Shopify Inc. TSX, NYSE: SHOP kanadyjska platforma internetowa do tworzenia sklepów online

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Shopify Earnings Top Estimates As Brick And Mortar Merchants Pivot Online

Shopify earnings topped first-quarter analyst estimates on Wednesday as gross merchandise volume also came in above views amid the global coronavirus lockdown. The earnings report cemented views that brick-and-mortar businesses are pivoting online, boosting Shopify stock.

Shares in Shopify (SHOP) gained 2% to near 700 in morning trades on the stock market today Shopify stock is well extended from a traditional cup-base buy point. But on Tuesday, SHOP stock cleared an alternate entry of 665.84.

Shopify earnings soared 210% to 19 cents a share, up about 210% from a year earlier. The provider of e-commerce platforms said revenue rose 47% to $470 million.

A year earlier, Shopify earned 6 cents a share on sales of $310 million. Analysts expected a Shopify loss of 18 cents on sales of $443.1 million for the period ended March 31.

Using Generally Accepted Accounting Principles, or GAAP, Shopify reported a loss of 27 cents vs. a 22-cent loss a year earlier.

Shopify Stock: GMV Tops Estimates
Gross merchandise volume from merchant customers jumped 46% to 17.4 billion, topping estimates of 16.83 billion.

The company said subscription revenue jumped 34% to $187.6 million, topping estimates of $183.8 million. Merchant solutions revenue rose 57% to $282 million vs. estimates of $260.5 million.

Shopify is building a U.S. distribution network to store and ship products for its merchant customers. It plans to spend $1 billion over five years and, in the process, take on mighty Amazon.com (AMZN).

The company sets up e-commerce websites for small businesses, and partners with others to handle digital payments and shipping. In March, Shopify set aside $200 million for loans to merchant customers during the coronavirus pandemic.

Shopify stock has a Relative Strength Rating of 98 out of a possible 99, according to IBD Stock Checkup. The company pulled 2020 guidance on April 1.

https://www.investors.com/news/technolo ... ck-q12020/

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How to Trade Shopify After Blowout Earnings Report
Shopify is bursting to new all-time highs on better-than-expected earnings. Here's how to trade the stock after a monumental run.



How to Trade Shopify After Blowout Earnings Report
Shopify is bursting to new all-time highs on better-than-expected earnings. Here's how to trade the stock after a monumental run.
BRET KENWELL3 HOURS AGO
What a blowout quarter investors saw from Shopify (SHOP) - Get Report on Wednesday. The news is sending shares higher by about 10% so far in the session.

Before the open, the company delivered a top- and bottom-line earnings beat, crushing Wall Street estimates.

Earnings of $1.05 a share beat estimates by $1.03. Revenue of $713.3 million almost doubled year over year and blew past consensus estimates of $511.5 million.

In fact, these results smoked the highest estimates on Wall Street too, which called for earnings of 27 cents a share on revenue of $608.3 million.

Further, gross merchandising volume (GMV) grew 119% year on year to $30.1 billion and came in far ahead of estimates looking for $19.9 billion. Subscription revenue topped estimates too.

In other words, this was a beat across the board and that’s why Shopify shares - which were up 222% from the March lows heading into the print - are jumping to fresh all-time highs now.

Some are wondering if Amazon.com (AMZN) - Get Report will see a similar reaction when it reports on Thursday.

Amazon is a holding in Jim Cramer's Action Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells AMZN? Learn more now.

Through this multi-month rally, Shopify stock has paused to consolidate, held support, then burst to new highs.

In May and June, $700 support held after a long rally, before breaking out to the $900s. Afterward, support came into play between $900 and the two-times range extension at $882. That was support just a few sessions ago.

A day ahead of earnings, Shopify unconvincingly broke out that nice consolidating bull flag setup (blue lines) and reclaimed the 20-day moving average. Those that took the risk and bought are being rewarded.

Now clearing the 261.8% extension at $1,060 and the prior all-time high near $1,075, I am looking for this area to become support on future pullbacks. If that’s the case, it will represent both healthy and bullish price action.

A close below the 261.8% extension could fill the gap back toward $1,000.

On the upside, my attention is shifting to the three-times range extension up at $1,171.

https://www.thestreet.com/investing/sho ... hs-trading

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The provider of e-commerce software reports early Wednesday. Analysts estimate EPS will shoot up 188% to $1.24 as revenue
jumps 80% to $907 million. Subscription revenue is seen growing 44% to $265 million, on gross merchandise volume of $38.21 billion, up 85%. Shopify (SHOP) is up more than 30% so far this month.

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PUBLIKACJA: 09.04.2021 05:13

Ubiegłoroczne wyniki przyciągną inwestorów?
Shopify | Perfekcyjny biznes na pandemiczne czasy kwitnie. Perspektywy branży pozostają pozytywne.

Kanadyjska spółka Shopify notowana na nowojorskim parkiecie oferuje specjalne narzędzia do utworzenia własnego sklepu internetowego. Nic więc dziwnego, że eksplozja jej popularności przypada właśnie na okres pandemii.

Shopify umożliwia sprzedawcom detalicznym nie tylko stworzenie marki w internecie i na platformach e-commerce, ale i chroni produkty przed kopiowaniem. Choć cena akcji spółki podskoczyła od początku 2020 r. o ponad 180 proc. i sięga obecnie niemal 1,2 tys. dol., to eksperci są przekonani, że w dłuższym terminie perspektywy firmy są pomyślne. Rynek e-commerce stale się bowiem rozwija (w ubiegłym roku sprzedaż w kanałach internetowych odpowiadała za 14 proc. ogólnych zakupów w USA, podczas gdy w 2019 r. było to 11 proc.), choć prawdopodobnie nie utrzyma tempa wzrostu o 3 pkt proc. rocznie po zakończeniu pandemii (na co wpływ będzie miał m.in. powrót klientów do sklepów stacjonarnych). Zachęcające są również inwestycje w rozwój platformy. W 2020 r. spółka rozpoczęła współpracę z CoinPayments, dzięki której udostępniła możliwość płacenia kryptowalutami. Utworzyła też ofertę dla branży e-grocery (internetowych zakupów spożywczych).
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https://www.parkiet.com/Zagraniczna-Spo ... torow.html

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Shopify Stock Rises As Earnings Top Views Amid Slowing Gross Merchandise Volume

Shopify earnings and revenue and for the second quarter topped analyst estimates on Wednesday as gross merchandise volume slowed from previous quarters. Shopify stock rose on the news as the e-commerce software giant said it expects full-year 2021 adjusted operating income to be above last year's level.

Canada-based Shopify (SHOP) said it earned $2.24 per share on an adjusted basis in the quarter ended June 30, including gains on equity investments, up 113% from a year earlier. Revenue jumped 57% to $1.12 billion, the company said.

Analysts expected Shopify earnings of 97 cents a share on revenue of $1.04 billion. A year earlier, Shopify earned $1.05 per share on revenue of $714 million.

Gross merchandise volume from merchant customers rose 40% to $42.2 billion vs. estimates of $40.28 billion. GMV increased 114% in the March quarter and 99% in the December quarter.

In Q2, Shopify added 85,000 net merchants, less than the 145,000 added in the previous quarter, noted Jefferies analyst Samad Samana in a report.
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https://www.investors.com/news/technolo ... gs-q22021/

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Shopify (SHOP) reported Q3 earnings fell 26%, revenue rose 46% while gross merchandise volume
climbed 35%. But all three missed forecasts. Still, the e-commerce software maker’s stock jumped.

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Shopify (NYSE:SHOP) fell about 14% lower after detailing plans to shed about 10% of its workforce following a decline in online spending.

On the earnings front, investors digested mostly positive quarterly results.

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(Reuters) -Shopify Inc beat Wall Street estimates for quarterly revenue on Thursday and reported a smaller-than-expected loss, powered by businesses relying on the company's tools and payment options to scale up their online and office stores.

The company's U.S.-listed shares rose 5% in trading before the bell. The stock has lost more than three-quarters of its value so far this year.

Best known as a one-stop-shop platform for online businesses, Shopify (NYSE:SHOP) is slowly moving into offline payments and adding more tools for businesses to connect with their shoppers online and build on the growth of influencers on social media.

The new tools, such as the offline payments devices it provides retailers, could help Shopify cope with a post-pandemic slowdown in e-commerce.

"We're preparing our merchants for what's ahead," Shopify's President Harley Finkelstein said, adding that the tools it provides – from payments to fulfillment – could help them gear up for the busiest shopping season of the year.

D.A. Davidson analyst Tom Forte said the results were "a reflection of (the company's) ability to exploit not only the online e-commerce opportunity but also the offline retail one."

For the holiday quarter, Shopify expects gross merchandise volume (GMV), or total sales made through the platform, to "outperform the broader U.S. retail market" as it diversifies into providing tools for online and offline stores.

It also expects operating expenses to sequentially decrease in the holiday quarter.

GMV grew 11% to $46.2 billion in the third quarter ended Sept. 30.

Merchant solutions revenue, which accounts for services it provides business, grew 26%. Revenue rose 22% to $1.4 billion. Analysts had expected $1.34 billion, according to Refinitiv IBES data.

On an adjusted basis, the company lost 2 cents per share, far smaller than the analysts' estimate of a 7-cent loss.

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JMP Securities upgraded Shopify (NYSE:SHOP) to Market Outperform from Market Perform with a price target of $65.00. The firm said that Shopify continues to take share after analyzing the OpEx structure across the website builders, assessing third-party website traffic data, and speaking to professional website developers across these platforms.

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(Reuters) - Shopify (NYSE:SHOP) Inc on Thursday posted a surprise first-quarter profit and announced plans to lay off 20% of its staff while allaying investor concerns by exiting its logistics arm, sending its shares surging about 28%.

The Canadian e-commerce company had aggressively built out an order-fulfillment network in recent years on expectations that a pandemic-fueled demand boom would last, mirroring similar moves by rivals.

But that bet unraveled last year, sharpening investor scrutiny of the capital-intensive project that could weigh on earnings, and forcing the company to cut 10% of its workforce in July.

