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Dan Salmon
  • Dan Salmon
EUR 9653.00
SHOP SHOPIFY INC.
Shopify Inc. (S...

Shopify (Neutral, raising target to $120 from $115) Slightly raising ...

We raise our price target to $120 from $115 on slightly higher estimates following the 4Q beat. Investment Thesis: We remain Neutral rated and expect the shares to be range-bound in the near-term. We continue to expect shares to be driven largely by GMV growth relative to expectations in 2025. Positive catalysts could include increased Enterprise contribution in 2025, while downside catalysts could include any consumer-driven macro weakness in the SMB base.

SHOP SHOPIFY INC.
SHOPIFY INC. (SHOP)
8h / 38m 8h / 38m 1 EN
Matthew Weiss ... (+3)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
02/11/25 February 11, 2025 1 EN
Matthew Weiss ... (+3)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
02/11/25 February 11, 2025 1 EN
Dan Salmon
  • Dan Salmon
EUR 9653.00
SHOP Shopify Inc. (S...

SHOP: Top Initiation Questions - FCF margin guidance, Enterprise GMV -...

The most common questions we’ve received following our SHOP initiation have focused on the level of conservatism (or not) in management’s FCF margin guidance, how Enterprise GMV growth will translate to revenue growth, and potential upside for SHOP’s attach rate. Below we review our views on each of these subjects.

SHOP SHOPIFY INC. (SHOP)
01/16/25 January 16, 2025 1 EN
Wedbush Research
  • Wedbush Research
SHOP SHOPIFY INC.
SHAK SHAKE SHACK INC. CLASS A
TRIP TRIPADVISOR INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CXW CORECIVIC INC.
NFLX NETFLIX INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
GEO-US GEO GROUP INC.
01/15/25 January 15, 2025 1 EN
Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
  • Seth Basham
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
01/14/25 January 14, 2025 1 EN
Dan Salmon
  • Dan Salmon
EUR 9653.00
SHOP Shopify Inc. (S...

Shopify (SHOP, Neutral, $115 target) eCommerce on Founder Mode

We expect SHOP to grow GMV at ~2x the rate of global eCommerce, with similar outperformance in North America. Incremental GMV drivers should continue to include large enterprises, point-of-sale & offline retail, and B2B.

SHOP SHOPIFY INC. (SHOP)
01/10/25 January 10, 2025 1 EN
Wedbush Research
  • Wedbush Research
W WAYFAIR INC.
SHOP SHOPIFY INC.
MTB M&T BANK CORPORATION
UBI UBISOFT ENTERTAINMENT SA
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EGP EASTGROUP PROPERTIES INC.
EBAY EBAY INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMA COMERICA INCORPORATED
EA ELECTRONIC ARTS INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
XMTR XOMETRY
STX INC.
APP SEAGATE TECHNOLOGY HLDGS PLC
ARHS APPLOVIN CORP
GFS ARHAUS INC
YOU GLOBALFOUNDRIES INC
EWTX CLEAR SECURE INC
DDI EDGEWISE THERAPEUTICS INC
STRW DOUBLEDOWN INTERACTIVE CO LTD
EMBRAC B STRAWBERRY FIELDS REIT INC.
CART EMBRACER GROUP AB
SMCI-US MAPLEBEAR INC.
WAL-US SUPER MICRO COMPUTER
PLTK-US INC.
SKLZ-US WESTERN ALLIANCE BANCORPORATION
TTD-US PLAYTIKA
RUM-US SKILLZ INC
RH-US THE TRADE DESK
INC.
RUMBLE INC.
RESTORATION HARDWARE INC.
01/06/25 January 6, 2025 1 EN
Matthew Weiss ... (+3)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
01/06/25 January 6, 2025 1 EN
Matthew Weiss ... (+3)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
YOU INC.
CART CLEAR SECURE INC
TTD-US MAPLEBEAR INC.
RUM-US THE TRADE DESK
INC.
RUMBLE INC.
01/06/25 January 6, 2025 1 EN
Free Trial
SHOP SHOPIFY INC.

Shopify Inc: 1 director

A director at Shopify Inc sold after exercising options/sold 24,000 shares at 113.311USD and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over...

