The Motley Fool·2025-12-28 13:45Core Insights - Growth stocks are essential for long-term investors, emphasizing the importance of a long-term mindset to mitigate short-term market fluctuations [1][2] Group 1: Shopify - Shopify is the largest e-commerce software platform in the U.S., offering a comprehensive platform for businesses to sell online and in physical stores [4] - The company has shown consistent revenue growth, with a 32% year-over-year increase in revenue to $2.84 billion and GMV to $92 billion in Q3 2025 [6] - Shopify's operating income grew by 53%, and it achieved an 18% free cash flow margin for nine consecutive quarters [6] - The company is expanding internationally, with a 41% year-over-year increase in international GMV in Q3 2025 [7] - Shopify's stock has increased nearly 60% since the beginning of the year, reflecting positive investor sentiment towards its financial performance [8] Group 2: SoFi Technologies - SoFi Technologies operates a digital-first ecosystem that promotes high product cross-selling, aiming for significant growth in the next decade [9] - The company reported a 35% year-over-year growth in total members to over 12.6 million and a 36% increase in total products to nearly 18.6 million in Q3 2025 [10] - SoFi's fee-based revenue grew by 50% to $409 million, making up over 40% of overall revenue in Q3 2025 [10] - The company achieved a 38% year-over-year revenue growth, reaching $950 million, with net income up 129% year-over-year to $139 million in Q3 [13] - SoFi's stock has risen over 90% since the start of 2025, driven by growth in its member base and product offerings [13]