On Thursday, Shopify offloaded the logistics arm to freight forwarder Flexport in an all-stock deal.

"They can have the best of both worlds – a logistics business that makes them competitive with Amazon (NASDAQ:AMZN) without having to manage a business that is not core to Shopify and had been losing money," said Gil Luria, analyst at D.A. Davidson & Co.

Thursday's jump was set to add about C$22 billion ($16.20 billion) to the company's market valuation, taking it to about C$103 billion.

Shopify had 11,600 employees and contractors as of Dec. 31.

Meanwhile, its March quarter earnings signaled the benefits from a host of new tools that encouraged businesses from Mattel (NASDAQ:MAT) to Coty (NYSE:COTY) to integrate Shopify into their own sites, allowing the company to raise its subscription fees.

"We are seeing that consumers are really voting with their wallets to buy from brands they love," President Harley Finkelstein said in an interview. "There is sort of intentionality around discretionary spending."

Revenue of $1.51 billion topped analysts' estimates of $1.43 billion, according to Refinitiv. Adjusted profit was 1 cent per share, compared with expectations for a 4 cent loss.

"Over the course of one earnings release, Shopify completely shifted its investor positioning to be a balanced-growth and profitable company," William Blair analyst Matthew Pfau said.

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Shopify (NYSE:SHOP) was lifted to Neutral from Sell at UBS by its analysts, who raised the firm's price target on the stock by $30 to $64 per share.

The analysts stated that Shopify's "shape shift" has led to the rating change.

"Although macro remains an issue, today's announcements materially alleviate our other concerns," the analysts wrote.

"The sale of the logistics ops, higher focus on profitability, and the 23% reduction in workforce remove a key source of gross margin dilution, and raise the prospect of significantly higher FCF generation from 2H onwards."

The analysts also noted that the company said things are moving positively in their discussions with Amazon on BwP, "which could suggest they may be closer to getting a deal done with Amazon."

"Although it is still unclear whether a deal will make SHOP whole on gross profit dilution, which we est at mid-to-high SD (link), a resolution could result in a better merchant and consumer experience, and lead to higher volumes that may offset any potential dilution," they concluded.

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Shopify downgraded after Q1 beat
Shopify (NYSE:SHOP) fell more than 1% premarket today after Atlantic Equities downgraded the company to Neutral from Overweight following a shares surge on Q1 results:

We continue to see upside to consensus estimates, with gross profit growth likely to accelerate over the next few quarters. However, the stock has quickly reacted to these positive developments and, while further business momentum could support the stock near term, we are downgrading the stock to Neutral on valuation.

Shares jumped nearly 24% on Thursday after the company reported better-than-expected EPS and revenues and said it will cut 20% of its global workforce. The company also said it will sell Shopify Logistics to Flexport.

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Shopify falls following Evercore downgrade

Shopify (NYSE:SHOP) slipped Tuesday after Evercore ISI downgraded the company to In Line from Outperform with a price target of $69.00.

According to Evercore ISI, "the risk-reward outlook on the stock is less compelling" after a nearly 100% YTD surge in stock price. The analyst said the surge was "well warranted, as it was supported by improved fundamentals, significant cost-saving measures, and a strategic shift away from fully integrated shipping/logistics, but Evercore now sees "few clear catalysts going forward."

Shares were recently down 1.6% to $67.57.

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Shopify (NYSE:SHOP) shares gained more than 2% pre-market today after MoffettNathanson upgraded the company to Outperform from Market Perform with a price target of $76.00, as reported in real-time on InvestingPro.

The upgrade is based on early signs of an enterprise inflection, including growing traction from system integrators, higher web traffic for Shopify Plus, as well as new executive hires that will help Shopify sell to the enterprise.

The company is set to report its Q2/23 earnings on Aug 2. Street estimates stand at $0.07 for EPS and $1.62B for revenues.

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(Reuters) - Kanadyjski Shopify (NYSE:SHOP) powiedział w środę, że Amazon wyda aplikację w ekosystemie aplikacji Shopify, która da sprzedawcom z USA dostęp do opcji Amazon "Kup z Prime".

"Wkrótce sprzedawcy Shopify, którzy również korzystają z sieci realizacji Amazon, będą mieli możliwość dodania aplikacji Kup z Prime z naszego ekosystemu aplikacji bezpośrednio do Shopify Checkout, przetworzonej przez Shopify Payments" - powiedziała firma.

Firma twierdzi, że nowa aplikacja umożliwi sprzedawcom Shopify zapewnienie członkom Prime dostępu do korzyści Prime, takich jak szybka i bezpłatna dostawa poza Amazon.com (NASDAQ:AMZN) po raz pierwszy w historii.

Sprzedawcy i firmy zwracają się do Shopify, który oferuje narzędzia do tworzenia i zarządzania witrynami sklepów internetowych, ponieważ wydatki detaliczne rosną na oznakach stabilizujących się warunków makroekonomicznych.

Pomogło to Shopify prognozować silny wzrost przychodów i osiągać lepsze niż oczekiwano wyniki za drugi kwartał na początku sierpnia.