12/12/24 December 12, 2024 1 EN
Matthew Weiss ... (+3)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
SHOP SHOPIFY INC.
ETSY ETSY INC.
EBAY EBAY INC.
AMZN AMAZON.COM INC.
12/10/24 December 10, 2024 1 EN
Wedbush Research
  • Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
ETSY ETSY INC.
DKS DICK'S SPORTING GOODS INC.
CRM SALESFORCE.COM INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
SMCI SUPER MICRO COMPUTER
ASO INC.
STX ACADEMY SPORTS AND OUTDOORS
BASE SEAGATE TECHNOLOGY HLDGS PLC
GFS COUCHBASE INC
DBD GLOBALFOUNDRIES INC
DIEBOLD NIXDORF INCORPORATED
12/04/24 December 4, 2024 1 EN
Matthew Weiss ... (+3)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
SHOP SHOPIFY INC.
ETSY ETSY INC.
AMZN AMAZON.COM INC.
12/03/24 December 3, 2024 1 EN
Wedbush Research
  • Wedbush Research
SHOP SHOPIFY INC.
TRNO TERRENO REALTY CORPORATION
STAG STAG INDUSTRIAL INC.
SBRA SABRA HEALTH CARE REIT INC.
RHP RYMAN HOSPITALITY PROPERTIES INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
O REALTY INCOME CORPORATION
NHI NATIONAL HEALTH INVESTORS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
GOOGL ALPHABET INC. CLASS A
GLPI GAMING AND LEISURE PROPERTIES INC.
ETSY ETSY INC.
ESS ESSEX PROPERTY TRUST INC.
EGP EASTGROUP PROPERTIES INC.
CTRE CARETRUST REIT INC
CRM SALESFORCE.COM INC.
CMRX CHIMERIX INC
APLE APPLE HOSPITALITY REIT INC
SLM SLM CORP
NTLA INTELLIA THERAPEUTICS INC.
PK PARK HOTELS & RESORTS INC.
PLYM PLYMOUTH INDUSTRIAL REIT INC.
VICI VICI PROPERTIES INC
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
ESTC ELASTIC N.V.
EPRT ESSENTIAL PROPERTIES REALTY TRUST
SAFE SAFEHOLD INC.
PEAK HEALTHPEAK PROPERTIES INC.
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
UPST UPSTART HOLDINGS
NTST NETSTREIT CORP
HR HEALTHCARE TRUST OF AMERICA INC.
PGY PAGAYA TECHNOLOGIES LTD
BNL BROADSTONE NET LEASE INC
11/25/24 November 25, 2024 1 EN
Matthew Weiss ... (+3)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
SHOP SHOPIFY INC.
ETSY ETSY INC.
AMZN AMAZON.COM INC.
11/25/24 November 25, 2024 1 EN
Wedbush Research
  • Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
DIN DINE BRANDS GLOBAL INC.
CRM SALESFORCE.COM INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
STX AIRBNB INC. CLASS A
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
EMBRAC B CLEAR SECURE INC
CART RUMBLE INC
EMBRACER GROUP AB
MAPLEBEAR INC.
11/15/24 November 15, 2024 1 EN
Matthew Weiss ... (+3)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
YOU INC.
RUM CLEAR SECURE INC
CART RUMBLE INC
MAPLEBEAR INC.
11/14/24 November 14, 2024 1 EN
Wedbush Research
  • Wedbush Research
SHOP SHOPIFY INC.
XENE XENON PHARMACEUTICALS INC
TSLA TESLA INC
LOW LOWE'S COMPANIES INC.
HD HOME DEPOT INC.
GPC GENUINE PARTS COMPANY
FATE FATE THERAPEUTICS INC
AZO AUTOZONE INC.
AAP ADVANCE AUTO PARTS INC.
ORLY O'REILLY AUTOMOTIVE INC.
OVID OVID THERAPEUTICS
ISR ISORAY
LEGH LEGACY HOUSING CORP
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
TVTX TRAVERE THERAPEUTICS INC
RKT ROCKET COMPANIES
TLS TELOS
RMBL RUMBLEON INC
ALIT FOLEY TRASIMENE ACQUISITION CORP
AVTE AEROVATE THERAPEUTICS INC
SOUN SOUNDHOUND AI INC
ARTV ARTIVA BIOTHERAPEUTICS INC
PRME PRIME MEDICINE INC
CAVA CAVA GROUP INC
CART MAPLEBEAR INC.
ANRO ALTO NEUROSCIENCE INC
11/13/24 November 13, 2024 1 EN
Matthew Weiss ... (+4)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
  • Seth Basham
11/12/24 November 12, 2024 1 EN
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