US · Technology · Software - Application
EPS came in at 0.42 against a street estimate of 0.33 — a beat of 27.3%.
Analysts rate Shopify Inc a buy (41 buy, 12 hold, 1 sell out of 54) with an average price target of $176.74.
CONFIDENT Shopify posted 32% GMV and 34% revenue growth, marking fifth consecutive quarter above 30%. Agentic commerce and Sidekick AI driving merchant success; catalog conversion 2x higher. Q3 guidance: low 30s revenue growth. Q2 2026 Europe payments penetration up 350 bps YoY. Shopify launched first local payment method in Mexico; expanded managed markets to Canada and UK. Analysts probed monetization (no new fees model holds), enterprise velocity (speed and future-proofing key), and Sidekick pricing (indirect via merchant success, not direct). Management confident in compounding flywheel and durable operating model. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital Research & Mgmt Co - Division 3 | 4.27% |
| FMR Inc | 3.67% |
| Amvescap Plc. | 2.84% |
| Vanguard Capital Management, LLC | 2.65% |
| Capital World Investors | 2.65% |
| Baillie Gifford & Co Limited. | 2.21% |
| Morgan Stanley - Brokerage Accounts | 1.98% |
| T. Rowe Price Associates, Inc. | 1.92% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $3,742 million, up from $2,844 million in Q3 2025. • Q3 net income was $462 million, compared with $264 milli | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $3,742 million, up 32% year over year, also 32% in constant currency. • Gross profit increased to $1,781 mill | 2026-11-03 |
| Quarterly report · Q2 2026 SHOPIFY INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total revenue (6 months ended June 30, 2026): $6,753 million – up from $5,040 million in | 2026-08-05 |
| Results announced · Q3 2026 SHOPIFY Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $3,583 million, up 34% YoY (33% constant currency) vs. $2,680 million in Q2 2025 • Gro | 2026-08-05 |
| Board / officer change · Q3 2026 SHOPIFY INC. - FORM 8-K SUMMARY (JULY 2, 2026) OTHER NOTABLE POINTS • Prashanth Mahendra-Rajah resigned from Shopify's Board of Directors effective | 2026-07-02 |
| Shareholder vote results · Q2 2026 SHOPIFY INC. — FORM 8-K SUMMARY (June 16, 2026) HEADLINE NUMBERS • Annual shareholder meeting held: June 16, 2026 (virtual format) • Total votes cas | 2026-06-16 |
| Reg FD disclosure · Q2 2026 SHOPIFY INC. – FORM 8-K SUMMARY (June 2, 2026) HEADLINE NUMBERS • Board authorized additional US$3.0 billion in share repurchases • Total aggregate | 2026-06-02 |
| Quarterly report · Q1 2026 SHOPIFY INC. – Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenue (Q1 2026): $3,170 million, up 34% from $2,360 million in Q1 202 | 2026-05-05 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board authorizes additional $3.0 billion share repurchase program Shopify's Board of Directors authorized an additional $3.0 billion share repurchase program on June 2, 2026, bringing the total repurchase authorization to $5.0 billion. A share repurchase p | 2026-06-02 |
| Board authorizes $2.0 billion share repurchase program Shopify announced its Q4 2025 and full-year 2025 financial results on February 11, 2026. While the 8-K filing itself doesn't include specific financial metrics (those are in the attached pre | 2026-02-11 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.