
TSE:SHOP
This summary was created by AI, based on 67 opinions in the last 12 months.
Shopify Inc. (SHOP-T) has garnered mixed but generally positive feedback from various market experts. Many reviewers recognize the company's strong growth potential, particularly its innovative use of artificial intelligence and its effective catering to small- and medium-sized businesses. While some analysts express concern over the stock's high valuation—often trading at multiples exceeding 100x PE—others argue that Shopify's market position and growth prospects justify these metrics. The company's recent quarterly results have shown impressive revenue growth and margin improvements, which further bolster its reputation as a leader in the e-commerce sector. However, several market commentators note the importance of timing when investing in such a volatile stock, advocating for caution amidst a broader rotation out of high-growth technology stocks. The consensus points toward a strong long-term potential, even as valuation concerns linger.
He bought it at $65, then sold it $170. They're off 20% from their highs. The stock is well ahead of itself. Yes, he may buy them back, but at what price? They could drop 10-20%. He worried about the impact of a recession, but why hasn't a big tech like Amazon bought them? He kicks himself for selling it.
He totally missed it. Fantastic story, but no profits. He couldn't come up with a reasonable valuation. Bad things happen to companies that get the highest market cap but aren't banks, like Blackberry, Nortel, Valiant. He owns Amazon instead. He won't touch this one.
Recent purchase puts it into direct competition with Amazon. Great momentum stock. Valuation is the issue. Trading at over 500x forward earnings, with 45% growth rate. Quite the PEG ratio. Focused on small businesses, so it's super vulnerable in a downturn.