Ações Shopify Inc. (SHOP) — é um bom negócio?

Ações Shopify Inc. (SHOP) — é um bom negócio? — InspectStocks

Just reported

Q3 2026 results

From Shopify's results release of 3 de novembro de 2026; its quarterly report has since been filed.

Revenue
Actual
US$ 3,74B
+32% y/y
+4,4% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$ 0,36
+80% y/y
-69% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$ 568M
+66% y/y
+16% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Como ganha dinheiro

Subscription solutions23%
Merchant solutions77%

As participações na receita são estimativas para six months ended June 30, 2026, não números de um relatório oficial.

Concorre com

O que vende6

Shopify commerce software
Software for setting up an online store and handling day-to-day tasks such as product listings, inventory, orders and customer relationships.
Shopify Plus
A higher-priced plan for businesses with more complex needs, including selling in multiple countries and selling wholesale to other businesses.
Shopify Payments
A built-in service that lets merchants accept payments and pay processing and currency-conversion fees.

Mostrar mais 3

Point of Sale Pro and hardware
A paid service and equipment for taking in-person sales and connecting them with a merchant's online store and inventory.
Shopify Capital
Financing for merchants, including loans and merchant cash advances.
Sidekick and Catalog
Sidekick is an AI assistant that helps merchants with store tasks and business information. Catalog organizes product details so AI shopping services can find and describe merchants' products.

Quem compra4

Entrepreneurs and small businesses pay for monthly Shopify plans to set up and run online shops.
Larger retail brands, including businesses selling directly to consumers or to other businesses, pay for plans and services suited to more complex operations.
Retailers with physical locations can pay for Point of Sale Pro by location and buy point-of-sale equipment.
Merchants using Shopify Payments pay processing and currency-conversion fees as shoppers make purchases; merchants can also use Shopify's financing and shipping services.

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

1Shopify uses third-party cloud providers to run its services; the annual report says Google Cloud is used for most platform operations.
2Shopify says it relies on two suppliers for technology used in Shopify Payments.
3Much of merchant-solutions revenue is tied to the amount of merchandise merchants sell through Shopify, particularly sales processed through Shopify Payments.
4Payments, lending, privacy and data handling are subject to laws and regulations in the countries where Shopify operates.

O que pode dar errado

1A security breach or other unauthorized access to merchant, buyer or company data could interrupt services, lead to liability and damage trust in Shopify.
2Shopify Payments depends on technology from two suppliers, and interruptions or changes in financial-services rules could affect its payments and other financial products.
3Shopify must attract merchants, keep them using its services and get existing merchants to use more of them while competing with other commerce and payments providers.

Demonstrações financeiras completas →

Sobre a Shopify Inc.

Shopify gives businesses software to create online stores, sell in physical shops and manage products, orders and customers. It also provides payment processing, financing, shipping services and sales tools for social media and artificial intelligence (AI) shopping channels.

Sede: Ottawa, Ontario, Canada
Fundada em: 2006
Funcionários: approximately 7,600 (December 31, 2025, high)
Listada em: Nasdaq
Fim do exercício: December 31

Construído a partir dos próprios documentos de Shopify Inc. entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.

Just reported

Q3 2026 results

From Shopify's results release of 3 de novembro de 2026; its quarterly report has since been filed.

Revenue
Actual
US$ 3,74B
+32% y/y
+4,4% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$ 0,36
+80% y/y
-69% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$ 568M
+66% y/y
+16% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes Shopify is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Software Application

Graded A or B and worth $2B or more: A first, then the largest.

All 219 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises