Shopify (NYSE: SHOP ) stock has rallied over the past six months, to say the least, with the stock up roughly 67% compared to the S&P 500, up 7%. I’m initiating Shopify with a buy for the mid-to-long-term investor because it is successfully buildingI’m a retired Wall Street PM specializing in TMT; my educational background is a bachelor's in Finance and Economics, and an MBA from Columbia, after which I directly began my career on Wall Street. Since kickstarting my career, I’ve spent over two decades in the ...

Shopify (SHOP) closed the latest trading day at $108.95, indicating a +1.76% change from the previous session's end. The stock outperformed the S&P 500, which registered a daily gain of 1.09%. At the same time, the Dow added 1.18%, and the tech-heavy Nasdaq gained 1.03%.Prior to today's trading, shares of the cloud-based commerce company had gained 0.55% over the past month. This has lagged the Computer and Technology sector's gain of 1.8% and outpaced the S&P 500's loss of 0.71% in that time.Analysts and i ...

Growth stocks are back in style these days. Several well-known ones are crushing the market while riding the wave of the artificial intelligence revolution (AI). However, plenty of growth-oriented companies outside of AI are worth investing in. Industries such as e-commerce and fintech have terrific prospects, too, and the leaders in these spaces could deliver outsize returns over the long run.Let's consider two growth stocks -- one in each industry -- that look like excellent buys: Shopify (SHOP -8.19%) an ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks wit ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Shopify (SHOP) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Shopify currently has an average b ...

Core Insights - Shopify has established itself as a leading e-commerce solution for millions of merchants globally, benefiting from the growing e-commerce trends, with U.S. e-commerce expected to rise from 16.6% of retail sales this year to 20.6% by 2027 [1][7] Company Performance - Shopify's gross merchandise volume (GMV) increased by 24% year over year in Q3, reaching $70 million, outpacing Amazon's online sales growth of 7% and third-party sales growth of 10% [3] - The company reported a 26% year-over-year sales growth in Q3, with operating income rising from $122 million to $283 million and net income increasing from $718 million to $828 million [5] - Free cash flow improved from $276 million to $421 million, with a free cash flow margin increase from 16% to 19% [5] Market Position and Strategy - Shopify is competitive in the e-commerce space, providing a complete platform that supports small businesses, although it is smaller than Amazon, which accounts for 37.4% of all e-commerce [2] - The company has expanded its offerings to include physical store solutions and single services, attracting larger enterprise clients [8][9] - Shopify's international business is growing rapidly, with international merchants increasing by 36% in Q3, and clients in the Shopify Managed Markets program seeing a 40% increase in international sales [10] Future Outlook - The company is expected to benefit from tailwinds due to an improved economy, as inflation moderates and interest rates decrease [7] - To sustain its premium valuation, Shopify must meet market expectations consistently, with a current price-to-sales ratio of 18 and a forward price-to-earnings ratio of 76 [11] - Projections suggest that if Shopify maintains a compound annual growth rate (CAGR) of 15%, it could reach $33 billion in sales over the next decade, with a potential market cap of $165 billion [12]

Core Insights - Lantern's 2024 analysis reveals that merchants using its quiz-building app generate an average of $29,000 in additional monthly revenue, which can increase to $37,359 with optimized quiz pathways and integration with platforms like Klaviyo [1][5]. Group 1: Quiz Format Optimization - Top-performing merchants utilize simple and easy-to-follow quiz formats, leading to higher completion rates and increased revenue [2]. - Merchants employing fewer logic jumps and straightforward paths see significantly improved completion rates [2]. Group 2: Data Integration and Marketing - Integrating Lantern quizzes with platforms like Klaviyo allows merchants to sync quiz-taker data, enabling highly targeted email campaigns that improve open rates and deliver personalized content [3]. - Lantern quizzes help merchants collect an average of 6,353 emails per quiz, enhancing targeted marketing efforts [5]. Group 3: Customer Engagement Strategies - Personalized product recommendations based on quiz answers keep customers engaged and encourage purchases, with a "View More Results" button used in 65% of successful quizzes [4]. - Lantern's analytics provide insights into customer behavior, allowing merchants to refine quiz formats for better results [6][7]. Group 4: Versatility Across Industries - Lantern's flexibility allows it to cater to various industries, enabling merchants to create tailored quizzes for their unique audiences [8]. - The app positions itself as a critical tool for scaling e-commerce success by providing actionable insights and enhancing customer experiences [8].

Last week, the tech-heavy Nasdaq Composite gained 0.96%, whereas The Dow Jones Industrial Average declined by 1.29%. The S&P 500 remains unchanged. Market participants are concerned about the U.S.-China trade war and mixed economic data.The Department of Labor reported the consumer price index (CPI) rose 0.3% last month, the largest rise in seven months after advancing 0.2% for four straight months. The producer price index (PPI) increased 3% last month compared to a 2.6% rise in October. Despite the seemin ...

Company Overview - Shopify has been a strong performer since its IPO in 2015, but its future performance remains uncertain as the e-commerce space becomes increasingly competitive [2][6] - The company enables businesses to build and manage their own e-commerce operations, allowing them to sell directly to customers without relying on intermediaries [3] Financial Performance - Shopify facilitated over $270 billion in merchandise sales in the past year, generating $8.2 billion in revenue [4] - Projected top-line growth for this year is nearly 25%, with expectations of over 22% growth in 2025, potentially increasing revenue to over $10 billion [5] - Earnings per share are expected to nearly double to $1.32 this year and rise to $1.51 in 2025 [5] Market Position and Growth Potential - Despite impressive growth, Shopify's growth rate is slowing due to its size, previous rapid growth, and a saturated market [6] - The U.S. Census Bureau reports that only about 16% of retail sales are conducted online, indicating significant room for growth in e-commerce [8] - The global e-commerce market is projected to grow from $4.4 trillion this year to $6.8 trillion by 2028, suggesting continued expansion opportunities for Shopify [9] Scalability and Profit Margins - Shopify's business model scales well, with relatively low incremental costs for adding more customers [11] - Profit margins are expected to widen over time, which may help the stock grow into its current valuation [11] Investment Outlook - The stock is currently trading at 77 times next year's projected earnings, and nearly half of analysts rate it as a "hold" [6] - Investors are optimistic about e-commerce's long-term future and Shopify's dominant position within it, which could support share prices [13] - Investing in Shopify today could yield long-term benefits as the demand for its platform and services is expected to grow significantly [14]

Shopify (NYSE: SHOP ) was trading at just around $52 back in August 2024, and has since rallied by 119%, more than doubling in the space of four months. Any investor interested in this growth stock has one key question in mind, can it still deliverStriving to uncover long-term investment opportunities (10+ years) through in-depth research and analysis. Nexus Research seeks to evaluate and compare business strategies to determine a company’s potential for market penetration, revenue growth and profit margin ...