文章核心观点 - 长期持有无法产生显著的阿尔法收益或维持高夏普比率，追求阿尔法需要积极管理并最小化机会成本，追求高正回报不一定意味着产生高阿尔法 [1] 分析师背景 - 专注于基本面股票研究、全球宏观策略和自上而下的投资组合构建 [1] - 毕业于加州大学洛杉矶分校商业经济学专业和密歇根大学罗斯商学院会计学硕士专业 [1] - 是一家多策略对冲基金的高级分析师 [1]

The company's platform is resonating with merchants of all sizes.It's been a roller-coaster ride for Shopify (SHOP -5.22%) shares this year, but since the summer, the stock has been on the ascent. After the e-commerce company delivered a strong third-quarter report Tuesday and offered upbeat guidance, its stock hit a new 52-week high. However, the stock is still far below the all-time peak it hit in 2021.With Shopify stock trading up more than 40% year to date as of this writing, it's natural to wonder whet ...

Shopify (SHOP) shares jumped 21% on Nov. 12 after the Canadian e-commerce company posted better-than-expected results for the third quarter and gave an optimistic forecast for the holiday shopping season. Shares of SHOP gained another 5.7% on Nov. 13 as investors’ optimism continued.The stock has a Zacks Rank #2 (Buy). SHOP shares belong to top-ranked (top 25%) Zacks Internet - Services industry and top-ranked (top 13%) Zacks Computer and Technology sector. SHOP’s earnings beat the Zacks Consensus Estimate ...

Shopify TodaySHOPShopify$115.13 +6.21 (+5.70%) 52-Week Range$48.56▼$115.62P/E Ratio107.60Price Target$94.95Add to WatchlistShopify’s NYSE: SHOP stock price action soared following the Q3 release because the results were good, more than good, showing the company's building momentum as it established itself as the go-to source for B2B eCommerce needs. Its unified, AI-enabled platform is gaining traction with businesses of all sizes, leading to four things investors like to hear: outperformance, accelerated p ...

Shopify (SHOP 5.67%) is accelerating revenue growth and has ambitions to take a larger share of the e-commerce market.*Stock prices used were the afternoon prices of Nov. 11, 2024. The video was published on Nov. 13, 2024. ...

Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. ...

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Shopify Inc SHOP shares were climbing on Wednesday after the company reported upbeat third-quarter earnings.The company reported its results amid an exciting earnings season. Here are some key analyst takeaways.JPMorgan On ShopifyAnalyst Reginald Smith reiterated an Overweight rating while raising the price target from $76 to $121.Shopify delivered a "big FCF margin beat," Smith said. Free cash flows of $421 million coming in higher than consensus of $340 million and FCF margin of 19.5% coming in around 350 ...

Shopify (SHOP) reported third-quarter 2024 non-GAAP earnings of 36 cents per share, beating the Zacks Consensus Estimate by 33.33%. SHOP reported earnings of 24 cents per share in the year-ago quarter.SHOP’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average earnings surprise being 24.50%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues of $2.16 billion surpassed the Zacks Consensus Estimate by 2.59%. The top line soared 26.1% year over y ...

关于Shopify公司股票表现 - 7月对Shopify Inc (NYSE: SHOP)给出“买入”评级后股票上涨超80%显著跑赢标普500指数 [1] 关于Amrita及其工作 - Amrita在温哥华运营精品家族办公室基金领导投资策略目标为投资可持续增长型公司以实现股东权益最大化 [2] - Amrita创办获奖时事通讯The Pragmatic Optimist关注投资组合策略估值和宏观经济丈夫Uttam Dey为Seeking Alpha撰稿人 [2] - Amrita曾在旧金山高增长供应链初创公司工作5年领导战略期间与风投公司和初创公司合作发展用户获取业务并在疫情期间为客户实现回报最大化 [2] - Amrita致力于普及金融知识将复杂概念转化为通俗易懂形式其时事通讯在流行平台被评为顶级金融时事通讯 [2]