandemic. No reason to react right now. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The TikTok partnership is perfect timing, just before shopping season. They get access to more than one million merchants, and investors like it. It should ensure Shopify’s high growth rate. Unlock Premium - Try 5i Free
Stockchase Insights
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has performed well and is now expensive. Investors need to be comfortable with a certain level of volatility. It has a large market and plenty of room to grow still. Patience is required for this name. Unlock Premium - Try 5i Free
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