Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.
| Revenue (TTM) | $13.27B |
| Gross Profit (TTM) | $6.34B |
| EBITDA | $2.40B |
| Operating Margin | 17.60% |
| Return on Equity | 15.50% |
| Return on Assets | 10.20% |
| Revenue/Share (TTM) | $10.21 |
| Book Value | $9.84 |
| Price-to-Book | 14.44 |
| Price-to-Sales (TTM) | 17.27 |
| EV/Revenue | 13.44 |
| EV/EBITDA | 74.57 |
| Quarterly Earnings Growth (YoY) | 68.10% |
| Quarterly Revenue Growth (YoY) | 33.70% |
| Shares Outstanding | $1.22B |
| Float | $1.21B |
| % Insiders | 0.23% |
| % Institutions | 73.25% |
Volatility is currently contracting
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Shopify turned a $1,000 bet into a life-changing fortune over ten years, but the path ran straight through a collapse that sent most investors sprinting for the exit.
Unconfirmed takeover chatter is lifting online marketplace stocks, while the software side of e-commerce is barely moving. eBay (NASDAQ:EBAY | EBAY Price Prediction) stock is up 5% to $122.
In Q3 2026, the Portfolio returned 4.46% (net of fees) compared to 0.92% for the Index. Top relative contributors to the Portfolio's performance included ServiceNow, Shopify and Microsoft. By contrast, the largest relative detractors in the quarter were Nvidia, Apple (not owned) and Lam Research.
Digital wallets now account for 56% of global online shopping spend, while AI and instant payments are opening new doors. Four stocks stand out: MA, SHOP, PYPL and MQ.
Shopify isn't competing with AI agents for the customer. It is becoming the settlement layer underneath them.
This didn't make it more optimistic about its future, though, as the neutral recommendation was left intact. While Shopify has notable growth potential, its AI costs might put the hurt on profitability.
Morgan Stanley (NYSE:MS | MS Price Prediction) named eBay (NASDAQ:EBAY) its top internet pick, saying that live streaming auctions have become a growth engine for the marketplace, and eBay stock is catching a bid. eBay shares are at $117.
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Shopify (SHOP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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