Is this stock really a bargain, though?Cathie Wood has developed a strong following among investors for anticipating digital trends that accelerated early in the pandemic. The Ark Invest chief often takes a contrarian position on stocks, and the exchange-traded funds (ETFs) she manages tend to focus on companies that are creating and spreading disruptive technology.She has been a fan of e-commerce platform operator Shopify (SHOP -1.16%) for a long time, but over the past year, she has been cutting her ETFs' ...

The shares of Shopify Inc (NYSE:SHOP) are 3.3% higher in premarket trading following a bull note from Goldman Sachs. The Wall Street analyst upgraded SHOP to "buy" from "neutral" and increased its price target to $74 from $67, pointing at the equity's attractive entry point after a shaky start to 2024.Specifically, the e-commerce stock is down 24.5% year to date, with headwinds blowing in earlier this month after a downbeat quarterly report. Shopify stock yesterday closed at its lowest mark since November 2 ...

文章核心观点 - 近期Shopify股价大幅下跌,而同期整体市场却在创新高[1][2] - 最新一季度财报显示毛利率下降50个基点,导致投资者担忧[5] - 尽管如此,多家券商仍看好Shopify的长期上涨潜力[6][7][8][9] 公司概况 - Shopify是一家电商平台公司[1] - 公司最近一季度收入同比增长24%[5] - 公司CEO表示这是Shopify历史上最强劲的时期[6] 股价分析 - Shopify股价从2月高点下跌约40%[1] - 即使券商下调了目标价格,但仍普遍预计有30%以上的上涨空间[7][8] - 技术指标显示Shopify股价已进入超卖区域,有反弹迹象[10][11]

文章核心观点 - 尽管Shopify在第一季度的销售和收益指标表现优于同行,但利润率下降的担忧主导了市场对其的估值调整 [1][2] - Shopify Plus计划价格调整的影响低于预期,是导致估值下调的主要原因 [2] - 但Shopify Plus计划的持续高增长和对公司财务表现的重大影响仍然是积极的 [2][3] Shopify Plus的重要贡献 - Shopify Plus是公司针对大型商家的高端订阅服务,提供全渠道的电商和支付处理工具 [4][5] - Shopify Plus商家的GMV和收入占比持续提高,成为公司增长的主要驱动力 [7][8][9][10][11] - Shopify Plus商家的非订阅收入增长尤其迅速,体现了该服务的独特价值主张 [10] - Shopify Plus有助于公司拓展线下、B2B等电商以外的机会,进一步扩大总地址市场 [6][12] Plus计划价格调整的影响 - 公司宣布提高Plus计划的订阅价格和变动费率,但大部分现有Plus商家选择锁定低价续约3年 [14][15][16][17] - 这延缓了价格调整对2024年增长的完全体现,但从长远来看仍将对公司的盈利增长产生积极影响 [18][26] - 根据不同续约率假设,预计价格调整将带来45.4百万美元至22.7百万美元的额外订阅收入 [19][20][23][25] 基本面展望 - 预计公司2024年收入将同比增长21%至85亿美元,订阅毛利率有望持续改善 [27][29] - 随着附加服务的采用不断扩大,商户解决方案收入有望加速增长,抵消支付附加率下降的影响 [28] - 公司持续的产品创新和营销投入将支撑长期增长和利润扩张 [30] 估值分析 - 基于DCF模型,公司股价合理价值为59美元,较当前水平有一定上行空间 [31][32] - 如果Shopify Plus的渗透进一步加快,公司有望实现更强劲的增长,带来更大的估值潜力 [33][34][36]

Investors weren't pleased with the latest financial update that Shopify's management provided.With the Nasdaq Composite Index in record territory, you might be thinking that most stocks are also near their all-time highs. But this just isn't the case.Take Shopify (SHOP 1.25%). As of May 15, the leading e-commerce platform's shares are currently 65% below their peak, which was established in November 2021. It doesn't help that Wall Street hasn't been pleased with the company's recent financial updates.Does t ...

文章核心观点 - Shopify是一家电子商务平台公司,为小型企业提供在线商城解决方案 [1] - Shopify的业务和股价在疫情期间出现大幅增长,但随后增长放缓,股价大幅下跌 [2][3] - Shopify正在采取措施,如拓展大型企业客户和国际市场,以期在未来5年内实现增长 [6][7] 公司业务表现 - Shopify第一季度收入同比增长23%至19亿美元,但净利润出现亏损,主要由于出售物流业务产生的非现金费用 [4] - Shopify预计第二季度收入增长率将放缓至高个位数,毛利率下降50个基点,短期前景不太乐观 [5] 公司战略 - Shopify正在拓展大型企业客户,如Coach Outlet,以增加收入来源 [6] - Shopify正在开发国际业务平台,帮助客户进军海外市场,这是公司的一大增长点 [7] 投资评估 - Shopify的股价估值较高,投资者可能需要等待更低的价位再考虑买入 [9][10]

A rich valuation implies high growth.All eyes were on Shopify (SHOP -1.28%) last week as it reported its first-quarter earnings results. With the stock up over 120% in the lead-up to the earnings release, investors had high expectations, so its weak outlook was met with severe consequences. Shopify stock has plunged 24% since then.Is this short-term dip a buying opportunity? Let's see how Shopify is doing and where it's likely headed.An e-commerce empireShopify is a global leader in e-commerce software, and ...

The company's shift in focus should improve its fundamentals, the prognosticator believes.After suffering a 16% price drop over the past month, Shopify (SHOP -1.28%) stock is ice-cold on the market. Does that make the e-commerce facilitator an irresistible buy?One analyst tracking the company certainly thinks so, even though he just took a big pair of scissors to his price target. Here's a look at the current state of Shopify, and whether its recent share price tumble makes it a buy on weakness.A chop from ...

Shopify is still reeling from an ill-judged investment in logistics.Fool.com contributor Parkev Tatevosian explains why Shopify (SHOP -5.62%) stock is down and lets you know if that's a buying opportunity. *Stock prices used were the afternoon prices of May 9, 2024. The video was published on May 11, 2024. ...

财务表现 - Shopify在第一季度报告中显示了23%的年度收入增长，与过去几个季度的表现相近[3] - 尽管第一季度表现不错，但由于与物流业务相关的费用导致了281百万美元的亏损，这可能对投资者造成了影响[4] - Shopify预测第二季度高十几个百分点的收入增长，这可能会降低分析师对2024年21%收入增长的预期[5] - Shopify的股价销售比约为11，显示出其仍然是一只昂贵的股票，这可能会给公司带来更大的压力[6] 市场地位 - Shopify在美国是领先的电子商务平台，拥有29%的市场份额，全球市场份额为10%[11] 行业前景 - 全球电子商务行业的复合年增长率预计为11%，这意味着Shopify的扩张在可预见的未来将继续，这应该会长期提振其股价[12] 综合评价 - 尽管最近有些失望，但Shopify仍然是一家领先的电子商务平台，行业复合年增长率和市场份额表明其增长应该会持续[15]