Shopify (SHOP)
International Stocks
Buy
The speaker examines the company's business model and the discount rate in current market conditions.
Jeremy Lefebvre30d
* Does not constitute investment advice
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How recommendation distribution changed over time
Covered by 5 analysts
Analysts are largely in agreement
Last evaluation 30 days ago
One-directional consensus
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker examines the company's business model and the discount rate in current market conditions.
Financial EducationDiscusses the role and growth potential of infrastructure providers in the new economic model managed by AI agents.
CNBC TelevisionThe President of Shopify evaluates the Q4 financial results, highlighting a 30% revenue increase and a new $2 billion share repurchase program despite missing earnings estimates. He also examines the company's strategic positioning in AI commerce and partnerships with Google and Microsoft.
CNBC TelevisionEvaluates the drop in Shopify stock as an opportunity created by exaggerated AI fears.
Financial EducationThe speaker reviews recent price pressures on the stock and technically interprets the sustainability of the ongoing market rally.
CNBC TelevisionThe speaker evaluates the stock's recent price movements and its performance during the market rally.
CNBC TelevisionThe speaker evaluates Shopify's new AI integrations developed with Google and expectations that 2026 will be a turning point for commerce.
CNBC TelevisionThe speaker characterizes the company as the most undervalued asset among big tech firms and interprets its asset-light growth model.
Financial EducationThe speaker examines the strategic partnership with Shopify, focusing on the expansion into the UK market. He analyzes the potential volume growth and merchant integration benefits.
CNBC TelevisionThe speaker evaluates record sales data during the Black Friday period, the effects of artificial intelligence integration, and the growth in cross-border trade volume.
BloombergHTThe speaker examines the company's business model and the discount rate in current market conditions.
* Does not constitute investment advice
Discusses the role and growth potential of infrastructure providers in the new economic model managed by AI agents.
* Does not constitute investment advice
The President of Shopify evaluates the Q4 financial results, highlighting a 30% revenue increase and a new $2 billion share repurchase program despite missing earnings estimates. He also examines the company's strategic positioning in AI commerce and partnerships with Google and Microsoft.
* Does not constitute investment advice
Evaluates the drop in Shopify stock as an opportunity created by exaggerated AI fears.
* Does not constitute investment advice
The speaker reviews recent price pressures on the stock and technically interprets the sustainability of the ongoing market rally.
* Does not constitute investment advice
The speaker evaluates the stock's recent price movements and its performance during the market rally.
* Does not constitute investment advice
The speaker evaluates Shopify's new AI integrations developed with Google and expectations that 2026 will be a turning point for commerce.
* Does not constitute investment advice
The speaker characterizes the company as the most undervalued asset among big tech firms and interprets its asset-light growth model.
* Does not constitute investment advice
The speaker examines the strategic partnership with Shopify, focusing on the expansion into the UK market. He analyzes the potential volume growth and merchant integration benefits.
* Does not constitute investment advice
The speaker evaluates record sales data during the Black Friday period, the effects of artificial intelligence integration, and the growth in cross-border trade volume.
* Does not constitute investment advice